{"id":9292,"date":"2026-04-23T07:23:12","date_gmt":"2026-04-22T23:23:12","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=9292"},"modified":"2026-04-23T07:23:15","modified_gmt":"2026-04-22T23:23:15","slug":"custom-service-requests-display-external-links-at-sign-off-flow-steps","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/custom-service-requests-display-external-links-at-sign-off-flow-steps\/","title":{"rendered":"Custom Service Requests \u2013 Display External Links at Sign Off Flow Steps"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Introduction<\/strong><\/h2>\n\n\n\n<p>FacilityBot allows administrators to configure <strong>External Actions<\/strong> within Sign Off Flow steps for Custom Service Requests. This feature provides quick access to external resources\u2014such as SOPs, forms, or reference documents\u2014directly within the request workflow.<\/p>\n\n\n\n<p>External links appear as clickable buttons on the Request page, enabling Admins, Managers, and Responders to access relevant materials without leaving the platform. This functionality is supported on both the Web Portal and Mobile App.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Custom Service Requests \u2013 Display External Links at Sign Off Flow Steps\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/RlcFMsWFWjk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Configuring External Actions in Sign Off Flows<\/strong><\/h2>\n\n\n\n<p>To add an External Action to a Sign Off Flow step:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to the FacilityBot Web Portal.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"470\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29-1024x470.png\" alt=\"\" class=\"wp-image-9293\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29-1024x470.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29-768x353.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29-1000x459.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29-480x220.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-29.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Settings, then Requests<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"470\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32-1024x470.png\" alt=\"\" class=\"wp-image-9296\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32-1024x470.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32-768x352.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32-1000x459.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32-230x105.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32-350x160.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32-480x220.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-32.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose a service request form you want to configure and click edit.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"470\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30-1024x470.png\" alt=\"\" class=\"wp-image-9294\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30-1024x470.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30-768x353.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30-1000x459.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30-480x220.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-30.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to other settings tab and click select a sign off flow.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31-1024x473.png\" alt=\"\" class=\"wp-image-9295\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31-300x139.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31-768x355.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31-1000x462.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-31.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the dropdown, click<strong> Manage Request Sign Off Flows<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"471\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33-1024x471.png\" alt=\"\" class=\"wp-image-9297\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33-1024x471.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33-1000x460.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-33.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select an existing Sign Off Flow, hover over it, and click the <strong>Edit<\/strong> icon.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34-1024x473.png\" alt=\"\" class=\"wp-image-9298\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34-300x139.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34-768x355.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34-1000x462.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-34.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the Sign Off Flow editor, locate the <strong>External Action<\/strong> column. Hover over a step and click the <strong>Edit<\/strong> icon to open the <strong>Edit Sign Off Flow Step<\/strong> panel.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35-1024x472.png\" alt=\"\" class=\"wp-image-9299\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-35.png 1360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <strong>External Action<\/strong> section. Enter the <strong>Button Label<\/strong> (e.g., \u201cView SOP\u201d) and the <strong>External URL. <\/strong>Click <strong>Save<\/strong> to apply the changes.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36-1024x472.png\" alt=\"\" class=\"wp-image-9300\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-36.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then click submit.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37-1024x472.png\" alt=\"\" class=\"wp-image-9301\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-37.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now select the appropriate sign off flow that you want to configure in your service request form. Then click Save.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38-1024x472.png\" alt=\"\" class=\"wp-image-9302\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-38.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Note:<\/strong><strong><br><\/strong> External Action is optional. However, if a Button Label is provided, the External URL must also be entered (and vice versa).<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How External Links Appear on Requests<\/strong><\/h2>\n\n\n\n<p>Once configured, the external link button appears on the Request page when the request reaches the corresponding Sign Off Flow step.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"471\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39-1024x471.png\" alt=\"\" class=\"wp-image-9303\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39-1024x471.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39-1000x460.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2026\/04\/image-39.png 1364w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The External Action feature in Sign Off Flows enables teams to seamlessly integrate external resources into their request workflows. By attaching relevant links to specific steps, organizations can improve efficiency, ensure process consistency, and reduce the need to search for documents outside of FacilityBot.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction FacilityBot allows administrators to configure External Actions within Sign Off Flow steps for Custom Service Requests. This feature provides quick access [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[44],"class_list":["post-9292","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Custom Service Requests \u2013 Display External Links at Sign Off Flow Steps - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/custom-service-requests-display-external-links-at-sign-off-flow-steps\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Custom Service Requests \u2013 Display External Links at Sign Off Flow Steps - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Introduction FacilityBot allows administrators to configure External Actions within Sign Off Flow steps for Custom Service Requests. 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