Customizing SOAR

Select RESPOND > Configuration > Customization Library.

You can customize case management through plugin scripts, email templates, query templates, scriptable integration codes, text and HTML templates (used for notifications and other capabilities) and other customizations. The Customization Library tab displays a list of customization, and also allows you to create a new customization content or modify an existing one. When a new plugin is uploaded through configuration/integrations/upload plugin options, you can also view and manage its code on this tab.

The list of customization can be filtered to display all integrations customizations, all integration types customization and all script types customization.

Searching a Customization

You can search a specific user customization, through the Search option. Click the button next to Search, to view search results based on ID, Name, Script Type, Integration Types, Integration, Last Modified By, Modification Date and Actions filters.

Creating a Customization

Click the +Create New Customization button to create a new customization. In the Customization Editor window, specify customization name, description and type and enter the respective code in the black console.

Filtering Integration Customizations

Click Show all integrations filter to view the customization list based on the visible name of the integrations already defined on the environment.

Filtering Integration Types Customizations

The Show all integration types filter enables you to filter the list based on integration/plugin type.

Filtering Script Types Customizations

When you click Show all scripts type filter, a list of script type customizations is displayed.

Editing, Deleting and Reseting a Customization

You can edit an existing customization configuration by clicking the Edit button under the Actions column. When you click the Edit button, Customization Editor window is displayed. Specify the values in editor window as per your requirement and click Save to modify.

You can delete an existing customization configuration by clicking the Delete button under the Actions column.

The Reset button resets the content of customization to out-of-the-box version.

The Lookup button shows the details about where this particular customization is being used.