Custom HTML Block
Overview
Custom HTML Block — Business Overview
Custom HTML Block is a content management tool in Dafater that allows businesses to create and reuse customized content sections across the system. It is used to display tailored messages, instructions, banners, notices, or branded content in a consistent and controlled way wherever users interact with the system.
In simple terms, Custom HTML Block helps you control what users see and how information is presented—without changing core business records or workflows.
What Custom HTML Block Is Used for in Business Operations
Custom HTML Block is used to: - Display important announcements (policies, deadlines, compliance notes) - Show guidance or instructions to users while they work - Add branding elements, banners, or formatted content - Communicate process reminders or operational warnings - Standardize informational content across multiple screens
It ensures that critical business information is visible, consistent, and easy to update.
Prerequisites and Setup Requirements
Before using Custom HTML Block, businesses should: - Clearly define what information needs to be communicated to users - Decide where the content should appear (dashboards, forms, or work areas) - Ensure content ownership is assigned (who maintains and approves updates) - Prepare approved text, formatting, and branding guidelines
No system restructuring is required—only clarity on communication needs.
Typical Workflow and Business Usage
Content Identification
The business identifies a need to inform, guide, or alert users (for example, a new policy or process change).Content Creation
A Custom HTML Block is created with the required message, formatting, and emphasis.Review and Approval
The content is reviewed to ensure accuracy, compliance, and alignment with company tone.Display to Users
The Custom HTML Block is placed where users will naturally see it during their daily work.Ongoing Updates
When business rules or messages change, the same Custom HTML Block is updated—automatically reflecting everywhere it is used.
This workflow reduces repetitive communication and ensures consistency.
Key Business Scenarios Where Custom HTML Block Is Essential
Policy Communication
Displaying HR, finance, or operational policies directly where users take action.Process Guidance
Showing step-by-step instructions or reminders within business workflows.Compliance and Risk Alerts
Highlighting mandatory checks, legal notices, or audit reminders.Internal Announcements
Communicating company-wide updates without sending repeated emails.Branding and Professional Presentation
Maintaining a polished, consistent look across business screens.
Important Considerations for Users
- Keep content clear and concise to avoid overwhelming users.
- Update regularly to ensure information stays accurate and relevant.
- Avoid overuse—too many messages reduce visibility and impact.
- Align with business policies to prevent conflicting instructions.
- Assign responsibility for maintaining and approving content changes.
Summary
Custom HTML Block is a powerful business communication tool within Dafater. It ensures that the right information reaches the right users at the right time—supporting clarity, compliance, and consistent business operations without disrupting core workflows.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| private | Private | Check | - | Restrict block visibility to authorized Dafater users only. | |
| preview | preview | HTML | - | Displays rendered preview of the custom HTML block. | |
| html | html | Code | HTML | Stores HTML markup defining the block content. | |
| js_message | JS Message | HTML | To interact with above HTML you will have to... |
Guidance message for interacting with HTML using JavaScript. | |
| script | script | Code | JS | Custom JavaScript logic executed for this HTML block. | |
| style | style | Code | CSS | Custom CSS styling applied to the HTML block. | |
| roles | Roles | Table | Has Role | Defines Dafater user roles permitted to view this block. |
Child Tables
Roles (Has Role)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| role | Role | Link | Role | Assigned role defining user permissions within Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Desk User | ✓ | |||||
| Desk User | ✓ | ✓ | ✓ | ✓ | ||
| Workspace Manager | ✓ | ✓ | ✓ | ✓ |