How to Display Record Producer in Custom Service Portal Widget?

PranaviR
Tera Contributor

Hi Team,

I have a custom ServiceNow application where I created a CSM Portal with two custom widgets:

1. Case Submission Form – Allows users to submit cases to my custom table (customer_case).


2. My Cases – Displays logged-in users’ cases from the same table.

 

Now, I want to add a Record Producer to one of my widgets so that users can directly access and submit records from my custom Service Portal homepage, without searching for it manually.

Could you please guide me on:

How to embed a Record Producer in a custom widget?

How to display the Record Producer form directly on my portal page?


Any suggestions or best practices would be appreciated.

Thanks in advance!

5 REPLIES 5

Ankur Bawiskar
Tera Patron
Tera Patron

@PranaviR 

You can add your Record Producer in Header Menu of a Portal. Go through below threads

https://www.servicenow.com/community/employee-center-forum/how-to-add-a-record-producer-link-in-the-...

https://www.servicenow.com/community/developer-forum/how-to-create-multilevel-menu-in-service-portal...

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Murtaza Saify
Tera Contributor

1. Create the Record Producer

  1. Navigate to: Service Catalog > Record Producers > Create New.

  2. Configure Basics:

    • Name: Give it a descriptive name (e.g., "Submit Customer Case").

    • Table: Select your custom table (customer_case).

    • Catalog: Assign it to a catalog visible on your portal (e.g., "CSM Catalog").

  3. Define Variables:

    • Add fields from your customer_case table as variables (e.g., short_description, category).

    • Customize the form layout under UI Policies or Variable Layouts.

  4. Save the Record Producer and note its sys_id (required later).


2. Add the Record Producer to Your Portal Page

 Use the Out-of-the-Box Form Widget 

  1. Open Service Portal Designer:

    • Go to Service Portal > Portals, open your CSM portal, and click Edit in Designer.

  2. Add the Form Widget:

    • Drag the Form widget (sp-form) to your homepage layout.

  3. Configure the Widget:

    • Table: Select your custom table (customer_case).

    • Record Producer: Paste the sys_id of your Record Producer.

    • (Optional) Configure success/error messages and redirect behavior.

  4. Save & Publish the page.

Hi ,

When I drag the Form widget to my homepage, it shows 'Record not found.' Could you help me with that

 

PranaviR
Tera Contributor

 

Hi,

When I drag the Form widget to my homepage, it shows 'Record not found.' Could you help me with that