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Display more fields in CSM Portal for Assets

Stefan Berger
Tera Contributor

Hi Guys, 

 

for an upcoming project I am exploring the CSM Module and I have 2 dedicated questions for upcoming features I need to implement.

 

When I Click the Support Menu Item in the Header of the csm portal I can find the Menu Item Assets.

It directs me to this page:

(https://dev126220.service-now.com/csm?id=csm_assets&table=alm_asset&view=csp)

I and it displays the assets of the Logged in users Account, which is exactly what I need.

 

My questions would be:

 

Q1: How / where is the filter condition generated?

On the page csm_assets a Data Table from URL Widget is used and in its Instance there is no value in the Filter Field. 

I checked the Menu Item "Assets"  and HREF/URL is "?id=csm_assets&table=alm_asset&view=csp"

Which opens the alm_asset Table with the view  = csp but no filter conditions?!

 

Q2: How to make new fields visible in the CSM Portal added to the view?

I  identified the view in play is the Customer Self Service vIew,  by moving field orders I saw that this reflected in the CSM portal.

Then I added the Field Asset tag to the view , but the field is visible in the CSM Portal.

I tried to create an ACL for it but no success here, hence I cant choose that field when creating an ACL on record level read operation. Also logged in as an Admin I don't see that field.

 

I hope you guys can shed some light for me here 🙂 

 

BR and Thx 

 

 

 

 

 

 

 

 

2 REPLIES 2

Saurav11
Kilo Patron
Kilo Patron

Hello,

 

Can you paste screenshot of both the issue it would be easier to assist you.

 

Thanks.

Stefan Berger
Tera Contributor

Sure:

 

Here you see where I start! 

CSM Portal --> Support --> Assets

I am logged in as a customer, how does the List know I want to see the assests tied to my Account (The asset is NOT related with this user direct)

 

StefanBerger_1-1668441204769.png

When I click on an Asset I am directed to the alm_hardware table with the view= CSP 

 

StefanBerger_2-1668441381071.png

How to make newly added  fields to this View visible?

I tried in the backend (Form Design) but newly added fields do not show up in the portal?

If I modify the order of existing fields I can see this in the portal?

 

I hope it is now better to understand 😉

 

BR and thx