Display more fields in CSM Portal for Assets
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11-14-2022 05:28 AM
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
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11-14-2022 07:16 AM
Hello,
Can you paste screenshot of both the issue it would be easier to assist you.
Thanks.
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11-14-2022 07:58 AM
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)
When I click on an Asset I am directed to the alm_hardware table with the view= CSP
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