How to make Lead table publicly accessible for external users?

RohitPapann
Tera Contributor

Hello Community,

I have created a custom table called Lead in my ServiceNow developer instance.

My requirement is:

  • I want to share a single link with people outside ServiceNow.

  • When they click the link, they should be able to access a form without entering any credentials.

  • They will fill in their details, and those details should be stored in our Lead table.

Is there any recommended way to make this possible in ServiceNow (perhaps through Service Portal, public pages, ACLs, or any best practice approach)?

Thanks in advance for your guidance!

Best regards,
Rohit

1 ACCEPTED SOLUTION

Nikhil Bajaj9
Giga Sage

Hi @RohitPapann ,

 

Table or form can't be directly access by public so Create a Catalog item and make it public with the help of user criteria. Now you can share link of Catalog item and user will land on catalog and fill the details. It will create a request but if you want to create record in LEAD table, you can go for Record producer.

 

If my answer helped you, please mark it - solution accepted.

 

Regards,

Nikhil Bajaj 

Please appreciate my efforts, help and support extended to you by clicking on – “Accept as Solution”; button under my answer. It will motivate me to help others as well.
Regards,
Nikhil Bajaj

View solution in original post

6 REPLIES 6

Shashank_Jain
Kilo Sage

@RohitPapann , 

 

As per servicenow , you can enable public access for portal pages , widgets and catalog items.

 

Note : Guest users or logged out users can’t access catalog items/ widgets/pages by default. You must change the accesses for that.

 

You can do this by clicking on public checkbox and make it true.

Please refer below servicenow doc :

 

Link - https://www.servicenow.com/docs/bundle/zurich-customer-service-management/page/product/customer-serv...

 

If this works, please mark it as helpful/accepted — it keeps me motivated and helps others find solutions.
Shashank Jain

@RohitPapann , 

If the information provided was helpful, please mark it as accepted too.

If this works, please mark it as helpful/accepted — it keeps me motivated and helps others find solutions.
Shashank Jain

Hi @Shashank_Jain ,

Thanks for the clarification. I was able to make the variables editable for the Guest user by setting the Public permissions (create, read, write) — so now I can fill in the details on the form.

However, I’m still facing an issue during submission. When I try to submit the record, I get the following error message:

“Something went wrong and your request could not be submitted. Please contact your system administrator.”

So right now:

  • Issue 1: Initially the variables were read-only, but I managed to make them editable.

  • Issue 2 (current blocker): The form allows input, but it fails to submit the request.

From my understanding, this might be happening because the Guest user doesn’t have insert/create access on the backend tables like sc_cart, sc_request, or the custom lead table.

Could you please suggest the right way to overcome this issue so that Guest users can successfully submit the form?

Best Regards,
Rohit

Nikhil Bajaj9
Giga Sage

Hi @RohitPapann ,

 

Table or form can't be directly access by public so Create a Catalog item and make it public with the help of user criteria. Now you can share link of Catalog item and user will land on catalog and fill the details. It will create a request but if you want to create record in LEAD table, you can go for Record producer.

 

If my answer helped you, please mark it - solution accepted.

 

Regards,

Nikhil Bajaj 

Please appreciate my efforts, help and support extended to you by clicking on – “Accept as Solution”; button under my answer. It will motivate me to help others as well.
Regards,
Nikhil Bajaj