How can i have the portal category visible for only one group?

thiraj
Tera Contributor

Hi Team,

I have a quick question which is relatively simple and easy for the people who know how it is done!

Is there a way to hide the portal category for a specific group of people? Screen shots below.

find_real_file.png

All help is appreciated.

Thank you.

1 ACCEPTED SOLUTION

sb1186
Kilo Guru

Hi Thiraj,



There are a couple of ways you can achieve this.



1) You can restrict the Categories using the Available for group/Not available for group option in the Category definition?


find_real_file.png


2) You can create User Criteria to define which groups/users/roles etc., could view a required category or item.


find_real_file.png



Let me know if this works for you.



PS: Mark this answer as Correct if it solved your query or hit Like/Helpful depending upon the usefulness of the response.



Regards
Supriya Bisht


View solution in original post

6 REPLIES 6

sb1186
Kilo Guru

Hi Thiraj,



There are a couple of ways you can achieve this.



1) You can restrict the Categories using the Available for group/Not available for group option in the Category definition?


find_real_file.png


2) You can create User Criteria to define which groups/users/roles etc., could view a required category or item.


find_real_file.png



Let me know if this works for you.



PS: Mark this answer as Correct if it solved your query or hit Like/Helpful depending upon the usefulness of the response.



Regards
Supriya Bisht


thiraj
Tera Contributor

Hi sb1186,



Thank you for the information. I tried it but doesn't seem to work. Also i noticed that when i go to user criteria and created a new user criteria i cannot see the "AVAILABLE FOR CATEGORIES" section. Do i have to do something to view that section or is there something wrong in my environment?



Thank you


Hi Thiraj,



Do you mean you put the groups under Available for group related list and still users who do not belong to that group are able to view that category?



Also, in the User Criteria, the related list Available for Categories would only appear once you submit a User Criteria record. This related list is not available on the form by default, hence you can bring it on the form by Configuring the Related lists. Use the following steps to achieve the same:



1) Submit a new User Criteria record after specifying the required groups for availability.


2) Open the record, right click on the context menu and select Configure > Related Lists.


find_real_file.png


3) Select the Available for categories list and Save.


find_real_file.png



Feel free to revert in case of any further queries.



PS: Mark this answer as Correct if it solved your query or hit Like/Helpful depending upon the usefulness of the response.



Regards
Supriya Bisht


thiraj
Tera Contributor

Hi sb1186,



I tried both methods and still no success. I am pretty sure it must be the way to fulfill my requirements but something must be wrong with my instance. I will log a ticket so Service Now Hi and check with them as well.



Thank you