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How to add Catalog and Requests on New Portal Menu for External Users?

VIKAS45
Tera Guru

How to add Catalog and Requests on New Portal Menu for External Users?

2 REPLIES 2

Community Alums
Not applicable

Hi @VIKAS45 ,

I hope you are using CSM module!!

CSM, Contacts table (customer_contact) -> is extend to user (sys_user) table.

We have a account field in sc_request with the name of Request for.

You can directly use the sc_request table to create a request for external users and that won't cause any problem. It's not a best practice to use case table to create the request.

sc_request->sc_req_item->task and in Request form you have Request for field which is reference of user(sys_user).Also Contacts (customer_contact) are available in user table because customer_contact is extended to user table.

Also, refer to this doc :Enable external customers to create requests 

 

All child record available into parent table. (customer_contact=> child table and sys_user=parent table).

jaheerhattiwale
Mega Sage
Mega Sage

@VIKAS45 

Go to "Service Portal > Portals"

jaheerhattiwale_0-1672317100144.png

 

Open your portal and open "Main menu"

jaheerhattiwale_1-1672317152400.png

 

Scroll down to bottom and add menu items

jaheerhattiwale_2-1672317205551.png

 

Add menu of type "Service catalog"

jaheerhattiwale_3-1672317298839.png

 

You can check different types as per your requirement.

 

Please mark as correct answer if this solves your issue.

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