How to Create a New catalogs?

instance
Tera Contributor

I have Created a New RequestProducer Named: Create Case with Only Account Field, 

2711a.jpg

2711b.jpg

 and On clicking Try it i am able to see like this.

But i need this Record Producer to be accessed From CSM portals.

In CSM portals, Under case header menu it should come as 5th one, how to display this particular Create Case Record Producer in CSM portals?

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1 ACCEPTED SOLUTION

Pavankumar_1
Mega Patron

Hi @instance  ,

1. Go to the CSM portal record and open the Main menu. refer below

Screenshot (463).png

2. On the related lists we have Menu Items list open the Case Menu.

Screenshot (468).png

3. Under case menu have different menu items and click on the New button to under case menu.

Screenshot (466).png

4. Select the type as Catalog Item and select your Record Producer and give your page name or csm_get_help and save. Based on the Order it will display under menu.

Screenshot (467).png

5. Now that record producer will be available under case menu.

If it helps please click Accept as Solution/hit the Thumb Icon.
ServiceNow Community MVP 2024.
Thanks,
Pavankumar

View solution in original post

3 REPLIES 3

Sagar Pagar
Tera Patron

Hi @instance ,

You have to add the crated catalog item/record producers. as a menu item in FSM portal with type as URL.

add the catalog item/record producers. URL in URL field.

 

Take a look at  -

Configure menu items 

Creating a Menu Item in Service Portal 

 

Note - Try to open newly created catalog item in same page as previously added menu item. You can take a reference from previous catalog item/record producers.

 

Thanks,

Sagar Pagar

The world works with ServiceNow

Gunjan Kiratkar
Kilo Patron
Kilo Patron

Hi @instance  ,

If you are using OOB menus then follow below steps :-

Goto below link, add your instance url :-

https://devXXX.service-now.com/now/nav/ui/classic/params/target/sp_rectangle_menu_item.do%3Fsys_id%3...

 

GunjanKiratkar_0-1669558731029.png

Click on new button and create new menu as per your requirement. For demo check the previously created menus.

GunjanKiratkar_1-1669558841489.png

 


Please Mark My Response as Correct/Helpful based on Impact
Regards,
Gunjan Kiratkar
2X ServiceNow MVP
Community Rising Star 2022
Youtube : ServiceNow Guy

Pavankumar_1
Mega Patron

Hi @instance  ,

1. Go to the CSM portal record and open the Main menu. refer below

Screenshot (463).png

2. On the related lists we have Menu Items list open the Case Menu.

Screenshot (468).png

3. Under case menu have different menu items and click on the New button to under case menu.

Screenshot (466).png

4. Select the type as Catalog Item and select your Record Producer and give your page name or csm_get_help and save. Based on the Order it will display under menu.

Screenshot (467).png

5. Now that record producer will be available under case menu.

If it helps please click Accept as Solution/hit the Thumb Icon.
ServiceNow Community MVP 2024.
Thanks,
Pavankumar