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11-27-2022 06:08 AM
I have Created a New RequestProducer Named: Create Case with Only Account Field,
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?
Solved! Go to Solution.
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11-27-2022 06:40 AM
Hi @instance ,
1. Go to the CSM portal record and open the Main menu. refer below
2. On the related lists we have Menu Items list open the Case Menu.
3. Under case menu have different menu items and click on the New button to under case menu.
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.
5. Now that record producer will be available under case menu.
ServiceNow Community MVP 2024.
Thanks,
Pavankumar
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11-27-2022 06:12 AM - edited 11-27-2022 06:19 AM
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 -
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
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11-27-2022 06:21 AM
Hi @instance ,
If you are using OOB menus then follow below steps :-
Goto below link, add your instance url :-
Click on new button and create new menu as per your requirement. For demo check the previously created menus.
Please Mark My Response as Correct/Helpful based on Impact
Regards,
Gunjan Kiratkar
2X ServiceNow MVP
Community Rising Star 2022
Youtube : ServiceNow Guy
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11-27-2022 06:40 AM
Hi @instance ,
1. Go to the CSM portal record and open the Main menu. refer below
2. On the related lists we have Menu Items list open the Case Menu.
3. Under case menu have different menu items and click on the New button to under case menu.
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.
5. Now that record producer will be available under case menu.
ServiceNow Community MVP 2024.
Thanks,
Pavankumar