Service portal and ESC in servicenow best practice

[Arun_Manoj]

Hi,

I'm new to portal designing, my question is for a customer needs custom branding and color design in the portal then what are steps to follow?

Like the same as OOB but need some cosmetic change than the OOB. Please help me , what all steps  I needs to do.

[Anand Kumar P]

Hi @Arun_Manoj ,

Service Portal > Service Portal Configuration, then click Branding Editor.

Select the portal you want to customize the theme for from the portal list. Then use the options on the Quick Setup and Theme Colors tabs to customize your portal.

https://www.servicenow.com/docs/bundle/xanadu-platform-user-interface/page/build/service-portal/conc...

If my response helped, please mark it as the accepted solution ✅ and give a thumbs up👍.
Thanks,
Anand

[Ahmmed Ali]

Hello @Arun_Manoj 

For cosmetic changes such as color or fonts, instead of cloning the widgets, you can use widget instance to customize based on your requirement. This is recommended approach for portal. 

You can refer below threads for reference:

https://www.servicenow.com/community/developer-blog/the-ultimate-service-portal-css-guide/ba-p/22901...

https://www.servicenow.com/community/developer-forum/override-css-on-simple-list-widget/m-p/2532830

https://www.servicenow.com/community/grc-forum/what-is-the-purpose-of-widget-instance/m-p/2723658

for branding you can refer: https://www.servicenow.com/docs/bundle/xanadu-platform-user-interface/page/build/service-portal/conc... 

You can also find number of videos on YouTube regarding the same.

As best practice, try to avoid cloning the widgets as you will miss future updates/bug fixes on your widgets.

Let me know if you are looking for something specific.

Thank you,

ALi

[Arun_Manoj]

Hi @Ahmmed Ali ,

for example : My client using a new instance, so they need a custom portal page instead of OOB portal. Then what is the initial step i need to do? to create the new custom portal page

[Ahmmed Ali · Accepted solution]

Hello @Arun_Manoj 

Portal record itself will not have any pages tagged to it. Pages are independent from the portal. Portal record is used for branding such as colors, logos etc. You can just simply create new portal record in portal page and have your branding applied to it and mention homepage same as OOTB home page. You have new custom portal up.

Now in homepage if your client need any modifications in the homepage, you can either create new copy of OOTB homepage or update the existing homepage (Suggestion would be copy OOTB homepage and then customize it, then mention it as homepage in your custom portal). 

Similarly you will go for any pages linked in your homepage such as requests, catalog etc.

Thank you,

Ali