Service Portal and Table Form

[sieusaopolo15]

Hi,

I have this problem that i'm new to service portal and i want to create an menu header that contains an menu item that opens my table form but i don't know how to it

[SatyakiBose]

Hello @sieusaopolo15 

Here are the steps you need to follow:

1. Navigate to Service Portal > Portals

2. Select the portal of your choice

3. You would see the main menu field. (it should be a reference field)

4. Open the record in a new tab.

5. You will find the related list - menu Items

6. Click on the new option in the related list

• Give a label name
• Select the type as filtered list
• select the table and add the filter of your choice
• add the fields you want to show in the header menu under the display 1 & 2 options.
• save the record, and it should look like the one below

Alternatively, you can also select a scripted list, and add a query of your choice to show the records and then clicking on them takes you to the record form.

[sieusaopolo15]

Thanks for the instructions @SatyakiBose, but the menu in your instructions is more like an table with filtered items, the menu that i'm trying to create is a menu item that open an form which adds an new item to the table.  

[SatyakiBose]

Hello @sieusaopolo15 

That should be pretty easy as well.

All you need to do is change the type from filtered list to URL.

Whenever you create a new record in table, a URL is passed with sysid as -1.

You just need to pass the URL using the form portal page.

[sieusaopolo15]

Thanks for tips @SatyakiBose