Now that we've converted over to the Enhanced Requests Experience, let's see what we can do with it. First up are source configurations. This is from the July 2025 quarterly release for Employee Center.
Let's open up the Source Configuration record for HR Cases and see what the settings are. As these records are added to the Source Configuration table, we're basically blending each new type of tasks into the filtered tabs of the portal widget. What are some of the options available for these records?
- Portals - A Source Configuration can be applied to all portals, or you can select them from a list.
- Filter - This had access to any fields on the HR Case table to use in filtering. For example, if I wanted to only show 401k related cases, that could be added as a filter.
In theory, you could have 2 sources for a single table to control what portion of the data goes where. I tested by setting up two records for HR Case, one for Dental services and another for 401k services. It didn't seem to work that way on the widget as it only displayed Dental records on ESC. There are active and order fields on these records included in the call by the query, but still only one set of records showed up in the widget.
The next three options determined how the cards were displayed
- Title field - The primary line on the card below state and last updated date.
- Description fields - You have a the ability to add 2 fields here. Fields get a maximum of a row and a half of card space before being truncated.
- Portal page - What page the card links to when clicked
So a setup like this:
Would look like this and link to hrm_ticket_page:
