My boss has tasked me with creating a brand new ticket page for our incidents and requests. She wants people to be able to search using a search box that will specifically only search catalog items to try and help employees find the correct ticket to submit.
I found the Catalog Homepage Search, and it looks like it does what I want it to do, but I'm not sure how to configure it for my exact purpose. I tried searching the community and the SN documentation and it proved to be a challenge.
Anyone got any ideas?
Hey @MeganCox If you haven't already, I recommend taking the "Service Portal Advanced" course on Now Learning/Now University. It will help with getting into the details of customizing widgets.
If you go to the "Service Portal Configuration" module on your instance, select "Widget Editor", and search for the catalog homepage search widget, you'll see a page like the image attached. Since it's an oob widget, you'll have to clone it to customize it for your needs:
Yea it's pretty easy to get lost in the weeds of portals pretty quickly. At a super high level there are a few things to consider:
- Your Portal record (sp_portal) should have a catalog home page set. I'll include a screenshot with the name of the page that has the widget you found. The bulk of your work may be configuring this page to fit within the rest of your portal experience.
- The widget on that page is essentially just a search bar and what and/or how it searches depends on how your search is configured.
- AI Search is the "newer" search functionality and is default on new instances. Older instances use Zing search. The configuration is different for each but you basically need the search source to point to the portal you're using. You can see what search sources are active on your portal on the search sources related list.
Link to the search docs: Search administration • Australia ServiceNow AI Platform Administration • Docs | ServiceNow
