Hi @sai kishore ,

Please follow the below steps to create a CSM-style portal using UI Builder:

• Open UI Builder → Create a new Experience (Portal template).

• Create three pages: All Cases, My Cases, Need Action.

• Add a Data Table component on each page.

• Configure a Table API data resource with table sn_customerservice_case.

• All Cases: query active=true.

• My Cases: filter using logged-in user → opened_by=${sys_user_id} or contact=${sys_user_id}.

• Need Action: filter cases in states like Awaiting Customer or where u_action_required=true.

• Enable row click to open a case detail page.

• Add actions (Add Comment / Update State) using buttons or record actions.

• Set ACLs to ensure users can see and update only their own cases.

Regards,

Aswin