Request for Best Practice – Capturing Shipper Name and Tracking Number from End Users via Portal

John McConnell
Tera Contributor

Hello all,

 

I’m seeking guidance on how to effectively collect shipping details (shipper name and tracking number) from an end user via the ServiceNow portal.

 

Use Case:
I have a scenario where a standard end user, with basic portal access, needs to provide shipping information, such as a UPS or FedEx tracking number, for an item they’ve sent as part of an open request (for example, a return or an asset shipment).

 

Key Question:
What’s the recommended approach for enabling users to submit this tracking data through the portal once the request has already been submitted and is in progress?

 

Considerations:

  • The user is the requestor of the original item/request.
  • The shipping information may be required after the initial submission.
  • Ideally, this input would populate a field tied to the existing request record.
  • We want to avoid granting users full access to forms or back-end records.

Has anyone implemented something similar, perhaps via a catalog task form, flow, or UI action exposed in the portal?

 

I’d appreciate any insights, best practices, or examples you’ve found effective.

 

Thanks in advance!

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