How to add a custom table record number searchable in portal

Santhosh23
Tera Expert

How to add a custom table record number searchable in portal like how ritm and incident number searchable in portal.

2 REPLIES 2

Saurav11
Kilo Patron
Kilo Patron

Hello,

 

Please do the below:-

 

Go to search sources:-

 

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Create a new Record over there give it a name and id and select the tale which ou want to show as an example i have selected the case table:-

 

Saurav11_1-1665656023685.png

Saurav11_2-1665656060118.png

 

Then once that record is created go to portals from navigation

 

Saurav11_3-1665656103782.png

 

Open the Portal on which you want to enable the search and go to it's related list "Search Sources" , then use the dit button to add the new search source you just created.

 

Saurav11_4-1665656241734.png

 

Now once done search it n Portal, I used the case number to search the record

 

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Click enter

Saurav11_6-1665656363103.png

 

You can click on the number and open the record as well

 

Saurav11_7-1665656400039.png

 

Please mark my answer as correct based on Impact.

 

 

 

Not work for me any additional changes needed.