How to add a custom table record number searchable in portal
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‎10-13-2022 02:55 AM
How to add a custom table record number searchable in portal like how ritm and incident number searchable in portal.
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‎10-13-2022 03:20 AM
Hello,
Please do the below:-
Go to search sources:-
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:-
Then once that record is created go to portals from navigation
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.
Now once done search it n Portal, I used the case number to search the record
Click enter
You can click on the number and open the record as well
Please mark my answer as correct based on Impact.
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‎11-28-2024 12:28 AM
Not work for me any additional changes needed.