How to add Interaction Records In Service Portal.

USER_1234
Tera Contributor

‎08-28-2023 12:40 AM - edited ‎08-28-2023 01:11 AM

 

Hi All,

I am new in coding. I want to add interaction records in service portal.  If I created interaction for user X then I want to show only those interactions in User X self service portal inside My Open Incident widget.

please guide me.

Service Portal.PNG

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Hemanth M
Tera Sage

‎08-28-2023 03:18 AM

Hi @USER_1234 ,

 

You may not be able add it to the my open incident since its already refering to incident table already, the simple solution would be adding a simple list widget beside "My open Incident"

Follow below steps"

1)cltr+right click on any widget on the portal and open page designer 

HemanthM1_0-1693216816239.png

2)Add simple list widget from left navigation to the form (drag and drop to the second column)

 

HemanthM1_2-1693216934117.png

3)wait for few second , preview option appreas, click on edit button , below form appreas, update the config and save

Filter condition is :Opened for is dynamic me> go to interactin table , apply filetr opened for is dynamic me, copy the URL and paste in the filter field.

HemanthM1_4-1693217785119.png

Output:

HemanthM1_5-1693217839904.png

 

 

 

 

Hemanth M
Tera Sage
In response to Hemanth M

‎08-28-2023 07:37 AM

Hi @USER_1234 , 

 

If this answered your question, close the thread by accepting the solution so that others can refer this solution

 

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