How to Display 'My Defects' and 'My Enhancements' in Service Portal Menu?

Jason116
Tera Contributor

We have set up record producers on the Service Portal to allow staff to log Enhancements (rm_enhancement) and Defects (rm_defect). Additionally, we have configured menu items so that staff can view All Defects and All Enhancements raised, giving them visibility on existing records to prevent duplicates.

I would also like to add menu items for "My Defects" and "My Enhancements", so staff can easily see only the defects and enhancements they have personally raised. However, I’m unsure what to add to the URL (or if there’s another recommended way) to filter the list to show only records where the logged-in user is the requester.

Any guidance on how to achieve this would be greatly appreciated!

 

 

4 REPLIES 4

Rushi Savarkar
Kilo Sage

Hello @Jason116 

I have created a custom widget and page to fulfill your requirements. 

1. Create a widget to fetch the data from the Defects table

2. Create a Page and add the above widget to this Page

3. Create a Menu Item for the SP Header Menu and add the condition, see screenshots below

 

Widget: Copy Of Defects

Page: My Defects

Sp Config Menu: My Defects

 

Page Screenshot

RushikeshSavar_0-1740034119721.png

Menu Item screenshot

RushikeshSavar_1-1740034146186.png

Results: Defect is opened by System Admin

RushikeshSavar_2-1740034252705.png

RushikeshSavar_3-1740034292819.png

 

Abel tuter not able to see the list

RushikeshSavar_4-1740034406163.png

Please follow the same steps for My Enhancements.

 

If it helps, please mark it as helpful

Thank You!

If my response helped you, please accept the solution and mark it as helpful.
Thank You!

Rushi Savarkar
Kilo Sage

Hello @Jason116 

Any luck on above solution or have you tried above solution?

If it helped, please marked it as helpful

Thank you!!

If my response helped you, please accept the solution and mark it as helpful.
Thank You!

jampaniv
Tera Contributor

Hello, @Rushi Savarkar 
I have a similar requirement
So does the widget still show defects opened by the user even if the user don't have any roles.
Can you please share the script for the custom widget.

Thankyou

Hello @jampaniv 

I already uploaded the widget XML in the original post. Please check those XMLs. As per my understanding, the user must have the snc_internal or snc_external role to access the page. 

If my response helped you, please accept the solution and mark it as helpful.
Thank You!