question Portal Menu Item in SPM forum

Portal Menu Item

Greg L — Fri, 18 Oct 2024 04:58:25 GMT

I'm looking for some guidance on how to create menu items in the Service Portal for defects and enhancements. Specifically, I'd like users to be able to click on these menu items to view all logged defects and enhancements (similar to how a CSM customer would view cases).

I know how to create the menu item itself, but I'm unsure about the process of creating the corresponding pages that would display this information. Additionally, I assume I'll need to configure ACLs to ensure proper access control for users.

Could anyone provide some step-by-step instructions or point me in the right direction on setting up the page and any required ACLs?

Re: Portal Menu Item

Bhavya11 — Fri, 18 Oct 2024 05:09:31 GMT

hi @Greg L ,

you can try this way:

goto to SP Header Menu main menu from portal then

after opening that you can scroll down and create new menu item

then fill as below

once you clicked on that it will open defect like this

as per the ACl to view defect they should have least on of these role scrum_user ,scrum_admin and feature_user

Please mark helpful & correct answer if it's really worthy for you.

Thanks,

Re: Portal Menu Item

Greg L — Wed, 30 Oct 2024 06:13:04 GMT

Ok what I actually need is a page to display this, so I have the menu item, but when I click on 'all defects' I want to be taken to a page simiar to the all cases as per my example which just shows all active defects

Re: Portal Menu Item

Satoshi Abe — Wed, 30 Oct 2024 11:09:09 GMT

hi @Greg L

please ckeck the following url.

this is similar requirement for you.

https://www.servicenow.com/community/developer-forum/url-to-show-a-record-from-a-table-in-service-portal/m-p/2216727

Re: Portal Menu Item

Greg L — Thu, 31 Oct 2024 01:24:12 GMT

Ok I have this kind of working.

When I click on the 'defects' menu item i can now get the defects view, which is just the scrum view of the list, however it shows too much i.e. I don't want to see the 'New' button, do I need to create a new view just to use for this? If so how do I do this.

And then when you click into the defect it displays the entire form

Where I want a view more like the cases

Re: Portal Menu Item

Bhavya11 — Thu, 31 Oct 2024 12:55:25 GMT

Ho @Greg L ,

Could please check On the custom list page that you created, needed to set the Behavior > Link to this page option to "ticket"

Thanks