How to use user criteria on Menu Items

[JC S_]

How can we enable usage of User Criteria for limiting Menu Items in Service Portal. We basically need the Can View and Cannot View related lists similar to Catalog Items setup so we can use user criteria.

We know how to use the Condition field of menu item to limit by role, etc. However it would be easier for us to utilize existing user criteria which are more complex like combination of department, location, etc which we already have.

[Pratiksha Kalam]

Hi,

1. In the Service Portal Configuration page (Service Portal > Service Portal Configuration), navigate to Portal Tables > Search Source in the header menu.
   
2. Open the search source record that you would like to modify.
3. Under related lists, click Who Can View Search Sources or Who Cannot View Search Sources.
4. Click New.
5. Select a criteria from the Can View or Cannot View list.

   Selecting criteria from the Can View or Cannot View list applies user criteria records created in Create a user criteria record for Service Portal to the selected search source.

   

6. Click Save.

If answer is correct mark helpful and correct.

Regards,

Pratiksha

[Omkar Mone]

Hi 

In your Portal record you can see the Main Menu reference field, go in the record and below in the related list you can see the Menu items Related list, there you will see the menu items added in the list, in there you can add the condition like to whom it should be visible,

Check the OOTB sp portal's main menu you will get an idea - 

Hope this helps.

Regards

Omkar Mone

[JV423]

Did anyone find the solution for this? We have the same issue.