Service Portal Personas

markacosta
Tera Contributor

Is there a way to set a persona for the service portal?  (Role/persona-driven – i.e. show only relevant content for each persona)

1 ACCEPTED SOLUTION

Brian McMinn1
Giga Contributor

There are 3 objects on the Service Portal

The data object = sends data from the server to the Angular JS HTML. You can put conditional script includes in the data object and pass it into the HTML

The Options Schema = All Widgets have options schema, like which fields to include, roles to include, conditionals. You would have to go to the instance of the widget to update the roles within in widget. 

The input object = For passing data from the client back to the Server.

I would say your best best is putting in conditionals or roles on the data object or options schema that way you can decide which personas are able to see certain sets of data. If you have any more questions, reach out.

 

Thanks,

Brian McMinn

GlidePortal Inc.

View solution in original post

2 REPLIES 2

Brian McMinn1
Giga Contributor

There are 3 objects on the Service Portal

The data object = sends data from the server to the Angular JS HTML. You can put conditional script includes in the data object and pass it into the HTML

The Options Schema = All Widgets have options schema, like which fields to include, roles to include, conditionals. You would have to go to the instance of the widget to update the roles within in widget. 

The input object = For passing data from the client back to the Server.

I would say your best best is putting in conditionals or roles on the data object or options schema that way you can decide which personas are able to see certain sets of data. If you have any more questions, reach out.

 

Thanks,

Brian McMinn

GlidePortal Inc.

markacosta
Tera Contributor

Thank you for the response, Brian. I will meet with my development team and discuss the options you have provided. Also, thank you for allowing me to reach out if we have any other questions.