Creating RFC via Employee Portal

LuisAlejanA
Tera Contributor

4 weeks ago

Hi there!

 

I would like to ask you if you could help me with something my company needs.

 

The requirement is that we need to search via Employee Portal a way that the system shows the Standard RFC that we are looking for, and then, when you select that option, redirects it to the creation of the RFC. 

 

Another problem that we´ve seen is that when we try to look for the Standard RFC, it does not appear in the options. 

 

LuisAlejanA_0-1765576701194.png

 

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Matthew_13
Kilo Sage

2 weeks ago

@LuisAlejanA 

This is a common scenario, and the behavior you’re seeing is expected.

In the Employee portal, standard RFCs don’t show up automatically when you search for them. That’s because users usually can’t search the Change table directly from the portal. Standard Changes are meant to be exposed through the Service Catalog, not as records.

Why it’s not appearing:

  • The Standard Change may not be active or published

  • It may not be linked to a Catalog Item

  • The user may not meet the user criteria / role requirements

My recommended approach:

  • Create (or use) a Catalog Item for the Standard RFC

  • Link that Catalog Item to the Standard Change template

  • Make sure the item is visible and searchable in the Employee Portal

Once that’s done, users can search for the Standard RFC in the portal, select it, and they’ll be redirected to create the RFC automatically with the standard details prefilled.

 

@LuisAlejanA Please mark Solution Accepted and thumbs up if you find accepting.

 

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LuisAlejanA
Tera Contributor
In response to Matthew_13

2 weeks ago

@Matthew_13  thanks for the help.

 

I’ve confirmed that the Standard RFCs I need are listed among the Catalog Items, and the records show “true” in the Hide on Portal field. However, when I attempt to change this value, the system does not update it.

I would appreciate any guidance on what might be causing this unexpected behavior or if there is something in the background that could be preventing the change.

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