Follow-up from Service Portal Challenge discussion at SNUG

Shane J
Tera Guru

I wanted to follow-up with some information in regard to some 'good to knows' when moving to the Service Portal.   In my case, we didn't have a legacy CMS site to replace (just fyi).   If you have more to add here for people to reference, please do!

https://community.servicenow.com/message/1203710#1203710 — Floating Submit widget

https://community.servicenow.com/message/1035261#1035261 — Setting up Google Analytics

https://share.servicenow.com/app.do#/detailV2/86bec813136862000de935528144b091/overview - Autogrow multiline text variables

https://community.servicenow.com/community/develop/blog/2017/05/04/try-it-portal-tool - Create a 'Try it' button for the Portal

https://community.servicenow.com/community/develop/blog/2016/06/17/technow-episode-listing - See Ep 28/29

6 ways to set up your Service Portal for redirection SUCCESS! - Portal redirection

The thing about redirecting to the Service Portal - More redirection fun

Other tips:

1. Make sure you change the Availability of Catalog Items to Desktop and Mobile - the Portal is really built to support mobile, so not doing so can lead to trouble.   It's also a good idea to change the default value of this field so that you don't forget about it when creating new Items.

find_real_file.png

2. Check the Share site for potential build you can 'borrow' ServiceNow Share

3. Be aware of potential browser cache issues.   If you can't replicate an issue while impersonating the user on your workstation, start by clearing their internet cache!

4. Cart functionality is not available in Helsinki.   I believe it's returned in Jakarta?

5. If you will be using Approvals via the Portal, make sure your ACLs are in correctly setup.   I encourage lots of testing in this regard.

6. If using Order Guides, you need to take items used in Order Guides only and ensure they don't come up via search.   In my case, I ended up added a flag to those Catalog Items and modifying the search widget to not include them (which in turn forced me to add a bunch of meta data to the Order Guide itself).

7. List collector variables are delivered differently in the Portal.   I actually like them, but depending on what kind of data you have for options, things can potentially look messy, so make sure to review!   Also, I suggest to add this to any List collector variables, so they don't look so ugly on the backend (note there seems to be a slight performance hit with this when loading the RITM):

find_real_file.png

If I think of anything else, I will do my best to add it here!

2 REPLIES 2

briandunbar
ServiceNow Employee
ServiceNow Employee

The shopping cart is available as of Helsinki patch 5 and beyond (so Istanbul and Jakarta) However enabling it is not super intuative in H or I.   See screenshots below to enable cart.



find_real_file.png


find_real_file.png


Mohammed Lais1
Mega Guru

Hi,


        I would like to share my thoughts regarding the item number 6,


we can restrict the items to be visible in search results by just removing the category and catalog value in the configure form of the particular item.