---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure notification, approval, and survey for your portal header

# Configure notification, approval, and survey for your portal header {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Display menu items like notification, approval, and survey on your portal header.

## Before you begin

Role required: sp_admin or admin

## Procedure

1. Navigate to AllService PortalPortal.
2. On the Service Portal page, search and select <kbd class="ph userinput">Customer Support</kbd> in the Title column.
3. On the Customer Support page, in the Main menu field, select the Preview this record icon (![Preview this record]()).
4. Select Open Record on the Instance with Menu pop-up window.
5. On the Portal revamp demo menu page, select New in the related list and create notifications, approvals, and surveys.
6. Create a notification item on the header.
   1. On the form, fill in the fields.  
      {#portal-config-notification-approval-surveys__table_jxx_wl3_y1c__entry__2}

      | Field | Description |
      |-|-|
      | Label | Name that appears for the item on the header. The default text is Notification. |
      | Parent Menu | This field should already contain the name of the menu you're adding items to. |
      | Order | Value that determines where the item appears in the menu in relation to other menu items. |
      | Type | The type of page the item links to. You must select Scripted List from the list. |
      | Application | Application for the menu item |
      | Condition | Determines what conditions are required for menu items to show on the header. |
      | Glyph | Icon that appears next to the item. |
      [Table 1. Notification form]

      {#portal-config-notification-approval-surveys__table_jxx_wl3_y1c}
   2. Select Submit.
   {#portal-config-notification-approval-surveys__substeps_lzt_ljn_y1c}
7. Create an approval item on the header.
   1. On the form, fill the fields.  
      {#portal-config-notification-approval-surveys__table_ccw_hm3_y1c__entry__2}

      | Field | Description |
      |-|-|
      | Label | Name that appears for the item on the header. The default text is Approval. |
      | Parent Menu | This field should already contain the name of the menu you're adding items to. |
      | Order | Value that determines where the item appears in the menu in relation to other menu items. |
      | Type | The type of page the item links to. You must select Scripted List from the list. |
      | Application | Application for the menu item |
      | Condition | Determines what conditions are required for menu items to show on the header. |
      | Glyph | Icon that appears next to the item. |
      [Table 2. Approval form]

      {#portal-config-notification-approval-surveys__table_ccw_hm3_y1c}
   2. Select Submit.
   {#portal-config-notification-approval-surveys__substeps_uqm_wjn_y1c}
8. Create a survey item on the header.
   1. On the form, fill the fields.  
      {#portal-config-notification-approval-surveys__table_jjp_qm3_y1c__entry__2}

      | Field | Description |
      |-|-|
      | Label | Name that appears for the item on the header. The default text is Survey. |
      | Parent Menu | This field should already contain the name of the menu you're adding items to. |
      | Order | Value that determines where the item appears in the menu in relation to other menu items. |
      | Type | The type of page the item links to. You must select Scripted List from the list. |
      | Application | Application for the menu item |
      | Condition | Determines what conditions are required for menu items to show on the header. |
      | Glyph | Icon that appears next to the item. |
      [Table 3. Survey form]

      {#portal-config-notification-approval-surveys__table_jjp_qm3_y1c}
   2. Select Submit.
   {#portal-config-notification-approval-surveys__substeps_kvz_1kn_y1c}

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