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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure notification, approval, and survey

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

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Display menu items like notification, approval, and survey on your portal header.

## Before you begin

Role required: sp_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.  
      For a description of the field values, see [Portal Header notification, approval, and survey form](https://www.servicenow.com/docs/uG84_7GP41C3xGVCvEFa5w "Notifications, approval, and, survey forms fields for portal header.").
   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.  
      For a description of the field values, see [Portal Header notification, approval, and survey form](https://www.servicenow.com/docs/uG84_7GP41C3xGVCvEFa5w "Notifications, approval, and, survey forms fields for portal header.").
   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.  
      For a description of the field values, see [Portal Header notification, approval, and survey form](https://www.servicenow.com/docs/uG84_7GP41C3xGVCvEFa5w "Notifications, approval, and, survey forms fields for portal header.").
   2. Select Submit.
   {#portal-config-notification-approval-surveys__substeps_kvz_1kn_y1c}

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