Add and configure the Portal Object widget

Add a Portal Object widget to your portal and modify its data and behavior. You can use the Portal Object widget to display important information and actions related to records from a defined table on your portal homepage.

Before you begin

The UI Components for Customer Portals plugin must have been activated. For more information, see Activate the UI Components for Customer Portals plugin

If you haven’t already created the page to which you want to add the widget, see Create a page for Configurable Portal widgets.

Role required: sp_admin

About this task

The Portal Object widget displays the information based on the sy_id entered in the widget instance options. If no sys_id is provided in the instance options, the widget uses the sys_id parameter provided in the URL.

Procedure

1. Navigate to the All > Service Portal > Service Portal Configuration.
2. Select Designer.
3. On the Service Portal Designer page, search for and select the page to which you want to add the widget.
4. Select the Widgets tab.
5. In the Layouts section, drag the Container layout onto the portal edit page.
6. On the container, add a set of columns by selecting the plus button ().
7. On the Widgets pane, in the Filter Widget field, enter Portal Object.
8. Drag the widget onto the container.
9. In the Edit page, select the Portal Object widget.
10. Enable editing of the widget by selecting the Pencil icon ().
11. On the Instance form, fill in the fields.
    For a description of the field values, see Portal Object widget instance options form.
12. Select Save.