Add Guided Decisions to Service Portal

Create or edit a page to add decision trees to Service Portal so internal users can troubleshoot their issues.

시작하기 전에

The decision tree that you want to add to the Service Portal page must exist. For more information, see Configuring decision trees in Decision Tree Builder.

Role required: sp_admin or admin

이 태스크 정보

These steps are intended for users with little to no coding experience.

프로시저

1. Navigate to All > Service Portal > Service Portal Configuration.
2. Select Designer.
3. From the Service Portal Designer, either select an existing page or add a new page.

   Option	Action
   Use an existing page	Select the page.
   Add a page	Select Add a new Page. Provide the page title and ID. Select Submit

4. Under Layouts, create the area to add widgets by selecting Container and dragging it onto the page.
5. In the Widgets tab, in the Filter Widget field, search for the Decision tree - Visualiser widget, then drag the widget to the layout.
6. Select the Edit icon ().
7. Provide the decision tree ID.
   1. On the decision tree record, select the Additional actions icon ().
   2. Select Copy sys_id from the menu.
8. Select Save.

다음에 수행할 작업

If you want the decision tree theme to match the Service Portal, you can apply a UX theme to change your existing theme. For more information, see Match the theme of the decision tree component with the Service Portal page.

관련 개념

• Configuring Guided Decisions
• Configuring guidances and decision trees