Configure a portal header menu

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 13일
  • 소요 시간: 10분

    • Define the look and behavior of the portal header menu and assign menu items to appear in the header. The header menu is one of the primary navigation controls for Service Portal users.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    Configuring a portal header with a menu involves several steps.

    프로시저

    1. Create a header and add it to a theme.
      Until you add a theme with a header to a portal, the header menu does not display.
    2. Create a main menu with menu items and assign it to the portal.
      The main menu record is where you assign which navigation options appear in the header. For example, you can add a menu item that links to another page within your portal, such as the service catalog.

    결과

    The main menu and header form a header menu when associated with a theme and a portal.

    Gif showing how the header menu and the stock header combine to form the portal menu

    Create a portal header menu

    Create a menu with menu items to display in the header of a portal.

    시작하기 전에

    Role required: (admin or none)

    프로시저

    1. From the Service Portal configuration page (Service Portal > Service Portal Configuration), navigate to Portal Tables > Instance with Menu and select New.
    2. Complete the fields in the menu form.
      표 1. Menu fields
      Field Description
      Title Name of the header menu. You need to know this when you associate the menu with your portal.
      Additional options, JSON format Advanced configuration options. For example, use this field to enable the shopping cart in the header menu with the following code:
      {
	"enable_cart": {
		"displayValue": "true",
		"value": true
	}
}
      Application The record scope. The header menu record and the source table must have the same application scope.
      Widget The widget that the header menu is based on. Select a menu-type widget from the list. For example, the header menu widget that is included as a base system widget.
    3. Save the form, and then select Menu Items from the related lists.
    4. Select New and complete the menu item form.
      표 2. Menu item fields
      Field Description
      Label Name that appears for the item in the menu
      Parent menu This field should already contain the name of the menu you are adding items to. You can change the value as needed to other menus
      Parent menu item Use this field to nest menu items within other menu items
      Order Value that determines where the item appears in the menu in relation to other menu items
      Type The kind of page the item links to. Form fields vary depending on the option that you select from this list. Choose from:
      • Page: Link to another page in the Service Portal.
      • URL: Link to an external website. To have the URL open on a new browser tab or window, enter _blank in the URL target field.
      • Service Catalog: Link to the Service Catalog.
      • Catalog Category: Link to a specific catalog category within the Service Catalog.
      • Catalog Item: Link to a specific catalog item.
      • Knowledge Base: Link to the knowledge base that you previously configured as the portal's default knowledge base.
      • KB Topic: Link to a KB topic page.
      • KB Article: Link to a KB article by number.
      • KB Category: Link to a specific KB category within the knowledge base.
      • Filtered List: Set conditions to determine which page to link to.
      • Scripted List: Enter a script to determine which page to link to.
      Page Name of the portal page the item links to. This option is available if you select Page as the menu item type.
      Condition Determines what conditions are required for menu items to show in the header. For example, the condition gs.hasRole("sp_admin") restricts access to menu items to users with the sp_admin role. Hide a menu item by setting this value to false. For more information on what conditions to use in the Condition field, see Create a UI Action .
      Glyph Icon that appears beside the menu item
    5. Select Submit.
    6. After you create a menu and menu items, add the menu to a portal.
      1. Navigate to Service Portal > Portals, then open the portal you want to add a menu to.
      2. From the Main menu field, select the reference lookup icon, then select the appropriate menu by name.
      3. Select Save.

    다음에 수행할 작업

    Associate the menu you created with a portal, then create a header with a theme for your menu.

    Enable a language selector in portal headers

    Allow all users to select their language preferences by enabling the language selector in your portal header.

    시작하기 전에

    Active the languages your portal users need and configure a portal header menu. For more information, see Activate a language and Configure a portal header menu.

    Role required: admin

    이 태스크 정보

    For all portals except the Knowledge (/kb), Customer Support (/csm), and Customer Service (/csp) portals, the language selector is included but turned off by default. To display the language selector in the portal header for other portals, you must enable it according to this procedure.

    In portal headers, the language selector displays the current language selection of the user and a menu of languages that the user can choose from. If region grouping is enabled, languages are displayed according to the configured region groups. For more information about grouping languages, see Create regions for language selection in portals.

    프로시저

    1. Navigate to All, and then enter sys_properties.list in the navigation filter.
    2. Open the glide.sp.portals.language_selector_enabled property.
    3. In the Value field, enter the sys_ID of the portal to display the language selector widget.
    4. Select Update.

    결과

    The language selector displays in the header menu for both authenticated and unauthenticated users.