Configure notification, approval, and survey for your portal header

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sp_admin

    Procedimento

    1. Navigate to All > Service Portal > Portal.
    2. On the Service Portal page, search and select Customer Support 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.
      2. Select Submit.
    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.
      2. Select Submit.
    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.
      2. Select Submit.