Add a record producer to CSM portal for B2B2C in Healthcare and Life Sciences Service Management Core

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Add a record producer to the CSM portal for use with B2B2C.

    Before you begin

    Create a record producer for use with B2B2C. For more information, see Create a record producer for B2B2C in Healthcare and Life Sciences Service Management Core.

    Role required: admin

    Procedure

    1. Navigate to All > Service Portal > Portals.
    2. Select the Customer Support (CSM) portal.
    3. Next to the CSM Header Menu, click the preview icon Preview icon..
    4. Click Open Record.
    5. Under the Menu Items sections, navigate to Case and select Preview Case > Open Record.
    6. Under the Menu Items sections, click New and fill in the fields.
      1. Set the Type field to Catalog Item.
      2. Set Catalog item to the record producer that you created previously.
      3. For page, enter csm_get_help.
      4. Enter the remaining fields as needed.
    7. Click Save.

    Result

    Your record producer is added to the CSM portal.