Configure Community Service Portal header menus

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure Community Service Portal header menus to create a consistent user experience across all your end-user facing service portals using a modern interface and a unified navigation menu structure.

    Vorbereitungen

    Role required: The admin role for your service portal, for example, sp_admin.

    Warum und wann dieser Vorgang ausgeführt wird

    Add a theme and header menu to your service portal to define its look and behavior.

    Prozedur

    1. Navigate to All > Service Portals > Portals and click the module for the portal you want to modify.
    2. In the information message on the Page form indicating that you have to change the current application to edit the record, select here.
      You have to be in the Communities application to edit.
    3. In the Theme field, enter CSM Default.
    4. In the Main Menu field, enter CSM Unified Portal Header Menu.
    5. Click the information icon next to the Main menu field and click Open Record.
    6. Click the Settings icon and System Settings > Developer.
    7. Change the Application to Customer Service Management Unified Theme and click the Refresh icon.
      You only have to change this setting once.
      The New button is displayed next to Menu Item.
    8. To display the names of the menu items, personalize the Menu Items related list and add Display name.
    9. Click New from the Menu Items related list.
    10. Fill in the fields on the form.
      Tabelle : 1. Menu Item form
      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 required 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. For example, you can link to another page in the portal, or an external URL. Form fields vary depending on the option you select from this list.
      Page Name of the portal page the item links to.
      Condition Determines what conditions are required for menu items to show in the header.
      Glyph Icon that appears beside the menu item
    11. Select Submit.