Manage Portal(s)

View

To view the list of configured portals, perform the following steps:

1.  Navigate to Design Studio > Application > Service Portal.
   
   
2.  Enter the Domain and Sub Domain. The page displays the list of portals configured for the chosen Domain and Sub Domain.Figure: View Portal

You can view the list of configured portals using the following options:

• Export
• Filters
• Search
• Edit

Export 

If the user wants to download the data on an Excel file, click Export to Excel to export it to an Excel file.

To export the list items to Excel, perform the following steps:

1.  Navigate to Design Studio > Module > Service Request > Service Portal.
   
   
2.  Click Export icon . Export to Excel will be displayed.
   
   
3. Click Export to Excel. The options such as export current, or all pages are displayed.Figure: Service Portal
   
   
4.  Select either Export Current Page or Export All.

Filters 

The Filter option present in the Service Portal allows the restriction of content based on specific criteria. 

To add a new Filter, perform the following steps:

1. Navigate to Design Studio > Application > Service Portal. A list of templates is displayed. Figure: Filter icon
   
   
2. Select View. A list of views and an option to add a new view is displayed. Figure: Add Filter
   
   
3. You can click Add Filter and create a new filter for the Portal. The screen is displayed as shown below. Figure: Filter window
   
   
4. Select the filter value and click Apply.Figure: Filter window
   
   Figure: View
   
   The table below lists the details of icons available under the ViewTab.

   Icon	Description
   	Indicates Filter icon, if a number is pinned to the icon, it means the count of filters is applied.
   	Indicates Pencil icon, that allows to edit the Filter on View list.
   	Indicates the Delete icon, which deletes the view. Upon deleting the following pop-up message is displayed. Click Delete. Figure: Delete View

Search 

The Search option in Service Portal helps to easily search configured Portal from the list page. 

Figure: Search icon

Edit portal(s)

The Edit option in the Service Portal is used to amend the configured portal.

To Edit the portal, perform the following steps. 

1. Navigate to Design Studio > Application > Service Portal. 
   
   
2. Specify the Domain and Sub Domain
   
   
3. Click + icon on the menu to edit the Portal views.Figure: Edit Service Portal
   
   Any alterations to the Service Portal view can be made and updated.  
   
   
4. Check the Column values to display on the grid view and click Save to save the configurations.Figure: Show Columns