Configure a portal header menu

Configure a portal header menu Configure a portal header menu

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.

Role required: admin

Configuring a portal header with a menu involves several steps.

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. 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.

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

Parent Topic: Create a portal Add a header or footer to a portal

Use the theme to add a header or footer to your portal.

Role required: (admin or none)

Navigate to All > Service Portal > Service Portal Configuration . Select Portal Tables > Themes and then select the theme you want to add the header or footer to. In the header or footer field, select the header or footer you want to use for your portal. If you are just getting started, you can reuse the base system Stock Header or Sample Footer widgets. Optional: Select Fixed Header or Fixed Footer to lock the header or footer in one place so when users scroll up or down they remain in the same location on the page. To configure the appearance of the header, in the Service Portal configuration page, open the Branding Editor . Under the Theme Colors tab, use the color selectors in the Navbar section to control the colors in the header.

Create a portal header menu

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

Role required: (admin or none)

From the Service Portal configuration page ( Service Portal > Service Portal Configuration ), navigate to Portal Tables > Instance with Menu and select New . Complete the fields in the menu form. Table 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.

Save the form, and then select Menu Items from the related lists. Select New and complete the menu item form. Table 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

Select Submit . After you create a menu and menu items, add the menu to a portal. Navigate to Service Portal > Portals , then open the portal you want to add a menu to. From the Main menu field, select the reference lookup icon, then select the appropriate menu by name. Select Save .

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

Enable language selector widget

Enable the language selector widget to enable unauthenticated users to select their language preferences.

Make sure that the following plugins are installed: Service Portal plugin com.glide.i18n.core plug-in

Role required: admin

The language selector widget displays a list of languages that the user can choose from. The widget on the portal shows the current language selection of the user. If region grouping is enabled, languages are displayed according to the configured region groups. For more information about grouping languages, see Map languages and regions with the language selector widget .

To add the sp-lang-selector widget to your custom portal, perform the following steps.

Add the sp-lang-selector widget to your preferred portal header. For more information on how to create a widget, see Create a new widget . The widget is already added to the Customer Service Portal and the stock header by default.

Make the selector widget visible by adding the portal sys_id to the glide.sp.portals.language_selector_enabled property. For more information on system properties, see .

The language selector widget is added to the portal header. The widget is visible to both authenticated and unauthenticated users.