Configure a portal header menu

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

1. Navigate to the portal theme (Service Portal > Service Portal Configuration > Portal Tables > Themes) then click the theme you want to add the header or footer to.
2. 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.
3. (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.
4. 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 menu with menu items to display in the header of a portal.

1. In the Service Portal configuration page (Service Portal > Service Portal Configuration), navigate to Portal Tables > Instance with Menu and click New.
2. 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.

3. Save the form, and then click Menu Items from the related lists.
4. Click 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. 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. Select Scripted list for more advanced options.
   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

5. Click Submit.
6. After you create a menu and menu items, add the menu to a portal.
   1. Navigate to Service Portal > Portals, then open the portal you want to add a menu to.
   2. From the main menu field, click the reference lookup icon, then select the appropriate menu by name.

      

   3. Click Save.