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Create a portal

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Create a portal

Create a portal using the Service Portal configuration page.

Before you begin

Role required: admin or sp_admin

About this task

The Branding Editor affects the look of your portal and essentially changes the CSS for the pages. The changes you make in the Branding Editor are recorded in the portal record in the following fields. If you have experience with CSS and HTML you can configure these fields in the portal form directly as accessed through the portal UI. By theming your portal in the Branding Editor instead, you can take advantage of the real-time theme preview.

Procedure

  1. Navigate to Service Portal > Portals, then click New.
  2. Complete the portal form using the following fields.
    Table 1. Portal form fields
    Property Description
    Title The name you use to define your portal. In the browser header and for bookmarks, the title appears as <Portal Title> - <Page Title>
    URL Suffix The value that appears appended to an instance URL when you access a portal. For example, if you use sp, the instance URL for that portal would be <instance name>.service-now.com/sp. Make sure this value is unique and is not the same as any other portal.
    Note: Avoid using reserved words in your URL to prevent errors when navigating to your portal page. Word such as portal and cms should not be used. Also avoid any javascript protected terms.
    Homepage The page you want users to see first after they sign in.
    Social QA Knowledge Base Name of the knowledge base where you want to store questions and answers from portal users.
    KB home page The home page you created that you want users to see when they go to a knowledge base.
    Login page The page you created for users to be authenticated.
    Logo Logo that appears in the page header. You can also configure the logo in the Branding Editor.
    Icon The icon that appears in the address bar for your portal. Each portal you create can have a different icon.
    Default The portal you want to use as your main portal
    Quick start config Schema that defines configuration items in the Branding Editor. In JSON format, you can define fields and records used to generate your branding options. 
    [{
	"tagline": {
		"table" : "sp_instance",
		"sys_id" : "34fe3d96cb20020000f8d856634c9cf4",
		"field" : "title"
	},
	"hero_background": {
		"table" : "sp_container",
		"sys_id" : "be98a8d2cb20020000f8d856634c9c63",
		"field" : "background_image"
	}
}]
    CSS variables Portal-specific Sass variables. You can overwrite existing theme variables here.
    Note: Use the CSS variables field to define CSS variables only. Use CSS Includes to define CSS rules. As of the Madrid release, Sass and LESS can be used within CSS Includes. For more information on CSS Includes, see Create a portal theme.
    Application Application scope. This field is uneditable and Global by default
    404 page The default page your users see whenever a page cannot load properly. You can also define a default 404 page using the system property glide.service_portal.default_404_page.
    Catalog home page Catalog page that you created in the portal to represent the catalog.
    Main menu Reference to the menu in the [sp_instance_menu] table that appears in the header
    Theme Refers to a theme in the [sp_theme] table that defines the style and branding for the portal. The theme is the lowest level of style configuration and any changes made in the Branding Editor or to specific portal components (such as widget or container CSS) override those styles.
    Figure 1. Example portal
    Example of a new portal for documentation
  3. Click Submit to save the portal page.
  4. In the Knowledge Bases related list, click Edit to select which knowledge bases appear for the knowledge base page. For example, if you select IT and Instance Security Center, only the article categories defined for these knowledges base appear in the KB categories widget.
  5. In the Catalogs related list, click Edit to select one or more catalogs listed in the sc_catalog table to use in the portal.
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