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Show in a Portal

Enhance your ServiceNow testing capabilities with the "Show in a Portal" UI Action—a powerful global tool for admins! This form and list context menu action lets you open any record in a Service Portal within a new tab or window, allowing you to select from three portal pages: "form", "standard_ticket", or "ticket". Designed for users with the "admin" role, this tool is perfect for testing changes to Service Portal views of forms, ensuring your modifications look and function as intended. It saves your last used page and portal as user preferences for quick access, streamlining your testing process. Preview your records in the Service Portal with ease—try it today!


User Guide


Overview

The "Show in a Portal" UI Action is a global form and list context menu action in ServiceNow that allows users with the "admin" role to preview a record in a Service Portal. It offers three portal page options—"form", "standard_ticket", and "ticket"—and opens the record in a new tab or window within the selected portal and page. The tool saves the last used page and portal as user preferences, automatically selecting the last used page for future use.


Steps to Use


1. Access a Record Form or List

  • Log in to your ServiceNow instance as a user with the "admin" role.

  • Navigate to a record form (e.g., an incident form) or a list view (e.g., a list of incidents).


2. Locate the UI Action

  • On a Form: Right-click on the form header (or anywhere on the form) to open the context menu. Find Show in a Portal (ASI). 

  • show in portal form

    On a List: Right-click on a record in the list view to open the context menu. Locate Show in a Portal (ASI) alongside options like "Copy URL to Clipboard".


show in portal menu

3. Select a Portal Page

  • Click Show in a Portal (ASI).

  • A pop-up window titled "Show in a Portal" will appear.

  • Under "First, select which page you want the record to be rendered in:", choose a page from the dropdown:

    • form

    • standard_ticket

    • ticket

  • The last used page (if any) will be automatically selected based on your user preferences.

  • Click on the desired portal’s link.

 

Show in portal select

4. Preview the Record in the Service Portal

  • A new tab or window will open, displaying the record in the selected portal and page combination.

  • The selected page and portal will be saved as user preferences for future use.


Show in portal

Notes

  • This UI Action is restricted to users with the "admin" role.

  • The supported portal pages are form, standard_ticket, and ticket, as these are designed to render most records in a Service Portal.

  • The tool saves the last used page and portal as user preferences, automatically selecting the last used page the next time you use the tool.

  • The tool does not modify the record; it only renders it for preview in the chosen portal and page.

  • If you know of additional portal pages that can render records, contact the tool’s creator to request updates.


If you still have any questions, comments, or need any support, please reach out to us, by visiting https://www.altorra.com/support


Be sure to also explore the other powerful tools in the PowerClick Toolkit, along with our other exceptional products, designed to streamline your daily tasks, boost efficiency, and save you valuable time.

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