COURSE OBJECTIVE:
After you complete this course you will be able to:
• Create a new Service Portal
• Use the Branding Editor to configure titles, logos, and the Theme of an existing Service Portal
• Create new Themes, Pages and Widgets
• Develop a new Header Menu and Footer, then add them to a Theme
• Include a custom font within a Theme
• Clone existing Pages and Widgets for reuse
• Configure search capabilities by creating Search Sources to define data sources to utilize and Search Facets to enhance filtering on the Search Page
• Report on Service Portal user transactions and be familiar with the baseline Usage Overview dashboard
• Redirect users to a specific Service Portal
• Define a Guided Tour to highlight functionality within a Service Portal
TARGET AUDIENCE:
This course is designed for low-code System Administrators and Web Designers/Developers who want to learn how to create Service Portals that offer users a consistent, intuitive, and delightful experience when accessing their organization's services online.
COURSE PREREQUISITES:
Attendees should meet the following prerequisites:
• Completion of the ServiceNow Fundamentals course with 6-plus months of hands-on administration experience.
• Although all scripts are provided for lab exercises, participants will find them easier to interpret and read if they have a basic understanding of AngularJS, Bootstrap, CSS, HTML
COURSE CONTENT:
Service Portal Review
• This module covers the foundations of Service Portals in ServiceNow
• Define Service Portal
• Discuss reasons for building a Service Portal
• Review Service Portal administration and development duties
• Explore the Branding Editor
• Examine where to get Service Portal help
• Lab 1.1 – Explore Your Student Instance
• Lab 1.2 – Use the Branding Editor
Create a Service Portal
• Learn how to create a new Theme, a new Portal, and a new Page
• Review the Service Portal framework
• Create a new Theme
• Create a new Service Portal
• Create a new Page
• Review the Bootstrap framework
• Explore baseline Page
• Lab 2.1 – Create a New Theme and Portal
• Lab 2.2 – Include a Custom Font
• Lab 2.3 – Create a New Page
• Lab 2.4 – Explore and Incorporate Existing Pages
Widgets
• Learn how to use Widgets on a Page to provide your content. This module also includes a low-code overview on how to create a new Widget
• Define Widgets and explore the baseline elements
• Learn how to use Widgets
• Clone existing Widgets
• Develop new Widgets
• Widget debugging
• Lab 3.1 – Add Widgets to a Page
• Lab 3.2 – Clone an Existing Widget
• Lab 3.3 – Develop a Custom Footer Widget
• Lab 3.4 – Develop a Custom Widget with Options
• Lab 3.5 – Develop a Modal Widget
Header Menus
• Learn how to create a new Menu and how to include it in a Service Portal
• Define a Header Menu
• Explore Menu Items
• Discuss nested Menu Items
• Review testing Menu functionality
• Lab 4.1 – Create a Header Menu
• Lab 4.2 – Service Portal Surveys (Optional)
Search Sources
• Learn about the sources for Portal searches
• Define Contextual Search
• Define Search Sources
• Learn how to set Portal Search Sources
• Learn about Pagination and Search Facets
• Review creating new Search Sources
• Explore external Search Sources
• Lab 5.1 – Create a Search Source
Service Portal Extras
• Learn about Announcements, the Service Portal Log Entries table, the Usage Overview dashboard, using User Criteria records to control user access within a portal, and Guided Tours.
• Learn about the Announcements Widget
• Explore Page Route Maps
• Review Service Portal transaction logging and reporting
• Discuss use of User Criteria records to control user access in a portal
• Explore Guided Tours for Service Portals
• Lab 6.1 – Announcements
• Lab 6.2 – Service Portal Reporting
• Lab 6.3 – Create a Dashboard Page
• Lab 6.4 – Create a Guided Tour
Redirecting in Service Portal
• Learn a variety of options you can configure to redirect users to a Service Portal and to specific pages
• Review available features that enable redirecting within a Service Portal
• Page Route Maps
• Login, redirect, and SSO
• Lab 7.1 – Clone the Landing Page
• Lab 7.2 – Page Route Maps
• Lab 7.3 – Redirect users to a Service Portal
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