# Portal Settings

### Enabling Portal Settings

1. Select the options to enable:

<table data-header-hidden><thead><tr><th width="218.5"></th><th></th></tr></thead><tbody><tr><td>Hide Shopping Cart</td><td><p>Select to hide the Shopping Cart/Order widget in the Service Request Catalogue.</p><p></p><ul><li>When submitting a service request for a catalogue item, the shopping cart is by passed and the Service Request submits immediately when the form is submitted.</li><li>Service Bundles are submitted when the last form is submitted.</li><li>Save for later button is hidden from submission screens, and submission forms that had been 'Saved for Later' can be retrieved by selecting the same catalogue item.</li></ul><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>When you enable Hide Shopping Cart, a prompt will warn that any un-submitted Service Orders will be <strong>Deleted</strong>. If you continue through this prompt, un-submitted Service Orders will be flagged for deletion, and the <strong>core service</strong> will pick these up and delete them along with the service order items and any calls/requests linked to them. The <strong>core service</strong> is configured to run every 60 seconds.</p></div><div><figure><img src="https://1375663122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhlW9jKl7dcDggHAPhNU9%2Fuploads%2FhzdiJ40PpL5hczgtIAPw%2Fimage.png?alt=media&#x26;token=2d559273-6ce2-4834-a8ce-0202861ae733" alt=""><figcaption></figcaption></figure></div></td></tr><tr><td>Consolidate Calls and Requests</td><td><p>Select to enable options for displaying a consolidated view of calls and requests as 'Items':</p><ul><li>The 'My Items' counts widget on the Home Page shows the total count for calls and requests.</li><li>The 'My Items' table widget on the Home Page shows calls and requests in one table.</li><li>An Item Search page that searches across calls and requests.</li><li>An Item Search Results page that shows calls and requests in one table, where call numbers are prefixed with "C" and request numbers are prefixed with "R".</li></ul><p>Configuration is required to display some elements for 'My Items', and to hide elements for Calls and Requests; see Required Configuration for My Items<a href="#required">.</a></p></td></tr><tr><td>Show Promoted Catalog Items Widget</td><td>Select to show a widget on the Home Page containing icons for Catalog Promoted Items. Selecting an icon launches the submission form for that catalog item.</td></tr><tr><td>Enable Advanced Search in Search Fields</td><td>Select to show the advanced search option. </td></tr><tr><td>All QD fields to additionally search Unspecified Partition (Partition 0) in Service Catalog</td><td>Select to also search partition zero, or the original system partition.</td></tr></tbody></table>

2. Select the Save icon to save the changes. Provide the Change Reasons if prompted to do so.

## Configuring Portal Settings

### Required Configuration for My Items when activating the Consolodate Calls and Requests Option <a href="#required" id="required"></a>

After selecting the setting 'Consolidate Calls and Requests', the portal system needs to be configured correctly to display Self Service Portal elements for My Items and hide elements for Calls and Requests.

1. Modify the Self Service Portal **Home Page** using an HTML editor to remove widgets and tables for Calls and Requests, such as the My Incidents counts, My Request counts, the My Incidents table, and the My Requests table.
2. Update **My Options** in System Admin to show options for My Items and remove options for Incidents and Requests, as needed.
3. Use **Designer** to modify **Call** and **Request** Self Service Portal screens:

   * Change labels of "Incident" and "Request" to "Item"
   * Prefix the \[CALL\_NO] page element with "C"
   * Prefix the \[REQUEST\_NO] page element with "R"

   Screens to modify:

   <table><thead><tr><th width="205">Call Screens</th><th>Request Screens</th></tr></thead><tbody><tr><td>Call Review</td><td>Request Review</td></tr><tr><td>Call Add Note</td><td>Request Add Note</td></tr><tr><td>Call Add Note Out</td><td>Request Add Note Out</td></tr><tr><td>Call Add Object</td><td>Request Add Object</td></tr><tr><td>Call Add Object Out</td><td>Request Add Object Out</td></tr></tbody></table>

## Optional Configuration for My Items

**Screens** are available from the Self Service Portal menu option in Designer:

* Item Search Criteria
* Item Search Results

## **Widgets**

**Widgets** with configurable labels and tooltips are available on the Self Service Portal Home Screens (Default and Classic):

* My Items counts
* My Items table widget
* Most Popular Services widget