Table of Contents


Service Summary Pages

Deal summary pages can be created to display a user's service tickets.

Requirements

To create and modify deal summary pages, users must be assigned one of the following permissions:

  • Administrator System Role

  • Additional Settings: Enable Service Management Access

To view service summary pages, users must be assigned the following permissions:

  • "View" sharing permission

 

To create a service summary page:

  1. In the Setup Home page, navigate to Service Management > Service Summary Pages.
  2. Click New.
  3. Fill in fields:
    • Name: Enter a title for the summary page.
    • Path: Enter the URL path for the summary page.
    • Description: Enter short text to briefly describe the purpose of the summary page.
    • Display Company-Wide Records: Check this option to allow users to see all service tickets that belong to their organization. Keep this option unchecked to only show service ticket records that the user owns.
    • Allow Record Export: Check this option to allow users to export list records via CSV or Excel.  
    • Enable Keyword Search: Check this option to enable a search function on the page. 
    • Summary Tiles: Select the number of tiles that are displayed on the page.
  4. Click Save.

Modifying a service summary page:

  1. In the Setup Home page, navigate to Service Management > Service Summary Pages.
  2. Click the summary page you want to modify.
  3. A list with filtered items can be created within the summary page.
    1. Click Add a New List.
    2. Enter the following fields:
      • List Label: Enter a label for the list. You can select a custom label for multi-language purposes.
      • Filter Criteria: Add filters and filter logic to filter the records displayed in the list. Ex: Use Status = New to only display new service tickets in the list.
    3. Click Next.
    4. Configure the following fields:
      • Displayed Fields: Choose which fields will be displayed in the list table.
      • Field to Order: Select the field that will be used for ordering records.
      • List Sorting Direction: Select the sorting direction of the field ordering.
      • Date Range Filter Field: Select the date field that will be filtered when a date range filter is applied.
    5. Click Save & Close.
  4. Lists can be edited by clicking the Edit button or deleted by clicking the Delete button.
  5. Lists can be reordered on the summary page by dragging and dropping the lists on the page. 
  6. The summary page properties can be modified by clicking the ... More button, then Page Properties.
  7. The summary page banner can be modified by clicking the ... More button, then Banner Settings.
    • Configure the following fields:
      • Banner Image: Select the banner image. If left empty, a gradient with the portal's theme colors will be used.
      • Banner Heading: Optionally enter a banner message. You can select a custom label for multi-language purposes. 
      • Banner Subheading: Optionally enter a description. You can select a custom label for multi-language purposes. 
      • Text Color: Optionally select the color for the text.
      • Display 'Submit a Ticket' Button: Enable this to show a 'Submit a Ticket' button. Users who click the button will be redirected to the new ticket form.
    • Click Save.

Cloning a service summary page:

  1. In the Setup Home page, navigate to Service Management > Service Summary Pages.
  2. Click the summary page you want to clone.
  3. Click the ... More button, then Clone.
  4. Fill in the new summary page details as outlined in "To create a service summary page:".  
  5. Click Save.

Sharing a service summary page:

  1. In the Setup Home page, navigate to Service Management > Service Summary Pages.
  2. Click the summary page you want to share.
  3. Click the ... More button, then Share.
  4. Add your security roles.
  5. Click Done.

Previewing a service summary page:

The summary page can be previewed from the perspective of a specific user.

  1. In the Setup Home page, navigate to Service Management > Service Summary Pages.
  2. Click the summary page you want to preview.
  3. Click Preview.
  4. Search and then click the user you want to preview with.
  5. The summary page will be previewed from the viewpoint of the clicked user in a new tab.

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