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Grouping portals from 2 different projects

Michail Kotantakis
Contributor
July 27, 2023

Hello team,

 

I have 2 service management projects, one risk1 and the other risk2 with 2 different portals obviously and each of them with each own form;

Is there a way in the customer portals to categorize them under a Risk category and once clicked then the customer  will see risk1 and risk2 accordingly, instead of having the 2 portals in the homepage?

 

Thanks in advance guys

 

Best Regards

1 answer

1 vote
John Funk
Community Champion
July 27, 2023

Hi Michail,

Yes, those are called Portal Groups. Go to Project Settings > Portal Settings 

Then there is a Portal Groups tab at the top. 

Michail Kotantakis
Contributor
July 28, 2023

Hi @John Funk 

Thank you for your answer.

I am aware of this option inside the portal settings.

But isn't this functioning as group for different forms inside the same project?

What we want to acheive is : we have one project with one portal url and with one form

We have a second project with another portal and another form

Will this option with the groups facilitate our need to have one tile shown in the helpdesk portal where if i click i will eb able to see the 2 tiles of each of those projects?

So what we are looking for is to group the tiles of 2 different portals into one tile which will be hosting both of the 2 project portals; i hope it is clear what we are looking for and i am not confusing you.

 

Best Regards

John Funk
Community Champion
July 29, 2023

You will see two tiles - one for each project - the main Help Desk page. Then you will have to click into one of the projects first. 

Michail Kotantakis
Contributor
July 31, 2023

Hi @John Funk 

Apologies to bother you again, but i am not sure yet;

As you mentioned by having 2 projects with 2 portals i will have 2 tiles in the main Help desk page; Is there a way to group those 2 tiles under a tile?
For example i have risk1 project 's portal and  risk2 project's portal, which both have from one tile in the main Help desk page; Can i group them somehow under one tile called Risks?

Best Regards

John Funk
Community Champion
August 5, 2023

The two would be under the main Help Desk page (more or less a tile) but there is not a level between them and main page. 

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