Sub Menu above de resquest type on customer portal

[Ricardo Cafalchio Filho]

Hey guys,

I am trying to customize a incident page that has the principal menu, and after that it has a sub menu, and after de submenu that shows some page to fill the main fields.

Is that possible ?

How can I create a sub menu?

[Ste Wright]

Hi @Ricardo Cafalchio Filho 

Can I clarify what you're referring to when you say the principal menu, the sub-menu, and pages after this?

A screenshot of your current request portal / request design would be beneficial here!

Ste

[Ricardo Cafalchio Filho]

Hi Stephen, I am building this page, this is not finished yet.

But, it someting like submenus for this option.

[Ricardo Cafalchio Filho]

[Ste Wright]

Hi @Ricardo Cafalchio Filho 

From the main portal page you should have...

• Portal Groups
• Request Forms - clicking on one of these will take you to a form with fields

You can customise both of these lists

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In both instances, you'll need to be a Project Admin.

Then, for Portal Groups...

• Go to Project Settings > Portal Settings
• Select the tab Portal Groups
• Then you can...
  • Use the Create Group button to create a new group
  • Hover over a Group to delete it (using the trash can icon)
  • Open the Group using the arrow icon, and add/remove existing Request Forms

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For Request Forms...

• Go to Project Settings > Request Types
• Then you can....
  • Use the create button create new types
  • Edit request types by clicking on them (such as, modify the request form fields)

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Does this help understand what level of customisation is possible?

See more information on this page

Note: If this is a Team-managed Project, instructions might differ slightly. These help pages are a good starting point, but let us know if it is this Project type, and we'd be happy to advise further :)

Ste