Parametrization - Smart Portal
Smart Portal is a feature of the solution that provides the Service Catalog (Business and Support) to users of the system and other information, such as service requests, system news, and chat.
The "Smart Portal" parameterization allows the activation of the exchange of messages between the requester and the responsible for the request, enabling the option of canceling a ticket through the portal, among other actions.
Procedure
- Access the functionality through the main menu Parametrization > Smart Portal;
- Define the value of the parameter (attributes);
- Click on "Save";
- The list below presents the "Smart Portal" parameters and the purpose of each one of them:
# | Name | Possible Values | Purpose | Additional Guidance |
|---|---|---|---|---|
245 | Display full-service list screen in Portal (Eg: Y or N - Default 'N') | Y or N (Default: N) | Enable the display of price columns in the shopping cart of the 4biz Portal. | Not applicable |
246 | Hide 'New Request' button in Portal (Eg: Y or N) | Y or N | Hide the "New Request" button on the Portal screen. | Not applicable |
247 | Shopping Cart services are unchecked by default in the Portal (Eg: Y or N - Default 'Y') | Y or N (Default: Y) | Disable/Enable Portal Shopping Cart services. | Not applicable |
252 | Register Occurrence through Portal | | Enable the option to register an occurrence for a request that is in the "In Progress" status. | If the parameter is 'Y', the option to register occurrence through the portal will be displayed to the user. |
253 | Occurrence Registration Email ID by Portal | | Inform the identification number (ID) of the standard e-mail template to send a notification to the "responsible" of the request, after an event has been registered by the Portal. This email template ID is set on the "E-mail Template" screen. | With the identification number, the e-mail template that will be used to notify the technician when there is an occurrence record by the Service Portal. If the identification number (ID) is not correctly entered, the system will not send notification emails. |
262 | ID Category Occurrence Registration via Portal | | Define the default category for occurrence logging by the Portal. If the value is set correctly, the "Category" field will be disabled for change by receiving the value of this parameter. If the value of the parameter is invalid, the parameter will be disabled. | Not applicable |
263 | Portal Occurrence Origin ID | | Define the default source for occurrence logging by the Portal. If the value is set correctly, the "Source" field will be disabled for change by receiving the value of this parameter. If the value of the parameter is invalid, the parameter will be disabled. | Not applicable |
292 | Enable the "Add and Continue" button in the new request popup in the portal - Values: "Y" or "N" Default: "N" | Y or N (Default: N) | Set whether the "Add and Continue" button will appear on the Portal Service Request screen. | If the value for the parameter is not set, the value "N" will be automatically set by the system. |
293 | Enable access permission for user groups in the portal - Values: "Y" or "N" Default: "N" | Y or N (Default: N) | Enable the configuration of the group access permission made in the service portfolio, business/Technical, and service incident and request to view them in the Portal. When the value of the parameter is "Y", the visibility in the Portal is limited to the user groups configured in the portfolio, the portfolio of the service in this portfolio, and the register of the incident services and service requests. When the value of the parameter is "N", the access permission is disabled, so the visibility in the Portal is completely released. | If the value for the parameter is not set, the value "N" will be automatically set by the system. |
298 | Display the occurrences of the Request/Incident (Values: "Y" or "N" Default: "N") | Y or N (Default: N) | | Not applicable |
299 | Request/Incident - Activate message exchange (Values: "Y" or "N" Default: "N") | Y or N (Default: N) | Enable message exchange between the requester and the person responsible for the request | Not applicable |
302 | Enable cancellation of request/incident by the portal (Values: "Y" or "N" Default: "N") | Y or N (Default: N) | Enable the option to cancel a ticket through the portal | Not applicable |
371 | Enable request response on portal | Y or N (Default: N) | It allows showing/hiding the Solution Answer when showing the ticket in the Smart Portal. | Not applicable |
373 | ID Default register profile | | It saves the group ID that will be configured for a user registered via profile | Not applicable |
374 | ID Portfolio redirection profile | | It saves the portfolio ID that the user saved via profile will have access | Not applicable |
376 | Default user ID (External request) | | It saves the ID of the email template that will be sent to the user registered by the profile | Not applicable |
377 | Default group ID (External request) | | It saves the address where the user will be redirected after registering in the profile | Not applicable |
386 | ID Sub portfolio redirection profile | Whole numbers | It saves the service/business ID that the user registered via profile will have access | Not applicable |
387 | Use logo header in loading | | Informs if the user will use another image when the system is loaded | Not applicable |