Use custom sections on the
Catalog view to provide information relevant to
your users in a single view. Custom sections can display
SBM
reports, external URLs, and
Work Center
activity views, which provide easy access to items from one or more feeds.
For example, the custom section below displays the Change Requests In
Review listing report and the Active Incidents By Type & Status
distribution report.
You can also add reports, URLs, and activity views as custom tabs in
Request Center.
See
Adding Tabs to
Request Center.
To add a section:
- Select
Customize |
Request Center
Portal.
- In the
Catalog view, click
Manage Sections.
- Click
Add Section.
- Specify the size and display order, enter a section title, and define
borders as needed.
- Select the section layout. Up to three subsections can be included,
which will appear in a row. You can define additional rows by adding new
sections.
- Specify the contents of the section:
- URL
Provide a URL for a Web page, such as your company intranet.
Note the following requirements:
- The URL must be valid.
- The URL response header should not contain x-frame-options
equals deny or cross-origin.
- When SSL is enabled, you can use only https resources for
both external and internal hosts.
- Users should have enough permissions to view the content.
Note: Some Web sites do not support embedding on other sites. If
you cannot embed an external Web site into
Request Center,
refer to the Web site's documentation.
- Add Activity
Click
Add Activity to search for a
Work Center
activity view URL. Note that users should have access to the activity view you
select.
- Add Report
Click
Add Report to search for an
SBM
report URL. Note that users should have access to the report you select.
- Click
Preview to ensure that the section loads as
intended.
- Click
Add Section to add another URL, activity view,
or report, and repeat steps 4-7.
Note: By default, the display order increments by ten as you add new
sections. This provides flexibility when you need to reorder sections after
adding them.
- Click
Save.
- To exit edit mode, click the
Quit edit mode link or select
Customize |
Request Center
Portal again.
To edit or delete a custom section:
- Select
Customize |
Request Center
Portal.
- In the
Catalog view, click
Manage Sections.
- Edit each section as necessary. To delete a section, click the
x in the right-hand corner.
Copyright © 2012–2016 Serena Software, Inc. All rights reserved.