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Group request types in the portal in next-gen projects

Groups are a great way to organize your request types into different categories. In the customer portal, your request types are shown vertically based on their groups.

You must be an admin to group request types.

To group request types:

  1. From your service project, go to Service project settings () > Channels > Customer portal.

  2. Click Customize your portal.

  3. In your portal, select Request type groups.

  4. Optionally, + Add group to create a new group.

  5. Select a group.

  6. Select + Add request type and choose a request type to add it to the group, or drag and drop request types to the left to remove it.


Are you on the right help page?

If you don’t have an image in the lower-left of your service project sidebar which states you're in a next-gen project, check out these classic project articles instead.

Learn more about the difference between classic and next-gen projects.

Last modified on Nov 13, 2020
Cached at 11:06 PM on Feb 26, 2021 |

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