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Organize your request types into portal groups

Portal groups are used to categorize your request types. They’re helpful if you have seven or more request types. In the portal, your request types are organized vertically based on their groups.

To organize your request types into groups:

  1. From your service project, go to Project settings () > Request types.

  2. Select the Portal Groups tab.

  3. Choose the group you want to add request types to, or select Create group to create a new group.

  4. Select Add request form and search for an existing request type to add. You can add a request type to more than one group.

  5. Drag and drop request types to rearrange them within your groups.

  6. Drag and drop groups to re-arrange them in your portal.

Last modified on Nov 9, 2020
Cached at 8:50 PM on Dec 4, 2020 |

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