Update portal forms and page links for email templates etc.

Applies to: SharePoint Online and On-premises

Description

Crow Canyon Power Portal is getting a major update with new functionality. Portal forms can now be designed with a WYSIWYG editor and have more features. These forms can be opened in a pop-up and major feature of NITRO custom actions has been integrated with the Portal forms.

Portal page links have been updated with this change. Upgrade process automatically updates the links within the portal. External links such as those in Crow Canon Workflow mail templates or Crow Canyon product notification templates need to be updated. Though portal has the ability to map old links to new pages, it is recommended to update the links in these templates so that future emails directly have the correct links.

 

Places where we need to change the Portal URLs in backend site

SharePoint Online:

1. In Auto notification Utilities (i.e. Notification on Ticket Creation/ Assignment/ Completion )

Go to Application Administration –> Notifications –> Edit Notification on Ticket Creation/ Assignment/ Completion templates –> Copy the Ticket list Portal display form URL and append “&ItemID=<<ID>>” at the end of the URL and paste it in the “Portal Ticket link URL” in auto notifications like shown below.

Note: To copy the Portal URL see below instructions.

The URL will be like: https://<tenancy>.sharepoint.com/sites/NITRO/ITP/portal/SitePages/DisplayForm.aspx?lfid=1&FormKey=Tickets&ItemID=<<ID>>

2. If we are using Portal URL in Workflow Manager in Send Mail actions, modify the portal URL in mail template settings.

Go to Application Administration –> Crow Canyon Nitro Apps –> Nitro Workflows –> Edit the Workflow –> Edit the Mail Template and modify the Portal URL.

3. If we are using the Portal URL in Advanced Emai mail templates, please modify the Portal URL in Crow Canyon mail templates

Go to Tickets list –> List Ribbon –> Crow Canyon Mail Templates –> Edit the mail template and modify Portal URL

SharePoint On-Premises:

1. Change the Portal Ticket URL in Configuration list.

Go to Application Administration –> General Configurations –> click General Configurations and modify the Portal link similar like above

The URL will be like: http://<server>:<port>/sites/CCSSR/IT/portal/SitePages/DisplayForm.aspx?lfid=1&FormKey=Tickets&ItemID=<<ID>>

Note: To copy the Portal URL see below instructions.

2. If we are using Portal URL in Workflow Manager in Send Mail actions, please modify the portal URL in mail template.

Go to Crow Canyon Workflow Manager –> Edit the Workflow –> Edit the Send Mail action –> Edit the mail template and modify the portal URL

3. If we are using the Portal URL in Crow Canyon Advanced Emai mail templates, please modify the Portal URL in mail body

Go to Tickets list –> List Settings –> Crow Canyon Advanced Email Settings –> Email Subject and Body and modify the URL

4. If we are using Portal URL in SLA action configurations, please modify the Portal URL in Notification Settings

Go to Actions list –> Edit the Action –> Notification Settings tab –> Modify the Portal URL in Mail Body.

How to copy the Portal List form URL?

Go to Portal Site –> Portal Settings –> Portal Forms –> Click “Edit” button of Tickets list –>

-> Click Form Settings and copy the Portal Form URL:

 

In the copied URL replace the “NewForm” with “DisplayForm” and final URL will be like this:

The URL will be like: https://<tenancy>.sharepoint.com/sites/NITRO/ITP/portal/SitePages/DisplayForm.aspx?lfid=1&FormKey=Tickets