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ServiceNow - Add User Self Registration to the Service Portal Landing Page in Madrid

Import · Sep 02, 2019 · video

my name's Jason Miller founder of Aspen now solutions and we were about to unlock the power service now I like to start off by thanking all 20 374 subscribers in over 80 countries globally if you believe in transferring knowledge to those who need it most please click Subscribe your user data will not be transferred to anyone outside of Aspen now without your express consents today before I get to today's topic I'd like to just reiterate that I am looking for talent outside of Aspen now to create videos on other technologies such as mule soft Salesforce Microsoft Azure elastic elastic etc so if you are interested you can go ahead and click on the about right here and my email address is right there Jason at Aspen now calm or you can contact me on LinkedIn we can discuss an opportunity this was really great for people who are on transition if you're out of work right now and looking for some exposure and to show that you're an expert and another technology feel free to contact me and we can discuss the details today what we're going to talk about is how to get the self registration form on the service portal landing page so when we turn this plug-in on it basically goes to what we would call the login or login new page which is fine but basically the purpose of this solution is to get users just one link that they have to deal with meaning that if they go to Aspen now doc or excuse me this instance forward slash Aspen now they'll come to the portal and they'll be able to click on something like this to self register I'm currently the way it is is that they'll have to come right here self register and then let's say they only get like a service essence the internal role then we'll have to direct them to a different portal address and I know that some organizations handle it differently that they they only give any you know their users access to the front end that this had come up recently for one of the users out there who had a customer that said basically well we have some people that go to the back end and then some people they go to the front end and there are two different addresses and we're not gonna change so you need to figure out how to make it happen so that's fair so if we click on this self registration form right here we'll see that something like this comes up these first three are out of the box I'm gonna show you real quickly where that plug in is to turn on because you might come to your instance page and you might find out that okay I don't have that link here for the self registration form which is fine so let's go to the back end here and I just want to let you know where the the plugins are so if we go to V underscore plug-in that list we'll see here when we type in user registration request this one will come up and when you click on it be taken into a screen like this and then you just click on activate down here and the related links and it'll activate it for you so might take a couple of minutes to do that and then what will happen is that link will appear on that form that we just looked at and then there'll be a module called pending user registrations under the user administration application right here so one thing that I wanted to do was I wanted to create a different module and that's what I did so I created this one here for all user registration requests because I felt like I kept coming to the pending one which is fine and if I click on pending that's great but it's got that filter there and I kept getting annoyed because I had to click on all to see all of them right so I didn't want to do that as you can see here I ran a couple of tests and then there looks like there are some other users that came in here and self registered so if we wanted to add some additional fields so if we go back over here and we take a look at this let me refresh that because I did a little bit them on a couple of modifications here so if we take a look here we'll see these first three are out of the box first name last name email and then I added a couple other details right here so I'm gonna show you how I did that one thing you'll notice when we go into a record so let's just go into mr. Zuckerberg here and see here we have a self-service view then also we have a default to you so if we want to change or anything that's on this form we're gonna have to do it in the self-service for you so now that I am in the self-service for you I'll right click up here or two-finger click if you're on a Mac like me go to configure form layout and I'll go ahead and add a field to this form here so I don't know maybe I want to give the person an opportunity to put in their Facebook info or something like that I'll make it hundred characters I'm gonna click Add here and then click Save so we'll see it renders here on the forum when it brings us back out let's make sure it does it on the front end here great okay so we have Facebook Instagram and all that stuff's optional and then these three would be mandatory okay so then the next part of the solution is how we're going to deal with getting it on the actual portal itself so now we want to get it on that landing page so we're going to type in E space portal portals will come up and we'll see here that I have favorited the pages so when you click on pages bring it right here to the landing page or excuse me it's at pages and then what I did was equals landing right here in the ID and then when we click on that it'll bring us into something that looks like this and one thing I want to note that you know like if you don't know code that's fine that's why we do stuff in our personal instance you'll see here that I had added a background image called Assam tea Angie if you want to do that too there is a way to do that if you just type in images let's see system UI images you would go in there and you would add the image and then you could basically reference it here in the code and this was out of the box I just changed the contents of what was going on in here and I was able to get to render fine then the next thing we'll do is we'll open this in designer it'll bring us in here and see here that we have here our widget so we have our pages so right now we're in the page but now I'm going to bring in this HTML widgets so I'm going to type in here HTML and then what I did was I just dragged it in here I'm not gonna drag it again but basically that's the way that just right in this container right here now I'm gonna click on this pencil icon and we'll see here that I put in this dollar sign swingley brace click here to self register when I click on here and the reason to do is I highlighted this and then I clicked on insert edit link and you'll see us URL right here now you probably say ok well where do you get that from we're gonna go back here we're going to grab this link we're gonna copy it and then come in here and then paste it and then one I'm just gonna cancel out it I'm not going to do it again mostly because I don't want to mess this thing up but you'll have to trust me on this one it does work and I hit cancel and then after that I would click Save if I want to put in any additional text you can do that too and right here just want to note that you know if you have anything with the formatting that you want to go on basically here's where you would do that click here just you know like maybe I'll put it in like another information message here like you know you will be contacted will be notified for registering or something like that I don't know I'm just doing that for a fact to see if it comes out or to show you that it will come out on the front end even though I probably shouldn't do it here because after they click in there and register to probably them the same message all right but just want to show you that it'll work on the front end and boom so that's how you get any additional text to to appear there and by the way if you want to go ahead and give it a whirl on my instance you know you have the URL right there also put it in the YouTube description so that way you can do that alright so I'm just going to clear that out there another way that you can get to this page and I'm sure that there's a lot of people that would say you know you took you taught them the long way to get to the page that that's kind of correct okay but if you're going to go to the landing page remember if you're logged in it's gonna bring you here because as you can tell right here it shows I'm logged in and if I go to that URL guess what it's bringing me here so I'm gonna hit ctrl and then click I'm on a Mac so I'm not really sure how you do it on a PC but then what I'll do is something like page and designer and then it'll bring me into the page for that and I'll have my couple of YouTube videos or whatever right here and who knows maybe I'll show you how to add those in the future like get those videos up there but if I want to change the page here I'm just gonna click on pages and I could also get to it by clicking on landing and then here see here service portal landing so I could do that also right there yeah we'll just wait for that to come up and then we'll see that it's right there okay so let's go ahead and give this thing a whirl right okay so now let's say I'm a user that comes in here I clicked on the link I'm gonna type in my information and if I want to all this other stuff is optional I don't have to put any that stuff in and now I'll click Submit and now that that message comes up apologies for this this all applications I don't know what this is widget or button or something like that I think that there was a little bit of a bug that came out and I don't know let's say London with the portal where that thing appears and maybe there's a way to resolve that I just kind of lazy and haven't had the time to really look up how to get rid of that thing but I just want to note that that is not my doing right there all right so now we're gonna go back to the back end and we'll go to our module there which one was it pending sure let's go to the pending ones and now we'll see Steve Jobs is right there let's see if the information came out so yeah it looks like all the information that mr. Jobs had entered is right there so then later on if we want to create the user we go ahead and click on this UI action create user and then it would do the rest for us we've created in the table you know you'd have to check the notifications make sure that's set up so that way they they get the notification informing them they can go ahead and login and all that type of stuff so maybe I'll do a second part to this and kind of flush out the entire solution from end to end but I thought it was critical to for those of you out there with the same problem like if you want to get something on your landing page so that way your users only you know have that one link or only have to rely on that one link instead of going to - this one here first self register and then only have to you know only to have to come to this link later on to actually use the portal I think that kind of takes care of that issue right there so if you learn something today go ahead and click like on the video or give some feedback appreciate that hear from you my name is Jason Miller founder of asthma now solutions and we just unlock the power of service now

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https://www.youtube.com/watch?v=ehLXVOG9_TU