Self-Service Portal Page Item

A Self-Service Portal page item represents an action that can be executed within a Self-Service Portal page. Items are created using Automation Workflows.

Location

You can find this option in your dashboard by navigating to:

Dashboard → Self-Service Portal under the Automation category → Select a page → SELF-SERVICE ITEMS

Creating an Item

Click the Add Item + button. A configuration screen will open where you can enter and customize the details.

1. Title

Enter a clear, descriptive title that represents the action.

• Example: Employee Onboarding

2. Description

Enter a short description of the action this item performs.

You can also include any specific details or instructions for the user.

• Example: You need to fill the variable name. You can enter both First Name and Last Name in this field. Make sure not to include quotes.

💡 Tip: Provide clear examples of required inputs so users know exactly how to fill the fields.

3. Category

Select the category that this action belongs to.

These categories are created under the Self-Service Page.

4. Select Automation Workflow

Choose the Automation Workflow that should run when this item is executed.

You can select either a Team or a Global from the Team selector, then pick the specific workflow from the list.

5. Security

You can configure the security settings for each Item to control how it is accessed from the Self-Service Portal Page.

Public or Private.

1. Public - The item is accessible directly from the Self-Service Portal without any additional security.
2. Private - The item requires an extra layer of security. To access it, a valid security token must be provided. The token is automatically generated, and you can regenerate it at any time.

6. Success Message

Enter the message or information that will be displayed to the user after the item is successfully executed.

This helps confirm that the action was completed and provides any next steps or follow-up details.

• Example: The employee onboarding was successful. The employee will receive the details through email.

💡 Tip: Keep success messages clear and reassuring. If additional actions are expected from the user, mention them here.

Click on the Save button after filling all the required fields to save the Item.

Editing an Item

From the item list, click the three vertical dots on the specific item card and select Edit from the menu.

A configuration screen will open where you can update the details.

After making changes, click the Save button.

Deleting an Item

From the item list, click the three vertical dots on the specific item card and select Delete from the menu.

For safety, you will be asked to confirm before deletion.