Configure notification, approval, and survey for your portal header

task australia Updated Sep 10, 2026 1 min read portal-config-notification-approval-surveys.md

Raw file servicenow.com

Display menu items like notification, approval, and survey on your portal header.

Before you begin

Role required: sp_admin

Procedure

Navigate to All > Service Portal > Portal.
On the Service Portal page, search and select Customer Support in the Title column.
On the Customer Support page, in the Main menu field, select the Preview this record icon ([Omitted image "preview-record.png"] Alt text: Preview this record).
Select Open Record on the Instance with Menu pop-up window.
On the Portal revamp demo menu page, select New in the related list and create notifications, approvals, and surveys.
Create a notification item on the header.
1. On the form, fill in the fields.
  
  For a description of the field values, see Portal Header notification, approval, and survey form.
2. Select Submit.
Create an approval item on the header.
1. On the form, fill the fields.
  
  For a description of the field values, see Portal Header notification, approval, and survey form.
2. Select Submit.
Create a survey item on the header.
1. On the form, fill the fields.
  
  For a description of the field values, see Portal Header notification, approval, and survey form.
2. Select Submit.

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---
title: Configure notification, approval, and survey for your portal header
description: Display menu items like notification, approval, and survey on your portal header.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/portal-config-notification-approval-surveys.html
release: australia
product: Customer Self-service and Omnichannel Engagement
classification: customer-self-service-and-omnichannel-engagement
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure the Portal Polaris Header widget for your portal, Portal Polaris Header widget, Set up Configurable Portal widgets, Set up self-service, Configure, Customer Service Management]
---

# Configure notification, approval, and survey for your portal header

Display menu items like notification, approval, and survey on your portal header.

## Before you begin

Role required: sp\_admin

## Procedure

1. Navigate to **All** &gt; **Service Portal** &gt; **Portal**.

2. On the Service Portal page, search and select `Customer Support` in the Title column.

3. On the Customer Support page, in the **Main menu** field, select the Preview this record icon \(\[Omitted image "preview-record.png"\] Alt text: Preview this record\).

4. Select **Open Record** on the Instance with Menu pop-up window.

5. On the Portal revamp demo menu page, select **New** in the related list and create notifications, approvals, and surveys.

6. Create a notification item on the header.

1. On the form, fill in the fields.

For a description of the field values, see [Portal Header notification, approval, and survey form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/portalheader-notification-approval-survey-form.md).

2. Select **Submit**.

7. Create an approval item on the header.

1. On the form, fill the fields.

2. Select **Submit**.

8. Create a survey item on the header.

1. On the form, fill the fields.

2. Select **Submit**.