View case records from the Customer and Consumer Service Portals

task australia Updated Sep 10, 2026 1 min read view-related-records-from-portal.md
Raw file servicenow.com

View case records such as requests, changes, or problems, from the Customer or Consumer Service Portals.

Before you begin

Role required: sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.customer_case_manager, sn_customerservice.customer, sn_customerservice.consumer

About this task

If a case has one or more related records, a Related Records widget is displayed on the case view page that lists those records.

Procedure

  1. Navigate to the Customer or Consumer Service Portal.

  2. Select My Lists in the portal header and then select a case.

    You can use the My Lists filter to narrow the list of records before selecting a case.

  3. In the Related Records widget, select a record to view its details.

  4. For request records, expand the Stage field to display more details about the request process.

  5. Select the X in the upper corner to close the details window.

Related topics

View or modify a case from the Customer Service Portal

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