Share this page

# Create Self-service portlet data sources

You can create Self-service portlet data sources from dashboard data sources or request type fields. This topic provides details.

In this topic:

## Create from dashboard data sources

You can create Self-service portlet data sources from dashboard data sources, which provide columns and filters for the former. These columns and filters can be modified for use in Self-service portlet data sources.

Prerequisite:

You must have the System: Manage Self-Service Portlet Data Sources access grant

To create a Self-service portlet data source from a dashboard data source:

1. Click the Administration button in the masthead.

2. From the Administration menu, click Dashboard Configuration > Manage Self-Service Portlet Data Sources.

   The Self-Service Portlet Data Source Management page opens.

   The predefined self-service portlet data sources, Financial Costs, Portfolio Items, KPIs, and Staffing Profile Statistics are already listed on this page. For details about these data sources, see Predefined self-service portlet data sources.

3. Click Create in the upper right corner.

4. On the Create Self-Service Portlet Data Source page, provide information for each of the following areas:

   Area | Description
   --- | ---
   Information | Provide the following information for the self-service portlet data source: Enabled. Activates or deactivates the self-service portlet data source. SQL Data Source. Select a dashboard data source that provides data and filters for the self-service portlet data source. Choices are limited to the dashboard data sources available on the instance. Name. Provide a name for the self-service portlet data source. Service Name. By default, the service name is auto-filled based on the data source name. If you want to use another service name, enter the new name. Do not include special character or space in the service name. The service name identifies the self-service portlet data source through its URL path. Do not change the name when the data source is in use. Reference Code. By default, the reference code is auto-filled based on the data source name. If you want to use another reference code, enter the new code.
   Access | Define who can use the self-service portlet data source. Authorized Users. Specify one or more users. Authorized Security Groups. Specify one or more user groups. Authorized Org. Units. Specify one or more org units.
   Columns | In the Columns area, configure the columns that are displayed on the self-service portlet Edit Preferences page. For details, see Define columns for self-service portlet data sources.
   Filters | In the Filters area, configure the filter fields that are displayed on the self-service portlet Edit Preferences page. This section is only available when the relevant dashboard data source has filters defined. For details, see Define filters for self-service portlet data sources.
   OData Link | This section is available only when the Allow Creation of OData Links for Self-Service Portlet Data Sources feature toggle is turned on. For details, see Use feature toggles to turn on/off features. OData Link Enabled. If allow users to create OData links for the self-service portlet data source. For details, see OData support for extended reporting. Authorized Users, Authorized Security Groups, Authorized Org. Units. Use these fields to specify who are allowed to create Odata links for the self-service portlet data source.

5. Click Create.

To delete a self-service portlet data source:

1. Open the data source to delete.

2. Scroll the page down to the bottom, click Remove This Data Source, and click Yes to confirm.

## Create from request type fields

You can create Self-service portlet data sources from request type fileds. Request type visible fields are used as Self-service portlet data source columns and searchable fields are used as filters. These columns and filters cannot be modified.

To create a self-service data source from a request type:

1. Click the Administration button in the masthead.

2. From the Administration menu, click Demand Management > Manage Request Types.

3. Open the desired request type and then go to the Data Source tab.

4. Turn on the Enable request type fields as self-service portlet data source switch and click Save.

   A self-service portlet data source named Request Type Name (Requests) is created from the request type, ready for use in Self-service portlets:

   - All request fields are listed as columns unless hidden from the current user through Security Group or User settings.

   - All searchable fields, except date fields, are used as datasource filters.

   - The # Count field is automatically added. You can use this field to display the total count of requests in various statuses.

   For details about visible and searchable request fields, see Create request type fields using Web UI.

## See also

- Create dashboard SQL data sources
- Set up self-service portlets

https://admhelp.microfocus.com PPM 8942
Tips to improve your search results... OpenText™ Project and Portfolio Management Help Center PPM Help 26.2-26.3 All View Local Help Center View Online Help Center Version: