Portal Object widget instance options form

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Portal Object Widget Instance Options Form

    The Portal Object widget instance options form allows ServiceNow customers to configure the Portal Object widget on a portal page. This customization enables the display of records from a specified table in a user-friendly card format, enhancing user interaction with asset data.

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    Key Features

    • Data Fields:
      • Table: Specifies the table from which records are displayed, defaulting to the Asset [almasset] table.
      • Record: The sysid of the record, defaulting to a specific value; can be overridden by URL parameters.
    • Behavior Fields:
      • Card Title: Combines up to three fields from the record to form a title displayed on the card.
      • Image Field: Specifies the field containing an image for the card.
      • Image Style: Options include Thumbnail and Avatar, with Thumbnail as the default.
      • Summary View Fields: Allows selection of fields to display in both desktop and mobile views.
      • Details View: Displays detailed field-value pairs and sections when the "View all" option is selected.
      • Actions: Allows predefined actions to be displayed on the card, with specific handling based on the number of actions selected.
      • Enable Service Definitions: Option to show action items related to the record.
      • Enable Editing Record: Allows edit functionality for users with the appropriate access to modify records.

    Key Outcomes

    By configuring these options, ServiceNow customers can create personalized and functional card displays for portal users, improving accessibility and interaction with asset records. This leads to enhanced user experience and efficient record management on the portal.

    Instance options enable you to configure the Portal Object widget on a portal page.

    Table 1. Data fields on the Instance form
    Instance option Description
    Table Table from which the fields of the selected record are shown as cards on the widget.

    The default table is the Asset [alm_asset] table.
    Record The system identifier (sys_id) of the record from the specified table.

    The default sys_id is 00a96c0d3790200044e0bfc8bcbe5dc3.

    Note:
    Note:
    • If this field is empty, the widget displays information based on the sys_id parameter provided in the portal web page URL.
      https://<instance-url>/<portal-id>?id=<page-id>&sys_id=<record-id>
    • If the sys_id is provided in both the portal web page URL and the Record field, the widget displays information based on the portal web page URL.
    • The sys_id of a record should be taken from the table specified in the Table field.
    Table 2. Behavior fields on the Instance form
    Instance option Description
    Card title Fields of the selected record from the specified table to be displayed as the card title in the widget.
    Note:
    You can select up to three fields from the defined table. They will be combined to form a title for each record displayed on the widget. For example, if you combine the Asset tag, Model category, and Display name fields of a record from the specified table, the card title would be "P1000479 Computer Apple MacBook Pro 15."
    Image field The name of the field of the selected record that contains an image to be displayed as an image on the card.
    Image style The display style for an image inside the widget. The available choices are:
    • Thumbnail
    • Avatar
    The default display style is Thumbnail.
    Summary view fields (Desktop) Fields from the specified table whose name and value are displayed as field value pairs on the card in the desktop view.
    Summary view fields (Mobile) Fields from the specified table whose name and value are displayed as field value pairs on the card in the mobile view.
    Details view Field value pairs and sections from the specified table to be displayed when the View all option is selected on the card.
    Actions The actions to appear on the card, which are chosen from a set of predefined actions. The title field from the specified table is used as the display name of the actions.
    Note:
    • If you select multiple actions, the button label displays Actions.
    • If one action is selected, the actions button displays the name of that action.
    • If no action is selected, the actions button isn’t displayed on the card.
    Enable Service Definitions Option to display action items related to a record.
    Enable Editing Record Option to display Edit action in the drop-down list to modify the object record on the Portal Object widget.
    Note:
    You must have edit access to modify the object record.