Portal Object widget instance options form

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

    The Portal Object widget instance options allow ServiceNow customers to configure how data records are displayed on a portal page. This customization enhances user interaction with records, providing a tailored experience based on specific instance settings.

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    Key Features

    • Table: Specifies the source table for the records displayed as cards. The default is the Asset [almasset] table.
    • Record: The sysid of the record to be displayed. If left empty, the widget uses the sysid from the portal page URL.
    • Card Title: Up to three fields can be combined to create a card title, enhancing clarity on what each card represents.
    • Image Field: Selects which field contains the image for the card, improving visual engagement.
    • Image Style: Options for displaying the image, including Thumbnail and Avatar, with Thumbnail as the default.
    • Summary View Fields: Different fields can be shown in desktop and mobile views, ensuring optimal viewing across devices.
    • Details View: Displays additional field-value pairs when the user selects the View all option on a card.
    • Actions: Customizable action items displayed on the card, enhancing interactivity. The label adjusts based on the number of actions selected.
    • Enable Service Definitions: Option to show related action items for a record, providing users with relevant choices.

    Key Outcomes

    By effectively utilizing the Portal Object widget instance options, ServiceNow customers can create a dynamic and informative portal interface. This enables users to efficiently access and interact with critical data, ultimately improving user satisfaction and operational efficiency.

    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 theRecord field value.
    • 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.