Portal Object widget instance options form

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Portal Object Widget Instance Options Form

    The Portal Object widget instance options form allows you to configure how records are displayed on a portal page. This includes selecting the data fields to be shown as cards, customizing titles, and defining actions available to users.

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    Key Features

    • Table: Choose the data source table, defaulting to the Asset [almasset] table.
    • Record: Specify the sysid for the record to display, with a default value provided.
    • Card Title: Select up to three fields to create a combined title for each card displayed.
    • Image Field: Define which field contains an image to be shown on the card.
    • Image Style: Choose the display style for images (Thumbnail or Avatar), with Thumbnail as the default.
    • Summary View Fields: Configure fields to show in both desktop and mobile views as name-value pairs.
    • Details View: Specify which field value pairs and sections are displayed when the "View all" option is selected.
    • Actions: Define available actions for the card, with the option to show service definitions and record editing capabilities.

    Key Outcomes

    By configuring the Portal Object widget instance options, customers can effectively customize the information displayed to users on portal pages, enhancing user experience and access to important record details. This customization allows for tailored interactions, including viewing and editing records directly from 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:
    • Displays details of the record identified by the sys_id in the URL. If no sys_id is found in the URL, displays details of the record identified by the sys_id in the instance option.
    • 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’ll 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 the service definitions associated with the record under Actions. For details, see Service definitions.
    Enable Editing Record When enabled, users with edit permissions see Edit details button as one of the Actions. On selecting it users are navigated to a form page with the default view to edit the record details.