Portal config widget

Zurich ServiceNow AI Platform user interface
Release
zurich
ft:locale
en-US
ft:publication_title
Zurich ServiceNow AI Platform user interface
ft:clusterId
platux
bundleId
platux
workflow
Platform
  • Configure user experiences
  • Configure UIs and portals
  • Next Experience UI
  • Working in Next Experience
  • Get help
  • Exploring your default landing page
  • Using the Unified Navigation
  • Managing your favorites
  • Using search
  • Configuring start page options
  • Administrator start options
  • User start options
  • Preferences
  • Configure display preferences
  • Configure accessibility preferences
  • Show date and time formats on forms preference
  • Replace colors with patterns in charts and graphs preference
  • Enable keyboard shortcuts preference
  • Show all buttons without the need to hover preference
  • Enable data table for charts and graphs preference
  • Reduce motion preference
  • Enable accessibility in Classic preference
  • Enable keyboard focus on text that displays tooltip
  • Enable voice input for the Now Assist panel
  • Do not auto-dismiss page alerts preference
  • Configure debugging preferences
  • Configure language and region preferences
  • Select a theme
  • Configure notification preferences
  • Configure Workspace preferences
  • Configure user experience preferences
  • Keyboard shortcuts
  • Customize keyboard shortcuts
  • Follow records
  • Configure
  • Activation considerations
  • Readiness Checker
  • Working with themes
  • Get help with Theme Builder
  • Configuring Next Experience with Theme Builder
  • Guided tours in Theme Builder
  • Dark mode in Theme Builder
  • Create a theme
  • Theme creation with AI
  • Turn on theme creation workflow for use in the Now Assist panel
  • Create a theme using Now Assist
  • Create a theme with AI in Theme Builder
  • Manage or edit a theme
  • Core styles, variants, and alternate color palettes
  • Alternate color palette
  • Global styles
  • Edit colors
  • Edit shapes
  • Edit font
  • Upload custom font
  • Add a font face
  • Delete custom font
  • Upload new logo
  • Resize logo
  • Component styles
  • Preview components
  • Edit components
  • Unified Navigation component
  • Adjust component for accessibility
  • Image styles
  • Banner illustrations
  • Configure banner colors
  • Override banner illustrations
  • Card illustrations
  • Configure card colors
  • Override card illustrations
  • Modal illustrations
  • Configure modal colors
  • Override modal illustrations
  • Empty state illustrations
  • Configure empty state colors
  • Override empty state illustrations
  • Tile icon illustrations
  • Configure tile icon colors
  • Override tile icon illustrations
  • Publish themes
  • Default theme
  • Presentation order
  • Domain separation
  • Dark theme
  • Open the theme menu
  • Enable dark theme in classic environment and workspaces
  • Disable dark theme
  • Enable dark theme only in workspaces
  • Theme-able empty state images
  • Customize empty state images
  • Configuring Next Experience themes
  • Create a custom theme
  • Create a Next Experience style
  • Configure a Next Experience theme
  • Add font and image assets
  • Change instance banner logo
  • Override the default theme
  • Notification toast banner
  • Preserve your custom theme during a clone
  • Multi-theme management
  • Publish multiple themes
  • Login theming
  • Customize the login background illustration
  • Customize the login background color
  • Remove the gradient from the login page
  • Landing pages
  • Create a landing page
  • Configure per-user landing pages
  • Configure a user-selected start page
  • Configure a Core UI global landing page in Next Experience
  • Configure a landing page footer
  • Default admin landing page
  • Performing admin user functions
  • Configure custom Unified Navigation menus
  • Add a workspace
  • Set the order of your workspaces
  • Configuring search
  • Custom notifications in Next Experience
  • In-Product Surveys
  • In-product help
  • Banner announcements
  • Exploring pickers
  • Client side scripting global variables
  • System properties
  • Instance performance
  • View server response time
  • Configurable Workspace UI
  • Explore
  • Lists
  • Forms
  • Activity stream
  • Compose
  • Tabs sidebar
  • Agent assist
  • Attachments
  • Form templates
  • Configure
  • Create an experience
  • Create a page
  • Administer
  • Open an experience in UI Builder
  • Lists
  • Configure live updates
  • Configure live updates for a list page
  • Export to Google Sheets
  • Configure record count background loading
  • Configure related list background loading
  • Forms
  • Configure a browser warning
  • Disable reflow
  • Configure a form header
  • Configure a highlighted value
  • Configure script fields
  • Configure a character counter
  • Configure inline validation
  • Configure automatic resizing
  • Configure mention suggestions
  • Disable Personalize Form
  • Configure Personalize Form access
  • Configure advanced view rules
  • Resize modals
  • Activity stream
  • Configure stacked view
  • Configure rich text editor
  • Configure Post button
  • Configure tile avatars
  • Configure tile icons
  • Configure tags
  • Configure filter set access
  • Configure most recent reply
  • Emails
  • Digital signature and encryption
  • Configure an email template
  • Configure a collapsible template
  • Disable response templates
  • Declarative actions
  • Create action buttons
  • Form action
  • List or related list action
  • Attachment action
  • Field decorator action
  • Configure action buttons
  • Configure the Now Assist icon
  • Configure a form action layout
  • Configure a custom form modal
  • Customize a page variant
  • Configure a page variant as a modal in UIB
  • Connect a modal to a button
  • Define payload parameters
  • Configure modal background loading
  • Resize a modal
  • Configure a dynamic list action
  • Configure an action configuration
  • Manage action visibility
  • Hide a form or list action from a table or view
  • Hide a form action from a layout
  • Restrict a list action to a page
  • Declarative actions glossary
  • Use
  • Activity stream
  • Create filter sets
  • Starting in your Workspace
  • Learn how to use your Workspace
  • Workspace tutorial for agents starting with a record
  • Workspace tutorial for agents starting with a chat
  • Finding issues to work on in your Workspace
  • Use the landing page to find issues to work on
  • Using lists to find work to do
  • Work with lists in workspace
  • Create My Lists in workspace
  • Edit your Workspace list columns and save the list
  • Personalize your Workspace list columns by dragging them to the order you want
  • Inline edit one or multiple cells in a list
  • Get work by phone in Workspace
  • Getting work from chats
  • Accept a chat session
  • Transfer a chat to another queue
  • Transfer a chat to another agent
  • Add an attachment to a chat
  • Change your status in the chat panel
  • Set up a new chat or work item alert
  • Monitor chat conversations
  • Interaction records in Workspace
  • Create a problem from an interaction
  • Create a standard change from an Interaction
  • Getting notifications in workspace
  • Platform Analytics in your Workspace
  • Working on records in your Workspace
  • Create a record in workspace
  • Working on callback records in your workspace
  • Dynamic Translation support in your Workspace
  • Getting or adding information to a record
  • Updating records using templated information
  • Manage custom form templates
  • Specify a domain for a form template
  • Undo a form template
  • Make form templates available for multiple groups
  • Configure a template value field
  • Getting information related to the open record
  • Domain separation for Workspace records
  • Group and find records using tags in workspace
  • Using the multi-record associator
  • Add records to related lists
  • AI field recommendations
  • Use Screen Summarization
  • Hide journal fields on Workspace forms
  • Search Activity stream
  • Filter activities with tags
  • Expand all Activity stream tiles by default
  • Use AI filter assist
  • Use condition builder in reference lists
  • Use more form options
  • Use personalize form
  • Resize modals
  • Responding to issues in an open record in Workspace
  • Communicating via email in Workspace
  • Compose emails from the full email composer
  • Use email templates in the full email composer
  • Use response templates in the full email composer
  • Insert a quick message from the full email composer
  • Add a file to an email from the full email composer
  • Review email drafts from the full email composer
  • Compose emails from the mini email composer
  • Use email templates in the mini email composer
  • Use response templates in the mini email composer
  • Insert a quick message from the mini email composer
  • Add a file to an email from the mini email composer
  • Review email drafts from the mini email composer
  • Edit and move email recipients
  • Keyboard and mouse device shortcuts for adding email recipients
  • Add response templates with a keyboard shortcut
  • Review emails
  • Communicating with requesters and agents using Compose
  • Attach a file to a record
  • Encrypt an attachment in a record
  • Send an article to a requester
  • Order a catalog item for a requester
  • Finding solutions by using Agent assist
  • About Playbook Experience
  • Add a playbook
  • Add an activity to a playbook
  • Cancel a playbook
  • Open full lists within playbook
  • Using activity stream within playbook
  • Global search in Workspace
  • Managing teams and schedules in your workspace
  • Platform Analytics in your Workspace
  • Reference
  • Get help
  • List of workspaces
  • Configurable Workspace glossary
  • Working in Core UI
  • Core UI
  • Activate Core UI
  • Core UI application navigator
  • Use the Core UI navigator
  • Configure history entries displayed
  • System settings for the Core UI
  • Working in the classic environment
  • Lists in the classic environment
  • List fields
  • Configure list functions
  • Activity streams in list view
  • Search a list
  • Grouped lists
  • Filters and breadcrumbs
  • Quick filters
  • Filters
  • Create a filter in List
  • Add related list conditions
  • OR conditions
  • Filter on multiple string values
  • Dynamic operators
  • Save and use filters in a list view
  • Filter admin functions
  • Create and edit filters
  • Delete filters
  • Create scripted filters
  • Create a dynamic filter option
  • Encoded query strings
  • Generate through a filter
  • Methods for list edits
  • Use the list editor
  • Edit multiple records using the list editor
  • Edit multiple records using an editing form
  • Personal lists
  • Forms in the classic environment
  • Form headers for UI versions
  • Form context menu
  • Form fields
  • Navigate to a record or module using a URL
  • Enable tiny URL support
  • Examples of navigating by URL
  • Configure the activity filter
  • Embedded lists or Related lists
  • Related lists
  • Select or create records
  • Configure when a related list loads
  • Create a default filter
  • Configure the edit option
  • Create defined related lists
  • Add incidents by same caller related list
  • Add transactions by user related list
  • Add fields to selections
  • Create a default filter for list selector records
  • Edit a form
  • Personalize a form
  • Add users to a watch list
  • Configure email notifications
  • Hide email addresses
  • Configure order buttons on the watch list slushbucket
  • Add and manage attachments
  • Manage attachments
  • Attach files with drag-and-drop
  • Set up the Next Experience email client in the Core UI
  • Document Viewer
  • Enable Document Viewer
  • Plugins
  • View attachments with Document Viewer
  • Disable Document Viewer
  • Checklists
  • Activate checklists
  • Create a checklist
  • Delete checklist or a template
  • Common UI elements
  • Log in to an instance
  • Navigate directly to a table
  • Tree picker
  • Add the tree picker attribute
  • Dot-walking to data in related tables
  • Dot-walking examples
  • Configure items on forms or in lists using a list collector
  • Set the number of list collector items visible in the available column
  • Activity streams
  • Create a condition statement using the condition builder
  • Condition builder
  • Filtering on empty fields
  • Values for date/time fields
  • Comparing field values
  • Evaluate equality between date values
  • Operators for filters and queries
  • Enable or disable an application menu or module
  • Tags
  • Administering tags
  • Configure Zing tag indexing for text search
  • Assigning tags
  • Editing tags
  • Using tags
  • User presence
  • Disable user presence
  • Disable live form features
  • Configure time intervals
  • Browser support
  • Core UI keyboard shortcuts
  • Enable keyboard shortcuts
  • Disable keyboard shortcuts globally
  • Configure keys for keyboard shortcuts
  • User interface configuration
  • Response time indicator
  • Navigation stack
  • Navigation action cancellation
  • Add sites to the always cancel list
  • Prevent users from canceling module transactions
  • Context-sensitive help
  • Create a new help context
  • Help context types and prioritization
  • Overview help pages
  • Create custom overview help
  • Example of adding a panel to an existing overview help page
  • System user guide
  • Create user guide help
  • User guide help URLs
  • Manage audio files
  • Storing images in the database
  • Update an existing image
  • Upload one or more images
  • Restrict file extensions
  • User preferences
  • User preference settings
  • Turn off the Next Experience welcome screen
  • Configure available keyboard shortcuts
  • View management
  • Create and delete views
  • Create a view rule
  • Control when the system displays a view
  • Navigation handler
  • Welcome pages
  • Enabling accessibility features
  • Using accessibility features
  • Map pages
  • Set up Google Maps API
  • Create a map page
  • Create a map page module
  • Create an advanced Map Page
  • Configure map data items
  • Create a map marker
  • Add a map filter
  • Set map application scope
  • Create a smartphone map page module
  • Scripting for map pages
  • Customizing instance appearance
  • Logo, colors, and system defaults
  • Select a theme in Core UI
  • Menu categories
  • Survey question header colors
  • CSS theme support
  • Activating CSS theme support
  • Create or customize a theme
  • Default CSS styles
  • Create a company profile
  • Banner logo link
  • Customize the banner logo
  • Customize the favicon
  • Examples of how to modify the banner
  • Modify the banner
  • Add help to a field label on a form
  • Content Management System
  • Content Management design
  • Content organization
  • Team member identification
  • Data preparation
  • Corporate style guide
  • Prototypes and rapid web design
  • Content Management navigation
  • System content management
  • Domain separation and the Content Management System
  • Configure Content Management sites
  • Content sites
  • Create a site
  • Copy a site
  • Content Management security
  • Configure CMS sites to use single sign-on (SSO)
  • Content pages in CMS
  • Create a content page
  • Add content to a page
  • Copy a page
  • Assign a page to a site
  • Add a page to an application
  • Configure a private UI page for CMS links
  • Content Management templates
  • Page templates
  • Configure a base template
  • Customize a copy of a page template
  • Content types
  • Configure a content type
  • CMS gauge support
  • Put a gauge on a CMS page
  • Control what happens on a click
  • View content types
  • Content blocks
  • Configure a content block
  • View CMS block tags
  • Types of content blocks
  • Configure a header block
  • Create a navigation menu block
  • Configure menu sections
  • Configure menu items
  • Menu types
  • Menu style customization
  • Example menu items and content links
  • View menu and list examples
  • Configure dynamic blocks
  • Catalog cart block
  • Customize the list block
  • Configure list definitions
  • Configure a static HTML block
  • Format an image as a static HTML block
  • Configure Flash movie blocks
  • Configure content links
  • Configure iFrames
  • Integrate Live Feed with CMS
  • iFrame methods
  • Configure a detailed content block
  • Content Management and the Apache Jelly engine
  • Content management and Jelly code examples
  • Style in Content Management
  • Style sheets
  • Design themes
  • Customize a design theme
  • Doctypes
  • Format a frame
  • Define a frame in a style sheet
  • Create a frame UI macro
  • Content Management meta tags
  • Configure a page level meta tag
  • Configure a site level meta tag
  • Configure DIV-based layouts
  • Content meta tag hierarchy
  • Content Management integration points
  • View links between system elements and URLs
  • Element link examples
  • Page source view
  • Static methods
  • Dynamic methods
  • Example integration points
  • Content Management testing
  • Global search in Content Management
  • CMS translation
  • Service Portal
  • Exploring Service Portal
  • Understanding Service Portal
  • Service Portal core concepts
  • Service Portal configuration page
  • Page navigation in Service Portal by URL
  • Content Management and Service Portal
  • CMS to Service Portal transition
  • Supported features in Service Portal
  • Service Catalog forms in Service Portal
  • Service Portal and client scripts
  • Supported client script types and APIs
  • Antivirus Scanning in Service Portal
  • Configuring Service Portal
  • Upgrading Service Portal
  • Activate the Knowledge Article View page on upgrade
  • Activate Service Portal validation scripts
  • Create a portal
  • Assign a homepage to a portal
  • Assign a default error page
  • Configure a portal header menu
  • Configure a catalog in Service Portal
  • Access Management Automation
  • Set up Access Management Automation
  • Cloud Deployment Automation
  • Set up Cloud Deployment Automation
  • Associate a portal with a knowledge base
  • Configure Agent Chat in a portal
  • Defining portal styles
  • Configure portal branding
  • Activate La Jolla theme branding
  • Create a portal theme
  • Enable text resize in your portal
  • Styling for right-to-left languages in portals
  • Mirror the portal direction for right-to-left languages
  • CSS for right-to-left languages in portals
  • Creating portal pages
  • Create and edit a page using the Service Portal Designer
  • Standard ticket page
  • Configure the standard ticket page
  • Enable instance options for the Activity tab
  • Configure tabs for standard ticket page
  • Configure actions for standard ticket page
  • Configure summary fields for standard ticket page
  • Activate the page route map for the standard ticket page
  • Redirect a reference to a page ID
  • Attaching files to records from portal pages
  • Configure Service Portal Approval Configuration record
  • Using portal widgets
  • Configure widget instances
  • Widget library
  • Example widgets
  • Announcements widget
  • Approvals widget
  • Approval Info Record widget
  • Approval Info widget
  • Approval Record widget
  • Breadcrumbs widget
  • Breakout Game widget
  • Calculator widget
  • Carousel widget
  • Add slides to the carousel widget
  • Change Password widget
  • Cool Clock widget
  • Data table from instance definition widget
  • Data Table from URL definition widget
  • Documents widget
  • Form widget
  • Header menu widget
  • Hello World widgets
  • HTML widget
  • Icon Link widget
  • Icon menu list widget
  • Language Switch widget
  • Link button widget
  • Login widget
  • My Requests widget
  • My Requests widget
  • Enable the My Requests menu for an upgrade scenario
  • Organization Chart widget
  • Simple List widget
  • Sample Footer widget
  • Ticket Attachments widget
  • Ticket Conversations widget
  • Ticket Fields widget
  • Ticket Location widget
  • User Profile widget
  • Search widgets
  • AI Search Assist widget
  • Contextual Search widget
  • Faceted Search widget
  • Homepage Search widget
  • Legacy: Search Page widget
  • Typeahead Search widget
  • Knowledge Management widgets
  • KB also in Category widget
  • KB Article Comments widget
  • KB Article Page widget
  • KB Categories widget
  • KB Category Page widget
  • KB Knowledge Bases widget
  • KB Most Viewed widget
  • KB News widget
  • KB Search widget
  • KB Top Rated widget
  • KB View widget
  • KB View 2 widget
  • Knowledge Breadcrumbs widget
  • Service Catalog widgets
  • Catalog Content widget
  • Catalog Homepage Search widget
  • Recent & Popular Items widget
  • Request Fields widget
  • Requested Items widget
  • Requests and Approvals widget
  • SC Catalog Item widget
  • SC Categories widget
  • SC Category Page widget
  • SC Order Guide widget
  • SC Popular Items widget
  • SC Save Bundles widget
  • SC Saved Carts widget
  • SC Scroll to top widget
  • SC Shopping Cart widget
  • Enable the Shopping Cart widget
  • Enable automatic updates to the shopping cart
  • SP Variable Editor widget
  • SC Wish List Cart widget
  • Enable the SC Wish List Cart widget in Service Portal
  • Enable automatic updates to the wish list
  • Service Portal configuration page widgets
  • Service Portal Config Overview widget
  • Portal config widget
  • SP Page Map widget
  • SP Portal Map widget
  • Theme Preview widget
  • Widget Edit Panel widget
  • Service Portal service status widgets
  • Business Service Status widget
  • Current Status widget
  • Planned Maintenance widget
  • Service History widget
  • Service Status widget
  • Service Status Legend widget
  • Service Status Subscription widget
  • Configure widget loading order in Service Portal
  • Deferred loading of AI Search assets in Service Portal
  • Configuring search in a portal
  • AI Search in Service Portal
  • Enable and configure AI Search in Service Portal
  • Reclassify cloned or customized search widgets
  • Define an AI Search Results Action
  • Override AI Search theming
  • Theming for AI Search in Service Portal
  • Zing search in Service Portal
  • Define a search source
  • Paginate search source results
  • Create an advanced typeahead template
  • Tutorial: set up an external knowledge base search source
  • Example: set up a GitHub search source
  • Enable search facets
  • Add facets to a simple search source
  • Disable facets for a search source
  • Populate search suggestions in Service Portal
  • Add a text index group to a portal
  • Set the default portal search source
  • Configure Search Sources available on a page
  • Managing portal access
  • Single sign-on, logins, and URL redirects
  • Configure page security by role
  • Configure widget security
  • User criteria for Service Portal
  • Activate the user criteria for Service Portal plugin
  • Set the user criteria for Service Portal system property
  • Create a user criteria record for Service Portal
  • Apply user criteria to a page, widget, or widget instance
  • Apply user criteria to a search source
  • Enable e-signature for Service Portal
  • Enable external user self-registration for Service Portal
  • Register your PIV/CAC card for Service Portal login
  • Deactivate a portal
  • Developing custom widgets
  • General guidelines for developing widgets
  • Tutorial: Build a custom widget
  • Clone a widget
  • Create a new widget
  • Widget option schema
  • Widget API reference
  • Reuse components with Angular Providers
  • Embedded widgets
  • Create a widget dependency
  • Include a font icon in a single widget
  • Include font icons as a widget dependency
  • Internationalize a widget
  • Replace a Service Catalog form script with a widget
  • Widget troubleshooting guide
  • Widget diagnostics
  • View a widget record from a portal page
  • Compare versions of a customized widget
  • Compare a cloned or customized widget against a base widget
  • Identify customizations in widget related records
  • Compare versions of a widget related record
  • Improving search engine optimization for portals
  • Add human readable keywords to page URLs
  • Add meta tags to a public page
  • Add dynamic titles to a page
  • Configure the main tag on a page
  • Enable SEO for localized versions of a portal page
  • Sitemap Generator
  • Activate Sitemap Generator
  • Components installed with Sitemap Generator
  • Generate XML sitemaps for SEO indexing
  • Posting announcements to portal users
  • Create an announcement
  • Create an announcement display style
  • Create an announcement type
  • Analyzing portal performance and usage
  • Analytics and Reporting Solutions for Service Portal
  • Usage Insights for Service Portal
  • Track Usage Insights in Service Portal
  • Activate the privacy notice for unauthenticated users
  • Service Portal events
  • Usage Insights related properties for Service Portal
  • Evaluate the performance of a portal page
  • Get a list of widgets per page
  • Service Portal reference
  • Service Portal roles
  • Service Portal properties
  • Service Portal SCSS Primer
  • Domain separation and Service Portal
  • Plugins installed with Service Portal
  • Adoption services
  • Dynamic Guidance
  • Explore
  • Configure
  • External content connector in Dynamic Guidance
  • Adding custom sources
  • Using Dynamic Guidance
  • Reference
  • In-product help
  • Embedded Help
  • Exploring Embedded Help
  • Configure Embedded Help
  • Embedded Help planning
  • Use qualifiers in Embedded Help
  • Embedded Help roles
  • Modify embedded help role priority
  • Embedded Help internationalization
  • Create internationalized embedded help
  • Add custom Embedded Help from a copy
  • Add custom Embedded Help content
  • Embed video content in help topics
  • Embedded Help reference
  • Embedded Help system properties
  • Domain separation and Embedded Help
  • Help Center
  • Exploring Help Center
  • AI Search within App Engine Help Panel
  • Using Help Center
  • Create Help Center content for configurable workspace
  • Help Center content thumbs up and down feedback
  • Provide feedback to ServiceNow
  • Disable feedback
  • What's New
  • Guided Setup
  • Create a Guided Setup
  • Domain separation and Guided Setup
  • Guided Tours
  • Explore Guided Tours
  • Guided Tour Designer
  • GTD components
  • GTD triggers
  • GTD interface
  • GTD workflow
  • Limitations of GTD
  • Configure Guided Tours
  • Plan Guided Tours
  • Enable Guided Tours
  • Create Guided Tours
  • Edit Guided Tours
  • Test Guided Tours
  • Configure auto-launch for Guided Tours
  • Domain separation and Guided Tours
  • Assign a view to Guided Tours
  • Create Guided Tours with accessibility enabled
  • Use Guided Tours
  • Guided Tour Designer use case
  • Create a guided tour to illustrate vacation delegation
  • Create guided tour to explore Service Portal home page
  • Create a guided tour to show incident generation in Workspace
  • Start a guided tour
  • Guided Tours dashboard
  • Guided Tour reference
  • Guided Tour callout color
  • Onboarding modals
  • Exploring new experiences
  • Configure
  • Create Onboarding modals
  • Launch Onboarding modals
  • Edit default Onboarding modals
  • Reference
  • Personalize your experience
  • Visual Task Boards
  • Explore
  • VTB types
  • VTB elements
  • VTB tools
  • VTB SLA indicators
  • VTB accessibility
  • View card details
  • Activate Visual Task Boards
  • Use
  • Creating VTB
  • Freeform VTB
  • Create freeform VTB
  • Add a personal task
  • Add task from a form
  • Add task from a list
  • Data driven VTB
  • Create data driven VTB
  • Add a task
  • Add or modify VTB lanes
  • Add or remove VTB members
  • Delete a VTB
  • Viewing and sharing VTB
  • View VTB details
  • View VTB in a list
  • Add a VTB as favorite
  • Share a VTB in Connect conversation
  • Create a Connect conversation
  • Customizing and configuring VTB
  • Customize the look
  • Sort VTB
  • Configure VTB labels
  • Configure VTB with swimlanes
  • Modify query or lane field
  • Set lane limits
  • Working with VTB cards
  • Edit card details
  • Add an attachment
  • Configure card view
  • Configure card limit
  • Label a card
  • Assign card to a user
  • Archive a card
  • Access task record from card
  • Move card to different lane
  • Move freeform card to different board
  • VTB checklists
  • Create checklist for a card
  • Create checklist template for tasks
  • Delete checklist from a card
  • Configure checklist item task types
  • References for VTB
  • Domain separation
  • Supported browsers
  • Components installed
  • Timeline Visualizations
  • Activate Timeline Visualization
  • Installed with Timeline Visualizations
  • Timeline visualizations roles
  • Create a Timeline Visualization
  • Create a Timeline Visualization view
  • Planning Your Timeline Visualization
  • Use Timeline Visualization
  • Lanes, markers, and panels
  • Personalize Timeline Visualizations
  • Use the slider and slider track
  • View timeline visualization
  • Work with timeline visualizations

Portal config widget

The Portal Config widget is the left panel of the Branding Editor, which you use to configure themes for your portal. You can use this base system widget as-is in your portal or clone it to suit your own business needs.

Related tasks
  • Create and edit a page using the Service Portal Designer
  • Configure widget instances
  • Clone a widget
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