Configurable Cards feature configuration
Summarize
Summary of Configurable Cards Feature Configuration
The Configurable Cards feature in Engagement Messenger allows customization of feature cards that are not included by default. This enables ServiceNow users to enhance user engagement by tailoring the display and functionality of the messenger interface.
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Key Features
- Display Options: Choose to display a feature card as either an image or a title and subtitle. The image must meet specific formatting and size requirements.
- Page Type: Define what type of page opens when the card is clicked, either a Catalog Item or a Portal Page, with options for embedding content.
- User Access: Control visibility for both unauthenticated and authenticated users, with permissions based on defined access controls for the underlying portal or catalog item.
- Links to External Websites: Add up to five links on the messenger’s home page, with optional accompanying images.
- Record Display: Choose how to display records from any table, either as links or feature cards, and set conditions to control which records are shown based on access rules.
Key Outcomes
By utilizing the Configurable Cards feature, ServiceNow customers can create a more engaging and tailored experience for users interacting with the messenger. This customization supports specific business needs, enhances user accessibility, and provides a streamlined way to present relevant information effectively.
The Configurable Cards feature enables you to add and customize the features in Engagement Messenger that aren’t available by default.
| Field | Description |
|---|---|
| Choose how to display the card | The type of display for the feature card on the messenger's home page. The available options are:
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| Image | An image that appears as a feature card on the messenger's home page and has a portal or catalog link embedded in it. The requirements for using images are:
Note: This field appears only when Use an image in a card is selected from the Choose how to display the card field. |
| Use a title and subtitle in a card |
Note: This field appears only when Use a title and subtitle in a card is selected from the Choose how to display the card field. |
| Page type | The type of page that opens when the feature card is clicked.
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| Enable for unauthenticated users | Option for enabling this feature for guest users who visit the website that hosts the messenger. |
| Enable for authenticated users | Option for enabling this feature for users who sign in to the website that hosts the messenger. |
Note: Engagement Messenger honors access permissions defined for the portal page or catalog item. If the users do not have access, the feature card will not appear on the messenger. |
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| Field | Description |
|---|---|
| Title text | Title of the feature card in the messenger. |
| Show an image for each link | Option to display an image along with a link on the messenger's home page. |
| Add up to five links | Displays external website links on the messenger’s home page. Note: You can add a maximum of five links. |
| Enable for unauthenticated users | Option for enabling this feature for guest users who visit the website that hosts the messenger. |
| Enable for authenticated users | Option for enabling this feature for users who sign in to the website that hosts the messenger. |
| Field | Description |
|---|---|
| Choose a way to display records | Determines the appearance of records on the messenger.
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| Enable for unauthenticated users | Option for enabling this feature for guest users who visit the website that hosts the messenger. |
| Enable for authenticated users | Option for enabling this feature for users who sign in to the website that hosts the messenger. |
| Homepage | |
| Title text | Title of the feature card displayed in the messenger. |
| Subtitle text | Description for the feature card displayed in the messenger. |
| Display of records | |
| Choose table | Determines the table that the card displays records from, either on your ServiceNow instance or from a remote third-party source. |
| Number of records to show | The total records to be shown as links on the messenger's home page. The maximum value is five. Note: This field is applicable only when Each record displays as a link is selected from the
Choose a way to display records field. |
| Page title | Title of the messenger page that appears when a custom feature card is clicked. Note: This field is applicable only when Each record displays as a card is selected from the Choose a way to display
records field. |
| Display field | The field from the selected table that you want to use as the primary display field. |
| Details field | The fields to display on the card that represent your data. You can select up to four detail fields. Note: Applicable only when Each record displays as a card is selected from the
Choose a way to display records field. |
| Portal page to open | The portal page to display when the user selects any link or card. |
| Condition for records | Condition that restricts the records that appear in a list in the messenger. |
Note: Engagement Messenger honors Access Control rules (ACLs) defined for any tables in your ServiceNow instance. If users don’t have access, the feature card doesn't appear on the messenger. |
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