Portal Knowledge Quick Links widget instance options form

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Portal Knowledge Quick Links widget instance options form

    The Portal Knowledge Quick Links widget instance options form allows ServiceNow customers to configure how knowledge articles are displayed on a portal page. This configuration controls the selection, sorting, presentation, and behavior of knowledge article quick links, enabling a tailored user experience for portal visitors.

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    Key Features

    • Knowledge Table: Selects the source table for knowledge articles, defaulting to the Knowledge [kbknowledge] table.
    • Display Articles: Defines the method to display articles:
      • Manually select: Choose specific articles manually.
      • Dynamic query: Display articles filtered by a query condition.
      • Criteria based: Display articles based on criteria such as Most Viewed, Most Useful, or Featured (default).
    • Manually Select Articles: Specifies articles manually chosen when that display method is selected.
    • Dynamic Query: Defines a query to filter displayed articles.
    • Criteria Based: Lets you select from predefined criteria affecting which articles appear.
    • Sort by and Sort Order: Controls the sorting field and order for the quick links when using manual or dynamic selection methods.
    • Title: Sets the widget's required title, defaulting to “Article Quicklinks.”
    • Show Carousel: Toggles between carousel and grid views for article display.
    • Max Quicklinks to Display: Limits the number of articles shown; default is 10.
    • Glyph: Assigns an icon to all cards from predefined glyphs.
    • Display Options: Choose to show author name, view count, last updated date, and article rating on the cards.
    • Article View Page: Defines the page opened when an article card is clicked, defaulting to the Knowledge Article View page.

    Practical Benefits

    This configuration form empowers portal administrators to customize which knowledge articles appear as quick links, how they are organized and displayed, and what additional information is visible to users. By adjusting these options, customers can enhance user engagement, highlight relevant knowledge content effectively, and provide an intuitive navigation experience within their portals.

    The instance options enable you to configure the Portal Knowledge Quick Links widget on a portal page.

    Table 1. Data fields on the Instance form
    Instance option Description
    Knowledge Table Table from which the records shown as a card on the widget are selected.

    By default, this field is set to the Knowledge [kb_knowledge] table.
    Display Articles Displays knowledge articles from the associated knowledge base.
    The available options are:
    • Manually select: Displays knowledge articles chosen in the Manually Select Articles field.
    • Dynamic query: Displays knowledge articles that meet the condition of a query in the Knowledge [kb_knowledge] table defined in the Dynamic Query field. If no query is provided, all knowledge articles are displayed in the widget. For more information, seeGenerate an encoded query string through a filter
    • Criteria based: Displays knowledge article based on the criteria Most viewed, Most useful, and Featured. The criteria is determined by the View field in the Knowledge [kb_knowledge] table.

    The default selection is Criteria based.

    Note:
    Currently, if you select None, the selection is set to Criteria based.
    Manually Select Articles The knowledge base articles to appear on the widget that are chosen manually from a set of predefined articles associated with the portal using the knowledge base ID of the article.

    This field applies only when Manually select is selected from Display Articles.
    Dynamic Query Query to filter the records to display on the widget
    Criteria Based Displays articles on the widget based on the selected criteria.
    The available options are:
    • Most Viewed
    • Most Useful
    • Featured

    This field applies only when Criteria based is selected from Display articles.

    Note:
    Currently, if you select None, the criteria is set to Most Viewed.
    Sort by Determines the field in the Knowledge [kb_knowledge] table by which quick links are sorted and displayed on the widget.

    The default value is View Count.

    This field applies only when Manually select or Dynamic query is selected from Display articles.
    Sort Order The order in which knowledge articles appear on the widget. By default, the order is z to a
    The available options are:
    • z to a
    • a to z

    This field applies only when Manually select or Dynamic query is selected from Display articles.

    Note:
    Currently, if you select None, the order is set to z to a.
    Table 2. Presentation fields on the Instance form
    Instance option Description
    Title Required title of a Portal Knowledge Quick Links widget. The default text is Article Quicklinks.
    Table 3. Behavior fields on the Instance form
    Instance option Description
    Show Carousel Option to switch between carousel view and grid view.
    Max Quicklinks to Display Number of knowledge article quick links to appear by default on the widget.
    Note:

    The default value is 10.
    Glyph Glyph to appear on all cards chosen from a set of predefined glyphs.
    Show Author Option to display the author's name.
    Show View Count Option to display the total number of views of an article.
    Show Last Updated Option to display the date of the last changes made to an article.
    Show Rating Option to display the rating received on an article.

    The appearance of the star rating is defined by the (glide.knowman.show_star_rating) system property.
    Article View Page The article page that opens when the article card is accessed.

    By default, this field is set to the Knowledge Article View (kb_article_view) page.