Action Widget Template

Updated on 22 Apr 2024
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Action Widget Template enables users to log incidents, log service requests, and search knowledge articles.

User persona: Application Designer

Configure Action Widget Template

This section contains the list of steps using which Application Designer can add the widget in the Service Portal screen.

Navigate to Home > Service Portal > Add Service Portal > Widgets > Action Widget Template.
Figure: Adding Widgets
Customize the Service Portal by dragging the widget from widget list screen.Figure: Action Widget Template
Click Settings icon to view Properties pop-up.

You can view the following tabs on the Settings for this field.

Properties

This section contains the list of properties using which the Application Designer can configure the respective widget feature. Figure: Properties
To know more about the fields available under the Properties section, see Field Description below.

Field Description

Properties
Widget Type	Select Action Widget from the drop-down list.
Description	Type the details of widget functionality.
Elements	Type the element Title or Header that should be displayed on the widget screen.
Title	Type the name of the widget. Example: The title is specified as Log Incident.

Data Source

This section contains the list of features using which the Application Designercan select Source, Application, Module, Table, and Form.Figure: Data Source

The table below contains the list of fields and their descriptions that are available under the Data Source section:

Field Description

Data Source
Internal	Select the Date Source as Internal from the drop-down list.
Application	Select the Application from which the data has to be fetched.
Module	Select the Module from which the data has to be fetched. Here Incidents is selected under the Module drop-down list.
Form	Define the Form using which the widget should open when you click on it. Here My Incidents is selected from the drop-down list.
Form Type	Select the form type as List or New from the drop-down list.
Open Mode	Select the mode of opening the link as New Tab or Self Window.

Appearance

This section contains the list of features using which the Application Designer can select Icon, Title, Title, Header Text, Data Text, and Background for the widget.

Figure: Appearance tab

The table below contains the list of fields and their descriptions that are available under the Appearance section:

Field Description

Appearance
Icon
Icon Upload	Select the Icon to be uploaded. Figure: Icon selection
Icon Position	Select the position for the icon by selecting the size and padding. Figure: Icon size and Padding
Title
Text Type	Define the text type.
Text Color	Select the text color for widget.
Text Size	Select the preferred text size.
Text Style	Choose the style for the font.
Text Alignment	Select the preferred alignment for the font.
Header Separator
Border	Select the type of border. Figure: Border Type
Number
Text Type	Select the text type for the number.
Text Size	Select the text size for the number.
Text Color Type	Select the text color for the number.
Text Style	Select the text style for the number.
Text Alignment	Select the text alignment for the number.
Background
Background Type	Select the preferred background type. Figure: Background
Padding	Specify the preferred padding width. By default, the field appears inactive as shown below. Figure: Padding width with zero value Click the icon to enable padding width. Figure: Padding width as 3.
Border	You can style the Border by selecting desired Border Type.
Border Fill	Select the Border fill for the widget. Specify the Border, Side, Width, Color and Radius for the fill. Figure: Border fill
Dimensions	You can style the border by selecting the desired Dimension value.Figure: Dimension

You can click Save to save the configuration. The configured widget appears as shown below.
Figure: Action Widget Template

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