Define Display Properties for an Action Catalog Widget

Use the Display page (accessed from within the Action Catalog Widget Properties window) to define the display properties for an Action Catalog widget.

• How the Action Catalog widgets will display: Style, color, text, images.
• When the Actions will happen: Use an expression to enable or disable Actions using an expression (example: Disable Actions for users in a specific Security Role). See About Expressions.

  Access the Action Catalog Properties window from within the Widget Manager when you create or edit an Action Catalog widget.

To define display properties for an Action Catalog widget:

The OOTB Service Catalog uses the Metro Blue theme to display Actions in colorful tiles. The text to display in the Action hyperlink (example: One-Time Conference Setup and Request Account) comes from the Subcategory field. No description or images are used, and no expressions are used to enable/disable Actions.

1. Create a widget.
2. In the Type drop-down list, select Action Catalog.
3. Select a Style (color, font) for the Action Catalog. Styles vary by layout (example: Column, List, Cards with Search).

   Styles are based on Cascading Style Sheets (CSS) and can vary the functionality of the Action Catalog (example: The Metro style can display only three levels in a hierarchy).

4. Select a Theme for the Action Catalog. Themes vary by color (example: A/C Forest, A/C Orange, Earth Tones).
5. If you select the Cards with Search or Cards with Search v2 style, you can optionally select the Always show items as cards check box.
6. In Fields Holding Display Text option, select the text to display in the Action hyperlink:
   1. (Mandatory)Title text: Select the field to provide the text that displays in the hyperlink (example: Subcategory).
   2. (Mandatory) Descriptive text: Select the field to provide a description of the Action. The descriptive text displays directly under the hyperlink.
   If you select Always show items as cards, you can then select text for these extra fields: Subtitle, Rating, and Footer. These three fields are text fields and Rating has no search ranking calculations associated with it. Consequently, you can use these fields for any values that your company wants to display in your Action Catalog cards. This figure shows an example of all 5 text fields in use:

   1. Title text

   2. Subtitle

   3. Rating

   4. Description

   5. Footer

   
7. (Optional) Select the images to display next to the Action hyperlinks:
   1. Show image next to each command: Select this check box to display an image next to each Action hyperlink and then select one of these options:
      • Field with image: Select this option to display an image from a field, and then select the field that contains the image from the list.
      • Expression: Select this option to use an expression to conditionally provide the image (example: If Subcategory equals Submit Incident, display a green check mark), and then define the expression using one of the following options:
        • Stored Expression: Select the ellipsis button to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM.
        • Custom Expression: Select the Custom Expression button to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.

      See About Expressions and Create an Expression.

   The figure below shows two Cards. The first one has Show image next to each command selected and the second one has Show image next to each command cleared.

   
8. (Optional) Select the check box Use an expression to enable/disable actions to use one of the following options (example: To Disable Actions for users in a specific security role):
   • Stored Expression: Select the to open the Expression Manager, and then select an existing stored expression or create a new stored expression. See Create an Expression.
   • Custom Expression: Select the Custom Expression button to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.
9. Select OK.