Define Display Properties for an Action Catalog Group

Use the Group Display Options window to define how the group levels will look and behave in an Action Catalog.

Display properties include:

• General properties: Display name, description, and order.
• Image: Image to display next to each item.
• Visibility: When to show/hide the items.
• Allow drill-down: Whether or not to allow drill-down into the items.

To define display properties for an Action Catalog group:

1. On the Action Catalog Groups page, click the Display Option button.
2. Define general properties for the group:
   1. Name: Select the Field to provide the display text (hyperlink). Typically, this is the field you used to group items, although you can use a unique display field.
   2. (Optional) Description: Select the Field to provide a description of the group. The descriptive text displays directly under the hyperlink.
   3. Order By: Select the Field to use to sort the group items (example: Sort categories alphabetically from A-Z by Category name). Click the Sort in Descending Order button to toggle the sort order between ascending (1-10, A-Z, etc.) and descending (10-1, Z-A, etc.). A non-active icon indicates ascending order; an active icon indicates descending order.
3. (Optional) Select the images to display next to the group's display text:
   1. Show image next to each command: Select this check box to display an image next to each group's display text, and then select the images:
      • Field with image: Displays an image from a field.
      • Expression: Uses an expression to provide the image (example: If Category equals Network, display a picture of a Server). Define the expression using one of the following options:
        • Stored Expression: Select the Ellipses 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.
4. (Optional) Define expressions for showing/hiding and enabling/disabling group items (example: Disable/enable Actions based on Security Role) using one of the following options:
   • Stored Expression: Select the Ellipses 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.
5. Define drill-down options for the group:

   Drill-down options are disabled unless you are using the Cards with Search or Cards with Search v2 widget style. If a Cards with Search style is used, Allow Drill Down and User must drill-down to see items in this group are automatically selected.

   1. Allow Drill Down: Select this check box to enable drill-down into the group. When drill-down is enabled, the display text becomes a hyperlink that drills down into the items grouped beneath it.
   2. If drill-down is enabled, select the behavior:
      • User must drill-down to see items in this group: Hides all grouped items, only displaying the items when the hyperlink is clicked.
      • All group items will be shown even if not drilled-down: Displays all grouped items below the group's display.
      • Max items to show without drilling down: Displays a defined number of grouped items before drilling down, then provides a number.
   3. Drill down style: Select a drill-down style. Default uses the widget's style.
6. Define quick-view options:
   1. Allow quick view of Incident Category in a popup window: Enables Quick View for the group. When enabled, the Go To button appears next to the group and, when clicked, displays additional information.

7. Select OK.