Customizing Block and Template Parts

You can use the out-of-the-box blocks as they are or customize them to suit your needs. You can also create new, customized blocks.

The customizing options depend on the block type that you select in the Settings dialog box. The following are the available block types:

• List

•Text

•Shortcut

•Chart

•Banner

•Placeholder

Determining the Block Type

1.Access the Self Service Mobile portal. See Accessing the Self Service Mobile Portal.

2.From the Home page, click the gear icon .

3.Select the block and click the Settings icon .

4.View the applicable block type from the Widget list.

Customizing Lists

•Title - The name of the block. This name should correspond to the value in the Get Data From field. The title can have a maximum of 50 characters.

•Description - The description of the list.

•Widget - The type of block. Choose List from the options.

•Get Data From - The source of the data.

•Business Object - The business object that is being reported in the list. Appears when you choose Saved Search or Validation List from the Get Data From field.

•Saved Search - The name of the saved search used to identify incidents of the business object to be reported. Appears when you choose Saved Search or Service Catalog from the Get Data From field.

•Validation List - The name of the validation list used to identify incidents of the business object to be reported. Appears when you choose Validation List from the Get Data From field.

•From Search - The My Items search to use. Appears when you choose My Items from the Get Data From field.

•Sort By - The sort order (ascending or descending) of the business objects. Appears when you choose Saved Search or My Items from the Get Data From field.

•Limit - The maximum number of items to be displayed in the list. Appears when you choose Saved Search or Validation List from the Get Data From field.

Options Settings

 

 

 

 

 

 

General Settings
Setting Description
Title The name of the block. This name should correspond to the value in the Get Data From field. The title can have a maximum of 50 characters.
Description The description of the list.
Widget The type of block. Choose List from the drop-down menu.
Setting Description

Get Data

From

 The source of the data.

Business

Object

Appears when you choose Saved Search or Validation List from the Get Data From field.

The business object that is being reported in the list. Select from drop-down list.

Saved

Search

Appears when you choose Saved Search or Service Catalog from the Get Data From field.

The name of the saved search used to identify incidents of the business object to be reported.

Validation

List

Appears when you choose Validation List from the Get Data From field.

The name of the validation list used to identify incidents of the business object to be reported.

From

Search

Appears when you choose My Items from the Get Data From field.

The My Items search to use.
Sort By

Appears when you choose Saved Search or My Items from the Get Data From field.

The business object to sort the list items by. Choose ascending or descending.
Limit

Appears when you choose Saved Search or Validation List from the Get Data From field.

The maximum number of items to be displayed in the list.

Options for List Items

Setting Description
Empty Text

The message to display when a list is empty. The default message is "There are currently no items to display." but you can also enter your own message to replace the default message.
Actions Displays additional options.
Header Click Enables/disables the header click feature.
Target

The navigation link when you click the header. Choose either Self Service Workspace or URL.
Workspace The workspace to be displayed. This options appears only when you choose Self Service Workspace from the Target field.
Command Appears when you choose Self Service Workspace from the Target field. The action that happens when you click the header.
URL

Appears when you choose URL from the Target field. The target URL.
Open in New Window

Appears when you choose URL from the Target field. Opens the target URL in a new browser window.
Item Click Enables/disables the item click feature.
Target The navigation link when you click the item. Choose either Self Service Workspace or URL.
Workspace Appears when you choose Self Service Workspace from the Target field. The workspace to display.
Command Appears when you choose Self Service Workspace from the Target field. The action that happens when you click the item.
RecId

Appears when you choose Self Service Workspace from the Target field.

If you choose Field, choose the field name from the drop-down list.

If you choose Value, enter the value in the box at the right.
Setting Description

List

Border Enables/disables a border around the list.
Width

The border width. The value can be from 0 to 100 pixels.
Line The line type, such as solid, dotted.
Color The color of the border. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Shadow Enables/disables a shadow around the border.
Header Displays a header for the list.
Icon

Enables/disables an icon to the left of each list item.

Click the to display a selection of icons. Click the icon you want and then click Select. Or click X to delete the icon.
Size Adjusts the display height of the icon. The value can be from 8 to 128 pixels.
Color The icon color. Enter hex value or click the eyedropper icon to access the Color Picker. See Working with the Color Picker.
Accent Enables/disables accent.
Width The display width of the accent. Values can be from 0 to 100 pixels.
Placement The position of the accent on the list.
Color The accent color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Text Style The character height of the header title. The value can be from 1 to 99 points.
BIU Applies bold, italic, or underline effects to the text.
Color The text header color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Background The background color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Size The height of the background. The value can be from 0 to 100 points.
List Item
Layout The layout of list items.
Type The row type. Select either Rows (auto height), Rows (fixed height), or Blocks.
Height Appears when you choose Rows (fixed height) or Blocks. Adjusts the height of your rows or blocks. The value can be from 0 to 1000 points.
Space Space between your rows or blocks. The value can be from 0 to 100 points.
Width Appears when you choose Blocks. Adjusts the width of your blocks. The value can be from 0 to 100 points.
Background The background color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Item Border Enables/disables a border around each list item.
Line The line type, such as solid, dotted.
Color The color of the border. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Shadow Enables/disables a shadow around each list item.
Corner Rounds the corners of the item border.
Icon Enables/disables an icon to the left of each list item.
Field Field name that should display as title. Choose a field name from the drop-down list. For icons, OwnerType is the only option.
Default The default icon for each list item. Click the to display a selection of icons. Click the icon you want and then click Select. Or click X to delete the icon.
Style Adjusts the display height of the icon. The value can be from 8 to 96 pixels.
Placement Places the icon relative to the list item. Choose Left or Top.
Color

Specifies the color of the icon. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Title Enables/disables a title for each list item.
Text Style - The character height of the header title. The value can be from 1 to 99 points.
BIU Applies bold, italic, or underline effects to the text.
Color The color of the text of the header. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Background The background color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Multiline Enables/disables title with multiple lines.
Description Enables/disables description for each list item.
Trim to Trims the description to a given size. The value can be from 0 to 100,000 points.
Content
Background The background color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.

Customizing Text

Setting Description
Title The name of the block. The title can have a maximum of 50 characters.
Description The description of the block.
Widget The type of block. Choose Text from the drop-down menu.

For text blocks, the data source is a space where you can enter text content. Note that the text that you enter does not wrap automatically.

Several style options are available for your content.

•Fonts: One of six typefaces.

•Effects: Bold, italic, underline, or highlight.

•Sizes: 7 to 33 pixels.

•Colors: One of 40 preset colors for the text or to highlight the text. Use this setting when you want to change the color of small portions of text.

•Alignment: Left, center, or right.

•Lists: Numbered or bulleted.

•Edit mode: Plain text or source edit (HTML).

You can add a hyperlink to your text content by doing the following:

1.Select the portion of the text to become the link.

2.Click the hyperlink icon .

3.Enter the URL in the dialog box and click OK.

The selected portion of the text changes to blue and underlined, indicating a hypertext link.

If you want this link to open in a separate browser tab, click the Source Edit icon and add target="_blank" to the href.

For example, enter <a href="http://www.google.com/" target="_blank">hypertext link</a>.

Setting Description
Actions Displays additional options.
Header Click Enables/disables the header click feature.
Target

The navigation path when the user clicks the header. Choose either Self Service Workspace or URL.
Workspace Specifies the workspace to display. This appears only when you choose Self Service Workspace from the Target field.
Command Specifies the action that happens when you click the header. This appears only when you choose Self Service Workspace from the Target field.
URL

Specifies the target URL. this appears only when you choose URL from the Target field.

Open in New Window

Opens the target URL in a new browser window. This appears only when you choose URL from the Target field.

RecId

If you choose Field, choose the field name from the drop-down list.

If you choose Value, enter the value in the box at the right.

This appears only when you choose certain options from the Command field.
Filter ID

Specifies the filter ID value for your filter. This appears only when you choose certain options from the Command field.

Setting Description
Border Enables/disables border.
Width

The border width. The value can be from 0 to 100 pixels.

Aggressive changes to the visual settings can make the alerts invisible. You may have to make the banner taller. See Adjusting the Height of a Block.
Line The line type, such as solid, dotted.
Color The color of the border. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Shadow Applies shadow around the border.
Header
Icon

Enables/disables display of an icon.
Click the to display a selection of icons. Click the icon you want and then click Select. Or click X to delete the icon.
Size Adjusts the display height of the icon. The value can be from 8 to 128 pixels.

Color

The color of the icon. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Accent Enables/disables an accent on this block.
Width The display width of the accent. Values can be from 0 to 100 pixels.
Placement The position of the accent on the header.
Color The accent color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Text Style Text style of the block title which is displayed in the header.
Size Character height of the header title. The value can be from 1 to 100 points.
BIU Applies bold, italic, or underline format to the text.
Color The color of the text of the header. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Background The color of the background of the header. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Height The height of the header. The value can be from 0 to 100 pixels. Regardless of setting, the header is always high enough to display the title.
Content Displays additional options for how the content is displayed.
Text

The color of the text. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Background The background color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Padding Adds space around your text. The value can be from 0 to 128 pixels.

Customizing Shortcuts

A shortcut provide a convenient link to a workspace or URL. Shortcuts do not report information.

Setting Description
Title The name of the block. The title can have a maximum of 50 characters.
Description The description of the block.
Widget The type of block. Select Shortcut from the drop-down list.

A shortcut has no data source.

Setting Description
Actions Displays additional options.
Click Enables/disables the click feature.
Target

The navigation path when you click the shortcut. Select either Self Service Workspace or URL.
Workspace Appears when you choose Self Service Workspace from the Target field. Specifies the workspace to display.
Command Appears when you choose Self Service Workspace from the Target field. Specifies the action that happens when you click the header.
URL

Appears when you choose URL from the Target field. Specifies the target URL.
Open in New Window

Appears when you choose URL from the Target field. Opens the target URL in a new browser window.
Setting Description
Border Enables/disables a border.
Width

Sets the border width. The value can be from 0 to 100 pixels.

Aggressive changes to the visual settings can make the alerts invisible. You may have to make the banner taller. See Adjusting the Height of a Block.
Line The line type, such as solid, dotted, and so on.
Color The color of the border. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Shadow Applies shadow around the border.
Accent Enables/disables an accent.
Width The display width of the icon. Values can be from 0 to 100 pixels.
Placement The position of the accent on the header.
Color The accent color. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Text Style

The height of the alert text. The value can be from 0 to 100 pixels.

Aggressive changes to the visual settings can make the alerts invisible. You may have to make the banner taller. See Adjusting the Height of a Block.
BIU Applies bold, italic, or underline effects to the text.
Color

The color of the text. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Icon

Enables/disables an icon.
Click the to display a selection of icons. Click the icon you want and then click Select. Or click X to delete the icon.
Size Appears when you check Icon. Adjusts the display height of the icon. The value can be from 8 to 128 pixels.
Placement Appears when you check Icon. Specifies where the icon is displayed relative to the title.
Color

Appears when you check Icon. Specifies the color of the icon. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.
Background The background color of the block. Enter a hexadecimal value or click the eyedropper icon to access the color picker. See Working with the Color Picker.

Customizing Banners

Use banners to display alerts and announcements. The application displays alert messages in a sequence, according to the Options settings.

Setting Description
Title

The name of the block. This name does not appear on the banner.

The title can have a maximum of 50 characters.
Description The description of the block.
Widget The type of block. Select Docked Carousel from the drop-down list.
Setting Description

Get Data From

The data source of the banner. Select Saved Search from the drop-down list.
Business Object

The business object associated with the banner.

Choose Announcement from the drop-down list.
Saved Search

The saved search associated with the banner.

Choose Published Announcements from the drop-down list.

Sort By

The business object to sort the banner items by. Choose ascending or descending.
Limit

The maximum number of announcements displayed in the banner.
Setting Description

Empty Text

The text to be displayed in the banner when there are no announcements. For example, "No announcements at the moment".

If this field is blank and when there are no announcements, the banner will not be displayed.

Actions Displays additional options.
Item Click Enables/disables the item click feature.
Target

The navigation path when you click the announcement. Select either Self Service Workspace or URL.
Workspace Appears when you choose Self Service Workspace from the Target field. Specifies the workspace to display.
URL

Appears when you choose URL from the Target field. Specifies the target URL.
Open in New Window

Appears when you choose URL from the Target field. Select the check to open the target URL in a new browser window.
Item Click Enables/disables the item click feature.
Target The navigation path when the user clicks the item. Choose either Self Service Workspace or URL.
Workspace Appears when you choose Self Service Workspace from the Target field. Specifies the workspace to display.
Command Appears when you choose Self Service Workspace from the Target field. Specifies the action that happens when you click the item.
URL

Appears when you choose URL from the Target field. Specifies the target URL.
Open in New Window

Appears when you choose URL from the Target field. Opens the target URL in a new browser window.
Setting Description
List Item Additional options to customize the banner item text.
Title

The announcement title.

Field Appears when the Title check box is selected. Select the field that should display as the announcement title. For example, select Subject.
Description The announcement description.
Field Appears when the Description check box is selected. Select the field that should display as the announcement description. For example, select Description.

A placeholder does not report or contain any information. Use it to reserve space to use later for a functional block.

Setting Description
Title The title of the block. The title can have a maximum of 50 characters.
Description The description of the block.
Widget The type of block. Select Placeholder from the drop-down list.