Configuring the Self Service Mobile Portal

You can configure the Self Service Mobile portal to display the elements on the Home page that suits your needs and taste. You can configure or customize the following pages by clicking the gear icon :

Home - You can customize the Home page to display screen elements as configured by you.

The Home page settings has the following buttons:

Button Description

Opens the Parts pane. Use parts to customize the Home page.

Select and drag a part onto the page to use it.

Click the Parts button to close the pane.

For more information on how to position, customize, and configure a part, and to create a new part template, and categories, see:

Working with Template Blocks in the Self Service Mobile Portal

Customizing Block and Template Parts

Managing Block Templates with Category Folders

Using Blocks in the Self Service Mobile Portal

The default view for the Home page. This drop-down list allows you to configure Desktop layout settings.

Displays how the home page renders on a tablet. The drop-down allows you to configure tablet layout settings.

Change the layout by customizing this view.

Displays how the home page renders on a phone. The drop-down list allows you to configure phone layout settings.

Change the layout by customizing this view.

Allows you to toggle the display and view the page as a user.
Saves your layout changes.
Reverts to the last saved version of the layout.

Reposition. Repositions the block on a page. Click on the Reposition icon and hold, then move the mouse to reposition the block.

Settings. Modifies settings for a block. See Working with Template Blocks in the Self Service Mobile Portal.

Delete. Deletes a block from the Home page.

Service Catalog - You can configure the filter and search options in this page. The following filters are available as defaults but you can configure new filters for your installation. See Adding Filters to the Service Catalog for more information.

Creating a custom filter

a. Click the Create a new search icon .
b. Enter the Search Name.
c. Select the categories check boxes for the filter.
d. Click Save.

Deleting a filter

a. Select the filter from the Filter Options.
b. Click the Delete this Search icon.

Administrators must use a laptop or desktop to change default settings, since these settings cannot be changed from mobile devices.

Additional Settings

From the Settings page you can further customize and design the Self Service Mobile portal. The following are the options:

Section Description
Personal settings

Change language and role.

Language - Select the language of your choice.

Role Change your role from the drop-down list.

Application Settings

Branding

Customize the header title and the title language, and logo.

Title - Select the check box to display the title on the application header. Click the icon to change the language.

Logo - Select the check box to display the logo on the application header.

Active Workspaces

Customize workspaces that should be displayed on the left pane.

Select or clear the workspace check boxes to display or hide them in the left pane. By default, all workspaces are selected.

Service Catalog

Customize Service Catalog options.

Save for Later - Select or clear the check box to enable or disable the Save for Later feature. When enabled, saves Service Requests as drafts for later use.

Auto Save - Enabled when Save for Later is selected. Service Requests are automatically saved after the set interval duration.

Shopping Cart - Select or clear the check box to enable or disable the Shopping Cart feature. When enabled, the saved requests are added to the Shopping Cart.

Show Responsive Business Object Form - Displays form offerings.

Form offerings will be displayed in static view even when the Show Responsive Business Object Form option is selected, if the form uses one or more components that are not supported for the Self Service Mobile portal's responsive user interface view.

My Items

Customize the My Items workspace. The following are the options:

Filter Select the filter option from: All, Approval, Issue, and Request.

Sort By Select the sort by option from: ID, Summary, Type, Status, Created On, and Modified On.

Sort Dir Select the sort direction as either Asc (ascending) or Desc (Descending).

Items per page Enter a value or use + (plus) or - (minus) to change the number of items that appear on the page. The default setting is 20.