Define Display Properties for an Action Catalog Widget

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

• How the catalog Actions will display: Style, text, images, etc.
• When the catalog Actions will display: Use an Expression to enable or disable Actions using an Expression (example: Disable Actions for Users in a specific Security Role).
  Note: The Action Catalog Properties window is accessed from within the Widget Manager when you create or edit an Action Catalog Widget.

To define display properties for an Action Catalog Widget:

Example: Our example 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, select Action Catalog.
4. Select a style (color, font, etc.) for the Action Catalog. You have several options that vary by color:
   • Column
   • Rounded column
   • List
   • Rounded list
   • Metro
     Note: 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).
     Note: If you preview the Cards with Search style, you will see a static example of the layout, rather than a true preview of your live data.
5. Select the text to display in the Action hyperlink:
   1. Title text: Select the Field to provide the text that displays in the hyperlink (example: Subcategory). Typically, this is your sort order Field, although you can use a unique display Field.
   2. (Optional) Descriptive text: Select the Field to provide a description of the Action. The descriptive text displays directly under the hyperlink.
6. (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 the images, either:
      • Field with image: Select this radio button to display an image from a Field, and then select the Field that contains the image.
      • Expression: Select this radio button 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: Click 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: Click the Custom Expression button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
7. (Optional) Define an Expression to enable/disable the Actions using one of the following options (example: Disable Actions for Users in a specific Security Role):
   • Stored Expression: Click 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: Click the Custom Expression button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.

8. Click OK.