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, including:

• 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: 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 provide the image (example: If Category equals Network, display a picture of a Server), 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.
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: 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.
5. Define drill-down options for the group:
   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 drill-down behavior. You can select from the following:
      • User must drill-down to see items in this group: Select this radio button to hide all grouped items, only displaying the items when the hyperlink is clicked.
      • All group items will be shown even if not drilled-down: Select this radio button to display all the grouped items below the group's display.
      • Max items to show without drilling down: Select this radio button to display a defined number of grouped items before drilling down, and then provide 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: Select this check box to enable Quick View for the group. When enabled, the Go To button appears next to the group and, when clicked, pops up additional information.

7. Click OK.