Create or edit a page and use layouts to organize the columns that house the widgets.

Before you begin

Role required: sp_admin or admin

About this task

These steps are intended for users with little to no coding experience. The Service Portal Designer includes several layers of customization from simply adding widgets in a particular configuration on a page, to adding CSS classes.

Procedure

  1. Navigate to All > Service Portal > Service Portal Configuration.
  2. Select Designer.
  3. Switch to the portal you want to design pages for by selecting the portal name in the header.
    Service Portal Designer header with the portal name SP highlighted
  4. From the Service Portal Designer, select a page to customize or select Add a new page.
  5. Under Layouts, select Container and drag it onto the page.
  6. Drag one of the other layouts and drop it in the container.
    This layout defines the structure of your page and the space available to drop widgets. The structure of the layout aligns with the Bootstrap grid template and always adds up to 12.
  7. Use the filter to search for a widget, then drag the widget to the layout.
    Figure 1. Drag containers, layouts, then widgets onto a page
    Gif showing how to drag containers, layouts, then widgets onto a page

    For widgets that do not contain any information by default, you must configure the options for their widget instances before they will appear on a portal page. For more information about configuring widget instance options, see Configure widget instances.

  8. (Optional) Edit page properties.
    1. Select Edit Page Properties.
      The page record from the Pages table [sp_page] opens.
    2. Edit the form.
  9. (Optional) Edit container properties.
    1. Select within the container you would like to edit, or select Container in the breadcrumbs.
    2. Select the edit icon [].
      The container record from the Containers table [sp_container] opens.
    3. Edit the form.
  10. (Optional) To switch to a different page, select the Pages tab in the left pane, then select the next page you want to configure.
  11. (Optional) Use the Preview button in the header to view your page as you design it.
    You can also use Preview to view your page in mobile or tablet mode through the controls presented in the header.
    Figure 2. Designer tablet view
    Page preview with the iPad view mode selected

Add a subheader to a page

Select a container record to serve as a page subheader. A subheader sticks to the page header and does not scroll.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Service Portal > Service Portal Configuration.
  2. Select Designer.
  3. Select a page.
  4. Switch to the portal you want to design pages for by selecting the portal name in the header.
    Service Portal Designer header with the portal name SP highlighted
  5. Select the container that you would like to use as a subheader, or select the container using the breadcrumbs.
  6. Select the edit icon ().
  7. Select Move to header.

Result

As a subheader, the container sticks to the header and does not scroll.

Include font icons on a page

Include font icons on a page so that all the widgets on the page have access to the font-icon set.

Before you begin

Role required: sp_admin or admin

Procedure

  1. Navigate to All > Service Portal > Pages and click the page you want to add font icons to.
  2. Attach the font-icon file to the page record.
  3. In the Page Specific CSS field for the page, add the CSS for the font-icon definition.
    Use the sys_id of the attachment as the src in the CSS. For example:
    /* fallback */
    @font-face {
      font-family: 'Material Icons';
      font-style: normal;
      font-weight: 400;
      src: url('/828b8ca8b7033010897725cbde11a9f7.iix') format('woff2');
    }
    
    .material-icons {
      font-family: 'Material Icons';
      font-weight: normal;
      font-style: normal;
      font-size: 24px;  /* Preferred icon size */
      display: inline-block;
      line-height: 1;
      text-transform: none;
      letter-spacing: normal;
      word-wrap: normal;
      white-space: nowrap;
      direction: ltr;
    
      /* Support for all WebKit browsers. */
      -webkit-font-smoothing: antialiased;
      /* Support for Safari and Chrome. */
      text-rendering: optimizeLegibility;
    
      /* Support for Firefox. */
      -moz-osx-font-smoothing: grayscale;
    
      /* Support for IE. */
      font-feature-settings: 'liga';
    }

Result

You can select an icon from the icon set for any widget on this page. For example, in the HTML widget you can use the Source Code option to use an icon. For example:

<p style="text-align: center;"><em class="material-icons">flight_land</em></p>