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Table of contents
  • Configure user experiences
    • Configure UIs and portals
      • Next Experience UI
        • Working in the Next Experience UI
          • Exploring your Next Experience default landing page
          • Using the Next Experience Unified Navigation
            • Managing your favorites in Next Experience
            • Using search in Next Experience
          • Configuring Next Experience start page options
            • Next Experience administrator start options
            • Next Experience user start options
          • Next Experience user preferences
            • Configure Next Experience display preferences
            • Configure Next Experience accessibility preferences
            • Configure Next Experience debugging preferences
            • Configure Next Experience language and region preferences
            • Select a theme in Next Experience
            • Configure Next Experience notification preferences
            • Configure Next Experience Workspace preferences
            • Configure Next Experience user experience preferences
          • Next Experience keyboard shortcuts
          • Follow records in Next Experience
        • Configuring the Next Experience UI
          • Considerations for activating Next Experience
          • Next Experience Readiness Checker
          • Exploring themes in Next Experience
            • Configuring Next Experience with Theme Builder
              • Create a theme with Theme Builder
              • Manage or edit a theme with Theme Builder
                • Core styles, colors, variants, and alternate color palettes
                • Add an alternate color palette
                • Preview components
                • Edit components
                  • Adjust a component to meet accessibility standards
              • Publish your themes with Theme Builder
                • Set the default theme
                • Set the presentation order of your Theme Builder themes
                • Upload a logo while publishing a theme with Theme Builder
                  • Resize a logo for your login screen
              • Theme Builder and domain separation
            • Working with the dark theme
              • Open the theme menu
              • Enable the dark theme in some classic environment and configurable workspaces
              • Disable the dark theme in all Next Experience instances
              • Enable the dark theme in configurable workspaces
            • Working with theme-able empty state images
              • Customize theme-able empty state images for your theme
            • Configuring Next Experience themes and preferences
              • Create a custom theme by cloning a Theme Builder theme record
              • Create a Next Experience style
              • Configure a Next Experience theme
              • Add Next Experience font and image assets
              • Change instance banner logo in Next Experience
              • Override the Next Experience theme
              • Set the location of a notification toast banner
              • Preserve your custom Next Experience theme during a clone
              • Multi-theme management
                • Publish multiple themes in Next Experience
            • Edit login theming in Next Experience
          • Next Experience landing pages
            • Create a Next Experience landing page
            • Configure per-user landing pages in Next Experience
            • Configure a user-selected start page
            • Configure a Core UI global landing page in Next Experience-enabled instances
            • Configure a Next Experience landing page footer
            • Next Experience default admin landing page
          • Performing admin user functions in Next Experience
          • Configure custom menus for Unified Navigation
          • Add a workspace to the Unified Navigation Workspaces menu
          • Set the order of your workspaces in the Unified Navigation Workspaces menu
          • Configuring search in Next Experience
          • Create custom notifications in Next Experience
          • Next Experience in-product help
          • Next Experience banner announcements
          • Exploring Next Experience pickers
          • Next Experience client-side scripting global variables
          • Next Experience system properties
          • Measuring the performance of your instance in Next Experience
            • View the server response time
      • Workspace UI
        • Navigating Workspace documentation
        • Working in your Workspace
          • Exploring Workspace
            • List of workspaces
            • Domain Separation in Workspace
              • Domain separation and Workspace landing pages
              • Workspace domain separation plugins and tables
            • Components installed with Workspace
            • Agent Chat
          • Starting in your Workspace
            • Learn how to use your Workspace
              • Workspace tutorial for agents starting with a record
              • Workspace tutorial for agents starting with a chat
            • Customize your Workspace
            • Open your Configurable Workspace experience in UI Builder
          • Finding issues to work on in your Workspace
            • Use the landing page to find issues to work on
            • Using lists to find work to do
              • Work with lists in workspace
              • Create My Lists in workspace
              • Edit your Workspace list columns and save the list
              • Personalize your Workspace list columns by dragging them to the order you want
              • Inline edit one or multiple cells in a list
            • Get work by phone in Workspace
            • Getting work from chats
              • Accept a chat session
              • Transfer a chat to another queue
              • Transfer a chat to another agent
              • Add an attachment to a chat
              • Change your status in the chat panel
              • Set up a new chat or work item alert
              • Monitor chat conversations
              • Interaction records in Workspace
                • Create a problem from an interaction
                • Create a standard change from an Interaction
            • Getting notifications in workspace
            • Platform Analytics in your Workspace
          • Working on records in your Workspace
            • Create a record in workspace
            • Working on callback records in your workspace
            • Dynamic Translation support in your Workspace
            • Getting or adding information to a record
              • Updating records using templated information
              • Manage custom form templates
                • Specify a domain for a form template
                • Undo a form template
                • Make form templates available for multiple groups
              • Configure a template value field
              • Getting information related to the open record
              • Domain separation for Workspace records
            • Group and find records using tags in workspace
            • Add records to related lists
            • AI field recommendations
            • Hide journal fields on Workspace forms
            • Search Activity stream
            • Filter activities with tags
            • Use condition builder in reference lists
            • Use more form options
            • Use personalize form
            • Resize modals in your Workspace
          • Responding to issues in an open record in Workspace
            • Communicating via email in Workspace
              • Compose emails from the full email composer
                • Use email templates in the full email composer
                • Use response templates in the full email composer
                • Insert a quick message from the full email composer
                • Add a file to an email from the full email composer
                • Review email drafts from the full email composer
              • Compose emails from the mini email composer
                • Use email templates in the mini email composer
                • Use response templates in the mini email composer
                • Insert a quick message from the mini email composer
                • Add a file to an email from the mini email composer
                • Review email drafts from the mini email composer
              • Edit and move email recipients
              • Keyboard and mouse device shortcuts for adding email recipients
              • Add response templates with a keyboard shortcut
              • Review emails
            • Communicating with requesters and agents using Compose
              • Attach a document for a requester
              • Encrypt an attachment in a record
              • Send an article to a requester
              • Order a catalog item for a requester
            • Finding solutions by using Agent assist
            • About Playbook Experience
              • Add a playbook
              • Add an activity to a playbook
              • Cancel a playbook
              • Open full lists within playbook
              • Using activity stream within playbook
            • Global search in Workspace
          • Managing teams and schedules in your workspace
          • Platform Analytics in your Workspace
        • Setting up your Configurable Workspace
          • Create a Configurable Workspace landing page
          • Customizing your workspace with declarative actions
            • Create a form action
            • Create a UXF client action for forms
            • Configuring an action button to open a custom modal
              • Design a page variant in UIB
              • Configure a page variant as a modal in UIB
              • Create a UX add-on event mapping
              • Define the payload for a custom modal
            • Create a list or related list action
            • Enable list actions based on dynamic conditions
            • Create an attachment action
            • Create a field decorator action
            • Hide the global list and form actions from a table or view
            • Hide global form actions from a page layout
            • Declarative actions glossary
          • Configure journal field tile icons and colors in Configurable Workspace
          • Set up a form header in Configurable Workspace
            • Change form header levels
          • Set up a highlighted value in a form header in Configurable Workspace
          • Set up a ribbon configuration in Configurable Workspace
          • Display field values as interaction record tab titles
          • Fetch your list record count asynchronously
          • Configure automatic resizing for fields
          • Enable resizing for modals
          • Set up script field types in Configurable Workspace
          • Set up email templates in Configurable Workspace
            • Set up email templates on the record page
          • Set up response templates in Configurable Workspace
          • Reflow for Configurable Workspace
        • Migrate to Configurable Workspace
          • Activity stream
          • Agent assist
          • Branding and theming
          • Declarative actions
          • Email Composer and Email Viewer
          • Forms
          • Form headers
          • Highlights
          • Lists
          • UI Action Bar
        • Setting up your legacy workspace
          • Get started setting up your legacy workspace
            • Brand your workspace
            • Assign Service Catalog to a workspace
            • Hide global search result counts in your workspace
          • Setting up landing pages in a legacy workspace
            • Creating custom landing pages for workspaces
              • UI Builder landing page tutorial
              • Create a custom landing page in UI Builder
              • Add components to a landing page in UI Builder
              • Update a landing page's name in UI Builder
              • Delete a landing page in UI Builder
              • Component reference for UI Builder
                • Container components in UI Builder
                • Heading components in UI Builder
                • Image components in UI Builder
                • List components in UI Builder
                • Rich text components UI Builder
                • Create User Experience filters
            • Set up supplied landing pages in workspace
            • Set up landing page permissions
          • Setting up list view in a legacy workspace
            • Set up list categories in a legacy workspace
            • Set up filtered lists in a legacy workspace
            • Highlight list fields in a legacy workspace
            • Speed up how fast lists load in legacy workspace
            • Create custom list operations in a legacy workspace
            • Set up the condition field length in exports
            • Add a Sys ID to a list
            • Enable the list refresh prompt
            • Disable list export
            • Deactivate inline editing in lists
            • Enable record import in Workspace lists
            • Select list flag features
          • Setting up Record View in legacy workspace
            • Select the records agents can create in legacy workspace
            • Set up forms in legacy workspace
              • Hide fields from agents in legacy workspace
                • Set up form views based on Agent roles
              • Supported fields in Workspace form panes
              • Add a Sys ID to a form
              • Add help to a field label
              • Customize highlighted labels in form fields
              • Set up form annotations
              • Configure change and problem task records in legacy workspace
              • Disable Document Viewer in legacy workspace
              • Change the default form section navigation in legacy workspace
              • Specify a domain for a form template
              • Breakpoints to increase record page density
              • Persist user preferences across records
            • Set up form headers in legacy workspace
              • Highlight values in the form header
              • Disable tagging
            • Set up ribbons in workspace
            • Set up Related Items in legacy workspace
              • Set up adding records to a related list
              • Hide the Details tab and UI actions in legacy workspace
              • Create a related item in Related Items
              • Create a related list
            • Set up a notification in legacy workspace
              • Default notification formats
            • Setting up the legacy workspace email client
            • Setting up the Contextual Side panel in legacy workspace
              • Add custom components to the Contextual Side panel
              • Set up templates in the contextual side panel
              • Set up Agent Assist
                • Set up Agent assist information sources
                • Set up Predictive Intelligence in Agent assist
                • Configure Agent assist cards
                • Set up multiple Agent assist
                • Personalize Agent assist search results
                • Set default source for search context
                • Set catalog item request method in Agent assist
                • Set up a dynamic filter for Agent assist
                • Attach articles to a new record in Workspace for Agent assist
            • Set up lookup and verify in legacy workspace
              • Verify Contact and Verify Consumer UI action client script
            • Configure Activity stream
              • Disable the Post button from disappearing in Activity stream
              • Display avatars on Activity stream tiles
              • Enable the Show more link in the Activity stream
              • Create filter sets in the Activity stream
              • Restrict access to creating filter sets in the Activity stream
              • Create tags for the Activity stream
            • Set up Playbook Experiences
              • Install Playbook Experience
                • Components installed with Playbook
                • Install Process Automation Experience Demo
              • Configure a Playbook user experience
              • Create Playbook experience configurations
              • Create custom Playbook Activity UIs
              • Set up playbook activity overrides
              • Playbook record generator
              • Preview a playbook
              • Custom Playbook actions
              • Configure UXF client actions for playbook
              • Integrate Playbook with Workspace
              • Playbook activity state mapping
              • Configure experience status mapping
              • Manually trigger a Playbook
              • Add a cancel playbook action
              • Embedding a form in playbook
              • Configure activity stream for playbook
              • Configure wait for condition form
              • Upgrading playbooks for Quebec
            • Set up custom UI actions in legacy workspace
              • Render a component in a modal
              • Close tab and save-and-close tab UI Actions
              • Group UI actions in legacy workspace
            • Customizing legacy workspace
              • Set up custom actions on record fields in legacy workspace
              • Use the client GlideList API in the Workspace Experience UI
          • Setting up Advanced Work Assignment (AWA)
          • Setting up Agent Chat in legacy workspace
          • Setting up phones in legacy workspace
            • Legacy Workspace phone integration with OpenFrame and computer telephony integration (CTI)
              • Use embedded softphones with legacy workspace
              • Integration with Interaction Management System (IMS)
          • Limiting conversation data growth
      • Working in Core UI
        • Core UI
          • Activate Core UI
          • Core UI application navigator
            • Use the Core UI navigator
            • Configure the number of history entries displayed in the application navigator
          • System settings for the Core UI
        • Working in the classic environment
          • Lists in the classic environment
            • List fields
            • Configure and use list functions
            • Activity streams in list view
            • Search a list
            • Grouped lists
            • Filters and breadcrumbs
              • Quick filters
              • Filters
                • Create a filter in List
                • Add related list conditions
                • OR conditions
                • Filter on multiple string values
                • Dynamic operators
              • Save and use filters in a list view
              • Filter admin functions
                • Create and edit filters
                • Delete filters
                • Create scripted filters
                • Create a dynamic filter option
              • Encoded query strings
                • Generate an encoded query string through a filter
            • Methods for list edits
              • Use the list editor
              • Edit multiple records in a list using the list editor
              • Edit multiple records in a list using an editing form
            • Personal lists
          • Forms in the classic environment
            • Form headers for UI versions
            • Form context menu
            • Form fields
            • Navigate to a record or module using a URL
              • Enable tiny URL support
              • Examples of navigating by URL
            • Configure the activity filter
            • Embedded lists or Related lists
            • Related lists
              • Select or create records in a related list
              • Configure when a related list loads
              • Create a default filter for a related list
              • Configure the edit option
              • Create defined related lists
                • Add incidents by same caller related list
                • Add transactions by user related list
              • Add fields to selections in a related list
              • Create a default filter for list selector records
            • Edit a form
            • Personalize a form
            • Add and manage attachments
              • Manage attachments
              • Attach files with drag-and-drop
            • Document Viewer
              • Enable Document Viewer
              • Document Viewer plugins
              • View attachments with Document Viewer
              • Disable Document Viewer
            • Checklists
              • Activate checklists
              • Create a checklist
              • Delete checklist or a template
        • Common UI elements
          • Log in to an instance
          • Navigate directly to a table
          • Tree picker
            • Add the tree picker attribute
            • Tree picker examples
          • Dot-walking to data in related tables
            • Dot-walking examples
          • Configure items on forms or in lists using a list collector
            • Set the number of list collector items visible in the available column
          • Activity streams
          • Create a condition statement using the condition builder
            • Condition builder
              • Filtering on empty fields
              • Values for date/time fields
              • Comparing field values
                • Evaluate equality between date values
            • Operators available for filters and queries
          • Enable or disable an application menu or module
          • Tags
            • Administering tags
            • Configure Zing tag indexing for text search
            • Assigning tags
            • Editing tags
            • Using tags
          • User presence
            • Disable user presence
            • Disable live form features
            • Configure time intervals for user presence
        • Browser support
        • Core UI keyboard shortcuts
          • Enable keyboard shortcuts
          • Disable keyboard shortcuts globally
          • Configure keys for keyboard shortcuts
        • User interface configuration
          • Response time indicator
          • Navigation stack
          • Navigation action cancellation
            • Add sites to the always cancel list
            • Prevent users from canceling module transactions
          • Context-sensitive help
            • Create a new help context
            • Help context types and prioritization
          • Overview help pages
            • Create custom overview help
            • Example of adding a panel to an existing overview help page
          • System user guide
            • Create user guide help
            • User guide help URLs
          • Manage audio files
          • Storing images in the database
            • Update an existing image
            • Upload one or more images
            • Restrict file extensions
          • User preferences
            • User preference settings
            • Turn off the Next Experience welcome screen after upgrading your instance
            • Configure available keyboard shortcuts
          • View management
            • Create and delete views
            • Create a view rule
            • Control when the system displays a view
            • Navigation handler
          • Welcome pages
          • Enabling accessibility features
          • Using accessibility features
          • Map pages
            • Set up Google Maps API
            • Create a map page
            • Create a map page module
            • Create an advanced Map Page
              • Configure map data items
              • Create a map marker
              • Add a map filter
            • Set map application scope
            • Create a smartphone map page module
            • Scripting for map pages
          • Customizing instance appearance
            • Configure logo, colors, and system defaults for Core UI
            • Select a theme in Core UI
            • Customize menu categories
            • Change survey question header colors
            • CSS theme support
              • Activating CSS theme support
              • Create or customize a theme
              • Default CSS styles
          • Create a company profile
            • Banner logo link
            • Customize the banner logo in Core UI
            • Customize the favicon
            • Examples of how to modify the banner
            • Modify the banner
          • Add help to a field label on a form
      • Content Management System
        • Content Management design
          • Content organization
          • Team member identification
          • Data preparation
          • Corporate style guide
          • Prototypes and rapid web design
          • Content Management navigation
          • System content management
        • Domain separation and the Content Management System
        • Configure Content Management sites
          • Content sites
            • Create a site
            • Copy a site
            • Content Management security
            • Configure CMS sites to use single sign-on (SSO)
          • Content pages in CMS
            • Create a content page
            • Add content to a page
            • Copy a page
            • Assign a page to a site
            • Add a page to an application
            • Configure a private UI page for CMS links
          • Content Management templates
            • Page templates
            • Configure a base template
            • Customize a copy of a page template
          • Content types
            • Configure a content type
            • CMS gauge support
              • Put a gauge on a CMS page
              • Control what happens on a click
            • View content types
          • Content blocks
            • Configure a content block
            • View CMS block tags
            • Types of content blocks
              • Configure a header block
              • Create a navigation menu block
                • Configure menu sections
                  • Configure menu items
                • Menu types
                  • Menu style customization
                • Example menu items and content links
                  • View menu and list examples
              • Configure dynamic blocks
                • Catalog cart block
              • Customize the list block
                • Configure list definitions
              • Configure a static HTML block
                • Format an image as a static HTML block
              • Configure Flash movie blocks
              • Configure content links
              • Configure iFrames
                • Integrate Live Feed with CMS
                • iFrame methods
              • Configure a detailed content block
            • Content Management and the Apache Jelly engine
              • Content management and Jelly code examples
          • Style in Content Management
            • Style sheets
            • Design themes
              • Customize a design theme
            • Doctypes
            • Format a frame
              • Define a frame in a style sheet
              • Create a frame UI macro
          • Content Management meta tags
            • Configure a page level meta tag
            • Configure a site level meta tag
            • Configure DIV-based layouts
            • Content meta tag hierarchy
        • Content Management integration points
          • View links between system elements and URLs
            • Element link examples
            • Page source view
          • Static methods
          • Dynamic methods
          • Example integration points
        • Content Management testing
        • Global search in Content Management
        • CMS translation
      • Service Portal
        • Exploring Service Portal
          • Understanding Service Portal
            • Service Portal core concepts
            • Service Portal configuration page
            • Page navigation in Service Portal by URL
            • Content Management and Service Portal
              • CMS to Service Portal transition
          • Supported features in Service Portal
            • Service Catalog forms in Service Portal
            • Service Portal and client scripts
              • Supported client script types and APIs
            • Antivirus Scanning in Service Portal
        • Configuring Service Portal
          • Upgrading Service Portal
            • Activate the Knowledge Article View page on upgrade
            • Activate Service Portal validation scripts
          • Create a portal
            • Assign a homepage to a portal
            • Assign a default error page
            • Configure a portal header menu
            • Configure a catalog in Service Portal
              • Access Management Automation
                • Set up Access Management Automation
              • Cloud Deployment Automation
                • Set up Cloud Deployment Automation
            • Associate a portal with a knowledge base
            • Configure Agent Chat in a portal
          • Defining portal styles
            • Configure portal branding
            • Activate La Jolla theme branding
            • Create a portal theme
            • Enable text resize in your portal
            • Styling for right-to-left languages in portals
              • Mirror the portal direction for right-to-left languages
              • CSS for right-to-left languages in portals
          • Creating portal pages
            • Create and edit a page using the Service Portal Designer
            • Standard ticket page
              • Configure the standard ticket page
                • Enable instance options for the Activity tab
              • Activate the page route map for the standard ticket page
            • Redirect a reference to a page ID
            • Attaching files to records from portal pages
          • Using portal widgets
            • Configure widget instances
            • Widget library
              • Example widgets
                • Announcements widget
                • Approvals widget
                • Approval Info widget
                • Approval Record widget
                • Breadcrumbs widget
                • Breakout Game widget
                • Calculator widget
                • Carousel widget
                  • Add slides to the carousel widget
                • Change Password widget
                • Cool Clock widget
                • Data table from instance definition widget
                • Data Table from URL definition widget
                • Documents widget
                • Form widget
                • Header menu widget
                • Hello World widgets
                • HTML widget
                • Icon Link widget
                • Icon menu list widget
                • Language Switch widget
                • Link button widget
                • Login widget
                • My Requests widget
                • My Requests widget
                  • Enable the My Requests menu for an upgrade scenario
                • Organization Chart widget
                • Simple List widget
                • Sample Footer widget
                • Ticket Attachments widget
                • Ticket Conversations widget
                • Ticket Fields widget
                • Ticket Location widget
                • User Profile widget
              • Search widgets
                • AI Search Assist widget
                • Contextual Search widget
                • Faceted Search widget
                • Homepage Search widget
                • Legacy: Search Page widget
                • Typeahead Search widget
              • Knowledge Management widgets
                • KB also in Category widget
                • KB Article Comments widget
                • KB Article Page widget
                • KB Categories widget
                • KB Category Page widget
                • KB Knowledge Bases widget
                • KB Most Viewed widget
                • KB News widget
                • KB Search widget
                • KB Top Rated widget
                • KB View widget
                • KB View 2 widget
                • Knowledge Breadcrumbs widget
              • Service Catalog widgets
                • Catalog Content widget
                • Catalog Homepage Search widget
                • Recent & Popular Items widget
                • Request Fields widget
                • Requested Items widget
                • Requests and Approvals widget
                • SC Catalog Item widget
                • SC Categories widget
                • SC Category Page widget
                • SC Order Guide widget
                • SC Popular Items widget
                • SC Save Bundles widget
                • SC Saved Carts widget
                • SC Scroll to top widget
                • SC Shopping Cart widget
                  • Enable the Shopping Cart widget
                  • Enable automatic updates to the shopping cart
                • SP Variable Editor widget
                • SC Wish List Cart widget
                  • Enable the SC Wish List Cart widget in Service Portal
                  • Enable automatic updates to the wish list
              • Service Portal configuration page widgets
                • Service Portal Config Overview widget
                • Portal config widget
                • SP Page Map widget
                • SP Portal Map widget
                • Theme Preview widget
                • Widget Edit Panel widget
              • Service Portal service status widgets
                • Business Service Status widget
                • Current Status widget
                • Planned Maintenance widget
                • Service History widget
                • Service Status widget
                • Service Status Legend widget
                • Service Status Subscription widget
          • Configuring search in a portal
            • AI Search in Service Portal
              • Enable and configure AI Search in Service Portal
                • Reclassify cloned or customized search widgets
              • Define an AI Search Results Action
              • Create a CSS include to override theming for AI Search in Service Portal
                • Theming for AI Search in Service Portal
            • Zing search in Service Portal
              • Define a search source
                • Paginate search source results
                • Create an advanced typeahead template
                • Tutorial: set up an external knowledge base search source
                • Example: set up a GitHub search source
              • Enable search facets
              • Add facets to a simple search source
              • Disable facets for a search source
              • Populate search suggestions in Service Portal
              • Add a text index group to a portal
              • Set the default portal search source
              • Configure Search Sources available on a page
          • Managing portal access
            • Single sign-on, logins, and URL redirects
            • Configure page security by role
            • Configure widget security
            • User criteria for Service Portal
              • Activate the user criteria for Service Portal plugin
              • Set the user criteria for Service Portal system property
              • Create a user criteria record for Service Portal
              • Apply user criteria to a page, widget, or widget instance
              • Apply user criteria to a search source
            • Enable e-signature for Service Portal
            • Enable external user self-registration for Service Portal
            • Register your PIV/CAC card for Service Portal login
            • Deactivate a portal
        • Developing custom widgets
          • General guidelines for developing widgets
          • Tutorial: Build a custom widget
          • Clone a widget
          • Create a new widget
          • Widget option schema
          • Widget API reference
          • Reuse components with Angular Providers
          • Embedded widgets
          • Create a widget dependency
            • Include a font icon in a single widget
            • Include font icons as a widget dependency
          • Internationalize a widget
          • Replace a Service Catalog form script with a widget
          • Widget troubleshooting guide
          • Widget diagnostics
            • View a widget record from a portal page
            • View related records
            • Compare changes to related records
            • Compare changes to a customized widget
            • Compare a customized widget against the base system
        • Improving search engine optimization for portals
          • Add human readable keywords to page URLs
          • Add meta tags to a public page
          • Add dynamic titles to a page
          • Configure the main tag on a page
          • Enable SEO for localized versions of a portal page
          • Sitemap Generator
            • Activate Sitemap Generator
              • Components installed with Sitemap Generator
            • Generate XML sitemaps for SEO indexing
        • Posting announcements to portal users
          • Create an announcement
          • Create an announcement display style
          • Create an announcement type
        • Using portal analytics
          • Analytics and Reporting Solutions for Service Portal
            • User Experience Analytics for Service Portal
              • Track User Experience Analytics in Service Portal
              • Activate the privacy notice for unauthenticated users
              • Service Portal events
              • User Experience Analytics roles
              • User Experience Analytics related properties for Service Portal
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HomeXanadu Now Platform user interface...Configure user experiencesConfigure UIs and portalsService PortalConfiguring Service PortalUsing portal widgetsWidget libraryExample widgetsCarousel widgetAdd slides to the carousel widgetCurrent page
Table of Contents

Add slides to the carousel widget

  •  
    • Xanadu
    • Yokohama
    • Washington DC
    • Vancouver
  • UpdatedMar 26, 2025
  • 2 minutes to read
    • Xanadu
    • Service Portal Designer
If you're an existing customer using the Service Portal (sp) portal for employee self-service use cases, we recommend that you migrate to the Employee Center (esc) portal for a better experience.

Use the related lists for an instance of the carousel widget to add images for the carousel widget to scroll through.

Before you begin

Role required: Admin or sp_admin

Procedure

  1. Navigate to All > Service Portal > Widgets.
  2. Open the Carousel widget record.
  3. From the carousel form, on the Instances related list, under instances, open a carousel instance.
  4. From the instance of carousel form, click New on the Carousel Slides related list.
  5. Complete the form.
    New Carousel slide form completed similarly to the iPhone record for the SC carousel widget
    FieldDescription
    Name Name of the carousel slide. Use the name to differentiate the slide from other slide records.
    Order Where the slide appears in the list of slides
    HREF/URL Link to the item in the slide. For example, for a slide with a catalog item, link to page for the catalog item using the HREF ?id=<page name>&sys_id=<sys_id for item>. For more information on linking to a page within a portal, see Page navigation in Service Portal by URL. You can also link to other sites using the URL.
    Background Upload an image for the slides. Carousel images should be 1022x300 pixels.
    Application Automatically populated with the name of the application the portal falls under.
    Carousel Name of the instance of the carousel widget you are adding the slide to. This field is not automatically populated and you cannot select an instance of the carousel widget if it does not have a name.

    Repeat this step for as many slides as you want to appear in the carousel widget.

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