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Table of contents
  • Configure user experiences
    • Configure UIs and portals
      • Next Experience UI
        • Working in the Next Experience UI
          • Get help with Next Experience
          • 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 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
          • Working with themes in Next Experience
            • Get help with Theme Builder
            • 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
      • Configurable Workspace UI
        • Exploring Configurable Workspace
          • Lists
          • Forms
          • Activity stream
          • Compose
          • Tabs sidebar
            • Agent assist
            • Attachments
            • Form templates
        • Configuring Configurable Workspace
          • Create a Configurable Workspace experience
          • Create a Configurable Workspace page
        • Administering Configurable Workspace
          • Open a Configurable Workspace experience in UI Builder
          • Administering lists for Configurable Workspace
            • Fetch your list record count asynchronously
          • Administering forms for 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 script field types in Configurable Workspace
            • Configure journal field tile icons and colors in Configurable Workspace
            • Configure automatic resizing for fields
            • Display field values as interaction record tab titles
          • Administering Activity stream for Configurable Workspace
            • Configure Activity stream
            • Disable the Post button from disappearing in Activity stream
            • Display avatars on Activity stream tiles
            • Create tags for the Activity stream
            • 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
          • Administering emails 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
          • Customizing Configurable 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
          • Reflow for Configurable Workspace
          • Resize all record page modals in Configurable Workspace
        • Using Configurable Workspace
          • 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
          • 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
        • Configurable Workspace reference
          • Get help with Configurable Workspace
          • List of workspaces
          • Configurable Workspace glossary
      • 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
          • Portal Analyzer
        • Service Portal reference
          • Service Portal roles
          • Service Portal properties
          • Service Portal SCSS Primer
          • Domain separation and Service Portal
          • Plugins installed with Service Portal
    • Adoption services
      • In-product help
        • Embedded Help
          • Exploring Embedded Help
          • Configuring Embedded Help
            • Embedded Help planning
              • Use qualifiers in Embedded Help
              • Embedded Help roles
                • Modify embedded help role priority
              • Embedded Help internationalization
                • Create internationalized embedded help
            • Add custom Embedded Help from a copy
            • Add custom Embedded Help content
            • Embed video content in help topics
          • Embedded Help reference
            • Embedded Help system properties
            • Domain separation and Embedded Help
        • Help Center
          • Using Help Center
            • Create Help Center content for configurable workspaces
            • Help Center content thumbs up and down feedback
            • Provide feedback to ServiceNow®
              • Disable feedback
            • What's New
          • Exploring Help Center
            • AI Search within App Engine Studio Help Panel
      • Onboarding modals
        • Create an onboarding modal
        • Launch an Onboarding Modal
        • Edit the default onboarding modal
      • Guided setup
        • Create a guided setup
        • Domain separation and Guided Setup
      • Guided tours
        • Exploring Guided Tours
          • Guided Tours dashboard
          • Guided Tour Designer interface
          • Guided Tours in Configurable Workspaces
        • Configuring Guided Tours
          • Enable guided tours
          • Guided tour triggers
          • Configure auto-launch for guided tours
        • Using Guided Tours
          • Create a guided tour
          • Edit a guided tour
          • Designing guided tours
          • Start a guided tour in the help center
          • Use a view with a guided tour
          • Testing a guided tour
        • Guided Tour Designer accessibility
        • Domain separation and guided tours
    • Personalize your experience
      • Visual Task Boards
        • Exploring Visual Task Boards
          • Types of Visual Task Boards
          • Elements of Visual Task Boards
          • Visual Task Board tools
          • Visual Task Board SLA indicators
          • Visual Task Board accessibility
            • View card details in a Visual Task Board
        • Activate Visual Task Boards
        • Using Visual Task Boards
          • Creating Visual Task Boards
            • Freeform Visual Task Boards
              • Create a freeform Visual Task Board
              • Add a personal task to a freeform Visual Task Board
              • Add a task to a freeform Visual Task Board from a form
              • Add a task to a freeform Visual Task Board from a list
            • Data driven Visual Task Boards
              • Create a data driven Visual Task Board
            • Add a task to a flexible or guided Visual Task Board
            • Add or modify Visual Task Board lanes
            • Add or remove a Visual Task Board member
            • Delete a Visual Task Board
          • Viewing and sharing Visual Task Boards
            • View Visual Task Boards details
            • View a Visual Task Board in a list
            • Add a Visual Task Board as a favorite
            • Share a Visual Task Board in a Connect conversation
            • Create a Connect conversation from a Visual Task Board
          • Customizing and configuring Visual Task Boards
            • Customize the look and feel of a task board
            • Sort Visual Task Boards
            • Configure Visual Task Boards labels
            • Configure a Visual Task Board with swimlanes
            • Modify the query or lane field for an existing Visual Task Board
            • Set lane limits on a Visual Task Board
          • Working with Visual Task Board cards
            • Edit Visual Task Board card details
            • Add an attachment to a Visual Task Board card
            • Configure the card view on a Visual Task Board
            • Configure the card limit for Visual Task boards
            • Label a Visual Task Board card
            • Assign a Visual Task Board card to a user
            • Archive a Visual Task Board card
            • Access a task record from a Visual Task Board card
            • Move a Visual Task Board card to a different lane
            • Move a freeform Visual Task Board card to a different board
          • Visual Task Board checklists
            • Create a checklist for a Visual Task Board card
            • Create a checklist template for Visual Task Board tasks
            • Delete a checklist from a Visual Task Board card
            • Configure which types of tasks can be created from Visual Task Board checklist items
        • Visual Task Boards reference
          • Domain separation and Visual Task Boards
          • Supported browsers for Visual Task Boards
          • Installed with Visual Task Boards
      • Timeline Visualizations
        • Activate Timeline Visualization
          • Installed with Timeline Visualizations
            • Timeline visualizations roles
        • Create a Timeline Visualization
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HomeXanadu ServiceNow AI Platform user interfaceConfigure user experiencesConfigure UIs and portalsContent Management SystemConfigure Content Management sitesContent blocksTypes of content blocksConfigure content linksCurrent page
Table of Contents

Configure content links

  •  
    • Xanadu
    • Yokohama
    • Washington DC
    • Vancouver
  • UpdatedAug 1, 2024
  • 2 minutes to read
    • Xanadu
    • Content Management System

Use content links to create navigational links to information outside your instance. Content links are the predecessors to navigation menus.

Before you begin

Role required: content_admin or admin

About this task

After the content link is configured, it must be defined in a list block. List blocks use content links to reference information outside of your CMS.

Procedure

  1. Navigate to All > Content Management > Specialty Content > Content Links.
  2. Click New.
  3. On the form, fill in the fields.
    Table 1. Content Link form
    FieldDescription
    Name Type a unique name for the content link
    Redirect to Select the location of the external link
    Category Select a category to provide organization for the list content block.
    URL Click the lock icon to open the edit field, then enter the site URL to open when the link is clicked. This field is available only if Redirect to is set to The specified URL.
    Open in Select the behavior of the clicked link.
    Detail page Select the page where the link opens when it is clicked. This field is available only if Redirect to is set to A content page.
    iFrame Enter the name of the iFrame where the link opens when it is clicked. Make sure that there is an iFrame on the page where the link opens. This field is available only if Open In is set to Named iFrame.
  4. Click Submit.
  5. From Content Management > Blocks > Lists, create a list block that references the content links by selecting Content Link in the table field.
  6. Create a query to determine which external links display on the page.
    For example, the query Category is Search displays any external links that have a category defined as Search.
  7. Click Update.
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