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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 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
            • Customize the 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
                  • Align with your brand by using the Unified Navigation component
                  • Adjust a component to meet accessibility standards
                • Working with Image styles
                  • Customize the colors for empty state illustrations
                  • Override empty state illustrations with custom images
              • 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
            • Using the multi-record associator
              • Add records to related lists
            • AI field recommendations
            • Hide journal fields on Workspace forms
            • Search Activity stream
            • Filter activities with tags
            • Expand all Activity stream tiles by default
            • Use condition builder in reference lists
            • Use more form options
            • Use personalize form
            • Resize modals
          • 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 suggestions for mentions based on record access
          • 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
          • Set up automatic resizing for fields
          • Set up resizing for all record page modals in Configurable Workspace
            • Set up resizing for select modals in Configurable Workspace
          • Set up asynchronous record addition for the multi-record associator
            • Set up asynchronous record addition for select modals
          • Set up script field types in Configurable Workspace
          • Set up the Next Experience email client in the Core UI
          • Set up email templates in Configurable Workspace
            • Set up email templates on the record page
            • Set up collapsed content in email templates
          • Set up response templates in Configurable Workspace
          • Set up a character counter for journal fields
          • 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
            • Compare versions of a customized widget
            • Compare a cloned or customized widget against a base widget
            • Identify customizations in widget related records
            • Compare versions of a widget related record
        • 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
        • Analyzing portal performance and usage
          • 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 related properties for Service Portal
          • Evaluate the performance of a portal page
          • Get a list of widgets per page
        • 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
          • Exploring Help Center
            • AI Search within App Engine Studio Help Panel
          • 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
      • 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
        • Create a Timeline Visualization view
        • Planning Your Timeline Visualization
        • Use Timeline Visualization
          • Lanes, markers, and panels
          • Personalize Timeline Visualizations
          • Use the slider and slider track
          • View timeline visualization
          • Work with timeline visualizations
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Table of Contents

Help Center

  •  
    • Yokohama
    • Xanadu
    • Washington DC
    • Vancouver
  • UpdatedJan 30, 2025
  • 1 minute read
    • Yokohama
    • Adoption services

Help Center is the next-generation Embedded Help product for configurable workspaces. Help Center provides targeted help content to users in a UI page, based on the user's role.

Note: Help Center is a Now Platform feature that is active by default.

Get started

Exploring Help Center

Using Help Center

Workarounds

  • Search the Known Error Portal for known error articles
  • Contact Customer Service and Support
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    • Workarounds
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