Configure and Assign Views and Layouts Using the Modern Page Designer

6 min

role prerequisites administrator access is required the global constant enablenova must be set to true you can use the modern page designer to create and assign role based layouts for any business object in this procedure, we use the incident business object as an example use case you will configure a layout , add a view ( data grid , kanban or gallery view ), and publish a data grid layout steps to create a ivanti service management portfolio ui v3 enable the modern designer log in to as an from the configuration console, click build > global constants search for the global constant enablenova if the constant exists, set the value to true if the constant does not exist select add in the name field, enter enablenova in the value field, enter true in the type field, select boolean form the dropdown select save select save when you enable the global constant enablenova , table widgets in the dashboard ui v2 workspace display the ivanti service management portfolio ui v3 data grid this behavior applies to all dashboards, both existing and new, in the dashboard ui v2 workspace launch the modern page designer navigate to build > business objects , and select the incident business object select the layouts tab select add new layout when prompted, select try modern designer the application displays an onboarding dialog box an onboarding dialog box appears; you can start or skip the walkthrough select do not show again to hide it in future sessions modern page designer home page the designer page is divided into three sections at the top select the business object from the dropdown list left pane layout use the ellipsis (⋮) next to the layout dropdown to edit , clone , delete , or add new layouts views use the ellipsis (⋮) next to the views dropdown to add new or manage views center pane displays create a new layout to begin right pane (configure) the right pane properties appears only after a column is selected from the data grid create a new layout in the layout dropdown, select the ellipsis (⋮) and then select add new in the create layout dialog box field description user type select the self service checkbox to make the nova layout available in self service for more information, see configuring modern layouts for form offerings /configure/self service management/configuring modern layouts for form offerings htm display name a unique name for this layout enable simple search makes the simple search text box visible on the workspace also known as full text search, this searches all full text indexed fields see about the different search types /servicedesk/search/text searching htm for more information on how this works use type ahead search enables type ahead search this option invokes a panel listing the results of what the user types into the search box, allowing them to click one of the results search all full text indexed fields only searches in full text indexed fields this option is checked by default and enables you to use partial word results partial word results shows partial word results in the type ahead panel and the results list search primary display fields only limits the search to only the primary display field (as opposed to all full text indexed fields) use this option only if the search freezes due to an excessive number of records note that the results from this search option will be different from the list results do not sort disables automatically sorted results by default, type ahead search results are sorted in ascending alphabetical numeric order this might cause a slow down in getting search results show saved search link shows the saved search link (see using a saved search /servicedesk/search/saved searches htm ) enable saved search shows the list of saved searches with this layout select save create a new view in the views dropdown, select the ellipsis (⋮) and then select add new the create new view dialog appears from the view type dropdown, select one of the following data grid kanban gallery view (optional) select the checkbox use existing data grids to base the view on a previously created data grid in view name , enter a descriptive (e g , grid, kanban or gallery) name for the view under navigation to other views select the checkbox use form view from existing layout to reuse a form layout from the on request to create new object dropdown, select the view to display when creating a new object from the on request to edit existing object dropdown, select the view to display when editing an existing object select save to continue to the properties tab on the properties tab, configure the following fields if you select use existing data grids in the select view type tab, the properties tab automatically populates with the settings from the selected data grid you can review and modify them as needed field description values name internal name for the data grid or kanban view free text description optional description of the view free text style ui style applied to the view default workspace paging number of records per page in the workspace 0, 10, 15, 25, 50, 100 dashboard paging number of records per page in dashboard widgets 0, 10, 15, 25, 50, 100 dialog paging number of records per page in dialogs 0, 10, 15, 25, 50, 100 search paging number of records per page in search results 0, 10, 15, 25, 50, 100 sort column column used for default sorting any available field sort order order applied to the sort column ascending, descending group by field used to group data any available field open in new tab whether the view opens in a new tab yes, no go to object opened when a row is clicked this object, alternatecontactlink, closingesclink, customer, entitylink, grcrisklink, hrcaselink, knowledgelink, masterincidentlink, nrn clusterincidentlink, nrn correlatedincidentlink, orgunitlink, problemlink permissions these permissions are set internally and are not configurable by the administrator update or delete select save edit a layout use the edit layout dialog box to change a layout's user type, display name, and search configuration the permission settings are set internally for more information see control edit permissions (soft lock via system mode) docid 5l cpoduaa63kd6ptf55o to edit a layout in the left pane, under layout , select the layout you want to edit from the dropdown next to the layout list, select the ellipsis (⋮) , and then select edit from the dropdown the options menu also contains clone , delete , add new , and migrate classic layouts field description user type select the self service checkbox to make the nova layout available in self service for more information on self service form offering , see configuring modern layouts for form offerings /configure/self service management/configuring modern layouts for form offerings htm display name a unique name for this layout enable simple search makes the simple search text box visible on the workspace also known as full text search, this searches all full text indexed fields see about the different search types /servicedesk/search/text searching htm for more information on how this works use type ahead search enables type ahead search this option invokes a panel listing the results of what the user types into the search box, allowing them to click one of the results search all full text indexed fields only searches in full text indexed fields this option is checked by default and enables you to use partial word results partial word results shows partial word results in the type ahead panel and the results list search primary display fields only limits the search to only the primary display field (as opposed to all full text indexed fields) use this option only if the search freezes due to an excessive number of records note that the results from this search option will be different from the list results do not sort disables automatically sorted results by default, type ahead search results are sorted in ascending alphabetical numeric order this might cause a slow down in getting search results show saved search link shows the saved search link (see using a saved search /servicedesk/search/saved searches htm ) enable saved search shows the list of saved searches with this layout select save edit a view you can edit an existing view to modify its configuration, including child business object mappings for group business objects in the views dropdown, select an existing view select the ellipsis (⋮) and then select edit from the dropdown the edit view dialog appears on the select view type tab, in the view type list, select the view type in the view name box, type a name for the view navigation to other views you can modify the following settings (optional) select the checkbox use form view from existing layout to reuse a form layout from the on request to create new object dropdown, select the view to display when creating a new object from the on request to edit existing object dropdown, select the view to display when editing an existing object expand list of business objects , and then select the business objects for the view to configure form views, see configure form views using the modern page designer configure form views using the modern page designer htm configure child business object mappings (group business objects only) \when the parent business object is a group bo ( business object ), the edit view dialog for an existing view displays a collapsed list of business objects section below, navigation to other views \\to configure child business object form view mappings \\expand the list of business objects section the section auto populates with one row per child member business object \ \each row displays the following columns \ column \description\ business objects \the name of the child member business object \\on request to create new object\\select the form view to display when a user creates a new object for this child business object defaults to not set \\on request to edit existing object\\select the form view to display when a user edits an existing object for this child business object defaults to not set \\for each child business object, select the appropriate form view from the on request to create new object and on request to edit existing object dropdowns \ the dropdowns display the available form views from the respective child business object's \click save \\select save and publish to apply the changes to the layout \ navigate to configure > users and permissions > roles and permissions to assign the new layout to a role docid 5l cpoduaa63kd6ptf55o \reload the home page \\navigate to the workspace for the group business object \\open a record belonging to a child business object \\the application displays the form view that you configured for that child business object in the list of business objects section \\this also applies to migrated layouts when you migrate a classic layout and configure child business object form view mappings using the edit view dialog, the configured form views are displayed when you open the corresponding child business object records in the workspace \ manage views in the views dropdown, select manage views in the manage views dialog use the toggle under status to enable or disable the view from select data grid view , select the view to use (e g , demo grid) from select kanban view , select the view to use for kanban display from select gallery view , select the view to use for gallery display in the initial view column, select the radio button for the view you want to set as the initial view when the select data grid view type is selected as (e g , demo grid) grid, you must select the initial view radio button if you do not select this option, the data grid will not appear in the new ivanti service management portfolio ui v3 page select save configure the data grid in the layout list, select the required layout (for example, demo layout) in the views list, select the required view (for example, demo grid) select configure data grid in available fields (left pane) under the incident business object in the fields pane, select the required fields select the checkboxes for the fields you want in the grid select add selected to add the fields to the grid the columns appear in the center pane in the center pane, verify the displayed grid columns such as accuracy , actual service , actualcategory column configuration options when you select a column in the grid, the configure pane opens on the right you can set the following properties field description values field title display name of the column free text width column width free text (numeric) field field in the business object displays the selected column hidden expression expression used to hide the column boolean boolean, ƒ(x) expression editor style ui style for the column select open highlighter style list or open expression editor from the dropdown when you configure a style for a column, you can choose from two options fixed styles the highlighter styles dialog lists predefined, out of the box styles each row shows the style name (for example, ausparkbutton , ausparkfield , ausparkformbackground ) and a style preview so you can see how it will look when applied the list is long, so not all styles are documented here custom styles the ƒ(x) expression editor lets you define a conditional style expression the editor includes tools grouped under incident (business object fields), functions (logic functions), time zones , and styles use this option to apply conditional formatting for example, you can highlight rows where the priority field equals 1 renderer how the value is rendered/aligned left aligned, number, right aligned, size image to render an image ƒ(x) expression editor hyperlink whether the column shows as a hyperlink yes, no goto object to navigate to when hyperlink is selected this object (default) sortable allow column to be sortable toggle on or off grouping allow data grouping by this column toggle on or off word wrap wraps text in the column toggle on or off initially hidden hides the column by default toggle on or off allow tooltip shows tooltips on hover toggle on or off remove column to remove the column from the grid action button (optional) to change the order of the columns, select reorder columns and arrange the columns as needed select save configure toolbar for data grid after you configure the grid columns, you can edit the toolbar to control which tools and actions appear to end users in the grid, select configure toolbar the toolbar editor opens the toolbar editor includes the following sections and controls the toolbar editor is available for data grid , kanban , and gallery views you can use it to configure which tools and actions appear to end users in the workspace toolbar field description preview shows how the toolbar will appear to end users updates automatically as you add, remove, or reorder tools overall tool list lists all available tools you can add to the toolbar use the search box to locate a tool filter the list using the special buttons , commands , and actions check boxes selected tool list displays the tools currently assigned to the toolbar tools are displayed under the left section or right section , depending on where you place them each tool in this list includes an edit icon select the icon to open the toolbar editor for that specific tool from here, you can modify the action associated with the tool choose a button type, icon and text , text only , or icon only update the text label and tooltip displayed in the toolbar define arguments or shortcuts , if applicable when you finish editing, select ok to save your changes and return to the main toolbar editor window left section / right section define the placement of tools in the toolbar use the arrow controls to move tools from the overall tool list into either section select all in the selected tool list , use this checkbox to select every tool at once this is useful if you want to remove all tools delete removes selected tools from the selected tool list the tools return to the overall tool list arrow controls move tools between the overall tool list and the selected tool list up and down arrows change the order of tools in the selected tool list ok saves changes made in the toolbar editor and closes the window cancel closes the toolbar editor without saving changes select save and publish to apply the changes to the grid back on the grid page, do one of the following select preview to review the updates before publishing select save and publish to apply the changes to the grid reload the home page verify that the ivanti service management portfolio ui v3 opens use the theme icon in the top right corner to toggle between light mode and dark mode navigate to the incident workspace the application displays the new data grid configured using the modern page designer to return to the modern page designer and make changes, select configure configure kanban view in the layout list, select the required layout (for example, demo layout) in the views list, select the required view (for example, kanban) select configure kanban board in columns configuration , from select field , choose the field used to group cards (for example, status ) prerequisite the field selected for columns configuration must use a pick list that contains unique values define columns enter a column name (for example, open , close , wait ) select a color from select field values , assign values to each column example open logged, active close resolved, closed wait waiting for customer, waiting for 3rd party, waiting for resolution select add column to include more lanes as needed select ok open the card configuration tab from available fields , drag fields to the selected fields area example fields priority , status , incident id , owner , category , impact , summary , customer name from the template dropdown, select a card style default template minimal template classic template select the edit icon next to a field to configure its properties the configure docid 5l cpoduaa63kd6ptf55o pane opens on the right select ok manage views from the views dropdown, select manage views in the manage views dialog enable the kanban view you created (for example, incident kanban) (optional) set it as the initial view select save verify the kanban layout reload the home page navigate to the incident workspace verify that the kanban board opens in the ivanti service management portfolio ui v3 with the configured columns and cards example open , wait , close lanes with cards displaying incident id , priority , and status configure gallery view in the layout list, select the required layout (for example, demo layout) in the views list, select the required view (for example, gallery view) select configure gallery view in the available fields pane, select the fields you want to display drag the fields into the selected fields area from the template dropdown, choose one of the following templates field description single row detailed displays up to six fields in a single, full width row single row compact displays up to three fields in a minimal single row layout card detailed displays up to eight fields in a detailed card layout card compact displays up to five fields in a compact card layout use the preview icons at the top to review the layout in different device modes desktop mobile the desktop and mobile preview options are available only for row templates select the edit icon next to a field to configure its properties the configure docid 5l cpoduaa63kd6ptf55o pane opens on the right select save to apply the configuration manage gallery view in the views list, select the ellipsis (⋮) and then select manage views in the manage views dialog box use the status toggle to enable the gallery view from select gallery view , choose the view you created (for example, gallery view) use the initial view radio button to set the gallery view as the default workspace view select save select save and publish to apply the changes reload the home page clone layouts and views in the modern page designer the clone option lets you duplicate existing layouts and views without recreating them manually when you clone a layout or view, all its properties , configurations , and any associated elements such as views, fields, and toolbar settings are copied to the new item this helps you reuse complex configurations for different roles or use cases without rebuilding them from scratch clone a layout in the modern page designer , open the required business object (for example, incident) in the layout dropdown, select the ellipsis(⋮) menu select clone the clone layout dialog box appears in the display name field, review or update the layout name by default, the cloned layout name appears as \<layoutname>(clone) update any required configurations in the cloned layout select save and publish to apply the changes clone a view in the views dropdown, select the ellipsis (⋮) menu next to the view name select clone , the clone view dialog box appears in the display name field, review or update the name by default, the cloned view name appears as \<viewname>(clone) select clone the cloned view appears in the views list all properties and configurations of the original view such as columns, field settings, and toolbar definitions are copied automatically update any required configurations in the cloned view select save and publish control edit permissions (soft lock via system mode) enable system mode sign in to admin ui go to settings and select system mode (screenshot shows the system mode link on the right panel ) in the system mode dialog, enter your credentials and select authenticate set permissions on a layout open modern page designer in layout , select the ellipsis (⋮) and then select edit in the edit layout dialog, go to permissions select the check boxes update (allow edits) delete (allow delete) select save (and save and publish ) set permissions on views open modern page designer in views , select the ellipsis (⋮) next to the view and then select edit in the edit dialog, go to permissions and set update / delete as needed select save (and save and publish ) when permissions restrict updates on a view, only the field title is editable; other settings are not editable assign the new layout to a role after you create a layout (for example, demo layout) and a list view (for example, grid view, kanban view or gallery view), assign the layout to a role so that users with that role can access it in the incident workspace in the configuration console, go to configure > users and permissions > roles and permissions in the roles and permissions list, select admin select the top level tabs tab in the list of tabs, select the incident workspace in the layout list, select the layout you created for example, select demo layout select save (optional) configure ui exceptions for the role after assigning the layout to the role, configure the role to use the new ui version configure an ui exception for the role in the configuration console , go to build > user interface styles > style editor select add exception in the role list, select the role administrator in the ui list, select ui v3 select save manage saved filters in the modern page designer saved filters are supported in modern page designer, providing the same management capabilities that were previously available in the ivanti service management portfolio ui v3 you can manage saved filters directly from the modern page designer, without switching to the user workspace access saved filters in the modern page designer open the modern page designer in the layout list, select the required layout (for example, demo layout) in the views list, select the required view (for example, demo grid) select a business object (for example, incident ) in the configure pane, select saved filters select edit saved filters the edit saved filters page opens edit saved filters page the edit saved filters page displays a list of saved filters for the selected business object page controls below mentioned are the edit saved filter page controls, create new creates a new saved filter add to favorite marks selected filters as favorites filter by keyword searches saved filters by name pagination controls located at the bottom of the page use these to change the number of filters displayed per page ( 10 , 25 , 50 , or 100 ) and navigate between pages saved filters page the saved filters page displays the following columns field description is favorite indicates whether the filter is marked as a favorite a star icon shows that the filter appears under favorites in the saved filters dropdown filter name displays the name of the saved filter select the filter name to view or edit its configuration available to roles lists the roles that can access the saved filter published to indicates whether the filter is published to specific teams actions provides additional options for the filter, such as export to excel , email , edit , clone , dependency and delete actions menu each saved filter includes an actions (⋮) menu with the following options export to microsoft excel exports the saved filter details to an excel file email to yourself sends the saved filter details to your email address edit opens the saved filter for modification clone creates a copy of the selected saved filter dependency the dependency action shows where a saved filter is used in the application to view dependencies select the actions (⋮) menu for a saved filter select dependency a dialog opens listing where the saved filter is referenced this helps you understand the impact of editing or deleting a saved filter delete removes the saved filter these actions allow you to manage saved filters directly from the modern page designer create and edit saved filter the create and edit saved filter dialog box displays the following creating and editing saved filters select create new to create a new saved filter dialog box opens the filter editor includes three tabs filter in the filter tab, define the conditions for the filter use the dropdowns to select fields, operators, and values use and or or to delete multiple conditions select save or cancel to clear the fields sorting in the sort tab, choose the field to sort by from the sort by dropdown select the sort order ascending or descending select save or cancel to clear the fields settings use this tab to configure filter properties filter name enter a unique name for the filter category select a category (default is saved search) publish to roles select roles that can access this filter publish to teams select teams that can access this filter filters published to teams appear between favorites and all in the saved filters dropdown default for role choose whether the filter should be the default for selected roles personal default checkbox to mark the filter as your personal default add to favorite searches checkbox to mark the filter as a favorite for quick access permissions these permissions are set internally and are not configurable by the administrator select save or cancel to clear the fields hidden saved filters the hidden saved filters dialog displays the following the hidden option controls the visibility of a saved filter ƒ(x) (expression) values yes no when a saved filter is hidden, it is not visible in the end user workspace hidden takes precedence over all other settings, including role defaults, personal defaults, and publishing for more information about saved searches, refer using search /servicedesk/search/using search htm configure advanced expressions for filter criteria when you create or edit a saved filter, you can define advanced expressions to control how filter conditions are evaluated from the filter tab of the edit saved filter dialog, select the expression (ƒx) icon next to a filter condition to open the expression editor expression editor use the expression editor to build advanced filter logic using supported fields, functions, and date/time expressions the editor provides the following tools incident business object fields available for filtering functions built in functions (for example, date and time functions) time zones time zone aware functions for date comparisons select ok to apply the expression and return to the saved filter editor configure filter searches in the modern page designer filter search configuration that was previously configured in the configuration console (classic ui) is available in the modern page designer for a business object table (grid) view you configure filter categories and filter criteria directly in the layout designer the configured filters appear in the filter by menu in the workspace table view the modern page designer also includes a filter by search box in the configure panel to locate filters during configuration open filter configuration go to settings > build open the required business object (for example, incident ) select a layout select a view (for example, grid view) select filter by in the preview toolbar the configure panel appears show or hide filter categories in the configure panel, enable or disable categories status priority assignment created date respond by resolve by more options turn a toggle on to display the category in the workspace filter menu turn a toggle off to hide the category find a filter enter text in the filter by search box in the configure panel the list displays only the filter categories and values that match the entered text, making it easier to locate and enable or disable a specific filter in the configuration list this search does not filter or update the configuration details displayed in the middle pane edit filter definitions select edit filter the filter editor opens from this page you can add , edit , or delete filter categories add a filter select add new filter enter the filter name in the filter name field enter filter help (tooltip text) enter the appropriate role in the roles field specify the appropriate team in the teams field select save if you configure a filter with roles or teams conditions, the filter is not visible in the classic interface configure filter criteria expand a filter category select add new criteria enter criteria name select a control none calendar checkbox pick list textbox select save edit or delete criteria expand a filter category click edit or delete a value using the action icons change s how by default if required select save (and save and publish ) migrate classic layouts to modern page designer you can migrate existing classic layouts of a business object to the modern page designer the migration process converts the selected classic layout to a modern layout while preserving its configuration if you want to use the migrated layout in self service , open the layout in edit layout , and then, under user type , select the self service check box to make the nova layout available in self service for more information, see edit a layout docid 5l cpoduaa63kd6ptf55o for more information on self service form offering , see configuring modern layouts for form offerings /configure/self service management/configuring modern layouts for form offerings htm migrate a classic layout in the modern page designer , select the required business object (for example, incident ) select migrate classic layouts option from either of the following locations the layout action menu the migrate classic layouts button displayed in the page designer area the migrate classic layouts option appears in the layout action menu ellipsis (⋮) only when a layout is selected in the layout field the migrate classic layouts dialog opens currently, you can migrate layouts from only one business object at a time select the correct business object and click migrate classic layouts click next select the layout that you want to migrate some frs layouts are disabled and cannot be migrated in non system mode if you log in using system mode docid 5l cpoduaa63kd6ptf55o , these layouts become available for migration click next review & confirm, review the selected business object and layout click start migration after the migration completes, a notification appears confirming that the layout was migration successful you can import the same layout multiple times each imported layout includes a time stamp appended to the layout name, which helps you differentiate between multiple imported versions of the same layout example when you migrate a classic (v1) layout that includes preview forms mappings for a group business object, the migration produces a v3 view with the equivalent data preserved in child business object mappings no data is lost during migration you can verify and modify the migrated mappings by editing the existing view and expanding the list of business objects section