Configure and Assign Views and Layouts Using the Modern Page Designer (cloned)

6 min

Role:Administrator

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.

Enable the Modern Designer

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.
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 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).
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

Optionally, 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).

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.
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 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).
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 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 objects.

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.

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.

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.

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 pane opens on the right.

Select OK.

Manage Views

From the Views dropdown, select Manage views.

In the Manage views dialog:

Enable the Kanban Views 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.

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.

Drag the fields into the Selected Fields area.

In the Available Fields pane, select the fields you want to display.

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 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.

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.

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

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.

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 Show by default if required.

Select Save(and Save and publish).

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.

For more information on Self Service Form Offering, see Configuring-Modern-Layouts-for-Form-Offerings.

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, 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 migrate the same layout multiple times. Each time you migrate the layout, the count increases by one, so you can distinguish between the migrated versions. For example, the second migration of an Incident layout is named Incident_Layout_Migrated_2.

Example: {{business_object_name}}_Layout_Migrated_{{count}}

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.

Configure and Assign Views and Layouts Using the Modern Page Designer (cloned)

Steps to create a Ivanti Service Management Portfolio UI V3

Enable the Modern Designer

Launch the Modern Page Designer

Modern Page Designer Home Page

Create a New Layout

Create a New View

Edit a layout

Edit a View

Configure Child Business Object Mappings (Group Business Objects Only)

Manage Views

Configure the data grid

Configure Kanban View

Manage Views

Verify the Kanban Layout

Configure Gallery View

Manage Gallery View

Clone Layouts and Views in the Modern Page Designer

Clone a Layout

Clone a View

Control Edit Permissions (Soft Lock via System Mode)

You need to contact support to enable System Mode

Set Permissions on a Layout

Set Permissions on Views

Assign the New Layout to a Role

(Optional) Configure UI Exceptions for the Role

Manage Saved Filters in the Modern Page Designer

Access saved filters in the Modern Page Designer

Edit saved filters page

Create and Edit Saved Filter

Configure advanced expressions for filter criteria

Configure filter searches in the Modern Page Designer

Show or hide filter categories

Find a filter

Edit filter definitions

Add a filter

Configure filter criteria

Edit or Delete criteria

Migrate Classic Layouts to Modern Page Designer

Migrate a Classic Layout

Configure and Assign Views and Layouts Using the Modern Page Designer (cloned)

Steps to create a Ivanti Service Management Portfolio UI V3

Enable the Modern Designer

Launch the Modern Page Designer

Modern Page Designer Home Page

Create a New Layout

Create a New View

Edit a layout

Edit a View

Configure Child Business Object Mappings (Group Business Objects Only)

Manage Views

Configure the data grid

Configure toolbar for data grid

Configure Kanban View

Manage Views

Verify the Kanban Layout

Configure Gallery View

Manage Gallery View

Clone Layouts and Views in the Modern Page Designer

Clone a Layout

Clone a View

Control Edit Permissions (Soft Lock via System Mode)

You need to contact support to enable System Mode

Set Permissions on a Layout

Set Permissions on Views

Assign the New Layout to a Role

(Optional) Configure UI Exceptions for the Role

Manage Saved Filters in the Modern Page Designer

Access saved filters in the Modern Page Designer

Edit saved filters page

Create and Edit Saved Filter

Configure advanced expressions for filter criteria

Configure filter searches in the Modern Page Designer

Show or hide filter categories

Find a filter

Edit filter definitions

Add a filter

Configure filter criteria

Edit or Delete criteria

Migrate Classic Layouts to Modern Page Designer

Migrate a Classic Layout