Working with Template Blocks in the Self Service Mobile Portal
3 min
The term block refers to specific items on the Home page of the Self Service Mobile portal that provide users with information. A template contains preset values to speed up the process of making new blocks.
The home page displays the following blocks by default:
- Alert banner
- My Items block
- Need Help? block
- Popular requests (from the Service Catalog)
- Announcements block
- Meet your staff
- Featured Knowledge Articles block
- Contact information
Viewing Block Templates
- Log in to Neurons for ITSM Self Service Mobile portal.
- Change your role to Administrator.
- From the Home page click the gear icon
.
- To view a list of block templates, click Parts. The application displays a list of block templates.
Creating a New Block Template
- Log in to Neurons for ITSM Self Service Mobile portal.
- Change your role to Administrator.
- From the Home page, click the gear icon .
- Click Parts to view the list of block templates.
- Click the Add icon
. The application displays a blank Template Settings form with General settings.
- Enter information into the fields:
- Title - The name of the block. The title can have a maximum of 50 characters.
- Description Header - The description of the block header.
- Description - The description of the block.
- Category - The block category.
- Widget - The widget type from the options - List, Text, Shortcut, Banner, Placeholder, Search, and Docked Carousel.
- Click Save.
Creating a New Block Template from an Existing Block
- Log in to Neurons for ITSM Self Service Mobile portal.
- Change your role to Administrator.
- From the Home page, click the gear icon .
- Click the Settings icon
in the header of an existing block from which you want to create a new block. The application displays the Settings dialog box.
All the fields are auto-filled with the selected block template's details.
- Make necessary changes and click Save As Custom Template.
- Click Yes to confirm. The application displays the new template in the list.
Editing a Block Template
- Log in to Neurons for ITSM Self Service Mobile portal.
- Change your role to Administrator.
- From the Home page, click the gear icon .
- Click Parts to view the list of block templates.
- Select the template and click the edit icon
.
- Make necessary changes and click Save.
Deleting a Block Template
- Log in to Neurons for ITSM Self Service Mobile portal.
- Change your role to Administrator.
- From the Home page, click the gear icon .
- Click Parts to view the list of block templates.
- Select the template and click the delete icon
.
- Click Yes to confirm.