Configuring Display Templates for Components

Display Template

This section displays existing display template fields. Display templates are presented in a scroll area. This enables you to create additional display templates for a family. Once you create a display template, however, you cannot delete it.

Pages

This grid lists the pages that are configurable for the component.

General Options

This grid presents the features and functionality that are enabled in the data definition of the component system. The list varies depending on the number of feature options that are enabled for a given component. Typically, you select a value for each listed option. For example, select the configurable search ID from the Value drop-down list box if you plan to use configurable search for a given display template and component combination; or select the appropriate application class extension if the system should perform some application-specific logic when a certain user event takes place. This grid does not appear if IT administrators have not enabled any general options in the component's system data to be configured through display templates.

In addition to some of the common options that are applicable to all components, such as the 360 degree version and BO search adapter, this grid also includes options that are specific to certain components. For example, these general options are specific to the Installed Product component:

• Site Without Customer: Select Yes to allow installed products to be created for sites with or without parent customers. If this option is enabled, and the site you select for a new installed product happens to be a standalone site (that is, not associated with a customer), the system automatically changes the value of the customer to Anonymous User on the installed product. Now, if you want to select another site, the site search presents all the sites that are not associated with customers under the same setID.

  Select No to not allow installed products to be created for sites without customers. An error message appears if you select in an installed product a site that does not have a parent customer.

  This option is not applicable to installed assets, therefore, it is unavailable to the delivered CORE_IP_ASSET template for installed assets, which is created under the RC_HELPDESK family code and RF_INST_PRODUCT component.

• Asset Integration: Select Yes to enable asset integration with PeopleSoft Financials. If this option is enabled, these field must be enabled in the display template: Serial ID, Asset Type, and Asset Subtype.

  This option is only applicable to installed assets, and it is available to the delivered CORE_IP_ASSET template for installed assets, which is created under the RC_HELPDESK family code and RF_INST_PRODUCT component.

Similarly, for the Case component, you can select which toolbar should be used on the case, as well as which application usage should be used to filter the task templates to display on the case.

See Display Template Page.

Sections

This grid lists all the sections of the component that are available to be configured by display templates, except for the subtab section (if applicable). Use the Enable check box to show or hide a component section at runtime. Clicking the section label link enables you to change the section label. You can select the label from existing field labels or message catalog entries (you can also create new message catalog entries).

Sub Tab Sections

This grid lists all fields that are defined in the subtab section. Each page can have the maximum of one subtab section. The subtab section is rendered by the page's toolbar. Columns on the left-hand side with check boxes represent the subtabs (links) that are enabled within that subtab section. A maximum of 10 subtabs can be in a subtab section as component system data, which means that you can potentially have 10 columns in this grid if they are all enabled in this display template.

For any page field (typically group boxes, sometimes actual fields) that is displayed in the grid, select the subtab in which it resides. A field can appear in many tabs or none at all. This grid does not appear if no subtab section is defined for the page.

At runtime, each subtab of a subtab section appears as a link underneath the associated page name. If the Go To field is available, you can navigate to different subtabs in different pages.

Expandable Sections

This grid shows a list of fields that are specified for the expandable section as component system data (refer to the third sample page).

Standard Sections and Fields Without Group Box Sections

You can select which fields to appear in a Standard Group Box or Standard Group Box with Grid section and change their field labels. The grid indicates the order in which the fields are displayed. You also can apply field-level security by referencing functional option code as necessary. This applies to fields without a group box sections as well.

Embedded Tab Sections

This grid shows a list of fields that are specified for the embedded tab section as component system data. Columns on the left-hand side with check boxes represent the tabs that are enabled within that embedded tab section in the Display Template - Section Embedded Tab Definition page. As with subtab sections, you can have a maximum of 10 tabs in an embedded tab section as component system data, which means that you can potentially have 10 columns in this grid if they are all enabled in this display template.

You can select a page field to be placed in more than one embedded tab, and update the page field label if applicable.

Additional Fields

SubTabs

Create a New Label

Enter up to a 100 characters to create a new label, then click OK.. The system changes the label link on the section page to match the new text. This field is spell-check enabled.

Select An Existing Label

Select the source of the label text: either Field Label or Message Catalog. For the Field Label option, select the label ID and type. For the Message Catalog option, select the message set and message number. Click OK when you are finished.