Restrict Form Templates results to show templates from a particular group only
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yesterday
I’m working in Service Operations Workspace and trying to customize the Form Templates experience.
What I want to achieve
On a record page (Incident, Request, etc.), in the sidebar on the right, I want a second "Templates" tab/icon that shows only records associated with a particular group. This tab's visibility will be limited to those in that group.
Where I'm at:
Templates are already assigned to a group via sys_ui_template_group
- I have the second/duplicate tab created and it shows all templates like the OOB "Templates" tab shows currently.
I can successfully control who sees the Templates tab using UX Screen / Screen Collection Conditions
However, once the Templates UI is visible, the “All / My Templates / Favorites” views still show all templates the user has access to, not just templates from the target group
What I've tried:
- I have tried configuring a record template component, but it does not seem to give me the option to modify the query for the Template records that get returned.
- I have tried intercepting the query with a before query business rule but there's no way to isolate the custom template tab from all queries on the sys_template table. I have tried adding a URL parameter but it doesn't get seen because the URL is always the same when the tab sends the query.
- I believe I am forgetting some things, I have been at this for awhile.
My question
Is there any supported way to make the Workspace Form Templates UI show only templates associated with one specific group, or is a fully custom solution the only viable solution?
If custom is the answer, I’m curious as to what you all would suggest.
I want to make sure I’m not missing an intended configuration approach before committing to a custom implementation.
Thanks in advance, any confirmation or guidance would be appreciated.
For reference, a photo has been provided that shows the right side contextual sidebar and the two Template icons. The top one is the OOB icon, and the second which is a duplicate of the OOB one.
