Creating a "New Record Menu" for CSM configurable workspace

[Misgana]

I was trying to create a new record menu for my CSM Configurable workspace, but when I try to choose the workspace setting only Agent Workspace is showing. How do I add workspaces to the workspaces setting or to the All workspaces table?

[Shilpa Jana Yel]

In order to add 'New Record' menu item in the tab, you have to update the chrome_tab property. 

Go to Now Experience Framework-> Experiences. click on CSM/FSM Configurable Workspace. You will see chrome_tab property in the 'UX page properties' related list. Update the Value Json's newTabMenu section.

[Jason Nichols]

Yes, it's unfortunately as @Shilpa Jana Yellewar has described, at least for now. I expect that the Guided Setup will be improved/updated at some point in the future to make this step a little easier than editing a JSON record. The CSM/FSM Configurable Workspace is based on a newer framework, hence the config is different but also much more flexible. That New Record Menu Item [sys_aw_new_menu_item] table only applies to the older, and deprecated, Agent Workspace.

Shilpa's instructions are documented, but only for the Service Operations Workspace at this point: https://docs.servicenow.com/csh?topicname=configure-new-tab-records.html&version=latest

[GMunee]

I couldn't find more documentation on writing the appropriate JSON record to prefill the appropriate fields.  

eg. 

"route":"record",

"fields":{

     "table":"sc_req_item",

[MandyMo3E]

Almost 2 years later and ServiceNow still has not updated the Guided Setup for the CSM Workspace...So we "just" managed to replace the message and table properties with our data and you also need the plugin property for each menu tab.

We used as template the chrome_tab object of another workspace and created 3 new record tabs for a case type, account and vehicle table.

IMPORTANT: For whatever reason the value field of the property is a string field and if you copy and insert the code you get spaces and break the workspace ... Remove all spaces!

{ "contextual": [ "record", "kb_version_compare", "kb_translate", "kb_view" ], "newTabMenu": [ { "label": { "translatable": true, "message": "New Commercial Claim Case" }, "routeInfo": { "route": "record", "fields": { "table": "sn_ins_claim_cml_auto_service", "sysId": "-1" }, "multiInstField": "sysId" }, "condition": { "tableDescription": { "table": "sn_ins_claim_cml_auto_service", "canCreate": true }, "plugin": "com.snc.uib.csm_agent_workspace" } }, { "label": { "translatable": true, "message": "New Vehicle" }, "routeInfo": { "route": "record", "fields": { "table": "sn_bom_vehicle", "sysId": "-1" }, "multiInstField": "sysId" }, "condition": { "tableDescription": { "table": "sn_bom_vehicle", "canCreate": true }, "plugin": "com.snc.uib.csm_agent_workspace" } } ], "maxMainTabLimit": 10, "maxTotalSubTabLimit": 30}