CSM Configurable Workspace - can't even add a new record menu item

Aidan
Tera Guru

I'm trying to get started with the CSM Configurable Workspace and have looked through the "Guided Setup", I've got many issues but the 'simplest' one is adding a "New Record Menu Item".  

I have added a record to the 'sys_aw_new_menu_item' table, and this now appears in the legacy Agent Workspace.  However, the CSM Configurable still only has the "New Interaction" option.  Interestingly, if I disable Interaction in the new record menu table it still is the only option.

Despite what the guided setup is saying, it looks like this table is being ignored. So if that's the case, what is the other option?

11 REPLIES 11

Hi Hendrik

This was really useful but as I am not really confident with code can you advise how I would add the incident table to the array ?

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

 

Thanks for any assistance.

Hi Richard,

I would do it this way:

{
"contextual":[
"record",
"kb_version_compare",
"kb_translate",
"kb_view"
],
"newTabMenu":[
{
"label":{
"translatable":true,
"message":"New Interaction"
},
"routeInfo":{
"route":"record",
"fields":{
"table":"interaction",
"sysId":"-1"
},
"multiInstField":"sysId"
},
"condition":{
"tableDescription":{
"table":"interaction",
"canCreate":true
},
"plugin":"com.snc.uib.csm_agent_workspace"
}
},
{
"label":{
"translatable":true,
"message":"New Incident"
},
"routeInfo":{
"route":"record",
"fields":{
"table":"incident",
"sysId":"-1"
},
"multiInstField":"sysId"
},
"condition":{
"tableDescription":{
"table":"incident",
"canCreate":true
},
"plugin":"com.snc.uib.csm_agent_workspace"
}
}
],
"maxMainTabLimit":10,
"maxTotalSubTabLimit":30
}

 

This should lead to this:

find_real_file.png

 

Thanks very much Hendrik, that works perfectly

Jappau
Tera Contributor

@Hendrik4 

Thank you for the awesome piece of information.

I'd like to de-activate an option I have in there let's say the "Incident", is this condition

 condition": {
"table description": {
"table": "incident",
"canCreate": false suppose to de-active that functionality ? It's not working for me when I try to de-active that. I will appreciate some help.

Hendrik4
Tera Expert

Hi @Jappau 

I do not think this is possible. There is no "active" property or something like that.

The canCreate property hides the menu item for logged-in users who do not have permission to create that type of record, like an Incident. At least, that's how I understand it.

 

By the way, the configuration is documented here: Workspace App Shell UX Page Properties - ServiceNow Community

It even has an example in the appendix to create a new Incident.