How to access 'Attach file > From record' UI Action/Form Action on an Email Draft from Workspace

mattvidean
Tera Contributor

4 weeks ago

In a Workspace (CSM Workspace for example), when you open an existing/open task record, there is often a button at the top next to Save, Close, etc. called 'Compose email' that will open up a new Email Draft record in a new workspace tab. On this Email Draft record, there are 3 buttons/Form Actions in the top right; 'Attach file', 'Discard draft', and 'Send email'. When you click Attach file, a split option opens up prompting you to select either 'From computer' or 'From record'. Selecting 'From record' will allow you to select attachments that are on the parent task record, I believe. However, I have a requirement to open this up so that when the user selects 'From record', they can add attachments from child tasks and deliverables as well.

I attempted to do a blanket search on All > System Definition > UI Action for the 'Attach file' button, which came up empty. So then I searched on All > Now Experience Framework > Declarative Actions > Form Actions in an attempt to find a corresponding Form Action, which also came up empty.

It seems to me like this is a button that is purposefully being hidden from being tampered with. Is there any way I can find this button and fulfill this requirement? If not, are there any suggested workarounds?

Thank you!

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Rafael Batistot
Tera Sage

4 weeks ago

Hi @mattvidean 

The Now Experience Framework in ServiceNow uses React-based components to build the user interface for Workspaces (like CSM Workspace). This means that many UI elements and behaviors—such as the "Attach file" button in the email draft—are encapsulated inside these React components.

Because of this architecture:

  • The "Attach file" button is not a traditional UI Action or Form Action that you can find and customize directly in the platform’s standard tables.

  • This encapsulation makes it difficult or impossible to customize the button’s behavior using the usual methods (like editing UI Actions, client scripts, or form actions).

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