How to add approvals to the record page tabs in CSM/FSM Configurable Workspace

jkesslermn
Tera Contributor

We are considering using CSM for a current project, however cannot figure out how to customize the Record page tabs on the Record page.

jkesslermn_0-1750863246059.png

 

I see that they are controlled by the "Routes" field, and I can see the two items when I open the data resource and go to gform.nowRecordFormBlob.tabRoutes. However I can't find where I can add another list (like approvals) to these items.

jkesslermn_1-1750863436262.png

 

The "Learn more" link for the routes field points to a 404, and my search queries are turning up empty.

 

Any ideas how I can add something like "Approvals" to this list?

 

Thanks

6 REPLIES 6

@jkesslermn for that I strongly recommend you to create (at least 2) case types - both would be extending the standard case table. 

It will be case types for example request and support > sn_customerservice_support and sn_custoemrservice_request. It will require some extra efforts: two forms, two sets of notifications, but many of the configurations might be made on the parent one and it will get promoted below.

Then you can very simply create a flow that case with type Request is created, then it will require the approval, or case type is support and no approval is needed. And similarly you can do the notifications - if they will be same (e.g. case created) it can be on the parent level, but e.g. case pending approval will be applied only on the request type etc.... 

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@jkesslermn more info here: https://www.servicenow.com/docs/bundle/vancouver-customer-service-management/page/product/customer-s...

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/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */