How to configure Quote Lines list view in CSM workspace

sheltonthom · ‎03-02-2026

The CSM workspace appears to have a unique list view for the quote lines that is different from the related list quote lines.

https://www.servicenow.com/docs/r/yokohama/order-management/quote-management-view-hierarchical-line-...

How do we configure this list view? We want to change the default columns for this list view but cannot figure out what drives this.
There is a client script on the quote table that hides the quote line related list. If we disable that, we can see the related list in the classic workspace and if we edit it, it doesnt change this list view and if we go back into the workspace after disabling that client script, there is two quote lines related lists. So there is something else building this unique list view.

sanjaygupta · Wednesday

I’d start by checking how the Quote Lines list is configured in CSM Workspace. The workspace may use its own list component, so changing the related list on the standard Quote form might not update what you see there.

Open All > UI Builder.
Open the experience used by your CSM Workspace.
Find the Quote record page and select the component that displays Quote Lines.
Check the component’s settings to see which list configuration or data resource it uses.
Open sys_ux_list.list and look for the matching list configuration.
Update the columns if the list uses this configuration.
Save your changes and test them in a sub-production instance first.

If you can’t find the relevant configuration, the list may be controlled by a workspace-specific component instead. I’d avoid disabling any out-of-box client scripts, as that could cause duplicate lists or unexpected behavior.

If you share your ServiceNow release and the exact CSM Workspace you’re using, I can help narrow down the right configuration.

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