Is it possible to add the stages to the upper part in CSM Workspace

Codi
Tera Contributor

Hi Guys,

I'm new to CSM and I want to ask if the stages like in change management can be applied in CSM Configurable workspace and if yes is there any documentation that I can use for reference.

Codi_0-1757081393294.png

Thanks in Advance!

2 REPLIES 2

Ankur Bawiskar
Tera Patron
Tera Patron

@Codi 

it's called process flow.

check this

Stepper Component in Configurable Workspaces 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 9x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

kaushal_snow
Mega Sage

Hi @Codi ,

 

This can be achieved using the Stepper component, which provides a visual representation of the process flow using UI Builder:

 

Navigate to Now Experience Framework > UI Builder. Open the workspace experience you want to modify....

 

Duplicate the Default Record Page:

 

> Add the Stepper Component:

> Ensure that the Stepper component is bound to the appropriate data source, such as the Case record, to dynamically display the current stage.....

 

check this article: https://www.servicenow.com/community/next-experience-articles/stepper-component-in-configurable-work...

 

 

If you found my response helpful, please mark it as ‘Accept as Solution’ and ‘Helpful’. This helps other community members find the right answer more easily and supports the community.

 

Thanks and Regards,
Kaushal Kumar Jha - ServiceNow Consultant - Lets connect on Linkedin: https://www.linkedin.com/in/kaushalkrjha/