Open Hierarchy Icon on Account Field on case form – CSM Workspace

Sushma Pavani K
Tera Guru

Problem Statement:

The Open Hierarchy Icon should be accessible on the Account field within the Case form, retrieving data from the Name field on the Account form in CSM/FSM Workspace.

 

Topics covered:

Field decorators in Workspace and UI Macros

 

Introduction to UI Macros and Field Decorators in ServiceNow:

In ServiceNow, UI Macros and Field Decorators play a crucial role in enhancing the user interface and improving user interactions with forms and fields.

 

UI Macros

UI Macros are reusable server-side scripts that generate UI components, such as buttons, links, and icons. They allow customization of the UI beyond standard configurations.

Example: Adding an Open Hierarchy Icon on the Account field in the Case form to visualize account relationships.

 

Field Decorators

Field decorators in ServiceNow are used to enhance field presentation by adding icons, tooltips, or other UI elements. They leverage UI Macros to display additional information or actions next to a field.

Example: Using a field decorator to attach an Open Hierarchy Icon to the Account field, retrieving data from the Name field on the Account form in CSM/FSM Workspace

 

Steps:

1.Navigate All> Now Experience Framework> Declarative Actions> Field Decorators

 

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2.Open the Open Hierarchy – table: Account

3.Click on new,

4.Give the same details of open hierarchy icon on account table, change the field to account and table to case

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5.In the Advanced View, map in the payload map field under action attributes: sysId to value which is retrieving the data from action model fields.

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6.The value here is the field selected on the form where account is selected

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7.As a result, in the workspace on case form, Open Hierarchy is visible.

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8.On clicking of the icon, parent child relationship hierarchy will be visible.

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