CWM Board in SPW List activity

[Jonah Piascik]

Hello - I'm going through workflows related to CWM, and while doing some work in SPW, noticed that CWM boards are not available in the List activity in SPW.  I'd expect to see them listed under the Planning Items category:

I'm wondering if I missed a step in the configuration, or if this was an oversight in the implementation steps.

I found this documentation - Customize Lists in Strategic Planning Workspace

And this blog post - Configuring Lists in Configurable Workspace - ServiceNow Community

Wondering if the CWM product team has a recommendation?  

Thanks.

[Sunil B N]

Personal spaces wont be visible to other users apart from themselves. If you tie a board to a goal in CWM, it will come under the roadmap for that goal. Please let me know if that answers your question.

[Jonah Piascik]

@Namita Mishra - thank you!  It was the security role that was both not limiting the list of CWM boards and personal boards.  Once I logged in with my normal (non-admin) account I was only able to see the boards I expected.

I think with the Portfolio Plan, the issue is that there is not a field on the default form view for cwm_board that includes the portfolio.  I checked both from CWM (edit board), and from SPW (list view > form).  The other fields available that would provide context for other lenses are there (business unit, department, product, goal).  Will I need to edit the view for this, or include the portfolio field in a cwm_board list view?

Any plans to includes some of these items in one of the upcoming releases of CWM?

Thanks again!

[Sunil B N]

Hi Jonah,
You can go ahead customise theDefault form view for the CWM Board.
Please let me know if that helps.