Change the fields displayed in CSM Portal in the my lists section

Luke James
Tera Contributor

Good Afternoon, 

 

I am currently making some changes to the CSM portal, and I'm working within the "My lists" area. Basically I want to change the fields that are being displayed when a user clicks on All cases or My cases etc. 

 

How can I do this? 

 

Kind Regards, 

 

Luke

1 ACCEPTED SOLUTION

Depending on your instance version, it may be taking the columns from the list layout of the 'csp' view. You can modify that by going to the sn_customerservic_case table, changing the view to 'Customer Self Service' and modifying the view as an admin

KieranAnson_0-1716219427902.png

 

View solution in original post

4 REPLIES 4

Kieran Anson
Kilo Patron

Hi,

Those are controlled by sp_instance_table records. Easiest way to access the right record is to do the following

As an admin, ctrl right click on the list widget you want to modify, and select instance options

KieranAnson_0-1716212632288.png

Select the hamburger menu and open the instance options record in the platform view

KieranAnson_1-1716212668766.png

Edit the fields using the slushbucket

KieranAnson_2-1716212681991.png

 

 

Hey @Kieran Anson , 

 

Thanks very much for your reply. I did try this, but it still bringing up fields that I have not chosen within the slushbucket for some some reason. Any Idea why this could be? 

 

Kind Regards, 

 

Luke

Depending on your instance version, it may be taking the columns from the list layout of the 'csp' view. You can modify that by going to the sn_customerservic_case table, changing the view to 'Customer Self Service' and modifying the view as an admin

KieranAnson_0-1716219427902.png

 

Community Alums
Not applicable

Hi @Luke James ,

  • The widget referencing 'My list' is: https://<instance-name>.service-now.com/sp_widget.do?sys_id=dbc4afa2876723003c1c8467a7cb0be5&sysparm_view=
  • Line 4 of server script is: data.list = new sn_customerservice.CSMServiceManagementUtil().getMyListsMenu();
  • Script include mentioned in server script is : https://<instance-name>.service-now.com/sys_script_include.do?sys_id=61f86bca875723003c1c8467a7cb0bb0
  • On the script include, the lines below are responsible for the filter conditions:
getMyListsMenu: function() {
              var list = [];
              var myListFilters = [gs.getMessage("All Cases"), gs.getMessage("Action Needed"), gs.getMessage("My Cases")];
              var query = [null, "stateIN6,18", "initiated_as_request=false"];
              var filters = ['all', 'act_needed', 'my_issues'];