Create a new View for customer_contact

sahilkhanna
Tera Expert

I created a new view for contacts in the "Form Layout" screen.

Screenshot 2025-02-03 at 17.43.13.png

 

However, I'm unable to see the view on the contact list screen.

Screenshot 2025-02-03 at 17.43.44.png


Could you tell me how to create a new view to be visible on the Contact list screen?

1 ACCEPTED SOLUTION

sahilkhanna
Tera Expert

Some exploring over the internet led me to System UI > Views.

 

I created a new view, assigned the "Forms" and "Lists".

Screenshot 2025-02-03 at 21.53.37.png

 

The view now appears in the "Contacts" list.

Screenshot 2025-02-03 at 21.57.17.png

 

 

View solution in original post

11 REPLIES 11

Hi @sahilkhanna 

 

But you are in CSM scope right? this can be the issue.

 

Have you checked to see if there is a view rule on the table? 

https://docs.servicenow.com/bundle/newyork-platform-user-interface/page/administer/navigation-and-ui...

Are you checking this as admin, or another user?  The user may need the view_changer role in order to change views.

https://docs.servicenow.com/bundle/newyork-platform-user-interface/page/administer/navigation-and-ui...

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Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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I tried switching between the "Global" and "Customer Service" scopes. But still cannot see the newly created view for selection.

Hi @sahilkhanna 

 

Is it PDI or client instance? If the client, then try PDI once. Try for another way from design or form builder once. 

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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Ankur Bawiskar
Tera Patron
Tera Patron

@sahilkhanna 

try to clear instance cache using cache.do and then logout and login again?

Are you sure there is no view rule defined which is directly taking user to that Case view

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

@Ankur Bawiskar , I cleared the cache, logged out and in. Same result.

 

"Are you sure there is no view rule defined which is directly taking user to that Case view"

Even if this is the case, shouldn't the newly created view appear in the list for selection? I cannot see the view in the list at all.

 

Screenshot 2025-02-03 at 17.43.44.png