Create Checklist for Fulfillers on SC Task

[AnthonyMull]

Hi

I would like to make a check list available to fulfillers but only for specific users / groups.

I would like to do this using a View and only make that view available to limited users.

Can I limit views in that way easily?

Thanks in advance.

[Matthew_13]

Hi Buddy,

Views aren’t really meant to be used as an access-control mechanism in ServiceNow. Even if you create a custom view, there isn’t a reliable way to limit that view to only certain users or groups. If a user has access to the table, they can usually still switch to or access any view.

The better approach is to control what data is visible, not which view is used.

A couple of common patterns that work well:

• Use ACLs on the checklist fields or checklist records so only specific roles or groups can see or edit them.

• Use UI Policies or client scripts to show or hide the checklist based on the user’s role or group. This works well for the fulfiller experience, even though it’s not true security by itself.

Basically , views are for layout and usability, not security. If the checklist needs to be available only to certain fulfillers, locking it down at the field or record level is the cleanest and most supportable way to do it.

@AnthonyMull - Please mark Accepted Solution and Thumbs Up if you found Helpful 🙂

[lauri457]

I don't think you can limit access directly to users or groups but it can be achieved with adding a role to the view [sys_ui_view]. To force views you can use view rules [sysrule_view]