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CSM/FSM Configurable Workspace- How to change the Filter Set

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Su522
Kilo Sage

‎01-10-2024 05:48 AM - edited ‎01-11-2024 06:16 AM

How can I change the Filter Set (View) on the CSM/FSM Configurable Workspace?

I need to make the 'Conversation' Filter the default filter. 

See attached. 

I need to change the 'Conversation' filter on Cases to the default filter when a Case is open.

And add a new Filter to the Incidents.

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Su522
Kilo Sage

‎01-12-2024 01:50 PM

There is not a current option to set a Default Filter in the CSM/FSM Workspace- as noted from SN HI Support Ticket.

There is a Problem ticket PRB1571685 associated with this, which has a status of “Working as Expected”

 

In the Vancouver Release, there will be an option for anyone with the role ‘workspace_user’ to create a New Filter Set. This new feature is not a global setting > New Filter Sets will need to be setup on an individual basis.

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Dr Atul G- LNG
Tera Patron

‎01-10-2024 07:32 AM

Hi @Su522 

 

Have a look here

 

https://www.youtube.com/watch?v=HBkPKl2GjmY

 

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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Create filter sets in the Activity stream
Create filter sets in the Activity stream
youtube.com/watch?v=HBkPKl2GjmY
This is a small new feature but a good one! Especially if you find yourself searching and reviewing the activity stream on records in ServiceNow. Watch to see how you can create pre-configured FILTERS called FILTER SETS to filter through the noise and find exactly the details you need when viewing
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Su522
Kilo Sage
In response to Dr Atul G- LNG

‎01-11-2024 06:15 AM

That was a great video- Thank you! Unfornenetly is didn't cover what I need- I need to make the Conversation Filter the default filter. 

Go to solution
Su522
Kilo Sage

‎01-12-2024 01:50 PM

There is not a current option to set a Default Filter in the CSM/FSM Workspace- as noted from SN HI Support Ticket.

There is a Problem ticket PRB1571685 associated with this, which has a status of “Working as Expected”

 

In the Vancouver Release, there will be an option for anyone with the role ‘workspace_user’ to create a New Filter Set. This new feature is not a global setting > New Filter Sets will need to be setup on an individual basis.

0 Helpfuls