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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.
Solved! Go to Solution.
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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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01-10-2024 07:32 AM
Hi @Su522
Have a look here
https://www.youtube.com/watch?v=HBkPKl2GjmY
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
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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.
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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.
