CSM/FSM Configurable Workspace - "Edit columns" Button on any related list

ItayB
Tera Expert

Hello. 

 

I have a problem in my client preprod and dev instance (Xanadu Version). 

 

The issue: 

As admin user (with security_admin role) i go to the workspace,

then i choose some Work Order, Then choose some Work Order Task from a related list owns to the Work Order,
Then i choose a related list from the work order task (for example "Checklist"), Then i want to edit the columns of the checklist (like remove the column "order" for example), I click on the button "Edit Columns" do the changes and then nothing happened! 

Can someone help me to figure this issue please? 

Thank you!

9 REPLIES 9

Sorry, you asked for the Edit button, and this link will be helpful. What changes do you need at the column level?

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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/dratulgrover [ Connect for 1-1 Session]

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To add or delete columns on list view of related list in record in the Workspace (CSM/FSM)
but for all the users.

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0826964

 

 

Instructions

  1. Open the main record in Default view
  2. Then switch to Workspace view
  3. Navigate to the related list
  4. Open the related list in a new tab
  5. Change the view of the list to Workspace
  6. Click on configure list layout from the list header menu
  7. Add/remove the columns you want in the list view
  8. Save the list layout
  9. Refresh the related list columns in Workspace. You will be able to see the changes

OR

  1. Open the main record in Default view
  2. Then switch to Workspace view
  3. Navigate to the related list
  4. Right-click on header menu of the list
  5. Click on configure list layout
  6. Add/remove the columns you want in the list view
  7. Save the list layout
  8. Refresh the related list columns in Workspace. You will be able to see the changes.
*************************************************************************************************************
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/dratulgrover [ Connect for 1-1 Session]

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Ankur Bawiskar
Tera Patron

@ItayB 

see this link

Workspace related list columns 

also check this link

How to change the list view for a related list in Agent Workspace 

💡 If my response helped, please mark it as correct and close the thread 🔒— this helps future readers find the solution faster! 🙏

Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader

Tanushree Maiti
Kilo Patron

Hi @ItayB 

 

Refer: 

How to display Checklists on Configurable Workspace

Configuring Lists in Configurable Workspace

 

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
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