Custom Table in the Agent Workspace

Vijay151
Kilo Contributor

Hi,

 

We have created the new table in the application scope with interaction table extends. Here, we would like to add and display that table in the agent workspace view. How can we display?

Please review the following screenshot. We have to add the interaction like incidents in the list section. Thanks!

1 ACCEPTED SOLUTION

Naveen20
ServiceNow Employee
ServiceNow Employee

You can add it to my lists tab as below

find_real_file.png

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6 REPLIES 6

Sam190
Giga Expert

Hi Vijay!

I am assuming that you want to show the list and form in Agent Workspace for users to edit/create?

First of all, you would want to create a Workspace List Category [sys_aw_list_category], also available under Agent Workspace > Lists > List Categories. Give it the title of your table or anything else really, it doesn't directly affect list results. 

Next, you want to create a list filter and assign it to the list category. Go to Agent Workspace > Lists > List Filters [sys_aw_list] and click New.

  • Under Category, choose your recently created category.
  • Under Table, choose your custom table.
  • Under columns, choose which columns you want your default view to have in Agent Workspace.
  • Conditions will allow you to filter the default list. 

I believe this is all you need in order to show the list in Agent Workspace. As for the form, when you open a record, you might not be able to modify it! In order to fix that, go into your form layout in the backend and create a new view called "Workspace", this will automatically allow you to edit the form in Agent Workspace. 

If you would like to create a new record in Agent Workspace for that table from the + button on the top left, you can add it through Agent Workspace > New Record Menu [sys_aw_menu_item].

 

Hope this helps!

Vijay151
Kilo Contributor

Thanks all for the reply. We have completed this feature as per Naveen's comments. Thanks!