Display certain records in particular view
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01-11-2024 12:47 AM
Hi all,
I've a requirement to display some records in that particular view. Is there is a way to do that?
For example if incident has priority one then only the priority one incidents should be displayed in the "major incident" view on the list.
Thanks in advance
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01-11-2024 01:12 AM
view rule will determine which view will be seen by used based on role or some condition, it won't restrict the records/data.
But your question is more towards access to records/data based on some field value.
Both are 2 different things
what's your actual business requirement here?
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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01-11-2024 01:14 AM - edited 01-11-2024 01:14 AM
Hi Ankur,
On list view we want to display only Priority 1 incidents records in "Major incident" view please help on this
Thanks
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01-11-2024 01:19 AM
Yes, you can achieve this by creating a UI Policy in ServiceNow. Here are the steps:
1. Navigate to System UI > UI Policies in ServiceNow.
2. Click on New to create a new UI Policy.
3. Fill in the necessary fields:
- Name: Give a meaningful name to your UI Policy.
- Table: Select the table where you want to apply this policy (in your case, it's the Incident table).
- Active: Make sure it's checked to make this policy active.
4. In the UI Policy Actions related list, click on New to create a new action.
5. Fill in the necessary fields:
- Action: Select "Show" or "Hide".
- Field: Select the field you want to show or hide (in your case, it's the Priority field).
6. In the Conditions field, define your condition (in your case, it's when Priority is 1).
7. Click on Submit to save your UI Policy.
Now, whenever an incident has a priority of 1, it will be displayed in the "major incident" view on the list. Other incidents will be hidden.
Please note that this is a basic example and you might need to adjust it according to your specific requirements.
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01-11-2024 01:38 AM
Yes, you can achieve this by creating a UI Policy in ServiceNow. Here are the steps: 1. Navigate to System UI > UI Policies in ServiceNow. 2. Click on New to create a new UI Policy. 3. Fill in the necessary fields: - Name: Give a meaningful name to the policy. - Table: Select the table where you want to apply the policy (in your case, it's the Incident table). - Active: Make sure it's checked to activate the policy. 4. In the UI Policy Actions related list, click on New to create a new action. 5. Fill in the necessary fields: - Action: Select "Show" or "Hide". - Field: Select the field you want to show or hide (in your case, it's the Priority field). 6. In the Conditions field, set the condition for the policy to be applied (in your case, it's when Priority is 1). 7. Click on Submit to save the policy. Now, whenever an incident with priority 1 is viewed, only those incidents will be displayed in the "major incident" view on the list. Other incidents will be hidden.