How can I add a related List from a different workspace

elisabethtschi
Tera Contributor

So a little Background to my setup:
we have multiple departments which are using ServiceNow for Service Desks. Each department has their own workspace, roles, Tables, Forms, etc. 

Now I have the requirement that two departments want to work together on a new Products table/form. No Problem adapted the visibility and the ACLs so this works.
The Product Form is in the Application of our Products department and Marketing works on it too. Now Marketing wants to add their tickets, which were created because of this new product ticket, so they have an overview what is created because of it. The issue is those two tables have no relation currently, they are completely seperate.
So my way of thinking was that I add a related list from Marketing Workspace Overview. where they can add tickets from their table, just as an overview. So I imagine a related List called marketing tickets on the form, which is empty and via an add button they can select a ticket from the marketing table and it is shown in the related list and is clickable etc. 

How can I do that, do I have to create a relation, is it possible to create a relation when adding the ticket, is it the wrong way to do this. I started with a reference field but because there might be multiple tickets related this would be overkill, thats why I came to the related list idea

I tried a few thinks and searched for it but couldn't find a suitable solution, maybe (hopefully) you guys have an idea?!

4 REPLIES 4

Shivalika
Mega Sage

Hello @elisabethtschi  

 

So, you have this "Relationship" under "System Definition module. Refer screenshot below 

Shivalika_0-1742995163032.png

 

Shivalika_1-1742995205109.png


Here, you can put the Applies and Queries from table as you said marketing and product as required. 

Then under "System UI" - you have "Related List" 

Shivalika_2-1742995332940.png

 

Shivalika_3-1742995364689.png


Here, you can choose the Table to which this related list you want to add and Add your workspace as view if you want that related list to be visible in workspace. 

 

IN the "Related list Entries" - You add by clicking new "REL:YOUR_RELATIOSHIP_SYSID" - mark a position where you want it to be visible and you should be done. 

I just did this today for SOW. 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

Ankur Bawiskar
Tera Patron
Tera Patron

@elisabethtschi 

without sharing screenshots very difficult to understand.

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Shivalika
Mega Sage

Hello @elisabethtschi 

 

Please confirm if you checked my answer. Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for my efforts and also it can move from unsolved bucket to solved bucket. 

 

Regards, 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeE

elisabethtschi
Tera Contributor

Hi
@Shivalika I tried your idea but I got stuck at the related list. I tried to do some screenshots to better describe it.

I have the custom app Marketing (own Marketing Application) wich has an extended table from the task table called marketing, and from this table 6 further extended tables (digital, content,...) see the workspace list below.


MKTWS.png

 

Then we have the department Products and Technologies which has their own Workspace and their own application

 

PTWS.png

 

Those two departments work together on Product Launches, Thats why I added the table/list to both workspaces so everyone sees the same.

 

Now i want on the Launches Form to have a related list where marketing can add their seperate Marketing Tickets (from the Marketing table) as a reference, so they know what is connected to the productlaunch.

 

PLForm.png

 

Because only marketing agents can work with the marketing table only they can add the tickets to the list, but Product and technologies should be able to see them at least, but not being able to oben them. It should be a bit like a Release - Change situation. One release can include multiple changes and to the release one can add changes that are already existing by clicking on an add button.

Thats what I want in the related list. Related Marketing tickets where you can click add than have the marketing tickets popup where you can select one and then it is shown in the related list.

 

I tried you step by step and set up the relationship relationship.png

 

and then I set up the related list

 

relatedList.png

 

But when I want to add on entry it asks for another related list and I don't know how the connection to the relationship is established and if this is enough to work they way I need it to

 

Thanks for replying