how to add assignment group inside Discuss button Pop up in servicenow incident form?

Meena4
Tera Contributor

Hi,

 

How to add Assignment Group inside the Discuss button Pop Up page, if we Click on Discuss button in incident form?

1 ACCEPTED SOLUTION

RaghavendraGund
Tera Contributor

Hi @Meena4,

Here's the answer to your question: the "Discuss" pop-up is rendered by the Sidebar (Collaboration Chat) framework — it's not a configurable form, so you can't add the Assignment Group field inside the pop-up. But you don't need to. You can already add a group directly in the participants field, and Sidebar handles the expansion for you.

Here's how adding participants actually works (I tested on my PDI):

1. Add a group right in "Add participants." The field searches both users and groups. Type your assignment group's name and select it — when you add a group, the pop-up confirms "When adding a group to a discussion, any child groups will also be added," and the group's members are pulled into the discussion. So to get an assignment group's people in, you don't edit the dialog — you just add the group as a participant.

2. Who's selectable is filtered by the Sidebar Member Query. Go to All → Conversational Interface settings → Sidebar → Participants → User query (table sys_cs_collab_user_query). These records have two scripts: a Condition Script (does this rule apply to this record/table?) and a User Query Script (a GlideRecord filter deciding which users are eligible). For example, the OOB "Exclude requester" record gates the requester via the property sn_sow_collab.enable_requester_in_sidebar_discussion. If certain people aren't showing up to add, check these.

3.  record access (ACLs). This is the part that trips most people up: a participant can only join if they have read access to the underlying record. In my test, I added a user who was a valid member of the assignment group, but got "Participants can't join the discussion because they don't have access to the record," and Start discussion was disabled until I removed them. Sidebar inherits the record's ACLs — group membership alone isn't enough.

So, net: add the assignment group directly in Add participants (it expands to members); just make sure those members have access to the record. There's no need to (and no supported way to) add a custom field to the pop-up.

If your actual goal is to auto-prefill participants from the record's assignment group without adding them manually, there's a separate OOB Sidebar Member Query record named "prefill with assignment group members" that ships inactive — you'd activate and customize its condition logic. But for simply getting the group into a discussion, step 1 covers it.

Could you confirm which you're after — manually adding the group per discussion, or auto-prefilling it every time? That determines whether you're done at step 1 or activating the prefill record.
Please refer to the screenshots.

Hope this helps! Please Mark Helpful, if my research helped you

Regards,
Raghavendra Gunda

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5 REPLIES 5

Tanushree Maiti
Tera Patron

Hi @Meena4 

 

Check these links if helps:

https://www.servicenow.com/docs/r/xanadu/conversational-interfaces/sidebar/add-sidebar-button.html

https://ucsdservicedesk.service-now.com/its?id=kb_article&sysparm_article=KB0034962

Please Accept the solution if it assisted you with your question & Mark this response as Helpful.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti

Thanks for your responses.
But i need to populate Assignment group field in incident form Discuss button pop up area?

 

Ankur Bawiskar
Tera Patron

@Meena4 

screenshots please

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

RaghavendraGund
Tera Contributor

Hi @Meena4,

Here's the answer to your question: the "Discuss" pop-up is rendered by the Sidebar (Collaboration Chat) framework — it's not a configurable form, so you can't add the Assignment Group field inside the pop-up. But you don't need to. You can already add a group directly in the participants field, and Sidebar handles the expansion for you.

Here's how adding participants actually works (I tested on my PDI):

1. Add a group right in "Add participants." The field searches both users and groups. Type your assignment group's name and select it — when you add a group, the pop-up confirms "When adding a group to a discussion, any child groups will also be added," and the group's members are pulled into the discussion. So to get an assignment group's people in, you don't edit the dialog — you just add the group as a participant.

2. Who's selectable is filtered by the Sidebar Member Query. Go to All → Conversational Interface settings → Sidebar → Participants → User query (table sys_cs_collab_user_query). These records have two scripts: a Condition Script (does this rule apply to this record/table?) and a User Query Script (a GlideRecord filter deciding which users are eligible). For example, the OOB "Exclude requester" record gates the requester via the property sn_sow_collab.enable_requester_in_sidebar_discussion. If certain people aren't showing up to add, check these.

3.  record access (ACLs). This is the part that trips most people up: a participant can only join if they have read access to the underlying record. In my test, I added a user who was a valid member of the assignment group, but got "Participants can't join the discussion because they don't have access to the record," and Start discussion was disabled until I removed them. Sidebar inherits the record's ACLs — group membership alone isn't enough.

So, net: add the assignment group directly in Add participants (it expands to members); just make sure those members have access to the record. There's no need to (and no supported way to) add a custom field to the pop-up.

If your actual goal is to auto-prefill participants from the record's assignment group without adding them manually, there's a separate OOB Sidebar Member Query record named "prefill with assignment group members" that ships inactive — you'd activate and customize its condition logic. But for simply getting the group into a discussion, step 1 covers it.

Could you confirm which you're after — manually adding the group per discussion, or auto-prefilling it every time? That determines whether you're done at step 1 or activating the prefill record.
Please refer to the screenshots.

Hope this helps! Please Mark Helpful, if my research helped you

Regards,
Raghavendra Gunda