How to add create case button when user clicks on + button on top of csm workspace

swamyk014741873
Tera Contributor

The + button at the top of the CSM workspace creates an interaction. I made changes in the chrome_tab UX Page property of CMS workspace and now it is creating case instead of interaction.

kurellaswamy_0-1748243664181.png

But I want to 'create case' button after user clicks on + Button then It should create case like below image from (SOW) in CSM workspace

kurellaswamy_1-1748243787272.png



Thanks in advance

2 REPLIES 2

Ankur Bawiskar
Tera Patron

@swamyk014741873 

check this

CSM Workspace - press + to create a new Case 

check how it's done here for SOW and repeat for CSM

Configure record creation from the new tab menu in Service Operations Workspace 

also check this link

Creating a "New Record Menu" for CSM configurable workspace 

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

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

teja vasantha
Tera Contributor

Hi @Ankur Bawiskar

 

while clicking the above link of : CSM Workspace - press + to create a new Case it was showing achieved.

 

Could you please provide the link and details of the New Case functionality.

Thanks & Regards.
Teja.