How to add create case button when user clicks on + button on top of csm workspace
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‎05-26-2025 12:22 AM
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.
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
Thanks in advance
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‎05-26-2025 12:37 AM - edited ‎05-26-2025 12:47 AM
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.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader