How to apply Case list view in CSM configurable workspace based on Role
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07-10-2025 02:44 AM - edited 07-10-2025 02:45 AM
Hello Developers ,
I have created a view" ITSM customer" and I have created List layout with few fields now I want to see this ITSM customer list view in CSM configurable workspace for sn_customerservice_case Table lists when i'm logged in with "sn_customerservice.itsm_agent role"
I have created workspace view rule But it's not working below is the screenshot of view rule
please help me I think something is missing But not getting any idea. or will this work for list view or is there any other way ?
ITSM customer view:
workspace view rule:
List view which I'm expecting to show in CSM configurable workspace:
Current List view from CSM configurable workspace:
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07-10-2025 02:52 AM
1. Navigate to sys_ux_list.LIST
2. Open Cases category list
3. Make the columns field empty . View field becomes editable and select the view
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07-10-2025 03:09 AM
if all the users who will be using workspace need to see same list view then follow the steps mentioned by @Shruti
If not then you should use workspace view rule
check this for debugging
Workspace Form View Rule is not working
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
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07-10-2025 04:52 AM
@Ankur Bawiskar I have created workspace view rule but it is not working and I want to show the list view based on role for example "itsm.customer.agent " role
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07-10-2025 05:08 AM
did you check the link I shared?
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