How to apply Case list view in CSM configurable workspace based on Role

tabrez ahmed
Tera Contributor

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:

tabrezahmed_0-1752140355705.png

 

workspace view rule:

tabrezahmed_1-1752140435748.png

List view which I'm expecting to show in CSM configurable workspace:

tabrezahmed_2-1752140521968.png

Current List view from CSM configurable workspace:

tabrezahmed_3-1752140607580.png

 

8 REPLIES 8

Shruti
Mega Sage
Mega Sage

1. Navigate to sys_ux_list.LIST

2. Open Cases category list

Shruti_0-1752141006954.png

 

3. Make the columns field empty . View field becomes editable and select the view

Shruti_1-1752141113380.png

 

Ankur Bawiskar
Tera Patron
Tera Patron

@tabrez ahmed 

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.

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

@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  

@tabrez ahmed 

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.

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