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

The link is related to case form view and I have requirement related to case list view 

SANDEEP28
Mega Sage

@tabrez ahmed Configuration list view in configurable workspace is different than the native platform configuration. Follow below steps

 

1) Go to "sys_ux_list_menu_config" table by putting "sys_ux_list_menu_config.LIST" in filter navigator. Here you will get all workspace records. You need to open "CSM " workspace. In my PDI, I am opening "Default SOW" workspace

 

SANDEEP28_0-1752142062595.png

 

Under UX List catagories related list,  you will see all the list which you see on CSM configurable workspace

SANDEEP28_1-1752142155196.png

 

2) Open any of the list category and you will see actual List name in "UX List" related list

SANDEEP28_2-1752142335653.png

 

3) Open any of the UX list and configure columns & filter condition

 

SANDEEP28_3-1752142549030.png

 

4) To make List view visible based on role, you need to create audience record in "sys_ux_applicability" table and then map this applicability record with the UX list in "sys_ux_applicability_m2m" table.'' 

 

In the audience record, you need to mention roles.

 

SANDEEP28_4-1752142768794.png

 

SANDEEP28_5-1752142821432.png

 

 

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@SANDEEP28    I jus have one condition The list view needs to be shown based on role for example user with itsm.customer.agent role clicks on case table lists in CSM configurable workspace should be able to see the list view "ITSM_customer"

SANDEEP28
Mega Sage

@tabrez ahmed Looks like you haven't gone through my solution. In point number 4, I have mentioned you can control the list view visibility based on role by creating  audience (where you can mention role) and linking it with List in "sys_ux_applicability_m2m" table.'

 

To make List view visible based on role, you need to create audience record in "sys_ux_applicability" table and then map this applicability record with the UX list in "sys_ux_applicability_m2m" table.'' 

 

In the audience record, you need to mention roles.

 

SANDEEP28_0-1752149022760.png

 

 

SANDEEP28_1-1752149022763.png

 

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!