How to build a custom page for Workspace

davilu · 3 weeks ago

I am completely new to Configurable Workspace and our team is currently using the OOTB HR Agent Workspace. For a specific HR Service (Corrective Actions), after a user submits a case, there is a related list called Corrections that pops up that allows them created the corrections that need to be applied. Currently OOTB, when a user selects the New button on the top right of the related list, they get brought to a standard new record tab that mirrors what the form looks and functions on the back-end platform view. We need something much more custom and am wondering what the best way to build this would be. From everything I've read, it seems that I can create a custom page in UI Builder with custom Components, but once those are built, how do we connect it to the New button so that users get directed to this new page only for Corrective Actions?

aneta_koleva · 3 weeks ago

In order to connect a logic to a declarative action (aka button on a list, in your case a related list) you need to change the declarative action setup. all about declarative actions is explained by Brad Tilton in this video: https://www.youtube.com/watch?v=lTDa8nFRvmU&t=17s

But if you are just starting with UIB I would highly recommend checking this post: https://www.servicenow.com/community/next-experience-articles/ui-builder-101/ta-p/3110335

This video is a must-watch-starter-pack 🙂

Mark my answer Helpful in case you find it as such.

davilu · 3 weeks ago

Amazing, will take a look, thanks for the rec!

Bhuvan · 3 weeks ago

@davilu

Refer below articles

https://www.servicenow.com/community/next-experience-blog/workspace-essentials-create-a-custom-confi...

https://www.servicenow.com/docs/bundle/zurich-platform-user-interface/page/administer/configurable-w...

https://www.youtube.com/watch?v=rYC-uvFaa_8

As per community guidelines, you can accept more than one answer as accepted solution. If my response helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

Bhuvan · 3 weeks ago

@davilu

Thanks for marking the post as helpful.

As per community guidelines, you can accept more than one answer as accepted solution. If my response helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan