How to change a view to default view on forms (RITM for example)

Steve42
Tera Expert

I would like to know how to change the view to the default view of a form.  For instance on a New instance of New York, when I open Request Item to create a new RITM record I get self service view,  I'm assuming everyone in SNow is getting the same view,  I would like to make this a global setting that everyone get the default view.  Similarly when putting in a Vendor, I would like get companies view but would like vendor view as the default.  how would I accomplish this?

7 REPLIES 7

Haist94
Tera Contributor

Hi Steve,

Note that with the view, preferences have to be updated as well. Worth to mention that the user preferences are very tricking in terms of view rule.  If you create the view rule make sure to delete any stored view in user preferences in records that have an assigned to after deployment.

find_real_file.png

 

pawan k singh
Tera Guru

You can create a view Rule like below. This will set default view like "Major Incidents" is default view here for all the Incidents, including the new Incident we create.find_real_file.png 

 

Please mark this answer correct, if it helped you!

Regards

Pawan K Singh

Faizanmazhar
Kilo Contributor

 

That's great.