How to configure CI view for an incident in Agent Workspace?

TT3 · ‎10-12-2022

I need to customize the view that we see when we click on "i" icon in the Configuration Item field. It opens the CI in new tab, but I am not sure how to customize it.

I tried opening the same in legacy view, but when I go and select the hamburger icon I don't see Workspace View (like we get for incident).

Thank you.

Mike_R · ‎10-12-2022

This video will definitely help you. Once you configure the layout you want, when you click the "i" it will automatically open that layout.

https://www.youtube.com/watch?v=0OV3AwgRHd0

Mike
* My Collection of ServiceNow Stuff *

View solution in original post

Mike_R · ‎10-12-2022

OOTB when you click on the "i" in a workspace, it does open in a new workspace tab. What happens when you click it? Can you send a screenshot.

Mike
* My Collection of ServiceNow Stuff *

TT3 · ‎10-12-2022

when I click on that, it show me the CI form, however, my question is how can I customize it? Basically, how to change UI of the workspace tab. I am not sharing it's screenshot as it's not relevant and I need to change it. Thank you.

Mike_R · ‎10-12-2022

Got it, create a new view called Workspace

Mike
* My Collection of ServiceNow Stuff *

TT3 · ‎10-12-2022

Please explain. create new view from where? and how can I associate it with the "i" button on the incident form.

Further, the new view requires showing related records too, can we do in the new view?