How to create a new form for a Workspace?

jglez1
Mega Guru

How can I make it so I have an entirely different form on the same table, while being able to use either form dynamically?

 

So at work we use the sn_customerservice_case Case table inside a Workspace for agents, but we need a totally different form for a new type of Case. (miscellaneous Case)

 

How can I create a new form for this new Case type and make it so it loads either form dynamically?

 

I was thinking of using a checkbox For example, a "Miscellaneous Case" checkbox and when it check it, it loads the new form instead of the default one.

 

Thank you! 

1 REPLY 1

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @jglez1 

 

I dont have CSM set up with me, but

- Need to create a new View like we have for old case types

- Use View rule

- If you are using interceptor, need to put the new link on same. 

 

Try to do lil troubleshoot of OOTB case type and you will get idea. 

 

https://docs.servicenow.com/bundle/vancouver-it-service-management/page/product/service-operations-w...

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