How to make the checklist component visible in the ServiceNow workspace

[MaramA]

Hello,

The checklist component is not visible in the workspace as shown in picture 1.

I would like to modify the checklist component to match the appearance shown in this picture

[veronikalac]

Hello Tai Vu,

thanks for the screenshots and example, great job. Since you tried it out already, do you remember / would you be so kind to check it , what happend shen the checklist is empty? How to add items to the checklist in SOW. I managed to dispaly the chcklist in thje sidebar but it is empty and the agents need way to add some items there (create new just as is possible on backend). Please see screenshots of backend and sow.

[cr-Maram]

Hi @Tai Vu
Thank you for your response. Although I'm using ITSM and not HR, your information seems helpful. Could you guide me on how to access the page shown in the first screenshot?

[Tai Vu]

Hi @cr-Maram @MaramA 

The second screenshot on your post is from HR workspace right? Is that the same instance with the first screenshot showing catalog task?

[Community Alums]

Hi @MaramA ,

To make the checklist component visible in the ServiceNow Workspace, you need to ensure that the checklist feature is enabled and properly configured. Start by navigating to System Properties > Checklists in the main instance and confirming that the Enable checklists property is checked. Once enabled, proceed to the UI Builder to add the checklist component to the desired workspace page. Select the workspace where the checklist will appear, locate the target page (such as the record view for Incident or Task), and add the checklist component from the component library. Ensure that the component is correctly positioned in the page layout and that its data source is configured to bind to the relevant table (e.g., Incident or Task).

Next, configure the checklist actions within the workspace by navigating to Form Actions under Workspace Experience. Add or modify actions to allow users to interact with the checklist, such as creating items, marking them complete, or saving changes. Test the configuration by opening the workspace and verifying that the checklist is visible and functional, allowing you to add items, check them off, and save them with the record. Additionally, if specific roles should have access to the checklist, update the Access Control (ACL) rules for the checklist_item table to ensure the proper permissions are applied.

If the checklist is not visible, check the system properties to ensure the feature is enabled, verify the data bindings in the UI Builder, and confirm that the user has the required roles to access the checklist. With these steps, you can successfully display and use the checklist component in the ServiceNow Workspace.