Set form view for a role

joaosantos · ‎07-03-2017

I created a role "service_desk" and i want everyone with this role to use the default view when accessing incident table. I was able to do this when opening an existing record but it does not work when creating a new one...the ess view is being used

Chuck Tomasi · ‎07-05-2017

Have you checked to see if the incident functions business rule is getting in the way? Replace YOURINSTANCE with your instance in the URL below.

https://YOURINSTANCE.service-now.com/nav_to.do?uri=sys_script.do?sys_id=68c334efc0a80164016c1bce9b63...

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Chuck Tomasi · ‎07-03-2017

Hi Joao,

Can you provide some additional detail?

How are they opening the new record? If it is from a module, check to see if there is a view specified there (perhaps the Arguments field).

Sadasiva Reddy · ‎07-03-2017

Hi Joao,

Create a view rule.

http://wiki.servicenow.com/index.php?title=View_Management#gsc.tab=0

Regards,

Sadasiva

Please mark helpful/ correct based on the impact

Sadasiva Reddy · ‎07-03-2017

Hi Joao,

It works fine for create new record also.. use below as a reference

Regards,

Sadasiva

Please mark helpful/ correct based on the impact

joaosantos · ‎07-05-2017

This view rule is not running on lists nor in a new incident form, how do i do that