UI Action to display document template in related list of Incident

[Mayur Patil2]

Hello developers,

I need to create a UI Action button on form. When I clicked , it should display a list of records from Document Table(ds_document). I am not sure which is the best way to do this.

Can someone guide me on the recommended approach?

Thank you 

Regards,

Mayur Patil

[J Siva]

Hi @Mayur Patil2 
Could you please give more info on the requirement..?
Like what should happen after diplaying the list of records? etc..
Regards,
Siva

[Nilesh Pol]

Hi @Mayur Patil2 

Here's a recommended approach:

Step-by-Step Guide:

1. Create a UI Action:

   • Navigate to the UI Actions module in ServiceNow.
   • Click on New to create a new UI Action.
   • Fill in the necessary fields:
     • Name: Give your UI Action a meaningful name.
     • Table: Select the table where you want the button to appear (e.g., incident).
     • Action Name: This is a unique identifier for your action.
     • Show insert: Check this if you want the button to appear on new records.
     • Show update: Check this if you want the button to appear on existing records.
     • Condition: Specify any conditions under which the button should appear.
     • Order: Determine the order of the button relative to other UI Actions.
     • Client: Check this box to make the UI Action client-callable.

2. Client-side Script for UI Action:

   • In the Script field, write a client-side script to show or hide the related list. Below is a sample script:

function toggleRelatedList() {
var relatedListName = 'related_list_name'; // Replace with the actual related list name
var relatedList = document.getElementById(relatedListName);

if (relatedList) {
if (relatedList.style.display === 'none') {
relatedList.style.display = '';
} else {
relatedList.style.display = 'none';
}
}
}

toggleRelatedList();

[M Iftikhar]

@Mayur Patil2 

You can create a UI Action button that calls a Script Include. The Script Include will take input from the current record, query the ds_document table, and return the results. Based on your requirement, you can either use that data to populate fields on the current record or simply display it in a message. For reference, you can look at OOTB UI Actions on the Incident table (like Create Problem or Reopen) to understand how they’re structured.

Thanks & Regards,  
Muhammad Iftikhar  
  
If my response helped, please mark it as the accepted solution so others can benefit as well. 

[Ankur Bawiskar]

@Mayur Patil2 

what did you start with and where are you stuck?

If my response helped please mark it correct and close the thread so that it benefits future readers.