What is the trick to getting form views applied in a custom workspace (UI Builder)?

[elaine10]

Let me preface this post by saying that I am new to UI Builder. I took the UI Builder fundamentals course. I have watched hours upon hours of YouTube videos, searched very lacking SNW documentation, and searched other community posts on the subject. I have yet to find anything that helps me figure out my issue, which seems like it would be common. I even had a brief meeting with support, which tried to point me in the right direction, but the direction was vague at best (I know, it is not their job to help with custom dev, but I was hoping they could point me to documentation). I am trying to apply custom form views to records I view on my custom workspace.

I created a custom workspace in the Global scope - I am on Utah, Patch 7. I'm trying to apply a custom view based on table/conditions. This is what I have done so far:

1. I created a UX View Rules Configuration for the workspace I created in the Global scope. 

2. I added a bunch of Workspace View Rules to the above in the related list after saving the UX View Rules Configuration. These span several tables like incident, sc_request, sc_task, change_request, etc. and have different conditions and views for each. I played with toggling the "Experience Restricted" checkbox, but neither way worked.

3. Next, I created an update to the UX Page Registry for the workspace I created and saved:

• Name: viewRuleConfigId
• Type: String
• Value: <sysID of the UX View Rules Configuration I created>

It still doesn't work. Is there a step I am missing here? Do I need to configure something in the record in UI builder? I used the OOB record template which has view as an optional parameter. I didn't want to recreate the wheel there.

I would be so grateful to hear from someone who has gotten this to work. Thanks!

[jkesslermn]

Thank you! The steps you listed worked for me with the addition of clearing the instance cache.

Only difference is that this is in a scoped app.