Where would I go to modify the caller card in the Service Operations Workspace?

Casey Verhagen
Giga Guru

Hello,

 

I'm just wondering where I go to modify the "title" shown below in the SOW. I'm not really seeing anything in UI builder for it.

CaseyVerhagen_0-1707325021352.png

 

1 ACCEPTED SOLUTION

Casey23
Tera Guru

Based on the responses and what I've been seeing in videos and other posts, those steps appear to be correct for the SNC Record Page. However in the latest version of "Service Operations Workspace ITSM Applications" (which at the time of posting is 4.1.0), support recommends using the "SRP Record" page. At least this was the case for us because we had run into some issues with page variants after creating a variant and making no changes to the page. 

 

So if you happen to be on this later version of SOW and you are using the SRP Record page, you'll first want to change your application scope to "Service Operations Workspace ITSM Common." Then you would need to create a variant, and then scroll down to where it says "Tab sidebar":

Casey23_0-1707837001995.png

After selecting "Tab sidebar", you'll notice that on the right side of the screen under the "Config" tab that there is a section for "PAGE COLLECTION". Click on the hierarchy icon.

Casey23_1-1707837100336.png

From there, you'll select "Caller Heading" on the left hand side, and the label can be updated on the right hand side.

Casey23_2-1707837212101.png

 

Hope this helps!

 

View solution in original post

9 REPLIES 9

Hi @Casey Verhagen 

 

We need to check in action and make changes

 

LearnNGrowAtul_1-1707328118314.png

 

https://INSTANCENAME.service-now.com/now/nav/ui/classic/params/target/sys_declarative_action_definition_list.do%3Fsys_id%3D-1%26sysparm_clear_stack%3Dtrue

LearnNGrowAtul_0-1707327666486.png

 

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Sid_Takali
Kilo Patron
Kilo Patron

Hi @Casey Verhagen The following youtube video has detailed explanation about Requestor Information. 

https://www.youtube.com/watch?v=7TOdfHdpLUg 

 

Please mark my answer correct/Helpful

Regards,

Siddharam

Use ServiceNow UI Builder to modify the Record Information tab in the contextual sidebar

We are on the latest version of SOW, and I think they changed the layouts (for lack of a better word) in the newer versions of the record pages because contextual sidebar doesn't exist on our record page. 

Harsh Vardhan
Giga Patron

Hi @Casey Verhagen  You can access SOW from UI Builder and dig into "Record SNC" page, you will see "Contextual sidebar" components, it has used "Record Information SNC" page variant.

Once you will click "Edit Content" it will show all the component used on this page, You will see component called "Caller Heading"  , change the header title based on your need.

You can not make changes on existing "Record Information SNC" page variant, you need to copy it and then make the changes . 

Attaching screenshot for your reference.

 

Screenshot 2024-02-07 174238.png

 

Capture.JPG

 

Thanks,

Harsh

 

Casey23
Tera Guru

Based on the responses and what I've been seeing in videos and other posts, those steps appear to be correct for the SNC Record Page. However in the latest version of "Service Operations Workspace ITSM Applications" (which at the time of posting is 4.1.0), support recommends using the "SRP Record" page. At least this was the case for us because we had run into some issues with page variants after creating a variant and making no changes to the page. 

 

So if you happen to be on this later version of SOW and you are using the SRP Record page, you'll first want to change your application scope to "Service Operations Workspace ITSM Common." Then you would need to create a variant, and then scroll down to where it says "Tab sidebar":

Casey23_0-1707837001995.png

After selecting "Tab sidebar", you'll notice that on the right side of the screen under the "Config" tab that there is a section for "PAGE COLLECTION". Click on the hierarchy icon.

Casey23_1-1707837100336.png

From there, you'll select "Caller Heading" on the left hand side, and the label can be updated on the right hand side.

Casey23_2-1707837212101.png

 

Hope this helps!