Workspace button modification issue
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3 weeks ago
Hello All,
I am new to the workspace feature.
I am trying to modify a buttons behavior and need help.
There is a new button to open a new procurement case in this list view.
When we click new there is a box to select a case type to open a new case.
I want to modify this button action.
When i click the 'New' button i want to open a new procurement case record. I want a new form to open to submit the case instead of selecting a case type first.
How can i do this requirement any suggestions please?
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3 weeks ago
@gourabhishe Well, this is a bit complex process but i can guide you, Which workspace is this?
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3 weeks ago
@Muhammad Salar This is the Source-To-Pay Workspace.
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3 weeks ago
Hi @Muhammad Salar , This is the Source-to-Pay Workspace.
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3 weeks ago
Navigate to UI Actions table and search for the UI Action.
Name = New
Table = Case table (use the name of the case table that you are using in the workspace)
Apply the above filter, you may get one or more UI Actions based on the customization in your instance.
Try to review the script of the UI Actions.
One of the way to display the list of case types before moving to the new record creation page is to use Wizard
Check the below UI Action code for reference on how a wizard is configured for New record button for Knowledge articles in servicenow
https://<servicenow-instance-url>/sys_ui_action.do?sys_id=609b0580ff2131003f07ffffffffff7b
You can comment the code in the UI Action and simply add the below logic