Workspace UI Action dropdown/menu

Bruno Linhares1
Tera Contributor

Is there a way to build a custom dropdown menu/button to group UI Actions in workspace forms, similar to the "Create change request" button seen in Service Operations Workspace?

 

BrunoLinhares1_0-1684870361279.png

 

I am working with a customer with several UI Actions on one form, and they are taking a lot of screen space, sometimes even displaying over record information on ribbon, for example. This is a CSM project, so they use Agent Workspace (migrating to Configurable Workspaces in the near future) but as I said, the example dropdown menu I found lies in Service Operations Workspace.

 

Can anyone help with steps to create a similar solution?

 

Thanks!

8 REPLIES 8

Ah, mis-read your question and thought you were talking about Legacy workspace.

 

So there's no easy answer here and it depends on your level of comfort with UIB and UIB scripting. For one, you can't make changes to the base variant because they are read-only, so you need to make a copy. Once you do that, you gain access to the scripting needed to build this out. @Data.gform.nowRecordCommonUiactionbar

 

Screenshot 2023-05-26 at 11.32.16 AM.png

 

Here's how that Action Bar is formatted: https://developer.servicenow.com/dev.do#!/reference/next-experience/utah/shared-components/now-recor... 

 

If I get time, I'll see if I can write-up or build something for documentation steps on how to do this.

@Bruno Linhares1 @Ramachandran @Michael Fry1  Could you please tell me the tables name  " UX Form Actions Layout Group", "UX Form Actions Layout Items", "UX Form Actions Layout" which is the system name? you know what I couldn'y get the module to create menu and its list in custom workspace

Ramachandran
Tera Contributor

@Michael Fry1  & @Bruno Linhares1  - Is the UIB is only way to bring dropdown in UI action buttons ?

 

As we have used UI Action group to add dropdowns in Agent(Legacy) workspace , Why not direct configuration in Configurable workspace? Any suggestions ?

 

I managed to create a dropdown with actions in Configurable Workspace by following these two YouTube videos:
https://www.youtube.com/watch?v=vAF0j2it14U

https://www.youtube.com/watch?v=iWkXekiKSto 

 

No UIB was required there. Maybe it helps you too!