Hi Folks
We are having a tough time right now trying to deliver a very common design pattern. A great example of the design pattern is the new Risk Workspace which we believe is built using the Now Experience / UI Builder combination rather than the original Workspace stack.
In this exemplar, we have:
- A parent object, in this case a Test template
- The details of the Parent record are displayed as a /record Page with the familiar Related Lists as Tabs
- We have a Content References related list which lists the related items
- We want to use the Add and Remove related list action buttons to manage the related items.
When clicking the Add button, the following modal is presented:
We're struggling to work out what is driving this Add modal and how to configure it.
Some working examples show that it is implemented as a UXF Client Action, others show it as Implemented as a bespoke UI Component (e.g. BCM). There doesn't seem to be a generic Now Experience component that we could use and simply configure for our own data relationships.
So, I have a few questions on this topic:
1) Can someone from the Product team(s) advise on how list-based modals should be implemented (e.g. bespoke component, UXF action, other)?
2) Is there any documentation that could be shared on "How to" build these commonly occurring interfaces?
3) Is there any plan to provide the Development community with a generic, re-usable interface, ideally one that can be configured with UI Builder? We're trying to avoid creating bespoke components only to find that a better/standard one is coming down the core product delivery pipeline.
4) At this risk of sounding greedy, could such a generic, re-usable component include a Search/Filter bar to avoid the need for users to page through potentially many pages to find and select the related record that they wish to Add.
Apologies for the long read - any help would be very much appreciated.
Thanks in advance
Andy
Just got to say, I have been working on this exact issue (more or less) for a long time, and this thread was the first to actully help me achieve my goal. Thank you @David Hubbard and @Andy Smith2!
I had the same problem where I simply needed an Add button working in Workspace (Business Continuity Workspace in my case), with the same functionality as in Classic view (with the Edit... button).
However, I think there might have been an ootb solution provided by ServiceNow since this post was made that makes this task a whole lot easier! Looking through the list of available Add buttons in the Action Assignments table (sys_declarative_action_assignment), I noticed one of the buttons shared a lot of the same functionality I needed:
An Add button on a m2m table! Looking into that table, I noticed that the field under Specify client action is called "Common payload definition for Add buttons in GRC". Utilizing this existing client action, it completely eliminates all the need for scripting as well! This is how I did it:
1. Simply insert and stay and change the table to your m2m table.
2. Click on Advanced View, and change the values of these 3 fields:
- 1 and 2 are the two values of the tables that your m2m table is linking.
- 3 is the table you want to appear in the modal.
3. That is it! On my related list there is now a new Add button in Workspace view, giving me the possibility to choose records and create a new relationship in the m2m table. Just as you can do ootb in Classic view.
I might create a separate, updated post later explaining the steps in full for both New, Add and Delete button if this attracts some attention. Again, thank you Dave and Andy for pointing me in the right direction!
