Workspace Views by Field Value

[Shir Sharvit]

Hi everyone,

I'm working on ServiceNow Yokohama, and we're currently preparing to migrate to Service Operations Workspace (SOW).

Today, we only use the standard Native UI Views. We have 11 different units, and each unit has its own view for the Incident and Change Request tables.

On both tables, we have a Unit field. This field is automatically populated based on the logged-in user's group—the system determines the user's group and sets the corresponding Unit value.

As we move to Workspace, I'd like to achieve the same behavior. Ideally, when a record belongs to a specific Unit, it should automatically open with the corresponding Workspace View.

If anyone has a way to achieve this or has implemented something similar, I'd really appreciate your advice. Thanks!

[Dr Atul G- LNG]

Hi @Shir Sharvit 

A View is only a user interface representation and does not have separate functionality. Therefore, if the View/logic works correctly in the native view, it should also work in SOW (Service Operations Workspace) as well.

[Shir Sharvit]

Thanks for your response.

Let me clarify my requirement.

I have 11 different organizational units, and each unit has its own Workspace view. There are multiple users in each unit.

What I need is for the Workspace to automatically display the correct view based on the logged-in user's unit, so each user sees only their unit's view without having to select it manually.

Is this supported in Yokohama? If so, what is the recommended way to achieve this?

[Ankur Bawiskar]

@Shir Sharvit 

I believe you must be having view rules on Incident and Change Request tables for Native

but those View rules won't work in workspace. You will require Workspace view rules for this, check below

How to create a Workspace Experience View Rule to force a specified view to be used 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Ankur Bawiskar]

@Shir Sharvit 

Just following up to see whether my suggested solution worked for you.

If you're still facing any issues, I'd be happy to help further.

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏