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Workspace Views by Field Value

Shir Sharvit
Tera Contributor

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!

2 REPLIES 2

Dr Atul G- LNG
Tera Patron

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.

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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Ankur Bawiskar
Tera Patron

@Shir Sharvit 

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

AnkurBawiskar_0-1785761659362.png

 

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 

AnkurBawiskar_1-1785761723661.png

 

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

Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader