Workspace Views by Field Value
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3 weeks ago
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!
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3 weeks ago
Hi Ankur,
Thanks for following up.
Unfortunately, it didn't solve my use case.
I have 11 different organizational units, and each unit has its own Workspace view. There are multiple users in each unit, and I need the Workspace to automatically display the correct view based on the logged-in user's unit.
I tried using Workspace Experience View Rules, but I couldn't get them to dynamically select the appropriate view.
Have you implemented something similar in Yokohama? If so, could you share how you configured it?
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3 weeks ago
@Shir Sharvit ,
Can I know how can you decide whether the particular logged-in user belongs to which unit?
Thanks,
Dinesh
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3 weeks ago
out of the box you can't use script in workspace view rule but here is the workaround and you can check logged in user's unit and accordingly show that workspace view
in the condition field you can call script include method and then return true/false and specify the view
💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏
Ankur
✨ Certified Technical Architect || ✨ 10x ServiceNow MVP || ✨ ServiceNow Community Leader