How to Add Custom Tabs to the Risk Record Page in Risk Workspace

[jaikishan1]

Overview:

If you want to optimize the Risk Workspace in ServiceNow by adding your own tabs (such as pre-details or post-details), you can do this by leveraging page collections in UI Builder. This guide walks you through customizing the risk record page, enabling functionality and organization tailored to your GRC requirements.

Implementation Steps:

1. Navigate to UI Builder:

   • Go to UI Builder in your ServiceNow instance.

   • Open the GRC Workspace application. Note: The Risk Workspace record page is a variant of a page in GRC Workspace.

2. Locate the Risk Record Page:

   • Identify the risk record page variant for your workspace.

   • The page structure typically includes containers like top container, ribbon container, and main tab (where you'll add your custom tab).

3. Open the Main Tab:

   • Within the main tab, you’ll see existing page collections such as pre-details, details, post-details, etc.

4. Add a New Page (Tab):

   • Click into the relevant page collection.

   • Use the "+" icon to create a new page, e.g., "Post Details".

   • Configure visibility conditions if required (to show the tab for specific record types).

5. Customize the Page Content:

   • Add your required components/content for the new tab.

   • Save your changes.

6. Adjust Tab Position:

   • To change tab order, edit the route value in the page settings (under variant collection > screens/routes).

   • Higher/lower values will reorder the tab as desired.

7. Test Your Changes:

   • Refresh the record page in Risk Workspace to confirm your new tab appears.

   • Verify condition logic if your tab should only show for specific records (e.g., visible for controls but not risks).

A step-by-step walkthrough of this implementation is also provided in the accompanying video.