How to add a New button on tab on compliance workspace on a policy record

[shubhamvrm2]

Hi,

I am trying to add a new button named "Add entities"on tabs next to policy history on compliance workspace for a policy record.

When I click on new button, it should display entities with application as "business".

How can I achieve this?

[pverni]

Hi shubhamvrm2,

If you need to create this button on the header of the workspace next to "Edit Policy" (image bellow), you can follow this steps:

To create a button in the workspace:

1. Now Experience Framework > Declarative Action > create new action > form

2. Now Experience Framework > Declarative Action > Form action layout > choose the workspace

3. Create an UX Form Action Layout Item

If my response helped, please mark it as the accepted solution so others can benefit as well.  

[shubhamvrm2]

HI,

I want to first create a new tab like policy text .
After creating a new tab similar to policy text.Under new tab I want to create a add button to display entities with a filter condition

[Connor Levien]

@shubhamvrm2 policies dont have a direct relationship to entities OOTB. You will have to create an m2m relationship between policies and entities and then add it as a tab by modifying the related lists, it will then appear as a tab on the form.

See here for creating an m2m

https://www.servicenow.com/docs/bundle/zurich-platform-administration/page/administer/table-administ...

Then you will need to create a UX related list action see below screenshot of what to search for

Then create the related list action you need. below is an example one I have made for another use case where I wanted to add a control to an auditable unit. You would replace the custom m2m table with your table you have made, make sure to use the "Common payload definition for Add buttons in GRC" and swap the action attributes to be the attributes in your m2m table. In your example the user given table would be the entity table, parent field would be the m2m field to the policy, reference field name would be the m2m field to the entity, and the table would be your m2m table.

If you want these relationships to do anything (such as create controls) you will need to build a flow as well to do that