Configure a report and drill down on Agent Workspace for HR Case Management (Configurable Workspace)

[michaelj_sherid]

Hello ServiceNow Community.

The following article will detail the steps to configure a report on the Agent Workspace for HR Case Management (Configurable Workspace). In addition, we will show how to configure the drill down to records within a report.

Role required:

sn_hr_agent_ws.admin, sn_hr_core.basic

What to expect:

The Landing Page is updated based on the use case:

• Add a new metric to the existing ‘Open items for my team’ container.
• Add additional containers to support the new metric.
• The UI Builder for Agent Workspace for HR Case Management will be used to add additional containers and the drill down on the data.
• The leading practice is to copy the OOtB page (variant) to make it custom.
• This was authored for Utah or later with Agent Workspace for HR Case Management 2.0.1 or later.

Steps to achieve this functionality:

1. Open the UI Builder for Agent Workspace for HR Case Management.
2. Open the Landing Page Default page.

3. Click on the Settings tab.
4. Click on the Duplicate link. We do this since it is the leading practice to copy the OOtB variants so they can be modified.

5. Name the variant and click the Create button. This will create your copy of the Landing page default and set it at an Order of 0. This will identify the copy to be used. The lowest ordered variant will be used first (lowest to highest).

6. Open your copied variant in the Editor.

7. As an example, we will create a HR Case closed in the last week report to the right of the ‘Case Closed over the last 6 months’ dashboard so click on the Container 7 object and Change the Columns value to 3 to house our new report.

8. click on the Column 2 container (as a sub container of the Open Items container (as seen below). Then right-click and select Add After, then select the container icon.

9. Click on the Add Component link under the new container that was just created (in mine it was Container 22) then select Data Visualization.
10. In the Config tab, click the +Add data source button and select Number of Closed HR Cases.
    1. Type HR C into the search field, then select HR Case and define a filter as shown below, then click the Apply button.

11. Click the Save button on the UI Builder screen to save your changes.

12. Now we will order the original Landing Page default to be a higher number for the Order field so that the copied page can be used.
    1. Navigate to the Settings tab on the original Landing Page default variant.
    2. Change the Order to something higher than 0 (in my case I gave it an order of 20)
    3. Save the variant.

13. From here you can apply different settings like not to show zero or adjust the label. That will be for another lesson, but here we will keep it simple and just show the metric label and the last refresh time.

14. Verify your report is visible on the Landing Page. 

Now that the report has been applied to the Landing Page, you will notice that when you click on the dashboard the data is not opened, there is no drill down active. This is the next portion where we will allow this to happen. Follow these steps to allow the drill down for this new report.

1. Open the UI Builder for Agent Workspace for HR Case Management.
2. Open the Landing Page Default copy page that you had created earlier.
3. Click on the Data Visualization container added earlier then open the Config tab.
4. Click on the Data Update section of the tab. Verify the Enable Drill Down toggle is active. If not, toggle the enable drilldown on and save the changes.

5. Navigate to the Events tab of the Data Visualization object.
6. Click the +Add event handler link.

7. In the search field of the dialog type open, then select Open cases – simple list then click the Add button. This will leverage the out of the box UX client script to open the case records.

8. After adding the script, you will see the Event Handler in the Events tab indicating there is an event when the report is clicked.

9. Save the changes then verify that the click on the report in the Configurable Workspace Landing Page

[Afsar2]

Hey @michaelj_sherid , this is helpful.

It works for me. 

However, I am not able to route to specific view on the list.

I have create new view on the table and updated the client script in UI builder.

Modified "view" attribute under "params" object.

No luck so far!!

[poojitha17]

@michaelj_sherid Any idea how to config HR case card list using landing page cards created under "sn_hr_ws_landing_page_card_list_config" table ?

[michaelj_sherid]

@poojitha17 The agent workspace now offers a configuration (given the necessary roles) that allow you to create HR Case card configurations from the config page, so unsure what you are looking to do. Explore this avenue to see if this works for you.

Regards,

Mike

[teckles]

@michaelj_sherid I do have an additional question on this. Can landing pages with dashboards be seperated based on user groups/roles? Meaning, Certain HR Specialists that work in Benefits have a different view, than those working on Payroll while all using the same Workspace. Really hoping to tailor the experience to certain groups/roles. 

[michaelj_sherid]

@teckles Have you explored using an audience for the Landing page variant?

Regards,

Mike