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‎08-05-2024 05:28 AM
dears,
i think this should be relatively easy, but i couldnt find a resolution to it. im using new agent workspace, and as an agent after creating new hr case, i need to create a new hr task associated with this. when i hit create new hr task, it opens a form in a DEFAULT view. i made a dummy view (named qwe), to be used when creating the hr tasks. how can i enforce hr tasks created by users in hr workspace (only this workspace) made in selected (in this case qwe) view?
Solved! Go to Solution.
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‎08-05-2024 09:26 AM
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‎08-05-2024 06:02 AM
so on click of New button the qwe view should be opened for HR task?
If so then you basically create new "New" button which opens qwe view on click of it
OR
you can use onLoad client script which checks if it's workspace or native and checks if it's new record
if workspace + new record then switch the view to qwe
If my response helped please mark it correct and close the thread so that it benefits future readers.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader

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‎08-05-2024 06:52 AM
The HR Agent Workspace is set up so that all the tables and records open in the Workspace UIB form view (which could be the same as the default view in some cases). The easiest thing to do would be to modify that form view with the fields you're looking for on the task.
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‎08-05-2024 09:26 AM
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‎08-09-2024 04:54 AM
thanks all, doing some changes in workspace view rules did the magic