ne hr agent workspace - hr task view

KubaS
Tera Contributor

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?

1 ACCEPTED SOLUTION

Mame Diarra
Kilo Guru

@KubaS 
Have you tried creating a new view rule in the sysrule_view table?

View solution in original post

4 REPLIES 4

Ankur Bawiskar
Tera Patron
Tera Patron

@KubaS 

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.

 

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 9x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

Brad Tilton
ServiceNow Employee
ServiceNow Employee

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.

Mame Diarra
Kilo Guru

@KubaS 
Have you tried creating a new view rule in the sysrule_view table?

KubaS
Tera Contributor

thanks all, doing some changes in workspace view rules did the magic