Redirecting a Specific Group to Service Operations Workspace (SOW)

Mani chandhan
Tera Contributor

Overview

There are scenarios where you may want only a specific set of users to land in Service Operations Workspace (SOW) instead of the standard UI. A common example is running a pilot group before rolling SOW out more widely.

This article explains how to redirect users from a specific group to SOW using User Criteria and Homepage Destination Rules.


Use Case

  • Redirect only pilot users to SOW

  • Keep existing behaviour unchanged for all other users

  • Control access using group membership and roles


Prerequisites

  • Users must have the following roles:

    • itil

    • snc_internal

  • Admin access to configure:

    • System Properties

    • User Criteria

    • Homepage Destination Rules


Step 1: Create a Pilot Group

  1. Navigate to User Administration → Groups

  2. Create a new group:

    • Name: SOW Pilot Group

  3. Add the required users to the group

  4. Ensure all users in the group have:

    • itil

    • snc_internal roles

Screenshot 2025-12-20 at 1.30.20 PM.png


Step 2: Enable User Criteria

User Criteria must be enabled for homepage redirection to work.

  1. Navigate to System Properties

  2. Search for the following property:

     
    glide.ux.user_criteria_enabled
  3. Set the value to true

  4. Save the record

By default, this property is set to false

Screenshot 2025-12-20 at 1.25.34 PM.pngScreenshot 2025-12-20 at 1.28.58 PM.png


Step 3: Verify the SOW Homepage Destination Rule

  1. Navigate to Homepage Destination Rules (sys_homepage_destination_rule)

  2. Open the record SOW Landing Page

  3. Verify the following values:

    • Active: true

    • User Criteria: ITIL non-admin

    • Destination: now/sow

    • Execution Order: as per your configuration (for example, 100)

Screenshot 2025-12-20 at 1.32.12 PM.png
Screenshot 2025-12-20 at 1.32.30 PM.png


Step 4: Update the User Criteria (ITIL non-admin)

  1. Navigate to User Criteria (user_criteria)

  2. Search for ITIL non-admin

  3. Open the record

  4. In the Groups field:

    • Add SOW Pilot Group

  5. Lock the Groups field

  6. Save the record

Screenshot 2025-12-20 at 1.36.21 PM.png
Screenshot 2025-12-20 at 1.36.38 PM.png


Step 5: Validate the Behaviour

  1. Log in as a user who:

    • Is a member of SOW Pilot Group

    • Has itil and snc_internal roles

  2. The user should be automatically redirected to Service Operations Workspace (SOW) on login

Screenshot 2025-12-20 at 1.42.31 PM.png


Important Notes

  • Admin users will not be redirected to SOW, even if they are added to the pilot group

  • This is expected behaviour because the redirection relies on the ITIL non-admin user criteria


Summary

By combining User Criteria with Homepage Destination Rules, you can control exactly which users are redirected to Service Operations Workspace. This approach works well for:

  • Pilot or phased rollouts

  • Role- and group-based workspace access

  • Minimizing impact on existing users


References

  • Tables used:

    • sys_homepage_destination_rule

    • user_criteria

    • sys_user_group

    • sys_properties

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