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How can I customize default view menus?

Adam Wells
Tera Contributor

Hi,

I have been requested to add several new items (SCTask and Request, among others) to the All dropdown header menu, but I'm having a devil of a time figuring out how (or even if) this is possible.

find_real_file.png

I have found a way to add specific paths (URLS) to the Favorites menu, but that only seems to work for individual users, rather than a group; this would be a viable workaround if I could assign it to all users holding a specific role (ITIL most likely).

Any ideas on how I might accomplish this? I understand I may have to revert to the tried-and-true "Create a favorite for yourself, user", but want to ensure I haven't missed anything.

1 ACCEPTED SOLUTION

hello @Adam Wells 

yes you are right so its not a custom link precisely its a menu and you can specify the URL and you can also assign roles to it an only if the user having that specific role will be able to view that menu

Go through this link by service now for detailed explanation

https://docs.servicenow.com/bundle/quebec-platform-user-interface/page/administer/navigation-and-ui/...

you can do bring both of them together under same menu like as i said in previous answer create an Application menu named as "My Items" or some meaningful name as per your requirement and under that you can create modules like below

1) Service catalog tasks 

2) Requests 

ONce you create an application menu and save it you can see this related list called modules and you can create two modules as per your requrirement

find_real_file.png

 

And in modules what you can do is copy the same thing what we have in OOB like below 

Once you create a application menu you will see you menu in the below highlighted field and you can also see two sections "visibility"  and "link type"  you can give ITIL role in visibility and in link type you can copy same which is list of records to RITM table which is our requests adn you can add your conditions also

find_real_file.png

lIke wise for tasks you can copy below configuration to your new module

find_real_file.png

 

Please mark my answer correct if it helps you

 

View solution in original post

5 REPLIES 5

Mohith Devatte
Tera Sage
Tera Sage

HELLO @Adam Wells ,

if i understood it correctly you want to add application menus under ALL tab just like below ?

find_real_file.png

Adam Wells
Tera Contributor

Hi Mohith,

That's exactly what I'm looking for!

Can you share how you've made changes to that menu?

Hello @Adam Wells ,

This comes OOB so you can do a click on all and it gets expanded Automatically and if you want it default click on the filter icon beside the filter bar and it will be defaulted.

find_real_file.png

coming to creating new applications

please follow below steps 

1)Type in Application menus and click on it 

find_real_file.png

2) Then once you click on it ,it opens a table and you can click on new button on the banner which will create a new application menu for for you.

You can name it as SC tasks ,  Request items etc according to your requirement and select Type as url and give the url and once you click on it,IT TAKE YOU TO THAT SPECIFIED URL

find_real_file.png

 

I would suggest using OOB menus named as Requested items and tasks which are already there and you can utilize it

just type Requested items and tasks like below screenshots

find_real_file.png

find_real_file.png

please mark my answer correct if it helps you

 

 

Adam Wells
Tera Contributor

Thanks for the detailed response!

Am I correct in understanding your first suggestion will create a custom link which will be available to all users? Or will that be available only to the user that creates it?

I would much prefer to use OOB menus as suggested, so I think this is a better path based on my understanding - is there a method available to gather (f. ex.) Service Catalog Tasks and Requests under a single menu item (say, "ITIL Tools" or similar)?