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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

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