Create tab in CSM workspace

[Vinay49]

Hi,

in CSM Workspace, next to the ‘details’ tab, we do have customer information tab. just to beside that we require a partner information tab which should give the partner related reports

-we have field called “partner” in case table which is a reference field & refered to customer _account table & return the records where partner check box is true. 

what are steps need to be done to get this. 

thanks in advance

[Udayrathore049]

Steps to Achieve This in ServiceNow (CSM Workspace):

1. Verify the partner field configuration:

   • Make sure the partner field on the Case table is a reference to the Customer Account [core_company] table.

   • Apply a reference qualifier to only return records where Partner = true.

2. Create the Required Reports:

   • Go to Reports > View / Run and create any necessary reports that show partner-related data (e.g., open cases by partner, SLAs, performance).

   • Use a filter like Partner = ${case.partner} if dynamically referencing the case context.

3. Create a UI Section / Component:

   • In UI Builder, go to the workspace where your Case form is configured (e.g., Agent Workspace > CSM Workspace).

   • Edit the Case Record Page.

4. Add a New Tab (Partner Information):

   • In the Form Content area, add a new Tab next to "Details" and "Customer Information".

   • Label it Partner Information.

5. Add Partner Reports to the Tab:

   • Within the new tab, add a Report widget or Data visualization component.

   • Use context-aware configuration to pass the current case’s partner field as an input to the widget.

   • Alternatively, if using Declarative Actions or Data Resources, fetch reports using the partner.sys_id.

6. Configure Visibility (Optional):

   • You may use Conditional UI Policies or logic to hide/show the tab only when a partner exists on the case.

[shun6]

Hi @Vinay49,

In workspace, tabs displayed next to "details" is related list.

So you can achieve your goal by creating a new related list.

1. Create a new related list from System Definition > Relationships.

Create defined related lists 

2. Add related list(created Step1) to the Case form(Workspace view).

Thanks.

[Vinay49]

Thanks for Reply.

Customer Information tab & Customer activity is not related list. We have only below these in related list.

[Ankur Bawiskar]

@Vinay49 

share screenshot where it's required

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