How to add new 'Add' UI Action on agent workspace related list for case record.

Sonu Parab
Mega Sage
Mega Sage

Hello All,

1] We have one requirement, On the Agent Workspace when we open any case[sn_customerservice_case] record then on the Problem related list problem we want to new Add ui action. 
2] When we click on the Add ui action its shows the problem record and user can add record in the related list. 

SonuParab_0-1703657022152.png


Any help appreciated
Thank you.

2 REPLIES 2

Prathamesh G
Kilo Sage
Kilo Sage

Hello @Sonu Parab,

 

You can create a Button on the list view of the Case table on the workspace. You need to  used the ‘Workspace Experience > Actions & Components > List Actions’ module to create a button in Agent Workspace.

You can specified the table name and other field parameters as per your requirement. Please refer to the attached screenshot for more details:

 

Then by clicking on the Advanced view, you can add the desire script logic as per your requirement.

 

 

Prathamesh_0-1703658355028.png

 

If the above answer resolve your issue, please mark the solution as 'Accepted Solution' and also mark it as Helpful.

 

Thank You!

Prathamesh.

Prathamesh G
Kilo Sage
Kilo Sage

Hello @Sonu Parab,

 

Continued from my previous response, Below are some helpful links which may help you to implement your requirement:

1. https://www.servicenow.com/community/next-experience-articles/introduction-to-declarative-actions/ta...

2. https://docs.servicenow.com/bundle/tokyo-platform-user-interface/page/administer/workspace/task/add-...

3. https://docs.servicenow.com/bundle/quebec-servicenow-platform/page/administer/workspace/concept/s...

 

If the above answer resolve your issue, please mark the solution as 'Accepted Solution' and also mark it as Helpful.

 

Thank You!

Prathamesh.