how to force a group of user with same role to see a cut down view of the a form

[bigbeetlefan]

Hi SNC,

I created a table, and on top of the table, I created a simple view, and I would like a group of users who has a same role are using this simple view as default view when the form is opened.

How do i do it? I've read below link, it seems that I need to create a Business rule to do it. however, since I'm bit new to SNOW, and another help to explain it in a bit more details or screenshot would be much appreciated.

Restrict Form Views by Role - ServiceNow Wiki

Thanks

B

[The SN Nerd]

Check out View Rules. (System UI > View Rules)

Simply create a new view for this particular role that is a cut down version and apply it based on a role condition in View Rules.

You'll need to check 'Advanced' and use gs.hasRole('role');

[BryanS413339635]

You need to create a new View on the form. You can do this by going to right clicking in the header of the form and going to configure>form layout and selecting New under Views. Include all the sections and fields you want on your view. After that go to UI Views and find your new view and add whatever role you would like it restricted to.

After that you will need to setup a view rule to drive users to that view. Create a new rule on whatever table this is on, setup your desired conditions and point them to the view. It sounds like a lot but once you get there it's pretty self explanatory.

[bigbeetlefan]

Thank you all for the input, i finally managed to do it, however, is this a best practice, should we create different view if we don't want certain group of user to see certain field on the form?

[The SN Nerd]

It depends on scale. If the form is identical except one or two fields, its probably not worth the overhead of managing to views.

If there is a large number of differences, it is probably worthwhile to manage two different views.