How to set a view as default for all users

reachjake
Kilo Contributor

I have created an new view for the Change form and would like it to be the default view for all ITIL users. How would I achieve this?

Thank you

13 REPLIES 13

Thanks again, this couldn't work in this instance as the create new for Change link opens a section page before opening the view. I also want to have this new view displayed every time the form is opened, not just when creating new.


Hi Jake,



Just tried on my personal instance and it worked perfectly fine for me. I created a new Custom view and removed "Assignment Group & Assigned To" fields from the view just to differentiate between My Custom View and Default one.



Please follow the below steps:



1) Navigate to the module "Views" under System UI Application Menu and check for the View you created. Make sure you copy the backend name of the view created and not the Display Name as shown in the below screenshot:



find_real_file.png



2) Once this has been copied, Navigate to respective "Module" as required say for example "Create New" or "Open" under Change Application menu either by clicking on the pencil icon available next to each module or by Navigating to Modules available under System Definition application menu and search for the required ones.



3) Paste the same View name which you copied in step 1 as shown in the screenshot above in the View Field of the respective modules for which you want to force all users to have the same view loaded. Please refer the screenshots below:



find_real_file.png



Another one for "Open" module:



find_real_file.png




4) Once the above changes are saved, refresh your main Servicenow homepage containing the Navigation bar or simply log out and login again and open the required modules to see the changes.(Create New will also work irrespective of there being a intermediate page being loaded once you click there which is nothing but called an Interceptor loaded for user convenience)




Results:



1) For "Create New":



find_real_file.png



In the above screenshot you can see my custom view which I created has loaded and even the Assignment group and assigned to fields are missing.




2) For "Open" module:



find_real_file.png




Hope this helps.Mark the answer as correct/helpful based on impact.




Regards,


Shloke


Hope this helps. Please mark the answer as correct/helpful based on impact.

Regards,
Shloke

Thanks for your your help. This worked.



For some reason, it works on all other users PCs except for mine and one other user. I expect this was due to myself and the other user having set the view we want to use before this change was made. I would have expected the view that I and the other user selected to to be over written.


Hello Shloke,

Is there any way to make a view available only for certain groups? I have a custom view created for the requested item form and list layout. Can we make that view as default for only  users from 2 assignment groups?

Manythanks for the help!

jamieliao
Tera Contributor

isn't it easier and simpler just set your customer_view as default from system UI - view rule?