Specific form view for Specific list view and specific modules

[Poorva Bhawsar]

Hi Community,

I have 3 modules which have specific list views. When user clicks on xyz module it should open xyz list view for that user. When user clicks on new on the same xyz list view it should open xyz form view which is specific to that xyz list view and xyz module.

Currently when user is clicking on xyz module its opening the xyz list view for that user. But when i am clicking on new button on the xyz list view its opening some other view for that. How to set xyz form view for that xyz list view or xyz module.

Thanks

[PrashantLearnIT]

Hi @Poorva Bhawsar 

To ensure that the correct form view (in this case, the "xyz form view") opens when a user clicks the New button on the "xyz list view" in ServiceNow, follow these steps:

1. Create a View Rule for the Form

• Go to System UI > View Rules.
• Click on New to create a new view rule.
• Set the Table field to the table associated with the "xyz module."
• In the View field, specify the "xyz form view" you want to display when creating a new record from the xyz list view.
• In the Condition field, specify conditions (if necessary) that ensure this view is only applied when opening the form from the "xyz module."

2. Configure the List Layout and Module

Ensure that the module is correctly configured to reference the "xyz view" and open the correct list and form views:

• Navigate to System Definition > Application Menus and locate the application menu that contains your xyz module.
• Within the application menu, locate the module and edit it.
• Set the Link type to List of Records.
• In the Table field, select the table associated with the "xyz module."
• In the View field, specify the view for the "xyz list view."
• Ensure that the correct list layout is defined under System UI > List Layouts for this module.

3. Modify View in Form Layout

You can also ensure that the correct form view is associated with the form layout of the "xyz module."

• Navigate to the form layout by going to the table related to the "xyz module."
• Select Form Layout and then in the View dropdown, ensure that "xyz form view" is selected.
• Adjust fields as needed to fit the "xyz form view."

This ensures that users are always redirected to the specified "xyz form view" when clicking New from the "xyz list view."

[Poorva Bhawsar]

I tried it by creating view rules. But still its not opening the correct form view for the specific list views.

[PrashantLearnIT]

Hi @Poorva Bhawsar 

You can share some of the screenshots for your rules.

[Poorva Bhawsar]