UI view: need clarification

[valerie_gallot]

Sorry if my question is obvious.
I'm a bit confused with the concept of UI view even after reading the Wiki page : http://wiki.servicenow.com/index.php?title=View_Management... (except that I wasn't able to view the Flash content) 😞

I just need to define a new view for the table "Service Offering".
I would like to have a view with only 2 columns : the name of the service and a custom field that I have defined on the "Service Offering form".
I plan to use this view in a lookup popup from a record producer... That's why it has to be simple with only 2 columns...
I thought creating a UI View was the good way to do that...

But I really have a doubt about the way to do that.
I've created a new UI View (from "System UI -> View") as indicated in the Wiki.
Then, (this part is confusing for me) in the related list "Lists", I have to click "new" and enter the name of the table (i.e. "service_offering" in my case)?? No way to simply SELECT the table? I have to enter the name manually?
Then, clicking on this newly added list, I have to add the list elements? Is that correct? No way to SELECT them: I have to type the exact field names?

I'm wondering if I'm doing something worng because this process seeems really complex painful comparing to other Service Now customizations...
Thank you so much for your help
Valérie

[justin_drysdale]

I am not sure how many columns are in your custom table, but you could try rearranging them the simple way.

In the nav pane type, "service_offering.list" or whatever your custom table name is then add a .list.

Once the table appears right click the header > Personalize > List Layout. From here you can add/remove columns, and also set their order by moving the item up or down.

[valerie_gallot]

Thank you Justin for your reply.
But if I personalize the list layout (to keep only 2 columns), this will apply for all uses of this list, isn't it?
I mean, if a user clicks on this list from the left navigation menu, or if a user opens this list from the service catalogue index page, it will show only the 2 columns?
I do not want that.
I need the simple view (2 columns) ONLY when this list is opened from a record producer by clicking on the lookup popup...
I'm not sure if defining a UI view is the right way to do that...
Valérie

[justin_drysdale]

I recently had a similar use case scenario as the one you have now. Mine was with the cmdb_ci_printer table. I also have a record producer with a reference field that links to cmdb_ci_printer. Within the popup I edited the columns so that only 3 show ( the columns listed in my requirements plus I had to rearrange their order). I tested as itil and non-itil so this view change works for all users.

Now, when I go to the asset portfolio> printers, the exact same table is displayed but with all columns showing, and if I type in cmdb_ci_printer.list it still shows all the columns. All this to say that I think you can customize the columns within a record producer popup to get the results you are looking for.