Next Experience Academy #14: How to Build Workspaces from Scratch

MGOPW · ‎10-24-2023

Q&A from the session

Q: Does Custom Configurable Workspaces also support UIBuilder?

A: Yes! UI Builder is how you will configure a custom Configurable Workspace.

Q: Can AES be used to modify a configurable workspace, like Service Operations Workspace?

A: You can only use AES workspace builder to work with workspaces created in AES.

Q: I ask because Brad's slide showed Workspace Builder for Custom Configurable Workspaces and UI Builder for non-App Engine Studio products. is UIB for Pro Code and Workspace Builder for No Code?

A: You are able to use UI Builder as well from within AES to edit your custom configurable workspaces, it’s just that OOB workspaces can’t be edited from AES.

Q: Is there an easy way to determine whether it is a legacy workspace or config workspace? Generally, I look at the interface but it would be better to filter legacy out, particularly when rolling out a new customer.

A: I totally understand, unfortunately the best way to look at it is to find the documentation and see what it says there. I personally like to look at the UI elements - if it looks green with square corners then it’s a legacy agent workspace, while configurable workspaces have rounded edges.

Q: Where do we find the WorkSpace specific documentation.?

A: Docs site - docs.servicenow.com

Q: I want to create my own Configurable Workspace, ultimately shipping as a Store app. I'd like to grab pages layouts & components from the ServiceNow shipped workspaces.. and piece my solution together in UI Builder ... can this be done now? Is it part of the vision for UI Builder ?

A: Right now you can’t pull pages from other workspaces to a different workspace, most of the components are available in different workspaces. You won’t be able to access custom components from specific workspaces.

Q: Will the UI16 forms and views be deprecated? If yes, any idea when?

A: No current target release for deprecating the classic environment or Core UI (UI 16)

Q: Any documentation you can point me to that shows how to remember last user selection of e.g. a dropdown in a workspace so they don't have to click the same stuff every time based on their preferences? Alternatively, any documentation you can point me to about the service ops workspace ToggleWorkPersonaTier2 client script and how to amend it to look at whether that user is a manager or not?

A: This is definitely a great question to ask from the community site - https://community.servicenow.com/

Q: Ref sharing "pages" between workspaces: If we configure the incident record for Service Operations Workspace, will that format then be available from other workspaces that can drill through to incidents?

A: Pages are not available to be shared between workspaces.

Q: where should I get recording version of this?

A: Once edited, the recordings are posted on the events pages you can access from here or from the youtube playlist. Events: https://www.servicenow.com/community/next-experience-blog/next-experience-academy-upcoming-and-recor...

YouTube Playlist: https://www.youtube.com/watch?v=wuli92FRGC0&list=PLkGSnjw5y2U6hmEPcDcJ53FHwKJIvoLvr

Q: Do the workspace page templates meet Accessability requirements OOB?

A: Accessibility is a big focus for ServiceNow, and we have worked hard to meet accessibility standards. If there’s any specific one you might have a question about you should post in Community to get a more thorough answer than what we can provide in today’s academy.

Q: Is this where we would remove "Interaction" as well? We have that as an option and do not utilize interactions

A: Yes, that UX Page property that was shown is where you control anything to do with the plus sign. You can remove new interaction from that plus sign menu

Q: Do these need to be done in production, or can a sub-prod workspace be moved to prod? Maybe you will cover this later in the presentation.

A: Just like any other development you do, everything you do is captured in the scope and update set. If i was creating a net new workspace, i’d create it in a scoped app.

Q: is it posible to control that based on role like who can can have create incident or create intercation or if there is ACL’s are they going to be aplicable for that

A: Yes, you can control both the menu items and what’s in the plus sign based on role.

Q: Not completely related but something I noticed is that If I disable a workspace it takes time to take effect. Even logging out and logging back in sometimes doesn't take affect. Whats up with that?

A: Next Experience has some aggressive caching, so that might contribute to that delay.

Q: Is there documentation on all the available ux page properties we could add/configure?

A: No, partially because UX page properties can also be like system properties. You can create your own page properties, and some workspaces have their own individual ones. Our end goal is you don’t have to worry about page properties.

Q: Could we also backup workspace customizations to source control and then promote to Prod using the application repository?

A: Yes! However you are managing your development, you can do that for workspaces in ui builder.

Q: It is fun to see the UI resize! Where is that configured?

A: It’s a new Vancouver feature 🙂

Q: How would I add the new Sidebar component to the Record page (maybe a topic for another session!)

A: Great idea! I’ll write it down on our ideas spreadsheet. Thanks!

Q: Does Vancouver determine how and what to resize?

A: Normally, this is configurable so what is most important to show changes with the size. It’s all hard coded for the standard record page, based on how form looks best so it’s not configurable.

Q: Can you point a custom set of filters to the workspace

A: Please elaborate where you’d want to see the filters?

Q: was the Performance Analytics session cancelled or did the time chamge? If changed will be hosted again

A: Sorry, not sure!

Q: Can we configure different form hearders for different teams depending on who login (agent, supervisor) ?

A: If you create multiple variants, they can be keyed off of url parameters or user roles.

Q: is the checklist custom or is there there a template OOB

A: This might be a better question for community.servicenow.com with a bit more detail

Q: Just a question about the oob workspace availability. We really would like the oob Procurement Workspace but it doesn't appear to be available without installing the licensed ShoppingHub or Procurement Case Management. Is there a reason this is not available if we use procurement?

A: Licensing questions are best answered by account team.

Q: are there plans to have dedicated support we can reach out quickly if we get stuck building a workspace? like how to use a component or why something is not visible?

A: I don’t think so - but something that came out with Vancouver is the new chrome component that helps with troubleshooting. We did an entire episode of You & I Builder Live on it. Here’s the link: https://www.youtube.com/live/LQ55UUudd24?si=vALIvi_BtEdo8YVL

Q: So, UI Builder and AES are the tools to build configurable workspaces, and Service Portal remains the tool to build enterprise portals, is that correct?

A: Correct!

Q: What is the projected lifespan for UI16?

A: Right now there is no projected deprecation of ui16/core UI.

Q: We are still on UI16. Refresh my understanding.... can I easily flip to Next Experience for myself / pilot group to try it?

A: Check out this academy session: https://www.servicenow.com/community/next-experience-events/next-experience-academy-10-what-you-need...

Q: Currently we are creating workspace in Utah but when we upgrade to Vancouver, does it change anything ?

A: The video will be posted this week, but you should check out last months’ academy!

Q: Random Next Experience question...any chance that when you click on an unpinned menu header that the cursor coudl auatomatically be set to the filter box?

A: Yes, check it out in vancouver. Not sure which version this came out in.

Senior Outbound Product Manager, Agent Experiences
Next Experience Center of Excellence: https://nxtxp.link/coe

Paul Curwen · ‎10-27-2023

This is a great reference page for the various UX Page Properties: https://www.servicenow.com/community/next-experience-articles/workspace-app-shell-ux-page-properties...

If useful this is a copy of the JSON used for Page Property 'chrome_tab' value 31mins into the video:

{
"contextual": [
"record"
],
"newTabMenu"[
{
"label":{
"translatable":true,
"message":"new Incident"
},
"routeinfo":{
"route":"record",
"fields":{
"table":"incident",
"sysid":"-1"
},
"multiInstField":"sysid"
}
}
],
"maxMainTabLimit":10,
"maxTotalSubTabLimit":30
}

and here is the chrome_main JSON for 36mins:

{
"maxCachedPageCount":5,
"maxActivePageCount":3,
"timeLeftWarning":15
}

***If Correct/Helpful please take time mark as Correct/Helpful. It is much appreciated.***

Regards

Paul

Titus van der M · ‎08-14-2024

Can you share the link to the Outline document of the demo?

Adam43 · ‎11-19-2024

Looking for this too

RKerr · ‎08-23-2024

Hello team and thank you for the fantastic lesson. I followed Brad's guidance on creating my 1st custom workspace experience on a legacy app we started awhile back in Studio. Everything was going well, have Home, Lists with components added. However while selecting a record from either Home or List, I am not getting the record to display. From 'Home' nothing really seems to happen, from Lists, a new tab does open, but we only get a message "The page you are looking for could not be found". Not sure what I've done wrong, any advice??
Thanks

zbarnes · ‎12-04-2024

I have run into the same issue, did you ever figure this out?

RKerr · ‎12-04-2024

In UI Builder > Experience > Page/Variant where the list resides > Editor.
For each List on page, from right hand editor menu, select Events tab (Config, Styles, Events)
Add event mapping > Link to destination
In pop-out window, click Edit destination bottom left.
Path = /record (or whatever you named your record page defined in the experience)
Hover over table, click "Bind data", type @payload.table (should start to prefill), click Bind data again (not sure if you have to both times)
OK
Edit destination again, similar for table, but type/select @payload.sys_id
OK
Apply
Refresh and should be done.

zbarnes · ‎12-11-2024

Thanks for the response, as it lead me in the right direction. I'm probably on a different version of UIB (most current), and it played out a little bit different for me.

The path I took was:
UI Builder > Experience > Page/Variant where the list resides > Editor
Left pane > Data and scripts section > Data resources > Select List controller
In popup - Events > Add mapping > Reference link clicked (continue) > Link to destination (continue) > Pages in current experience

Choose whatever your record page is > Fill out data pills for table, sysId, views with the bind data option (table and sysId from event payload, view from Page properties > app > view)

Next Experience Academy #14: How to Build Workspaces from Scratch

Recording Available

Join us for our series of live sessions focused on Next Experience topics such as the Next Experience UI, UI Builder, Configurable Workspaces, Components, etc.

Resources

Workspace : Next Experience

Q&A from the session

Let's connect together

Next Experience Academy #14: How to Build Workspaces from Scratch

*Recording Available*

Join us for our series of live sessions focused on Next Experience topics such as the Next Experience UI, UI Builder, Configurable Workspaces, Components, etc.

Resources

Workspace : Next Experience

Q&A from the session

Let's connect together

Recording Available