Add new reports or modify existing ones in Digital Portfolio management

Ravish Shetty
Tera Guru

Hi all,

 

As we see below, we have change related reports in the build tab for a technical service in the Digital Portfolio management.

How do I add new reports to this or modify the existing ones? 

I am new to UI builder. Can this homepage be edited or is it locked?

 

RavishShetty_0-1743524487483.png

 

 

Thanks,

Ravish

1 ACCEPTED SOLUTION

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @Ravish Shetty 

 

here is for SOW:

 

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1288503

 

take this as base and try at your end.

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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View solution in original post

4 REPLIES 4

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @Ravish Shetty 

 

here is for SOW:

 

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1288503

 

take this as base and try at your end.

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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Thanks Atul. I am stuck at the first step actually on copying the experience as I do not see an option and for that I have posted a separate question How to copy an experience in UI builder - ServiceNow Community

Hi @Ravish Shetty 

 

I just replied.

 

To copy a page in ServiceNow UI Builder, navigate to the UI Builder, select the desired page, click the "Menu" button, and then choose "Duplicate Variant". 
 
Here's a more detailed breakdown:
Steps to Duplicate a Page:
  1. Navigate to UI Builder: Go to "All" > "Now Experience Framework" > "UI Builder". 
     
  2. Select the Experience: From the "My experiences" list, choose the workspace experience you want to work with (e.g., "Service Operations Workspace"). 
     
  3. Open the Page: Click on the page you want to duplicate. 
     
  4. Duplicate the Variant:
    • Click the "Menu" button (three dots). 
       
    • Select "Duplicate Variant". 
       
  5. New Page Created: A copy of the original page, along with its subpages, will be created under the "Variants" section. 
     
  6. Edit the Duplicated Page: Customize the new page by editing its components. 
*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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Thank you!