Adding an UI Action to Workspace "Collaborative Work Management"

[Joao Carlos1]

Hello,

Is there a way to add an UI Action to this workspace? I try with these options in UI Action 

And followed this guide but I cannot make it to show any button or related ui action in the workspace

https://www.servicenow.com/community/next-experience-articles/how-to-use-ui-actions-in-workspaces/ta...

Best regards,

Joao.

[Nawal Singh]

Hi @Joao Carlos1 ,

Please review the below points-

1. Condition Script:
Ensure the Condition field on the UI Action returns true for the record/context being viewed in the workspace.If the condition fails, the button won’t appear.

2. Active / Visible:
The UI Action must be active and not restricted by roles that the current user lacks.

3. Workspace-Enabled Flags:
Enable the following checkboxes in the UI Action:

-Workspace Form Button or

-Workspace Form Menu
Also enable Format for Configurable Workspace (if using Configurable Workspace).

4. Table Association:
Confirm the UI Action is on the correct table used by the form in the workspace. If the workspace form is for a related table/view, make sure the UI Action matches.

5. Script Errors:
If using Client Script on the UI Action: Ensure the script is valid

Avoid using unsupported APIs in Workspace (e.g., g_form, g_user, etc.)

6. Reload / Clear Cache:
After changes, clear UI cache or reload the Workspace (log out and back in) to ensure the button appears.

If my response is helpful please mark as helpful and accept as solution.

Thank you!!
 

[Ankur Bawiskar]

@Joao Carlos1 

that should work but is your UI action condition getting satisfied?

this is for which table and workspace?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Joao Carlos1]

Hello Ankur,

Thanks a lot for your reply. 

I have discovered some more and it looks like its due to the "collaborative work management" workspace

I want to place an ui action in this component

I first thought it would be the record section but it seems to be another type of component inside the home.

When I try to open the home of the workspace in the ui builder y am stuck in the loading screen and cannot get past through it.

Do you have any tips on how to place an ui action in that component?

Thanks!