Adding an UI Action to Workspace "Collaborative Work Management"

Joao Carlos1 · 3 weeks ago

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.

Dibyaratnam · 2 weeks ago

Hey good to see you found the page. I missed the notification.

So coming to your question, some pages having some mandatory params without which they'll keep loading and I believe here is also the same scenario. But why you want to view the page here, once I you make changes in UI builder side, the changes will automatically reflect in the workspace itself.

Edit: -

also you have to again dig deep into the board page as well. see the screenshot

Now the task details page is the one where you should make the changes.

View solution in original post

Nawal Singh · 3 weeks ago

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 · 3 weeks ago

@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.

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader

Joao Carlos1 · 3 weeks ago

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!

Joao Carlos1 · 3 weeks ago

@Ankur Bawiskar Any tip on how I could find which component is it?