Before I start... (Asking a few questions about UI Builder)

[Matthias Ferstl]

Hello Community,

Usually, I try to play around and find out myself, but in this case, I'm in a hurry.

I have a few questions about the UI Builder and OOB workspaces, especially the GRC-Compliance Workspace.

The general goal is: The client wants to have a way where they can see all the important parts of compliance in different roles.

To separate the roles, I want to create modules (pages) for the roles that just show the parts that concern that particular role. But I also need some of the functions (e.g., the consolidation) and add new ones (e.g., a function that is similar to consolidation but for reviews).

1. Is it possible to reuse OOB parts?

In the Compliance Workspace, there is a button to consolidate assessments in the "Tasks -> Classic control attestations" part of the workspace.

Now I should either add a dynamic filter (so the agent can later filter entities based on the owner with a single click -> HOW?)

or

(that's what is preferred) I have to copy that list and function in a separate module and add single-click (or dropdown or...) filters there BUT I need that "Group assessments" functionality there.

(I think I could fall back to a custom button that simply uses the same script, but I am also looking for other ways that might improve it and also improve my understanding.)

The goal is that an agent can see all attestations single-click-filtered by owner OR entity, to attest the controls easily.

1. Best practice to customize parts of OOB workspaces?

What are the best practice steps if I want to add or customize modules (pages) with some of the OOB features? Do I have to rebuild everything from scratch? I tried to duplicate and reuse things, but it seems that I misunderstood the mechanics. Do I have to duplicate and replace the original pages with their duplicates after customizing those duplicates?

What would be best practice and your ideas? I'm looking forward to learning from you.

Ah... and do you know a good tutorial that can add to the knowledge from the UI builder fundamentals course?

Kind regards and thanks in advance

[kaustubh Desai · Accepted solution]

Hello @Matthias Ferstl   - 

1. Reusing OOB Parts: Yes, duplicate and customize existing pages and functionality (e.g., Group Assessments) without rebuilding from scratch. You can reuse existing scripts for similar functions.

2. Dynamic Filters: Add custom buttons or dropdowns in UI Builder to dynamically filter attestations by owner or entity.

3. Best Practices:
- Duplicate OOB pages and customize them.
- Use experience variables or client scripts for role-specific functionality.

4. Tutorials: Check ServiceNow Community and NowLearning for advanced UI Builder and workspace customization courses.
Link - https://learning.servicenow.com/lxp/en/now-platform/ui-builder-fundamentals-washington?id=learning_c...

If you found my response helpful, please mark it as correct and close the thread to benefit others.

Regards,
Kaustubh

[Matthias Ferstl]

Thank you!