Configurable Workspace: How to link a new layout to a record?

SebastianKunzke
Kilo Sage
Kilo Sage

I created a new workspace experience over the app engine studio. Within the workspace I use the default page for a record. After my first tests I saw, that the workspace is using different form layouts. Is there a way to link a defined form layout to the experience? I have some custom form layouts on certain tables I would like to use. But I don't find anyound any logic to link the form layouts to the new workspace.

I tried it with "ux form view rules", but it didn't work. 

1 ACCEPTED SOLUTION

Jack
Tera Guru

Hi Sebastian,

This is my experience when we start build new custom workspace:

  1. Define new UI view to use for this workspace only: uk_agent_workspace
    find_real_file.png
  2. Define new UX view Rule Configurations (sys_ux_view_rules_configuration)
    find_real_file.png
  3. Define UX view rule
    find_real_file.png
    find_real_file.png
  4. Last one, you have to link the UX View Rule configure to your workspace via property viewRuleConfigId in sys_ux_page_registry
    find_real_file.png

Now, you can modify layout of table on the UI view #1.

 

Hope this help!

View solution in original post

7 REPLIES 7

Mohith Devatte
Tera Sage
Tera Sage

Hello,

If you want to apply form layouts in workspace for specific form you need to use a concept called "Workspace view Rules"

Procedure

  1. Navigate to All > Workspace Experience > Forms > Workspace View Rules.
  2. Select New.
  3. On the form, fill in the fields.

    For field information, see View rule form.

  4. In the Conditions section, select Add Filter Condition and add the following condition:
    • For APW Default view: Created is not empty
    • For Default view: Created is empty
  5. Select Submit.

Select tables and give conditions appropriately 

Please mark my answer correct if it helps you

Hi,

Thanks for you help.

The view rule isn't working in the way I would expect it, because I can only decide an order and roles, who sees a specific form layout. The direct linkage between workspace and view rule is only possible with the legacy workspace.

I would like to link a layout to the workspace. And this should be used, always when I open the workspace. ServiceNow is doing this with the CMDB workspace and I would like to adapt this. But I don't find the ways, how I can configure it.

Thanks. 

Sebastian

Jack
Tera Guru

Hi Sebastian,

This is my experience when we start build new custom workspace:

  1. Define new UI view to use for this workspace only: uk_agent_workspace
    find_real_file.png
  2. Define new UX view Rule Configurations (sys_ux_view_rules_configuration)
    find_real_file.png
  3. Define UX view rule
    find_real_file.png
    find_real_file.png
  4. Last one, you have to link the UX View Rule configure to your workspace via property viewRuleConfigId in sys_ux_page_registry
    find_real_file.png

Now, you can modify layout of table on the UI view #1.

 

Hope this help!

Thanks, that was working. The fourth step was missing in my configuration and I didn't found the information in the docs.