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

Hi Jack,

Here first step is creating a record in 'sys_ui_view' table? Reason I am in confusion is that this form says 'UI view' but in your screenshot 'UI Views'. I have created my custom configurable workspace and its taking record layout from default view and now I need to hide some sections in that without touching default view. Surprisingly Global scope UI policy not working on my custom workspace. So thinking to create a new view for my custom workspace and apply UI policies in this. Hope you understand my situation and I will be very glad if I could get your help in this.

 

Regards,

Kushal Palli

Yuya Toda
Tera Contributor

@SebastianKunzke @Jack  

I am trying to set one view rule in AgentWorkspace. And I followed these four steps, but I could not find sys_ux_page_registry table named UX page property in my instance. After Searching with sys_ux_page_registry.list from application navigator, UX applications came up.

does anyone know why I could not find UX page property?

YuyaToda_0-1693438677094.png

 

Hi Tuya Toca, 
I'm not sure term "Agent Workspace" that you have mention. I assume it's legacy Agent Workspace, if yes,

I affraid of you cannot apply this approach because Agent Workspace (legacy) and Configurable Workspace are differrence. 

My idea, we shouldn't "touch" with legacy Agent Workspace, and consult team to use new workspace (SOW) or something like this. 

Refer this article for details

https://www.servicenow.com/community/next-experience-articles/learn-about-the-differences-between-ag... 

 

Hope this help!