+ icon to create a new Interaction should be replaced by the case type selector in config. workspace

[Gaurav_S0107]

Hi,

I have a requirement where the "+ icon" which is used to create a new interaction should be replaced by the case type selector(mainly multiple-select) in CSM/FSM Configurable Workspace.

Below showing the "+ icon" in CSM/FSM configurable workspace: 

Expected behavior is:

After clicking on "+icon", case type selector pop-up should appear, like:

Any suggestions/help, how to acheive this ?

Thanks in Advance.

[Sid_Takali]

Hi @Gaurav_S0107 You need to configured this functionality in Now Experience Framework > Experiences >> CSM/FSM Configurable Workspace >> chrome_tab.

Modify chrome_tab Value of UX Page Property accordingly

Refer below threads

https://www.servicenow.com/community/csm-forum/how-to-create-a-case-in-csm-fsm-configurable-workspac... 

https://www.servicenow.com/community/next-experience-articles/workspace-app-shell-ux-page-properties... 

[Patrik Karlsson]

I have the same requirement. Did you find a solution for it?

I have added a new menu item to the chrome_tab, but it just creates a new Case directly (see JSON bellow).
How do I configure it to open the Type Case Selector?

I have activated Declarative Actions for other buttons in the CSM configurable workspace and they open the Type Case Selector as intended. Is there a way to create DA for the + menu items?

{
        "label": {
          "translatable": true,
          "message": "Create Case"
        },
        "routeInfo": {
          "route": "record",
          "fields": {
            "table": "sn_customerservice_case",
            "sysId": "-1"
          },
          "multiInstField": "sysId"
        },
        "condition": {
          "tableDescription": {
            "table": "sn_customerservice_case",
            "canCreate": true
          },
          "plugin": "com.snc.uib.csm_agent_workspace"
        }
      }

[Patrik Karlsson]

Modify the chrome_tab with the following code will show the Product Service select version of the case type selector. It's not pretty since it does not open the dialog, but rater rendering the content on the page, but it works.
Thanks Peter for the solution!

{
    "contextual": [
        "record",
        "kb_version_compare",
        "kb_translate",
        "kb_view"
    ],
    "newTabMenu": [
        {
            "label": {
                "translatable": true,
                "message": "Create Case"
            },
            "routeInfo": {
                "route": "create_case",
                "fields": {
                    "table": "{{table}}",
                    "sysId": "{{sysId}}"
                },
                "size": "xl",
                "params": {
                    "query": "{{query}}",
                    "actionType": "Service",
                    "actionLocation": "form",
                    "modalHeader": "Create new case",
                    "modalTitle": "Select the appropriate service for your new case.",
                    "ownedProductDisclaimer": "Only show services related to owned products",
                    "productLabel": "Owned product",
                    "serviceLabel": "Services",
                    "cancelCta": "Cancel",
                    "cancelCtaTooltip": "Cancel",
                    "actionCta": "Create case",
                    "actionCtaTooltip": "Create case",
                    "productFilter": "Product filter",
                    "serviceCategory": "Service category",
                    "allCategories": "All categories",
                    "productPlaceholder": "Enter product name",
                    "searchPlaceholder": "Search by service",
                    "targetTable": "sn_customerservice_case"
                }
            },
            "condition": {
                "tableDescription": {
                    "table": "sn_customerservice_case",
                    "canCreate": true
                },
                "plugin": "com.snc.uib.csm_agent_workspace"
            }
        }
    ],
    "maxMainTabLimit": 10,
    "maxTotalSubTabLimit": 30
}

[The Lucky 1]

Patrick, thanks a lot. This worked for me so that I can see the service selector, but I get the following error message: Alert level: critical.

Cannot invoke "com.glide.db.PrimaryKey.addQuery(com.glide.db.meta.Query, String)" because "this.fPrimaryKey" is null

did you had this issue as well?