I want to create 'create new' module under case in csm workspace not in UI.

[saigotivada]

I want to create 'create new' module under case in csm workspace not in UI. when click on the module directly it will open case form? How can I proceed with explain step by step?

[Dr Atul G- LNG]

Hi @saigotivada 

You need to set the field type to List.

https://youtu.be/oc28LGnSSVQ?si=x-qbOx2x3M6CHzdf

[Tanushree Maiti]

Hi @saigotivada 

Steps - you will get from here.

Refer: https://www.servicenow.com/community/csm-forum/csm-workspace-press-to-create-a-new-case/m-p/2945854

Also check: https://www.servicenow.com/community/itsm-forum/how-to-create-a-url-link-type-module-list-category-i...

[Ankur Bawiskar]

@saigotivada 

Why not train the agents to create Case using the OOTB List and then use New button

This will reduce customization and will reduce technical debt in your platform

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Anurag Tripathi]

I think the way this would work is not a module but when you click on the + icon for new tab, it can give you the option to create a new CSM record
Here is a link to create that on SOW -> Configure record creation from the new tab menu in Service Operations Workspace • Australia IT Servi...

In CSM it would be the same principle
See this

Creating a "New Record Menu" for CSM configurable ... - ServiceNow Community