How to modify/edit service operation workspace ?

prash4
Tera Expert

I have a requirement where need to add UI action in incident record page create a change dropdown.

there is a ui called convert inc to request in standard view, that action need to be added in workspace, here in the drop down of create change request.

prash4_0-1750762072877.png

 

 

9 REPLIES 9

Shruti
Mega Sage
Mega Sage

Hi,

1. Navigate to System definition -> UI actions. Make sure the workspace form button and format for configurable workspace is checked 

Shruti_0-1750763647801.png

2. Navigate to Now experience framework -> Form action layout groups and filter by incident table

Shruti_1-1750763797936.png

Shruti_2-1750763845273.png

3. Add Convert incident to request UI action to the actions list

Shruti_3-1750763880055.png

 

 

 

Hi @Shruti  , thank you for the detail explanation, i have added it but there is no action happening when clicked on it? do i need to add/create/write anything to it? 

@prash4  Have you updated workspace client script?

Shruti_0-1750764817254.png

 

Thank you @Shruti  it really helped me a lot, there are couple other requirements are there which i am currently working on service operation workspace which is completely new to me, could you help me achieve/complete the requirement

 

Requirement 1: In the service operation workspace - when a major incident is proposed, the impact should be changed to Everyone, the urgency should be changed to blocking critical business, and the priority should be changed to critical

 

Requirement 2: Interaction record - caller not found check box and functionality needs to be added. Free text fields for caller name, caller email, and caller phone number need to be present.

@prash4 

you already have an OOTB button in workspace for this as per what I shared above.

Did you create a fresh one for your requirement?

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader