Restrict Form Templates results to show templates from a particular group only
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9 hours ago
I’m working in Service Operations Workspace and trying to customize the Form Templates experience.
What I want to achieve
On a record page (Incident, Request, etc.), in the sidebar on the right, I want a second "Templates" tab/icon that shows only records associated with a particular group. This tab's visibility will be limited to those in that group.
Where I'm at:
Templates are already assigned to a group via sys_ui_template_group
- I have the second/duplicate tab created and it shows all templates like the OOB "Templates" tab shows currently.
I can successfully control who sees the Templates tab using UX Screen / Screen Collection Conditions
However, once the Templates UI is visible, the “All / My Templates / Favorites” views still show all templates the user has access to, not just templates from the target group
My question
Is there any supported way to make the Workspace Form Templates UI show only templates associated with one specific group, or is a fully custom solution the only viable solution?
If custom is the answer, I’m curious as to what you all would suggest.
I want to make sure I’m not missing an intended configuration approach before committing to a custom implementation.
Thanks in advance, any confirmation or guidance would be appreciated.
For reference, a photo has been provided that shows the right side contextual sidebar and the two Template icons. The top one is the OOB icon, and the second which is a duplicate of the OOB one.
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2 hours ago
this link has workaround, see if that helps, it's for email client template. you can try to enhance it for Form templates
Email Client Template should visible to specific role.
💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
