Can I add a field to the VTB card details popup?

[Jerry Volpe]

Hello community!

One of our users has asked if we can config the card details popup on VTB's to add an additional field.   Specifically I'm talking about the popup shown here:
https://docs.servicenow.com/bundle/helsinki-servicenow-platform/page/use/visual-task-boards/task/t_E...

I know that I can change the form layout on the VTB form view, but that only pops up on the VTB if I click the task number, not just by clicking the VTB card itself.

Thanks for any guidance,
Jerry

[Mwatkins]

Here's how to control which fields appear on Visual Task Board cards.

This feature is only of value when the board is not in Compact Task mode and Show Card Info is set to ON.

• Open Board Configuration and be sure Compact Task is OFF.
  
  

For illustration, suppose you also want to see Created by values on your cards representing Incidents; a sample of which should look like:

• To modify the fields shown on the card, click the sys_id link to go to the Classic Form.
  
• Select Configure > Form Layout from the form Menu.
  
  

• From view and section select View name > VTB. Or, if a view named 'VTB' doesn't exist yet for the task type in question, create one by selecting New.. and naming it 'VTB'.
  
• Select Created by (or any fieled you'd like to add) from Available fields and move it over to Selected using the >.   Conversely, use the < to remove any unwanted fields from cards.
  
• Click Save.
• Reload the task board by navigating away and coming back, or refreshing the browser.
• Created by (or your newly-added fields) should now appear on the cards.

[Jerry Volpe]

Hi Matthew,

Thank you for this information.   It is very helpful - I didn't know the VTB form view also controlled the non-compact card view.   However, I was hoping to allow users to edit fields on the card detail popup (shown below).   Your solution allows them to view it on the card in the swim lanes, which gets me halfway there.   Is there a config option for this detail view when you click the card?   I really just want to add one more field that allows quick entry, like the comments/work notes in this view, without forcing them to click the task number to navigate the full task form.

Thanks again for the guidance!

Jerry

[Mwatkins · Accepted solution]

Hi Jerry,

This is a great question!

Sorry, I misunderstood your initial question. Unfortunately, at this time there is no way to customize the vtb_card_details modal popup. The UI comes from a hard-coded Jelly template that doesn't have configuration options. I can't display the proprietary code to you, but I can say with certainty that there is no possibility of dynamic rendering in either the "vtb-card-details-stream" div or the "sn-aside-wrapper" div.

It really seems like this would be a useful thing to be able to do. However, I do not see any way to accomplish what you desire. I know this was not the answer you were hoping for. I recommend following the procedure outlined in ServiceNow KB: Requesting ServiceNow product enhancements (KB0547257) . In the meantime, if I have answered your question, please mark my response as correct so that others with the same question in the future can find it quickly and that it gets removed from the Unanswered list.

If you are viewing this from the community inbox you will not see the "Correct Answer" button. To see the "Correct Answer" button, from the inbox view, click on the link pointing directly to the question. (How To Mark Answers Correct From Community Inbox )

[Jerry Volpe]

Thanks Matthew.   I appreciate the information - at least I know I wasn't missing it but that the option doesn't yet exist.

Have a great day!

Jerry