CSM Workspace - Customize Change Management (Fields)

[itspezi1]

Hello,

how can I customize the change management area in the CSM Workspace?

BR

[VarunaS]

Hi,

• You can customize the change management area in the CSM Workspace.

• Open your ServiceNow instance and navigate to the CSM Workspace.

• Identify the specific components you want to customize, like forms, lists, or dashboards.

• Use the Application Navigator to find the Change Management application.

• Go to Change > All to see all change records.

• Customize forms:

  • Navigate to System UI > Forms.
  • Select the form you want to customize.
  • Use the form designer to add, remove, or rearrange fields.

• Customize lists:

  • Navigate to System UI > Lists.
  • Select the list layout you want to modify.
  • Add, remove, or reorder columns as needed.

• Customize dashboards:

  • Navigate to Self-Service > Dashboards.
  • Find the dashboard associated with Change Management.
  • Use the dashboard designer to add, modify, or remove widgets.

• Use UI Policies or Client Scripts:

  • Navigate to System UI > UI Policies or System UI > Client Scripts.
  • Create or modify scripts to enforce business rules or improve user experience.

• Implement Business Rules:

  • Navigate to System Definition > Business Rules.
  • Create or edit business rules to automate tasks or enforce policies.

• Update ACLs for security:

  • Navigate to System Security > Access Control (ACL).
  • Adjust permissions to ensure users have appropriate access to change management records.

• Test your changes in a development instance first.

• Deploy changes to production after thorough testing.

• Seek feedback from end-users to ensure the customizations meet their needs.

• Iterate and refine your customizations based on feedback.

[James Chun · Accepted solution]

Hi @itspezi1,

The Change record layout is equivalent to the Workspace UIB view in the backend.

This is done via a Workspace View Rule [sysrule_view_workspace].

To modify the record view in the Workspace:

• Open a Change record in the backend
• Change the view to Workspace UIB

• Modify the form layout via Configure > Form Layout
• Add or remove fields as per your needs, in the example, the priority and impact fields are removed

Before:

After:

Cheers

[itspezi1]

many thanks for the quick response. That helped me alot.