Hr agent workspace default list view on home page

SNOWPie
Tera Expert

How can I change the default list layout on HR Agent Workspace? I have provided 2 examples of the list I am referring to. 

list layout 1.png

 

list layout 2.png

 

2 ACCEPTED SOLUTIONS

Hi @SNOWPie follow below steps

1. Go to Leave of Absence case for System Administrator form on Platform UI from Application Navigator. 

2. Open the form in the Workspace view.

3. Now go to the Related List which you want to configure and click on any of column header menu.

Refer below screenshot

SiddharamTakali_0-1687832532367.png

 

4. Now click on Configure >> List Layout and select the columns from Slush bucket. 

5. save the form and confirm the changes on Workspace. 

 

Please don't forget to mark my answer Helpful/Correct, if applicable

Regards,

Siddharam

View solution in original post

Hi @SNOWPie 

for this you have to go to native view. (backend)

  1. Open the main record (or any leave of absense case) in Default view
  2. Then switch to Workspace view (change the view from menu icon from top left)
  3. Open configure, related list from form header
  4. Add/remove the columns you want in the Related list
  5. Save the list layout
  6. Refresh the related list in Workspace. You will be able to see the changes

RaviChandra_K_0-1687834251294.png

 

 

Please hit the thumbs up button and mark the solution as correct if it helped.

 

Regards,

Ravi Chandra.

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6 REPLIES 6

Ravi Chandra_K
Kilo Patron
Kilo Patron

Hi @SNOWPie 

go to administration -> all workspaces -> open HR workspace.

RaviChandra_K_0-1687797374824.png

 

open Workspace lists from related list. you can choose the columns for the workspace list you want.

 

RaviChandra_K_1-1687797425495.png

 

Please hit the thumbs up button and mark as solution if it helped.

 

Regards,

Ravi Chandra

 

 

 

Hi Ravi,

Thanks for your help. Any idea on how to change the default list layout of the related list items (HR Task, Cases opened for User, Similar cases) when in a record page? I have provided two examples below.

Hi @SNOWPie 

for this you have to go to native view. (backend)

  1. Open the main record (or any leave of absense case) in Default view
  2. Then switch to Workspace view (change the view from menu icon from top left)
  3. Open configure, related list from form header
  4. Add/remove the columns you want in the Related list
  5. Save the list layout
  6. Refresh the related list in Workspace. You will be able to see the changes

RaviChandra_K_0-1687834251294.png

 

 

Please hit the thumbs up button and mark the solution as correct if it helped.

 

Regards,

Ravi Chandra.

Sid_Takali
Kilo Patron
Kilo Patron

Hi @SNOWPie follow below steps

1. go to UX List (sys_ux_list) table.

2. Select All Cases title column with respective to your workspace Configuration column

3. Now you will be able to see the form like below screenshot

 

SiddharamTakal_1-1687802229863.png

4. Now under columns field select your fields which you want to show on a workspace list layout.

5. Update the form & confirm in workspace list layout. 

Refer this document https://www.servicenow.com/community/next-experience-articles/configuring-lists-in-configurable-work... 

 

Please don't forget to mark my answer Helpful/Correct, if applicable

Regards,

Siddharam