What is a workspace?

[nicoleowens]

i wanna know what a workspace is and what UI actions are?

[Nikhil Bajaj9 · Accepted solution]

Hi @nicoleowens 

In ServiceNow, a workspace is a customizable, task-based digital environment designed for specific user groups to streamline their work on particular applications. It offers a consolidated view of related information, tools, and workflows, enhancing productivity and user experience. In simple words - a space where anyone can work and all required things will be available there.

UI Action - 

In ServiceNow, a UI Action is a customizable element that allows users to perform specific actions on records or lists, either through buttons, context menu items, or links. These actions can trigger client-side or server-side scripts to automate tasks, update records, or navigate to related information. 

Regards,

Nikhil Bajaj

[kaushal_snow]

Hi @nicoleowens ,

A workspace in ServiceNow refers to a unified, configurable interface designed to enhance the productivity and efficiency of specific user roles, such as agents, managers, or service desk staff. It consolidates various tools, data visualizations, and contextual information into a single view, allowing users to perform their tasks more effectively.

*** Key Features:

Unified Interface: Brings together related information and tools in one place.

Configurable Layouts: Tailors the workspace to meet specific role requirements.

Contextual Insights: Provides relevant data and analytics to assist in decision-making.

Example: In the Agent Workspace, customer service agents can manage cases, view customer interactions, and access knowledge articles—all within a single interface. This setup streamlines workflows and reduces the need to switch between different applications.

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UI Actions are customizable elements in ServiceNow that enable users to perform specific operations directly from the user interface. These can appear as buttons, context menu items, or links on forms and lists.

***Types of UI Actions:

Form Buttons: Buttons displayed on forms to trigger actions.

Context Menu Items: Options available in right-click menus.

List Buttons: Buttons available in list views for bulk actions.

***Usage:

UI Actions are commonly used to:

Create or update records.
Navigate to related records.
Run scripts to automate tasks.

***Example:

In the Incident Management module, a UI Action named "Resolve Incident" might be added to the incident form. When clicked, this button could execute a script that updates the incident's state to "Resolved" and sends a notification to the assigned agent.

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