Creating pages and page variants
Summarize
Summary of Creating pages and page variants
This content explains how ServiceNow customers can create and customize pages and page variants in UI Builder within the Customer Service Management (CSM) Configurable Workspace. It covers the terminology used in UI Builder related to workspace experiences, pages, page variants, and page templates, as well as different methods to create and manage them.
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Key Features
- Workspace Experience: A collection of web pages with defined settings, routes, page variants, audience, and conditions, accessed via a specific URL.
- Page Collection: Groups of pages usable across multiple workspace experiences, including tabs or modals.
- Page: A unique URL-based collection of layouts, columns, and components displaying data from tables and records.
- Page Variant: A version of a page with unique settings such as audience, conditions, and display order, enabling targeted experiences at the same URL for different user roles or contexts.
- Page Template: A base structure for pages including layouts and components that accelerates page creation and ensures consistency.
Methods for Creating Pages and Page Variants
- Create a page from scratch: Start with a blank page and add layouts and components to tailor the user experience.
- Create a page from a template: Begin with a prebuilt page structure that includes layouts and components, which can then be customized. The page is activated by default and includes the first page variant.
- Create a page variant: Duplicate an existing page or variant to create a tailored version for a specific audience or condition. Variants share the same URL path but differ in settings such as audience roles or table conditions. Changes to the original page do not automatically sync to variants and must be updated manually.
Determining Which Page to Use
CSM Configurable Workspace selects the active record page with the lowest order number as the default to display record information. It evaluates page settings in the following order:
- Conditions: For example, filtering by specific tables.
- Audience: User roles that have access to the page variant.
If a page variant has no assigned user roles, it is accessible to all roles.
Practical Benefits for ServiceNow Customers
By using UI Builder to create pages and variants, ServiceNow customers can tailor workspace experiences to different user groups and scenarios without duplicating entire pages. Leveraging templates speeds up development while maintaining consistency, and understanding page order and audience settings ensures the right content is displayed to the right users.
You can create new pages or customize existing pages in UI Builder to display table and record information in CSM Configurable Workspace.
When you create a page in UI Builder, you have the option to create a page from scratch, create a page from a template, or you can duplicate and modify a page variant.
UI Builder terminology
| Term | Description |
|---|---|
| Workspace experience | A workspace experience in UI Builder is a collection of web pages. Users use these pages to interact with an application. A workspace experience includes experience settings, routes, page variants, and the audience and conditions required for each variant. A workspace experience resides at a specific URL. When an admin creates a workspace experience, they define the web address for the experience and the homepage that the experience uses. |
| Page collection | A page collection is a group of pages that can be used across multiple workspace experiences within tabs or modals. |
| Page | A page is a collection of layouts, columns, and components that display information in a workspace.
|
| Page variant | A page variant is a version of a page that has unique settings, including audience, conditions, and order.
You can create a page variant if you want to use the same page and make minor changes for a different audience. For example, you can create a landing page for customer service agents and a variant of that landing page for customer service managers. |
| Page template | A page template provides a base structure for a page that you can customize to meet your needs. Using a page template can help you create pages faster and keep pages consistent within an experience. Page templates can include components, data resources, and a layout. |
Methods for creating pages and page variants
| Method | Description |
|---|---|
| Create a page from scratch | When you create a page from scratch, you start with a blank page and select layouts and components that guide a user through an experience. Components are like building blocks that you can add to the page and then customize to build the page functionality. |
| Create a page from a template | When you create a page from a template, you start with a base structure, including layouts and components. From this starting point, you can customize the page to meet your needs. When you create a page from
a template:
For example, when you create a page from the Front-line case page template, the page includes only basic settings. It does not include the same settings as the Front-line case page variant that is provided out of box. |
| Create a page variant | When you create a page variant, you create a variation of a page that exists at the same path. When you create a page by duplicating a variant, the new page inherits the variant settings. By creating a
page variant, you can target an experience for a specific audience and add conditions that determine when the variant is shown.
|
Determining which page to use
Each record page has an order number. CSM Configurable Workspace uses the active record page with the lowest order number as the default page. When the system displays a record in CSM Configurable Workspace, it uses this default page to display the record information.
- Conditions (i.e., table)
- Audience (the user roles that have access to the page)
If a page variant has no assigned user roles, then every role can access it.
For more information, see Set record page order.