Create UI actions for your service with Universal Task

Create UI actions for your service so that agents can create universal tasks.

Before you begin

Role required: admin

Administrators and users with the ui_action_admin role can define UI actions. The UI actions must be configured for both the ServiceNow AI Platform form and the Agent Workspace form.

Procedure

1. Navigate to All > System Definition > UI Actions.
2. In the UI actions list, click New.
3. Enter the name of the UI action.
   For example, enter the name as Assign Task.
4. Select the service-specific table that Universal Task is being configured for.
   For example, select the Universal Request [universal_request] table for placing the Assign Task UI action on the Universal Task form view or workspace.

   Note:

   For any new UI action, ensure that you always select the appropriate service table.
5. Optional: Clear the Show insert check box.
   If the Show insert check box remains checked, the UI action to create a task is displayed even when the main ticket is being created.
6. Select the Form Button check box.
7. In the Script field, enter the following script.

   var gr = new GlideRecord("sn_uni_task_universal_task");
   gr.initialize();
   gr.setValue("parent",current.sys_id);
   action.openGlideRecord(gr);
   action.setReturnURL(current);

8. On the Workspace tab, select the Workspace Form Button check box.
9. On the form, fill in the fields.
   For more information on fields and descriptions, see Create a UI action.
10. Click Submit.

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