---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure a new record action

# Configure a new record action {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The new record action at the main tab level in CRM Workspace enables agents to quickly create records.

## Before you begin

Role required: workspace_admin, ui_builder_admin, admin

## About this task

The create record action appears as the + button on the main tab in CRM Workspace. Agents can select this tab to create records.

## Procedure

1. Navigate to AllNow Experience FrameworkUI Builder.
2. From the list of UX applications, select CRM Workspace.
3. Select the UX Page Properties related list on the UX Application (CRM Workspace) record.
4. Select chrome_tab in the Name column.
5. In the Value field, add a new JSON object in the newTabMenu array.  
   The default code passes an array of buttons with labels in JSON format that are configured to create a record in the Interaction or Incident tables. You can add, modify, or delete the elements through the array passed for newTabMenu.  
   The following example shows the general syntax to add a button for new record creation in any table.

       {
       "label":{
       "translatable":INSERT_true_OR_false_BOOLEAN_VALUE_WITHOUT_QUOTES, "message":"INSERT_LABEL_NAME_TO_BE_DISPLAYED_ON_PLUS_BUTTON"
       },
       "routeInfo":{
       "route":"record",
       "fields":{
       "table":"INSERT_TARGET_TABLE_NAME",
       "sysId":"-1"
       },
       "multiInstField":"sysId"
       }
       }

   Note:  
   * Make sure that you add the comma either before or after the array to follow valid JSON format practices.
   * sysId = -1 points to the new record being created on the table as Target_Table_Name.
   {#config-csm-config-ws-new-record-action__ul_ogg_gdq_ljc}  
   The following example shows how to add one more button to create a record in the Case table (sn_customerservice_case).

       {
       "label":{
       "translatable":true,
       "message":"New Case"
       },
       "routeInfo":{
       "route":"record",
       "fields":{
       "table":"sn_customerservice_case",
       "sysId":"-1"
       },
       "multiInstField":"sysId"
       }
       }

6. Save the changes to the UX Application (CSM Landing Page) record.

*[\>]: and then