Configure a list menu to display in the Learning tab in Workforce Optimization for Customer Service

Add list or list categories to modify the list menu for Coaching with Learning in the Coaching application in Workforce Optimization for Customer Service.

Before you begin

Important:

This feature is available with the Workforce Optimization for CSM Configurable Workspace (sn_csm_wfo_workspa) from the ServiceNow Store. To enable this feature, see Activate Workforce Optimization for CS configurable workspace.

Set the map application scope to Coaching With Learning. For information on how to set the scope, see Set map application scope.

Role required: admin

Procedure

1. In the application navigator, enter sys_ux_list_menu_config.list.
2. Select Learning list record.
3. Under UX list category, select New.
4. Enter the following field values.

   Table 1. Learning list form field

   Field	Value
   Title	Enter the name of the list category.
   Description	Enter a short description about the list category.
   Order	Enter a value to set the position of the list category in the current list.
   Active	Select the check box to make the list category visible.

5. Select Submit.
6. Under UX Lists, select New to create lists under that list category.
7. Enter the following field values.

   Table 2. UX lists form field

   Field	Value
   Title	Enter the name of the list.
   Table	Select the table for the data that you want to display in the list.
   Configuration	Select Learning List.
   Columns	Select the columns that you want to display for the table.

8. Select Submit.
9. Select Update.