Create UI actions for your service with Universal Task

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

Avant de commencer

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.

Procédure

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.

   Remarque :

   For any new UI action, ensure that you always select the appropriate service table.
5. Facultatif : 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);

   Important :

   This script belongs in the Script field (server-side) of the UI Action. Do not copy it into the Workspace Client Script field unless you want additional client-side behavior in Workspace.
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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