---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create workspace view rules for planning item forms in Strategic Planning

# Create workspace view rules for planning item forms in Strategic Planning {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Define workspace view rules for the form views of new planning item types in Strategic Planning.

## Before you begin

* [Create form views for planning item tables in Strategic Planning](https://www.servicenow.com/docs/nZ0q4Q1v6kxKaUjkSRzPyA "For every planning item table that you create, you must create the necessary form views. You can also customize the views for existing planning items.")
* Ensure the application scope in your instance is set to Portfolio Planning
{#create-workspace-view-rules-for-planning-item-tables__ul_jzk_hcl_2rb}

Role required: admin

## Procedure

1. Navigate to AllWorkspace ExperienceFormsWorkspace View Rules.
2. Select New.
3. On the form, fill in the fields.  
   For field information, see [View rule form](https://www.servicenow.com/docs/gmGuUOb6eYQiu79S8tvIGA "Learn about the fields of the view rule form. Use this form to define workspace view rules for the form views of new planning item types in Strategic Planning.").
4. In the Conditions section, select Add Filter Condition and add the following condition:  
   * For APW Default view: Created is not empty
   * For Default view: Created is empty
   {#create-workspace-view-rules-for-planning-item-tables__ul_apg_2xq_4qb}
5. Select Submit.
6. Repeat this process until you have completed creating both workspace view rules.

## What to do next

[Enable custom item types in Strategic Planning](https://www.servicenow.com/docs/g5mSYZtAeqlZvbH_YBzfLg "Enable the usage of a custom planning item type in Strategic Planning so that your planning managers can start adding them to their free-form roadmaps or portfolio plans.").

*[\>]: and then