Customize a workspace home page in Workspace Builder

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：13分

    • Edit the home page for a workspace in Workspace Builder. Adjust what users see when first accessing the workspace, which is a dashboard.

    This video shows you how to perform the following procedure.

    始める前に

    Role required:
    • admin or Guided Application Creator for ServiceNow Studio.
    • sn_app_eng_studio.user or delegated_developer for AES. For more information, see Delegate developers using AES.

    このタスクについて

    You can edit workspace home pages in Workspace Builder only for workspaces created in Tokyo and going forward. You can edit older workspaces in UI Builder.
    注:
    The home page is an essential part of the workspace, and thus can't be hidden or removed.

    手順

    1. Navigate to Workspace Builder.
      For details on how to open Workspace Builder in ServiceNow Studio or AES, see Accessing Workspace Builder.
    2. Add an element to the page.
      You must be in the Navigation configuration tab. If you're already in the Navigation configuration tab, you can't select it.
      1. In the navigation panel, select Home.

        Workspace Builder home page

      2. In the home page canvas, select Add new element.
      3. From the list, select the element or component that you want to add.

        For example, to add a graphic of data from the specified table, select Data visualization and choose a New data visualization or a Saved data visualization.

        You can add the following elements to the home page in Workspace Builder.

        表 : 1. Home page elements
        Element Description More information
        Data visualization Graphic, visual representation of current instance data. You can create a new data visualization or repurpose an existing data visualization by choosing it in the Select visualization from library modal and selecting Add to dashboard.

        In addition to data visualizations, you can select the Library element to add an already-saved data visualization to the home page.
        Filter Refine the visualizations on a dashboard based on specified criteria. The filters can apply to both tables and indicators.
        Heading Title or text for the top of the home page or section. Developer site heading component listing
        Image Static or animated images or pictures for the workspace. Developer site image component listing
        List - Simple Table data that you can customize for the dashboard audience.
        The Workspace Builder components for home pages has details on home page elements. For more information, see Exploring Platform Analytics dashboards.

        If you want to include additional elements that aren't available in the Add new element menu, you must edit the workspace in UI Builder. For a complete list of elements you can add in UI Builder, see the components documentation on the ServiceNow.

        The element appears on the dashboard, where you can make edits.
      4. Drag the element to move or resize it.
      5. In the canvas header, select Save.
    3. オプション: If needed, complete any additional changes to an element.
      オプション説明
      Edit an element
      1. Select the element that you want to edit, such as a data visualization.

        A header appears with the name of the element type.

        Data visualization element to be edited

      2. Select the settings icon (Workspace element settings icon) in the element header to open the configuration panel within the canvas.
        注:
        You can also select the context menu icon (Context menu icon to display options) and select Configure to edit the element.
      3. Edit the configuration of the element in the configuration panel as needed.

        For example, if you're editing a data visualization, you must specify the source table. For more information on editing components, see Add and configure components.

      4. In the canvas header, select Save.
      Copy an element to reuse on the home page Select the context menu icon (Context menu icon to display options) and select Duplicate to copy the element. You can then make additional changes to the copied element.
      Add an element to the library for reuse Select the context menu icon (Context menu icon to display options) and select Add to library to include the element in your library to reuse on other dashboards.
      Delete an element from the workspace dashboard
      1. Select the element that you want to delete.

        A header appears with the name of the element type.

      2. In the header, select the context menu icon (Context menu icon to display options) and select Delete.

        Delete workspace element

        注:
        There's no confirmation message. The element disappears from the dashboard.
    4. オプション: If needed, complete any additional configuration changes to the dashboard.
      オプション説明
      Configure the dashboard layout Select and drag an entire element to move it around the dashboard layout.

      Resize an element by selecting and dragging the handlebars (Element handlebars to drag and resize) in the lower corners of the element.
      Duplicate the dashboard To make a copy of the dashboard:
      • Select the more options icon for the dashboard (More options icon).
      • Select Duplicate.
      • Enter the New name and Description for the copied dashboard on the modal.
      • Select Duplicate.
      Access the duplicated dashboard by exiting out of editing mode and selecting the new dashboard from the dashboard name drop-down menu.

      Select the duplicated dashboard
      Add tabs to the workspace and edit them as needed
      1. Add a tab to the home page by selecting Add a tab.

        When you add your first tab to a home page dashboard, a new part of the layout appears below the title. Elements you add to the tab are visible no matter which tab the user is on.

        A tab labeled untitled is added next to any existing tabs.

      2. Rename a tab by selecting the tab name, selecting the edit icon (Icon to edit the workspace tab name), typing the new name, and pressing Enter.
      3. Reorder a tab by selecting the tab and dragging it to the new position.
      4. Delete a tab by selecting its delete icon (Icon to delete a workspace tab) then selecting Delete.
        注:
        No confirmation message appears. The tab disappears from the dashboard.
      Preview a workspace and make in-line edits Make basic edits to a workspace when previewing it using the In-line editor.
      1. In the Workspace Builder header, select Preview.
      2. In the preview that appears in a new browser tab, select Edit.
      3. Adjust the home page elements and widgets by resizing, reorganizing, or reconfiguring them.

        For more information, see Edit Platform Analytics dashboards.

      4. Select Add new element to add items to your workspace home page.
      5. Select Exit Editing Mode to stop editing in the In-line editor.
      Open a printer-friendly version of the dashboard Select the more options icon for the dashboard (More options icon) and select Printer friendly to display the workspace home page in a format suitable for printing.
      Add a bookmark to Analytics Overview Select the more options icon for the dashboard (More options icon) and select Add to bookmarks to include a bookmark for the workspace in the Analytics Overview Bookmarks section.
      Make additional or more advanced configurations to the home page In the configuration panel, select Open in UI Builder.
      Delete the dashboard Select the more options icon for the dashboard (More options icon) and select Delete. You must select Delete again to conform.
      注:
      Workspaces should have at least one dashboard home page.
    5. Share the dashboard.
      1. Select the more options icon for the dashboard (More options icon) and select Share.
      2. On the modal, fill in the fields.
        表 : 2. Share dashboard options
        Option Description
        Grant access to Users and groups that can access the dashboard.
        Allow recipients to add, edit, or delete sharing permissions associated with this dashboard Option that enables the users and groups you share the dashboard with to add, edit, and delete the sharing rights for any user, group, or role.
        Add as viewer / Add as editor Option to specify read-only or write access for the dashboard.
        Manage access Roles that can access the dashboard. Search for and select a role in the search box. For each role with access, select the access level:
        • Can edit
        • Can view
        • Can share
        Copy link with filter Button that copies the dashboard URL for the specified users and roles with the currently applied filters.
        Copy link Button that copies the dashboard URL for the specified users and roles without any filters.
      3. Select Confirm.
    6. In the Workspace Builder header, select Save.