Building workspaces in AES

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Building Workspaces in AES

    Workspace Builder for App Engine Studio (AES) provides a no-code environment to quickly create custom workspaces. It is designed for workspaces created starting with Washington DC, allowing users to efficiently modify home pages, list pages, and record page contextual side panels directly within a preview canvas.

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    Key Features

    • Home Page: The essential landing page of a workspace that includes a dashboard and is the first point of access for users.
    • List Pages: Pages that display records from specified tables, enabling users to locate individual records. Filtered lists can be created for streamlined access.
    • Analytics Center: A customizable section for tracking and analyzing records with dashboards and data visualizations. Requires enabling the Analytics Center for the workspace.
    • Record Pages: Pages that present detailed information on tasks, issues, or incidents, customizable with various layout components.
    • Workspace Layout: Features an intuitive interface with a navigation panel, preview canvas, and configuration options for selected components.

    Key Outcomes

    By utilizing Workspace Builder, ServiceNow customers can efficiently create tailored workspaces that enhance user experience and streamline processes. With the ability to configure essential components like home pages and lists within a no-code framework, users can expect faster deployment and increased usability of their applications.

    Workspace Builder for App Engine is a streamlined, no-code environment that enables you to create a custom workspace from within App Engine Studio (AES) quickly and efficiently.

    You can use Workspace Builder to quickly create workspaces for workspaces built starting with Washington DC. Workspace Builder enables you to edit the workspace home page, list pages, and record page contextual side panel directly in the Workspace Builder preview canvas. For workspaces created before Washington DC, or if you need more robust functionalities and configurations, edit the workspace in UI Builder from a tab within AES.

    Parts of a workspace

    Build your workspace by including the following pages and elements.
    Table 1. Workspace pages and elements
    Component Definition
    Home Landing page for the workspace, which contains a dashboard and appears to users when first accessing the workspace.
    Note:
    The home page is an essential part of the workspace, and thus can't be hidden or removed.

    For more information on configuring the home page, see Configure a workspace home page in Workspace Builder.

    For information on configuring the basic settings for a workspace, see Configure workspace settings in Workspace Builder.

    List List pages for records from the specified tables, which help users to find individual records in a workspace.
    Note:
    If you remove the list page/route, you must use UI Builder to edit the workspace, not Workspace Builder.

    You can create a list category and then add filtered lists for each list category. Filtered lists apply unique conditions, ensuring that only the filtered subset of records appears.

    For more information on adding and editing lists in Workspace Builder, see Configure lists for a workspace in Workspace Builder.

    Analytics The customizable Analytics Overview enables users to track and analyze records and usage with dashboards, data visualizations, and insights on your instance.
    Note:
    If Analytics Overview page/route doesn't exist for a workspace, Workspace Builder is still available, but the Analytics Overview tab doesn't appear in the workspace.

    For more information on enabling the Analytics Overview for a workspace, see Configure analytics for a workspace in Workspace Builder.

    Record pages Pages in a table that give users useful information to work on a task, issue, or incident. Useful information can include priority, state, activity, and so on.

    Create and customize record pages by using containers and components in different sections of the layout. You can also add a Playbook Experience to a record page.

    For more information, see Configure a record page for a workspace in Workspace Builder.

    Note:
    Your workspace must have a home page and lists for you to edit it in Workspace Builder. If they aren't present, you must edit the workspace in UI Builder.

    Layout for Workspace Builder

    The first time you access Workspace Builder, an onboarding modal displays a brief tour of what you can do in Workspace Builder.

    Workspace Builder consists of the following sections:
    • A left navigation panel to configure the pages that users can navigate to within the workspace.
    • A preview of the workspace in the middle canvas.
    • A right configuration panel for configuring the selected workspace component.
    • An option to preview the workspace in a new browser tab.
    Figure 1. Workspace Builder layout
    Basic layout for Workspace Builder: Header, Navigation panel, Configuration panel, and preview pane
    The Workspace Builder header has the following navigation options just below the tab, where you can work with the following:
    • Navigation configuration
    • Record pages

    Workspace Builder plugin

    To use Workspace Builder, you must enable the com.devsnc_sn_workspace_builder plugin in the sn_ws_builder scope. It is a dependency of com.snc.aes.starter_workspace_template.