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:

Starting with the Tokyo release, Legacy Workforce Optimization is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

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. Click Learning list record.
3. Under UX list category, click 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. Click Submit.
6. Under UX Lists, click 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. Click Submit.
9. Click Update.