How to configure list layout in workspace servicenow. Configurable Workspace was enhanced and updated in the Australia release. Now find any record that you need to add new or edit existing related lists (incident/change/problem etc. How can I configure this default layout? And, is it possible to include this tasks in update set? Jul 29, 2021 · To modify the list layout displayed from drill-down report, you need to configure the list of "default view" for the sn_customerservice_case table. Open any case form and open the contact reference list layout. Add or remove the fields as needed, then click Save. Navigate to View > SOW Incident Resolve Modal. Dec 15, 2024 · In this article, we will see how to configure "List Applicability" on service operation workspace lists. Whether you're a seasoned developer or new to the platform, this step-by-step tutorial will UI Builder is a web user interface that’s built on the Next Experience UI Framework (A ServiceNow JavaScript framework built on web component standards, similar to React). Nov 16, 2022 · Navigate to the table you want to create or delete the view Open a record, then right-click the header and select Configure > Form Layout To modify/ update the view first select the view and then the section and then finally move the fields in the slush bucket To create a new view, go to the View name choice list, and select New. Open an incident in Core UI. List layouts control which columns appear on table views and in what order. Please provide the solution User's Assets related list columns to show below: Disp Apr 14, 2023 · In the Service Operations Workspace (SOW), if you like to change the "Lists" sequence or add or remove items, here is a quick easy way to do so. Regards. Could you please guide me on how to configure this in Workspace? Is there a way to set this We would like to show you a description here but the site won’t allow us. Jun 26, 2023 · Then switch to Workspace view (change the view from menu icon from top left) Open configure, related list from form header Add/remove the columns you want in the Related list Save the list layout Refresh the related list in Workspace. Sep 21, 2021 · The SysId of the UX Actions Configuration (if you created a new one) you need to add the sysId to your UX page properties (actionConfigId). Jan 31, 2023 · How to configure Lists in strategic planner workspace (fka Alignment planner workspace)? Sandeep V1 ServiceNow Employee Sep 4, 2025 · Hello All, I already found the solution to it. Apr 18, 2022 · In this example we'll reuse the Simple List page that is packaged with most product-line workspaces and the App Engine Workspace to show a list when clicking a data visualization. In the image you can see I added the Actual Start to the configuration and now you see it in the list that is seen when drilling into the data on a Workspace report. Make a note of these variables. in the second related list create a new UX Form Actions Layout. When I click on Service Operation Workspace > Home > Your team's work > catalog tasks assigned to your team, a list of sc_task appears at the bottom of the screen. Select a field to include in the list. This quick tutorial covers adding fields, arranging sections, and configuring views Aug 29, 2022 · Hi Mikka, I hope this will solve your query Configure list layout in CSM Configurable Workspace Additional info : How to change the list view for a related list in Agent Workspace Mark Correct or Helpful if it helps. Thanks, Pradeep Nov 7, 2024 · Then switch to Workspace view Navigate to the related list Right-click on header menu of the list Click on configure list layout Add/remove the columns you want in the list view Save the list layout Refresh the related list columns in Workspace. So if you'd like to apply to everyone, you can configure the form layout to remove these fields Contacts and Timeline. Page layout: This is the experience your user interacts with, made up of pages, patterns and components. Navigate to the lists on the workspace and click o Hi, How do I edit the List Layout of on Asset Task? I have tried on the native view if I can change it from there but I can only see the Default view. The Choose a field dialog opens. Workspace Lists in UI Builder: Your FAQ Guide to Common Configurations If you manage workspaces in ServiceNow, you have probably run into situations where the out-of-box list behavior does not quite match what your users need. Click New in the Secondary Values related list. This navigation is shared by all ServiceNow experiences. On the incident form, select the additional actions icon () on the header. do, but changes I do there, does not correlate to CSM agent workspace. And if you'd like to remove for yours Hi, How do I edit the List Layout of on Asset Task? I have tried on the native view if I can change it from there but I can only see the Default view. Step 2: Add a layout item to an existing Layout The second step is about telling ServiceNow "Hey, remember that button that we declared? This is where it should appear. Feb 3, 2023 · @servicenow lath , To modify the list layout displayed from the drill-down report, you need to configure the list of "default view" for the sn_customerservice_case table. After changing column Try clicking on "reset to column default" Jan 22, 2025 · We have opened for user's assets related list on interaction table in view service operations workspace. The ServiceNow Developer will build, configure, and maintain platform improvements, focusing on CSM, Service Catalog workflows, customer ITSM integrations, and Hardware Asset Management automation based on architectural direction. In developer tools click on graphql, the variables for table and view will display in the Payload tab. Is it possible to configure list in legacy workspace across all user's list? ServiceNow provides a highly customizable interface for managing forms and related lists. Jan 31, 2025 · Hi Team, How to add new columns in the list view of csm/workspace for case view. Get more info about workspaces. This will be identified as the Reference List view. Create a new view with the name sys_ref_list. In the Table column of the Form Headers list, select sn_customerservice_case. Hi , 1) Open the record in classic UI. Whether it is enabling a smoother scrolling experience, troubleshooting 5 days ago · I have created a custom field and would like to add it to the list view in Strategic planning workspace. Navigate to All > Now Experience Framework > Configuration Settings > UX Form Header. 1 - Go to "List" table and search for table=sn_customerservice_case AND view=Default view. It contains the application navigation and page navigation for your workspace. Select Save. Mar 31, 2025 · Click on Configure List Layout. This opens the List Layout configuration modal. Regards, Ankur Certified Technical Architect || 10x ServiceNow MVP || ServiceNow Community Leader Aug 29, 2022 · How I can configure list layout in CSM agent workspace? I thought this would'v been possible by changing list layout of this specific table from back end's slushbucket, in this case from table sn_customerservice_case_list. In ServiceNow click on something else, in developer tools click the clear button , in ServiceNow click on the list you want to update. 2 - Open record and configure the fields you want to display in "List Elements" related list. For instructions, see Configure an action layout for a workspace page. Hi, How do I edit the List Layout of on Asset Task? I have tried on the native view if I can change it from there but I can only see the Default view. Service Operations Workspace – How to clone the landing page? Service Operations Workspace - How to add a VIP Flag? Service Operations Workspace – How to create We would like to show you a description here but the site won’t allow us. Select the desired sentiment field in Field field and click Submit. Configure the Resolve dialog box. Configure the Field Order in the Default List Layout In this section of the exercise, you will configure the order in which the fields will appear in the To Dos list layout. Workspaces seem to be the future for ServiceNow products and many of our customers are searching for ways to add their Jan 12, 2026 · Open List Layout Options Click the gear icon (List Layout or Personalize List) in the top-right corner of the list panel. App shell: The workspace app shell provides a basic wrapper for the experience. You will be able to see the Open Form Designer in App Engine Studio Navigate in Form Designer Use Form Designer to edit form layouts: Create form sections Edit form sections Delete form sections Create form sections Edit form sections Delete form sections Use Layout List to configure lists: Choose which fields appear in a list Configure the order of the fields in a list Choose which fields appear in a list Configure the Sep 25, 2024 · Hi community, I have a requirement to change the list layout of reference list when clicked on it in workspace. In that list view, there is a column called “SLA code” which I want to display in the second position by default for all users (so they don’t have to personalize it manually). 🚀 Hiring: Senior ServiceNow Developer (Remote | Offshore) We are seeking an experienced Senior ServiceNow Developer with strong hands-on expertise in ServiceNow to design, build, and configure We would like to show you a description here but the site won’t allow us. Tip When you open a folder in VS Code, VS Code can restore the UI state for that folder, such as the open files, the active view, and the layout of the editor. In this first part of our series, you'll learn how to create a scoped application, navigate ServiceNow Studio, and utilize UI Builder to design a fully functional Customer Support Workspace. Can you please guide me through? Thank you. list -> Open "Default - SOW" or your List Menu if you have created a copy Change Application scope as requested. Key tasks include configuring the CSM workspace, developing catalog items, implementing REST/SOAP integrations, and ensuring asset record integrity. From the Application list, selected CSM Workspace configure --> form Layout Tried to add a field/a section (but it was not visible on CSM/FSM configurable workspace) Strange thing is it working in PDI but where as in client instance modifying fields/sections doesn't impact on CSM workspace. Here are the steps to configure both:### Form Layout Configuration1 Jan 31, 2023 · How to configure Lists in strategic planner workspace (fka Alignment planner workspace)? Sandeep V1 ServiceNow Employee Dec 5, 2024 · Go to the list where you want to update the columns. Whether you're a seasoned developer or new to the platform, this step-by-step tutorial will Feb 18, 2023 · Changed the list layout of the related list in the "classic" interface. Feb 3, 2025 · Hello Community, In this post, I have consolidated the links containing list of customizations done on Service Operations Workspace. How can I set it? Right now it is set to default view. For SLA's I want to add business elapsed time and business time left Sep 23, 2023 · Today we are going to edit related lists in Service Operations Workspace for a chosen item (incident, request, etc,), Let’s start! First of all, opern Service Operations Workspace. Oct 18, 2023 · You're looking into the CSM/FSM Configurable Workspace, so most probably the view is Workspace [workspace]. Hi ① It depends on the Form View. I have made a layout both for the view of the workspace, and just to make sure, I tried to make one for a view simply called "Workspace" (as I remember having done this before configuring list layouts in a workspace). Move the required fields from the Available list to the Selected list. Workspace Form Button - To make the UI Action appear on the list of UI Actions. By doing this, you can achieve hiding a specific list for a user, group, roles, companies, location or department or use scripting as well. Please see Episode 1 to understand how can we set up Agent Workspace to receive chat from Virtual Agent. Configuring the form layout for Agent Workspace is the same as modifying the form layout in the platform UI. One of the first things you will probably want to do is change the form layout to align with what your users are used to. ServiceNow ServiceNow Select CSM Workspace as the application scope. You will be able to see the changes. 1 - Go to "List" table and search for table= customer_account AND view=Default view. You can also configure settings that only apply to that folder, or define debug configurations. Oct 19, 2022 · ‎ 10-19-2022 07:17 AM Hi Fromsee, Use the right mouse button on one of the column's title, and select Configure > List Layout . " Open the UX Form Action Layout list view (sys_ux_form_action_layout) via Now Experience Framework > UX Form Action Layouts. Mar 15, 2022 · Fields and Tables There are some main fields and tables you need to know to use UI Actions in configurable workspaces. Maybe that happens if you created your own related list with a custom relationship. Feb 3, 2023 · Im working on legacy workspace and it doesnt comes under this " sys_ux_list_menu_config" . May 12, 2022 · If you have just adopted or considered adopting Service Operations Workspace, you may have noticed the form layout differs significantly from the classic interface. The UX Form Action Layout record configured on the workspace page must contain the form action you want to hide from the page. All tables in ServiceNow have a default list that can be configured using Layout List. Verify the Changes Navigate to the Case module in CSM/FSM Configurable Workspace. Unlock the full potential of ServiceNow with our comprehensive guide to building a custom workspace from scratch. But it doesnt work. After clicking on the numbers that are there in engagement above, i am redirected to below list view. but the field doesn't appear in personalize columns list. In compliance workspace, when i am trying to create a Risk and select Risk Statement, I want to change the fields that are displayed in pop up - I have tried to use - https://suppor Apr 24, 2025 · In agent workspace I want the workspace view to be default for Approvers related list for all users. Use Layout List to choose the fields that appear in a list and the order of appearance. After changing column Try clicking on "reset to column default" We would like to show you a description here but the site won’t allow us. Regards, Debasis Unlock the full potential of ServiceNow with our comprehensive guide to building a custom workspace from scratch. Explore the process of configuring an interactive List and Form view in UI Builder. Learn how to customize form and list layouts in ServiceNow to improve user experience and streamline workflows. . Original view and Modified view: Instructions: Navigation bar -> sys_ux_list_menu_config. Apr 17, 2024 · This is the default layout for the table in the list view. Sep 4, 2025 · @DebasisP47 Steps 1) go to native and configure the list layout for that related list 2) it should reflect in workspace If my response helped please mark it correct and close the thread so that it benefits future readers. Here are the steps to configure both:### Form Layout Configuration1 Mar 16, 2021 · The clue is to change the List Layout for your table on the "list" and not on the "related list". I went to native ui and came near related list and list control and have changed the view to service operation workspace and configured the list layout and that worked. To reconfigure the list to show different columns, update the Columns configuration by clicking the + Add button. This video will show how you set up Lists in Agent Workspace as an admin and Service Desk User. This video focuses on the List page of the Service Operations Workspace. This guide shows you how to modify them properly so everyone sees the data they need without breaking personal customizations. ) and open it… To add new items into “Related records” tab, you simply need to click on your profile ServiceNow provides a highly customizable interface for managing forms and related lists. 2) Go to related list and click on 3 dots from there open list layout: 3) Change the view to service operation workspace and add requried columns to right side. Jul 21, 2025 · Hi Community, In Service Operations Workspace, when users click on a widget in the dashboard, it navigates to a list view. Creators can use Layout List to customize default list layouts to fit users' needs. Mar 16, 2021 · The clue is to change the List Layout for your table on the "list" and not on the "related list". Hi All, With new user logged in into the workspace if I opened a list view of any table then I need to add columns every time. Jul 3, 2024 · Open an Case record. Jul 18, 2022 · Hi. In Workspace, the icon is usually at the top of the list header (next to column titles). To change the ordering of your Selected list, click on an attribute and press the up caret or down caret button to move that attribute up or down the list. Aug 21, 2025 · I would like to know how to set the list view for the Service Operation Workspace column. When using Workspace options ensure the Client checkbox on the UI Action is set to true. The default list in the Workspace includes up to five columns of data. Click Add Column or select from available fields. more Items in your Selected area will be displayed in order on your tables, with the leftmost attribute at the top of the list. Currently, I followed the traditional method by selecting the "Workspace" view, right-clicking on one of the columns in the related list, and configuring the layout. This tutorial focuses on dynamically updating form components with data from the selected list item. Customize Columns Add Columns: Click Add Column or select from available fields. Configure a list to choose which columns appear in a list, create list views, and create fields on the table. Jan 20, 2025 · HI @Timothy Sparks , Please follow the steps: Open the main record in Default view ( on the native UI NOT on Workspace) Then switch to Workspace view Navigate to the related list Right-click on header menu of the list Click on configure list layout Add/remove the columns you want in the list view Save the list layout Refresh the related list columns in Workspace. Jul 29, 2021 · To modify the list layout displayed from drill-down report, you need to configure the list of "default view" for the sn_customerservice_case table. We would like to show you a description here but the site won’t allow us. What I want to do is that I configure list layout of all users by default before they configure it. Then switch to Workspace view (change the view from menu icon from top left) Open configure, related list from form header Add/remove the columns you want in the Related list Save the list layout Refresh the related list in Workspace. The main parts of a ServiceNow list view include: Filter Area: Shows current filters with “breadcrumbs” across the top. Form Layout: Similar to the platform UI, Agent Workspace allows configuration to fields and sections that are rendered on the form. Can we Configure Workspace list columns, so I do not need to add columns every time when logged in with new user Mar 18, 2025 · How do I edit the list layout of these for the donuts? I want to change them globally rather than just on a user basis. It's best to create the new category and list records in the same application scope as the configurable workspace sys_ux_list_menu_config = list menu configuration table sys_ux_list_category Hey everyone, I'm looking for assistance with configuring the layout of a related list (relationship entry) that I added to a form in a workspace. Jan 30, 2025 · UI Builder Essentials Part 3 Table of Contents Create a Page Add a Two-Column Layout Add a Pie Chart to the Left Column Add a List to the Right Column Create a Client State Parameter Configure the Pie Chart to Update the Parameter Bind the List Filter to the Parameter Article DirectoryPa Configure a custom map screen Configure a custom Map provider Enable map view to create reservations Configure the Toggle map view property Configure AI search Configure map properties for Location directory Manage workplace schedule Manage your in-office presence preferences Create a reservation for a day in Workplace Create bulk reservations The ServiceNow Configurable Workspace application provides tools to agents, case managers, help desk professionals, and managers for answering customer questions and resolving customer problems. But we have to display only some of the specific columns in the workspace dynamically without personalization. Navigate to Configure > Form Layout. Nov 7, 2024 · Then switch to Workspace view Navigate to the related list Right-click on header menu of the list Click on configure list layout Add/remove the columns you want in the list view Save the list layout Refresh the related list columns in Workspace. Jun 23, 2025 · How can I configure default list layout for the RIDAC in Project Workspace? I can select the columns I want to see for my own visibility but I need to set some defaults here. To customise the form for Service Operations Workspace you need to change your application scope to the Mar 12, 2023 · Submit/Save the Action Assignment record. Add your DA to the Declarative Action Assignments in the first related list. It allows users to build pages for configurable workspaces and configure or create custom web fulfiller experiences and user-friendly applications. Jan 12, 2026 · Click the gear icon (List Layout or Personalize List) in the top-right corner of the list panel. The columns are ordered alphabetically. For some unknown reason the workspace is using the "real" list instead of the related list. Mar 16, 2021 · You have to make the changes from list layout but select "View" as "workspace" , it will reflect on agent workspace. In the example, the Suggestion field is selected. UI Builder Architecture Component Hierarchy UX Application └── App Shell └── Chrome (Header, Navigation) └── Pages └── Variants └── Macroponents └── Components How List Views Work: A Quick Overview A ServiceNow list view works like a live report, showing records from a table and letting users scan, search, sort, and work in bulk. Columns: Each field you choose to display. Jul 23, 2024 · Hi Community, How do I configure a related list layout in workspace? I have tried to go to native view of the form having that related list, then configure list layout from related list, switch view to workspace, update fields and save. If what I know is right, users can configure their personal list layout that shows the columns that they want to watch. Aug 12, 2021 · To modify the list layout displayed from drill-down report, you need to configure the list of "default view" for the sn_customerservice_case table. Feb 23, 2026 · UI Builder Patterns for ServiceNow UI Builder (UIB) is ServiceNow's modern framework for building Next Experience workspaces and applications. You're looking into the CSM/FSM Configurable Workspace, so most probably the view is Workspace [workspace]. Feb 10, 2024 · Hi Developers, In Audit workspace, I want to keep same list layout (columns) when i am redirected to list of records when I click on the reports that are present on the dashboard like engagement as shown in below image. You will be able to see the changes Please hit the thumbs up button and mark the solution as correct if it helped. gcrga hxne dxzsns yngf ikvp efu lfr vexbzuq bnhzsd xvaka