Understanding Custom Workspace ??

Creating a custom workspace in ServiceNow involves several steps, utilizing the Next Experience UI Builder and other tools provided by the platform. Here's a high-level guide to get you started:

1. Access the UI Builder

  • Navigate to Next Experience UI Builder from the application navigator.
  • This is where you can create, configure, and manage your custom workspace.

2. Create a New Workspace

  • In UI Builder, select Create Experience and then choose Workspace as the type.
  • Provide a name for your workspace and define its key parameters, such as the target users and purpose.

3. Define Pages and Layouts

  • Use the drag-and-drop interface in UI Builder to add and configure pages within your workspace.
  • You can choose from existing templates or create custom page layouts.
  • Add components like forms, lists, dashboards, and other UI elements that users will interact with.

4. Configure Components

  • You can use the extensive library of UI components to fill your workspace.
  • These can include data visualizations, service requests, incident management tools, or any other relevant ServiceNow modules.
  • Customize each component to match the specific needs of your users.

5. Add Interactions

  • Define how components interact with each other using Event Mapping.
  • Set up triggers and actions to ensure that user inputs or changes in one part of the workspace dynamically affect others.

6. Set Permissions and Roles

  • Assign user roles and permissions to control who can access and modify the workspace.
  • Ensure that different user personas have access to the appropriate tools and information.

7. Test and Iterate

  • Preview the workspace to see how it functions for different user roles.
  • Collect feedback from stakeholders and refine the workspace as needed.

8. Deploy the Workspace

  • Once satisfied with the design and functionality, publish the workspace.
  • Monitor its use and performance, making adjustments as necessary to improve the user experience.

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