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ServiceNow HRSD: Adding the Watch List to the Standard Ticket Configuration in Employee Center

Import · Dec 01, 2023 · video

this video we'll look at adding the watch list to the standard ticket configuration page in service now hrsd uh note that this only applies for hrsd this doesn't apply for itsm so this what we look at in this video won't uh help you if you want to add the watch list for incidents um so I'm looking at a um case here and I'm on the standard ticket configur I'm on the standard ticket page and uh we can see we have the watch list here so this is what we are looking to accomplish and I'm basically going to be just following the steps I have an article on my blog on how to do this uh first we modify the view in the HR service then we add a my request filter for the watch list um then we modify the tabs in the standard ticket configuration and then optionally we can add a little watch list label uh so that users know which requests in their watch list which requests in their my request list are watch list and which ones are just regular uh requests that they put in or they put on behalf of other people um okay so let's shift back to here let's go to the first uh thing we need to modify to get this watch list on here we're going to go to the platform View and we're going to go take a look at the HR service configuration um so your first instinct and it was mine was if I want to add a um or remove any fields from here would be to go to the uh standard uh ticket configuration page and let's just go take a look at that so standard ticket configuration and this one is in the talent management right and and we go into here and let's this is in another scope employee Center and we go in here and the info region the advanced uh box is ticked and we have some of these parameters in here and I was banging my head against the wall for a while trying to figure this out uh because if you uncheck the advance then you can select some fields in here right but that's not what they're using because the advanced is uh is is checked and we're using a specific widget the HRM case info widget um so long story short the configuration is not here as you might think it would be um and it actually is in the HR case uh HR service configuration so let's go back to that we go HR service configuration and this was a hiring hiring request and it's in these two configurations here the open for approver View and the subject person task assign view so if we just go to the open for record this is the default record so we can see the title row is here it's giving us the HR service and the subject person name and then the person row this is where all of these things are and we can see I added it down here watch list simple as that um so that's the First Step that gets you the watch list uh thing here and you can add people to the watch list so I already added able tutor here now the Second Step go back to the article here is to add a my request filter for the watch list so you put people on the watch list but there's no way that they can go and see uh a list of all of the uh cases that they're on the watch list for um so there is one option you can um I think there's some sort of uh watch list um widget that you can probably add to the homepage or something like that um but I think a lot of folks are just going to be used to going to this my requests and uh they would just like to see that uh in here right in their list of all the other cases so let's go back over to the platform and we're going to look at the my request filter uh that's going to be here and you see I've added one here HR case watch list so this is going to get me all of the cases or all the records in the HR case table uh where active is true and watch list contains and just a little JavaScript here uh gs. getet user ID remember this watch list is a list field so it's just a comma separated uh ass CIS IDs basically um so that will stick the um watch list records or the records for which I am on the watch list or the user is on the watch list in this uh my requests list let's go back here um okay so the third step is to modify the tabs in the standard ticket configuration so uh when you get them in the watch list or in the my request lists that that's good and they click on it um however uh when they click on it all they can see is this top out of the box I mean all they can see is this top uh region right here and they can't see any of these tabs so you have to configure these tabs so that they're visible to folks in the watch list that's what we're going to do um so for that we we go to the standard ticket configuration so it is a little curious that um the info region is configured in the uh HR service but the rest of the page is configured in the tab configuration here so um I think I did this just for the activity tab so out of the box you're getting the open four or the C ID is one of these things uh you're an approver or you're open by then you can see the activity tab I just added this or condition with watch list contains and the exact same uh JavaScript that we put in the uh my request filter um so basically this is saying uh the activity tab will be visible if any of these condition are met and uh so if you're on the watch list the activity tab will be visible let's go take a look at one of the other tabs that I think I didn't make visible yet yeah for example this one uh so this one says basically if you have a to-do task then or if the user has a logged in the logged in user has a too task then uh this will be visible um so if you wanted to make this visible here too you could just do a or you know watch list uh contains uh JavaScript colon GS uh get user ID um and when we log in as a user who's on the watch list you'll see that the task to do is not is not visible nor are any of the other attachments or additional details I don't think I added it for these ones so you'll see that you'll will just see the activity tab for that one okay great and so the last step and this is an optional step is to add a little watch list label um inside of the my requests list so that users can distinguish between requests that they're on the watch list for and requests that they either open themselves or uh they open they open for or they open by um so for that let's go back here uh what I did was I went to the uh Core case table so here we can just look at HR cases and we go to configure table and I just create a column called has watch list it's a calcul ated field and the calculated value so if the watch list field has a value in it it Returns the text watch list simple as that um and then what I do is when we go to the I'm trying to remember where this is I think it's in the HR service configuration oh no it's in the my request filter that's where it is so now we have this field that will say watch list when there is a watch list and right we go back to our my request filter um I think I took it out here so the SEC so it's going to display the number it's going to display the short description the number and now we can just put that uh has watch list field in there right so that's only going to display uh when this filter is picked up right when I'm on the watch list it will display watch list basically okay so let's go back to here and so we already have able tutor on the watch list let's impersonate able and if I go to my requests um I can see here uh is the request for which or is the case for which I'm on the watch list and I could see this little watch list label here uh if I click into here uh we can see that I can only see the activity tab right so those other tabs are not visible because we didn't make them visible in the standard ticket configuration I also see the watch list field um so I can actually remove myself if I want from this watch list or I can add uh other people to that watch list and just to contrast it with this one which is a case that let's see I'm the subject person for and actually I'm the open for so you can see here I I can see the tasks and attachments um so all of these are visible um in this case so that's it that's how you add the watch list to uh the employee Center standard ticket configuration page

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https://www.youtube.com/watch?v=CsdhYiqsN1g