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View Management

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Note
Note: This article applies to Fuji. For more current information, see View Management at http://docs.servicenow.com

The ServiceNow Wiki is no longer being updated. Please refer to http://docs.servicenow.com for the latest product documentation.

Overview

A view defines the elements that appear when a user opens a form or a list. Administrators and users with the personalize role can define views for any list and form, which view should be visible by default, and which views pertain to specific user roles. For a complete list of how to edit views, see View management.

Users with the admin or view_changer roles can change views.

Examples of Views

For example, this is the Incident form in the Self-Service View:

Error creating thumbnail: Unable to save thumbnail to destination


This is the Incident form in the Metrics View:

Error creating thumbnail: Unable to save thumbnail to destination
Note
Note: Views can be used to define base views. UI Policies can modify those views based on context. For more information, see Creating a UI Policy.


Switching Views

To switch between list views, click the table name at the top left corner of the list, and then select Views > [Desired View]:

Error creating thumbnail: Unable to save thumbnail to destination
Switching views on a list

To switch between form views, click the table name at the left side of the form header, and then select Views > [Desired View]:

Error creating thumbnail: Unable to save thumbnail to destination
Switching views on a form

Switching views submits the form, which saves all changes and triggers any onSubmit client scripts that apply. You cannot switch form views on a new form that has not been saved yet.

When a user switches views, the selected view is saved as a user preference so the user sees the same view by default when the form opens. When a user has a view saved as a user preference and then opens a URL to a record that specifies another view, the form displays in the view saved in the user preference, not the URL. For example, if a user selects the Mobile view on an Incident record and then tries to open the following link, which specifies the visual task board view, the form still opens in the Mobile view: https://{instance}/nav_to.do?uri=incident.do?sys_id={sys_ID}sysparm_view=vtb.

The sysparm_view parameter specifies the view to be used for a list or a form, and can be overwritten by a user’s stored preference for a view. You can override this behavior by setting the sysparm_view_forced parameter to true.

Administering Views

Several views are included with the base system, including the Default view and Advanced view. All view records are saved in the UI View [sys_ui_view] table. Every list and form either has a view associated with it or uses the Default view if no other view is assigned. Administrators can create additional views or modify the base system views.

Warning
Warning: Do not delete any of the base system views.

Creating Views

Administrators can create views to force all users to use a certain view, despite the view specified by the user's preference.

  1. Navigate to the list or form that you want to create the view for.
  2. Right click the header and select the appropriate option for your version:
    • Fuji or later: Configure > List Layout or Configure > Form Layout
    • Eureka or earlier: Personalize > List Layout or Personalize > Form Layout.
  3. Under the List View section, select the view on which you want to base your new view.
    The fields visible for that view appear in the Selected list.
  4. From the choice list, select New.
    The Create New View form appears.
  5. Enter the descriptive name of the view.
  6. Click OK.
    The same fields in the Available column are the same as the first view you based the new view on.
  7. Select the fields to appear in this view by adding or removing the fields from the Selected column. You can also adjust the order they appear on the form by moving the fields up or down.
    If you are creating a view for a form, you can select a form section and configure the fields for that section.

You can create views in the same manner when you configure the form to add a related list.

Deleting Views

You can delete any view that you created. Do not delete the base system views.

  1. Navigate to System UI > Views.
  2. Click the view to delete.
  3. Click Delete on the form header.

Creating a View Rule

Administrators can override this functionality to force a specified view to be used.

  1. Navigate to System UI > View Rules.
  2. Click New.
  3. Fill in the fields on the View Rule form (see table).
  4. Click Submit.
Field Description
Name Specify an identifying name for the rule.
Match Conditions Select whether Any or All of the conditions need to be met.
Active Select this option to apply the view rule according to the conditions you specified. If unchecked, the view rule is not be applied.
Table Select the table on which this view rule will be applied.


Note
Note: The list shows only tables and database views that are in the same scope as the view rule (starting with the Fuji release).
View Select the view that is automatically applied if the conditions match.
Device type Select which interface this view rule applies to.
Conditions Specify the conditions that determines when the view is applied.