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How to configure Lists in strategic planner workspace (fka Alignment planner workspace)?

Import · Feb 02, 2023 · article

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Create / Edit a list category

  1. Navigate to sys_ux_list_menu_config.list.
  2. From the UX List Menu Configurations list, select APW List Menu Configuration.
  3. Select a new category or a new list. SandeepV1_2-1675187346323.png
  • To create a new list category, click on New and fill the following fields
    | Field | Description |
    | ------------- | ------------------------------------------------------------------------------------------------------------- |
    | Title | Display name of the category in the workspace. |
    | Application | Application scope. Ensure that this is set to Portfolio Planning. |
    | Order | Order in which this category is displayed in the workspace. |
    | Active | Option to enable the display of this category in the workspace. |
    | Description | Brief description of the category. |
    | Configuration | Configuration that the category is referencing. By default, this field is set to APW List Menu Configuration. |
    • If you want to hide any list category, change the Active to false.
      ##
      ## Create or Edit a list item
    • To create a new list item, go to UX Lists and create new by filling the following fields.
    • To hide any list items, change the Active to false.

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Field Description
Title Display name of the category in the workspace.
Application Application scope. Ensure that this is set to Portfolio Planning.
Order Order in which this category is displayed in the workspace.
Category Category that this list would be displayed under, in the workspace.
Active Option to enable the display of this category in the workspace.
Table Source table for the list.
Configuration Configuration that the category is referencing. By default, this field is set to APW List Menu Configuration.
Conditions Conditions to filter the records of the source table.
Columns Columns of the table that must be displayed in the list in the workspace.
Group by column Attribute that would be used to group the list of records by.
View View to determine which columns are displayed in the list in the workspace. If you select a view, the Columns field is disabled.
  1. Navigate to .
  2. Create a new entry in this table for every new list item created.
  3. Make sure the applicability is filled with the right audience as below. SandeepV1_6-1675188428598.png SandeepV1_5-1675188330547.png
  4. Navigate to Workspace Experience --> Actions & Components --> List Actions
  5. Click New from the list to create a new action, set the following value
    1. Action Label : New
    2. Action name: create-new-uxf
    3. Implemented as : UXF Client Action
    4. Table:
    5. Specify client Action: Create New Record
    6. View: Save the record
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https://www.servicenow.com/community/spm-articles/how-to-configure-lists-in-strategic-planner-workspace-fka/ta-p/2464079