Configure workspace settings in Workspace Builder
Define workspace settings in Workspace Builder to control the basic functionality of the workspace, such as name and record page navigation.
This video shows you how to perform the following procedure.
Before you begin
Role required:
- admin or Guided Application Creator for ServiceNow Studio.
- sn_app_eng_studio.user or delegated_developer for AES. For more information, see Delegate developers using AES.
Procedure
Navigate to Workspace Builder.
For details on how to open Workspace Builder in ServiceNow Studio or AES, see Accessing Workspace Builder.
Display the Settings form by selecting Workspace settings in the Workspace Builder header.
Define settings for your workplace
On the General tab of the form, specify or change the basic settings for the workspace by filling in the editable fields.
Note: Some settings are specified when adding a workspace, and can't be changed.
| Field | Description |
|---|---|
| Name | Name for the workspace, which is visible to users. |
| URL | Relative URL for the workspace. The path is automatically created based on the name of your workspace, and is preceded by your instance URL. However, you can customize the path in this field. |
| Description | Brief description of the purpose of the workspace. |
| User access | People and groups that can access the workspace. To give unrestricted access to the workspace, leave this field empty. |
| Search configuration | Source of information when users perform a search in the workspace. You can reuse an existing search configuration by selecting the profile from the menu. Select the Edit search application link to make additional, advanced configuration changes.If you select an AI Search profile, the following features are available:
For more information, see AI Search. |
| Show tables included in search configuration | Option that displays one or more tables that the workspace searches as sources. |
| Workspace theme | Theme to define the visual style of the workspace, which you can select only if Polaris isn't enabled for the instance. Themes are retrieved from the UX Themes [sys_ux_theme] table.. |
Add only one **User access** role at a time. For more information, see this [Knowledge article](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1561167).
Select Save.
Specify what type of records users can create by selecting the Record navigation tab of the form and then filling in the fields.
| Field | Definition | |
|---|---|---|
| Navigation type | How users interact with or navigate the workspace. Tabbed navigation creates separate tabs for each page, enabling users to work on multiple records at a time. Choose tabs if you anticipate that users must change between records quickly. Tabs also enable users to create records directly from the navigation. Note: The default navigation type for workspaces built in AES is tabbed, and can't be changed after the workspace is created. You must create the workspace in UI Builder to specify breadcrumb navigation. You can't change the navigation type after the workspace is created. | |
| Table | Data table that is added to when a user creates a record. The table you select automatically has associated lists.Note: The tables specified when the workspace was created appear automatically. Select Add a table to incorporate additional tables into the workspace. You can add each table only once. To remove a table, select its delete icon ( Image omitted: trash-icon.png LabelDelete a table from record navigation). No confirmation message appears, but you can select <strong>Cancel</strong> to revert the deletion.</p></td></tr><tr><td> | Brief label for the option that appears when users select the new record menu. Specify a label that tells users what the record is used for. |
- Select Save.