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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure a list menu to display in the Learning tab in Workforce Optimization for Customer Service

Add list or list categories to modify the list menu for Coaching with Learning in the Coaching application in Workforce Optimization for Customer Service.

Before you begin

Important: This feature is available with the Workforce Optimization for CSM Configurable Workspace (sn_csm_wfo_workspa) from the ServiceNow Store. To enable this feature, see Activate Workforce Optimization for CS configurable workspace.

Set the map application scope to Coaching With Learning. For information on how to set the scope, see Set map application scope.

Role required: admin

Procedure

  1. In the application navigator, enter sys_ux_list_menu_config.list.

  2. Select Learning list record.

  3. Under UX list category, select New.

  4. Enter the following field values.

    FieldValue
    TitleEnter the name of the list category.
    DescriptionEnter a short description about the list category.
    OrderEnter a value to set the position of the list category in the current list.
    ActiveSelect the check box to make the list category visible.
  5. Select Submit.

  6. Under UX Lists, select New to create lists under that list category.

  7. Enter the following field values.

    FieldValue
    TitleEnter the name of the list.
    TableSelect the table for the data that you want to display in the list.
    ConfigurationSelect Learning List.
    ColumnsSelect the columns that you want to display for the table.
  8. Select Submit.

  9. Select Update.

Parent Topic:Setting up Coaching in Workforce Optimization for Customer Service