Customize Tasks tab views using EVAM
Customize the sales entities from which the tasks are displayed, icon and fields that are displayed on each task tile, and create custom options to filter and view consolidated tasks on the sales process dashboard in Lead-to-Cash Process Management using Entity View Action Mapping (EVAM).
Before you begin
Role required: admin or evam_admin
About this task
Note: Use SPR task EVAM definition for customizing Tasks tab views. Custom EVAM definitions are not supported.
Procedure
Log in to your ServiceNow instance.
Select the Globe icon
and set the application scope to Lead-to-Cash Process Management.
Navigate to All > Entity View Action Mapper (EVAM) > EVAM Definitions.
In the Name column, search for and select SPR task.
In the EVAM Datasource M2Ms tab, add or remove a data source.
Create and Link: Define a new data source and then link this data source to your EVAM definition. For more information, see Define a data source.
Note: When specifying a condition to define how the data is filtered from the selected table, select the operator as is not empty for the business entity you're adding. For example, [Quote][is not empty].
Link Existing: Add a predefined data source to your EVAM definition.
- Unlink Selected: Unlink a data source you don't want to see on the Tasks tab in the sales process dashboard.
- Select Submit.
In the EVAM View Config Bundle M2Ms tab, add or remove a configuration bundle.
- Create and Link: Define a new configuration bundle and then link this bundle to your EVAM definition. For more information, see Defining an EVAM configuration bundle and Defining an EVAM view template.
- Link Existing: Add a predefined configuration bundle to your EVAM definition.
- Unlink Selected: Remove the view config bundle for entities you don't want to display.
Add more data filter options on the Tasks tab of the sales process dashboard.
In the EVAM Data Filters related list, select New.
On the form, fill in the fields.
Field Description Label Label name of the EVAM data filter. Active Option to activate the EVAM data filter. Order Priority for the EVAM view configuration. Lower numbers indicate a higher priority. Application Application scope of the EVAM view configuration. EVAM Definition Associate an EVAM definition with the data filter.
Select Submit.
Parent Topic:Customizing the sales process dashboard
Related topics