Connect work from other ServiceNow apps to CWM Boards

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Enable a consolidated view of all relevant work by connecting work items from different ServiceNow applications to a Board in Collaborative Work Management.

    Vorbereitungen

    Role required: sn_cwm.cwm_user

    Prozedur

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select a Board that you want to connect work for.
    3. From the Board header, select the Board more options icon () and select Connect work.

      If you already have connected any work items, then this label is displayed as Connected work.

      Connect work option in the CWM Board header.

    4. In the Manage connected work modal, select + Add new.
      Connect new work items.
    5. Choose a table and define the conditions to filter the records from the selected table.
      1. From the Table field, select a table.
        For example, to bring in all the incidents, select the Incident [incident] table.
        Hinweis:
        Only those tables that you have access to and from the applications that are already installed and active in your ServiceNow instance are available for you.
      2. Change the value in the Name field according to your requirement.
      3. Use the condition builder to add conditions and filter the records from the table you selected.
        For example, you'd like to bring in incidents that are active and belong to certain categories. Then, your condition set would be similar to the following:

        Active is true and Category is Inquiry / Help or Category is Software.

      4. Select the Update count icon (Update count icon.) to check the number of records that exist which match the filter criteria that you defined.
        Hinweis:
        Ensure that the number of records available for your filter criteria are not more than 100. You can change this number by default to 500 by working with your admin to update the system property sn_cwm.connect_work_import_limit.

        Define conditions to connect records from other ServiceNow applications.

    6. Select Save.
    7. Repeat steps 4 through 6 to connect work items of other types.
      You can connect up to 10 work item types to a Board and you can add only one connected work configuration per table.
    8. Select Save.

    Ergebnisse

    • The Board is refreshed to load and display all the connected work items.
    • Any existing information such as Assigned to, State, and Start and End dates is also shown on the Board.
    • With the Sprint planning view enabled, you can see all these connected work items in the Backlog list. For more information about performing sprint planning, see Sprint planning in CWM.

    CWM Board with connected work items displayed in the List view.

    Nächste Maßnahme

    To enable additional fields from any connected work table, change the form layout configuration for the Default view of the table. You can then surface these fields as columns in CWM. For more information, see Show or hide fields on a form.