Update filter conditions for connected work in CWM

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Update the filter conditions for connected work item types in Collaborative Work Management Boards so that the work items displayed in the Board reflect your team's current workload.

    Vorbereitungen

    Role required: sn_cwm.cwm_user

    Prozedur

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select the Board that you want to manage the connected work item types for.
    3. From the Board header, select Connected work.

      Connect work option in the CWM Board header.

    4. From the More actions menu (More actions icon.) of a connected work item type, select Edit.
      Choose to edit a connected work item type configuration for a CWM Board.
    5. Use the condition builder to edit the defined conditions.
    6. Select the Update count icon (Update count icon.) to check the number of records that exist which match the filter criteria that you updated.
      Hinweis:
      Ensure that the number of records available for your filter criteria are not more than 100.

      Define conditions to connect records from other ServiceNow applications.

    7. Select Save.
    8. Repeat steps 4 through 7 to update conditions of any other connected work item type.
    9. After all required changes are made, select Save in the Manage connected work modal.

    Ergebnisse

    The Board is refreshed to load the work items based on your changes.