Customize Lists in Portfolio Planning Workspace

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

    • Add custom tables to the Lists menu in Portfolio Planning Workspace.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Lists menu in the Workspace homepage helps planning managers quickly find a record that they need. By default, this view shows the list of entities of all the planning items and lens available for this ServiceNow instance. If your planning managers need more categories or lists, you can add them.

    For more information of configuring lists in a workspace, see Lists.

    Prozedur

    1. Navigate to sys_ux_list_menu_config.list.
    2. From the UX List Menu Configurations list, select APW List Menu Configuration.
    3. Select a new category or a new list.
      OptionAction
      New category From the UX List Categories related list, select New.
      New list From the UX Lists related list, select New.
      Tipp:
      Create a category first and then create a list.
    4. On the form, fill in the fields.
    5. Select Submit.
      Repeat this procedure until you've created all the custom categories and lists.