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

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Importante:
    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

    Procedimento

    1. In the application navigator, enter sys_ux_list_menu_config.list.
    2. Click Learning list record.
    3. Under UX list category, click New.
    4. Enter the following field values.
      Tabela 1. Learning list form field
      Field Value
      Title Enter the name of the list category.
      Description Enter a short description about the list category.
      Order Enter a value to set the position of the list category in the current list.
      Active Select the check box to make the list category visible.
    5. Click Submit.
    6. Under UX Lists, click New to create lists under that list category.
    7. Enter the following field values.
      Tabela 2. UX lists form field
      Field Value
      Title Enter the name of the list.
      Table Select the table for the data that you want to display in the list.
      Configuration Select Learning List.
      Columns Select the columns that you want to display for the table.
    8. Click Submit.
    9. Click Update.