View rule form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Learn about the fields of the view rule form. Use this form to define workspace view rules for the form views of new planning item types in Strategic Planning.

    Table 1. New View Rule form
    Field Description
    Name A unique name to identify the rule for your planning item.

    For example, new_pi_type-alignment-planner.
    Application

    This field is automatically set to Portfolio Planning based on your scope.

    If this field shows a different value, then ensure that your ServiceNow instance is in Portfolio Planning scope.
    Table Select the planning item table that you created.
    View Select one of the following:
    • APW Default
    • Default