Creating pages and page variants
Summarize
Summary of Creating pages and page variants
ServiceNow's UI Builder allows you to create and customize pages within the Customer Service Management (CSM) Configurable Workspace. These pages display table and record information tailored to different user needs. You can build pages from scratch, use templates, or create page variants to serve specific audiences, all managed within workspace experiences.
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Key Concepts
- Workspace Experience: A collection of web pages accessed via a specific URL, including settings, routes, page variants, and audience targeting.
- Page Collection: Groups of pages reusable across multiple workspace experiences.
- Page: A unique URL-based set of layouts and components displaying data.
- Page Variant: A version of a page customized with unique settings such as audience and conditions, allowing targeted experiences at the same URL.
- Page Template: A predefined page structure with layouts and components to accelerate consistent page creation.
Methods to Create Pages and Variants
- Create from scratch: Start with a blank page and add layouts and components to build custom functionality.
- Create from a template: Use a base structure to quickly build a page, which is automatically active and has its first variant created. You can then customize settings, conditions, and audience.
- Create a page variant: Duplicate an existing page variant to target specific user roles or conditions without changing the original page URL. Variants allow minor adjustments for different audiences, such as agents vs. managers.
Practical Considerations
- When modifying a page after creating variants, changes do not automatically sync to variants and must be updated manually.
- CSM Configurable Workspace selects the active record page with the lowest order number as the default display for records.
- Page visibility and selection are controlled by the order number, record conditions (e.g., table), and audience roles.
- If no user roles are assigned to a page variant, it is accessible to all roles.
What This Enables You to Do
Using these features, you can build tailored, role-specific, and condition-driven pages in your CSM workspace to enhance user experience and streamline interactions with case and record data. The flexibility to create variants ensures relevance for diverse user groups while maintaining consistent URLs and navigation.
You can create new pages or customize existing pages in UI Builder to display table and record information in CSM Configurable Workspace.
When you create a page in UI Builder, you have the option to create a page from scratch, create a page from a template, or you can duplicate and modify a page variant.
UI Builder terminology
| Term | Description |
|---|---|
| Workspace experience | A workspace experience in UI Builder is a collection of web pages. Users use these pages to interact with an application. A workspace experience includes experience settings, routes, page variants, and the audience and conditions required for each variant. A workspace experience resides at a specific URL. When an admin creates a workspace experience, they define the web address for the experience and the homepage that the experience uses. |
| Page collection | A page collection is a group of pages that can be used across multiple workspace experiences within tabs or modals. |
| Page | A page is a collection of layouts, columns, and components that display information in a workspace.
|
| Page variant | A page variant is a version of a page that has unique settings, including audience, conditions, and order.
You can create a page variant if you want to use the same page and make minor changes for a different audience. For example, you can create a landing page for customer service agents and a variant of that landing page for customer service managers. |
| Page template | A page template provides a base structure for a page that you can customize to meet your needs. Using a page template can help you create pages faster and keep pages consistent within an experience. Page templates can include components, data resources, and a layout. |
Methods for creating pages and page variants
| Method | Description |
|---|---|
| Create a page from scratch | When you create a page from scratch, you start with a blank page and select layouts and components that guide a user through an experience. Components are like building blocks that you can add to the page and then customize to build the page functionality. |
| Create a page from a template | When you create a page from a template, you start with a base structure, including layouts and components. From this starting point, you can customize the page to meet your needs. When you create a page from
a template:
For example, when you create a page from the Front-line case page template, the page includes only basic settings. It does not include the same settings as the Front-line case page variant that is provided out of box. |
| Create a page variant | When you create a page variant, you create a variation of a page that exists at the same path. When you create a page by duplicating a variant, the new page inherits the variant settings. By creating a
page variant, you can target an experience for a specific audience and add conditions that determine when the variant is shown.
|
Determining which page to use
Each record page has an order number. CSM Configurable Workspace uses the active record page with the lowest order number as the default page. When the system displays a record in CSM Configurable Workspace, it uses this default page to display the record information.
- Conditions (i.e., table)
- Audience (the user roles that have access to the page)
If a page variant has no assigned user roles, then every role can access it.
For more information, see Set record page order.