Administrators can create rules that determine the conditions for when the system should display a form or list in a specified view. Administrators can also restrict views by user role.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System UI > View Rules.
  2. Click New.
  3. Complete the form.
    Table 1. View rule form
    FieldInput value
    Name Specify an identifying name for the rule. This field is case-sensitive and must match exactly the view name.
    Active Select this option to apply the view rule according to the conditions you specified. If unchecked, the view rule is not be applied.
    Advanced Select this option to specify a code-based condition instead of using the condition builder. Selecting this option displays the Scriptfield and hides the Match conditions, Conditions, and View fields.
    Match Conditions Select whether Any or All of the conditions must be met. The system hides this field when you create an advanced View Rule.
    Conditions Use the condition builder to determine when the view is applied. The system hides this field when you create an advanced View Rule.
    Application Displays the application to which the View Rule record belongs.
    Table Select the table on which this view rule is applied. The list shows only tables and database views that are in the same scope as the view rule
    Device type Select which interface this view rule applies to.
    View Enter the name of the View you are creating a rule for. The system hides this field when you create an advanced View Rule.
    Script Enter a script to determine when to display a particular view. The system only displays this field when you create an advanced View Rule.
  4. Click Submit.

Restrict view by role

You can use a script to control the form view used by different roles.

Warning: The customization described here was developed for use in specific instances, and is not supported by Now Support. This method is provided as-is and should be tested thoroughly before implementation. Post all questions and comments regarding this customization to our community forum.

Name: Restrict View by Role

Type: System UI > View Rules

Table: Any

Description: Generally the view used on a form is controlled by either specifying the sysparm_view parameter in the url or module properties, or by inheriting the view from the previous form or list. Sometimes this does not apply, such as when opening a referenced field form from a record producer. In this case, you may want to control the view of the form based on roles. This script assumes there is a view called ess available to the current table.

Parameters:
  • view - A string containing the name of the current view.
  • is_list - A Boolean value indicating whether this is a list view.

Script:

(function overrideView(view, is_list) {
//Force non-itil users to use the ess view
if (gs.hasRole("itil"))
{return;}
if (view.startsWith("ess"))
{return;}
// do not change view if it starts with sys_ (e.g. sys_ref_list)
if (view.startsWith("sys_"))
{return;}
answer = "ess"; // set the new view to answer
})(view, is_list);