Configure a CRM Workspace list

task australia Updated Sep 10, 2026 1 min read config-csm-config-ws-lists.md

List categories and lists enable agents and managers to quickly find records. Configure a list to display the right information for your intended audience.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

About this task

You can configure the baseline lists and list categories as needed: create or delete list categories and lists and adjust the display order. For each list, you can also select the columns that are visible and specify the intended audience.

Procedure

Navigate to the UX List Menu Configurations list by entering sys_ux_list_menu_config.LIST in the application navigator and pressing Enter.
Select the CRM Workspace List Menu Config.

You can use the UX List Categories and UX Lists related lists to update your categories and lists as needed. The following steps walk you through the process of creating a list.
In the UX Lists related list, select New.
Fill out the fields on the UX List record and select Save.
To select an audience for the list, navigate to All > Now Experience Framework > Building Blocks > Audiences.
Create an audience for your list if one doesn't already exist.
Associate the audience to the list.
1. Navigate to the List Applicabilities list by entering sys_ux_applicability_m2m_list.LIST in the application navigator and pressing Enter.
2. Select New to create a List Applicability record.
3. Select a list in the List field.
4. Select an audience in the Applicability field.
5. Select Submit.
Note:
- The system does not display list categories that don't have one or more associated lists.
- The Order field determines the order in which list categories and lists are displayed.

58 lines · 2.4 KB Wrap lines

---
title: Configure a CRM Workspace list
description: List categories and lists enable agents and managers to quickly find records. Configure a list to display the right information for your intended audience.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/config-csm-config-ws-lists.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Set up CRM Workspace, CRM Workspace, Organize agent workspaces, Configure, Customer Service Management]
---

# Configure a CRM Workspace list

List categories and lists enable agents and managers to quickly find records. Configure a list to display the right information for your intended audience.

## Before you begin

Role required: workspace\_admin, ui\_builder\_admin, admin

## About this task

## Procedure

1. Navigate to the UX List Menu Configurations list by entering **sys\_ux\_list\_menu\_config.LIST** in the application navigator and pressing **Enter**.

2. Select the **CRM Workspace List Menu Config**.

You can use the UX List Categories and UX Lists related lists to update your categories and lists as needed. The following steps walk you through the process of creating a list.

3. In the UX Lists related list, select **New**.

4. Fill out the fields on the UX List record and select **Save**.

5. To select an audience for the list, navigate to **All** &gt; **Now Experience Framework** &gt; **Building Blocks** &gt; **Audiences**.

6. Create an audience for your list if one doesn't already exist.

7. Associate the audience to the list.

1. Navigate to the List Applicabilities list by entering **sys\_ux\_applicability\_m2m\_list.LIST** in the application navigator and pressing **Enter**.

2. Select **New** to create a List Applicability record.

3. Select a list in the **List** field.

4. Select an audience in the **Applicability** field.

5. Select **Submit**.

**Note:**

- The system does not display list categories that don't have one or more associated lists.
- The **Order** field determines the order in which list categories and lists are displayed.