Create Unified Navigation Menu

By default, ServiceNow includes the All, Favorite, History, Workspaces, and Admin menus in the Now Experience Framework. However, custom menus can be created to cater to different user types working within the platform side of the product (not the Service Portal).

For instance, you can create custom menus for Approvers or Fulfillers to include links to dashboards or tables relevant to their roles. You can also create custom menu items with specific access limitations. For example, a “Fulfillers” menu could include links to common tables like the task table and submenus for each assignment group with unique links, such as a Computer Technician group needing access to the CMDB to modify computer information.

The primary purpose of Unified Menus is to provide user groups with easy access to necessary links without the need to manually favorite them, aiding new hires and streamlining access to custom applications.

Below are the steps to create a custom Unified Navigation Menu called “Approver.” This menu will only be visible to users with the business_stakeholder role and will contain a link to the “My Approval” module.

Procedure

1. Log in to your instance.
2. Navigate to All -> Now Experience Framework -> Unified Navigation Menu Configuration.

3. Click New.
4. Enter Approver in the Name field.
5. Click the pencil icon on the Visible Role field to show the slush bucket.
6. Search for and add the business_stakeholder role.

7. Click Done.
8. Click Submit.

9. In the “Unified Navigation Configurable Menu Items” related list, click New.
10. Select Module in the Type field.
11. Enter My approvals in the Module field.
12. Click Submit.

The Approver menu will now be visible and, when clicked it will show the “My approvals” module.