---
title: Create workspace view rules for planning item forms in Strategic Planning
description: Define workspace view rules for the form views of new planning item types in Strategic Planning.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/create-workspace-view-rules-for-planning-item-tables.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Define a planning item type in Strategic Planning, Planning item configuration for lenses and portfolio plans, Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Create workspace view rules for planning item forms in Strategic Planning

Define workspace view rules for the form views of new planning item types in Strategic Planning.

## Before you begin

-   [Create form views for planning item tables in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-form-views-for-planning-item-tables-in-apw.md)
-   Ensure the application scope in your instance is set to Portfolio Planning

Role required: admin

## Procedure

1.  Navigate to **All** > **Workspace Experience** > **Forms** > **Workspace View Rules**.

2.  Select **New**.

3.  On the form, fill in the fields.

    For field information, see [View rule form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/new-view-rule-form.md).

4.  In the Conditions section, select **Add Filter Condition** and add the following condition:

    -   For APW Default view: **Created** **is not empty**
    -   For Default view: **Created** **is empty**
5.  Select **Submit**.

6.  Repeat this process until you have completed creating both workspace view rules.


## What to do next

[Enable custom item types in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/enable-custom-item-types-strategic-planning-workspace.md).