Form Personalization, Customization & Templates

Everyone loves a personalized experience when working on online interfaces. ServiceNow makes it easier for users to edit their forms and reports to suit their preferences, helping them work more effectively. 

In this chapter, we will discuss how users can personalize a form to their preferences. We will also highlight the related list configuration to improve understanding of ServiceNow interface management. 

Form Personalization

Personalizing a form in ServiceNow lets each user adjust their form view to their preferences. This process updates only the logged-in user’s form layout preferences and does not affect system defaults. 

To personalize your form: 

1. Open any record. 
2. Right-click on the form header and select Personalize Form (or Configure → Form Layout, depending on the UI). The personalized menu will open. 
3. Click the check box to hide the field. Fields shown in grey cannot be hidden because they are mandatory (set via the Data Dictionary or a UI Policy) or have been locked at the form layout level by an administrator. 
4. Once updated, close the personalization menu. Changes are saved automatically. 
5. To restore the default form view, click Personalize the form, then click the reset button.

Form Customization

Individual users perform personalization for themselves; however, Customization is a process organizations use when they need changes for all users. Admins make customizations, including changes to metadata or form layouts. 

These changes are done using Form Designer or Form Layout configuration tools. These tools help add and edit form components as needed. 

To Customize a form: 

1. Navigate to the required table record.
2. Right-click the form header and select Configure → Form Layout or Form Designer.
3. Add, remove, or reorder fields and sections.
4. Save the changes to apply them to all users.

Form Templates

Form templates help ensure consistency and simplify record entry. You can create multiple templates for different frequently used forms, such as incident, problem, and change. Templates can be created by admins and accessed by users with appropriate roles.. 

Templates are a set of saved field values. Whenever a template is used, predefined values are automatically populated, ensuring data is entered in accordance with organizational standards. It reduces manual effort and makes form-filling easier. 

Related Lists Configuration

In the Security Analyst Workspace, ServiceNow allows users to add related lists, create related list groups, and modify existing groups and lists to organize incident-related information. To add a related list in the Security Analyst Workspace, follow these steps:

1. Open the Security Analyst Workspace and navigate to Workspace Setup.
2. Select an existing Related List Group or build a new one.
3. In the Related Lists section, click Add.
4. Choose the Related List to be included in the group.
5. Specify the order in which the related lists should appear within the group, then click Submit.

What’s Next?

Now that we understand how to update and edit form views for our organization, we should focus on the different form layouts and designs. 

In the next section, we will briefly review the form layout and design differences, their types, and their configurations.