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Configure the fields on a record card in Connect

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Configure the fields on a record card in Connect

When a record is either linked to or create from a Connect conversation, the details of the record display as a card in the chat window.

About this task

The card view only applies to the full Connect page and the end user view of Connect Support conversations.

Role required: admin

Procedure

  1. Navigate to the form you want to configure fields for.
  2. Right-click the header and select Configure > Form Layout.
  3. Under the Form View section, select the Connect view.
    You may need to create a Connect view for the form. For more information on creating a form view, see Create and delete views .
  4. Select the fields to appear on the card by adding or removing the fields from the Selected column. You can also adjust the order they appear on the form by moving the fields up or down.
    You cannot remove the Author or the Updated fields from the card regardless of whether they are on the view or not. The card always shows the Short Description field in the top even if it is in a different order in the list.
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