Contents Now Platform User Interface Previous Topic Next Topic Forms Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Forms A form displays information from one record in a data table. The specific information on a form depends on the type of record displayed. Users can view and edit records in forms. Administrators can configure what appears on forms. Watch this ten-minute video for an overview of the features and functions of ServiceNow forms:<span>User Interface | Forms including fields, related lists, views, personalization, activity stream, attachments, formatters, following records, and other form header options.</span> Figure 1. UI16/UI15 form elements Table 1. Form elements Form element Function Form header Provides navigation tools and actions related to the record. Fields Stores specific data about the record. Sections Groups related information on the form. To enable or disable form tabs, click the gear icon in the banner frame () and toggle the Tabbed forms option. Users can use icons to collapse () or expand () form sections when tabbed forms are disabled. When you collapse or expand a form section, your selection is saved as a user preference. The next time you access a record that uses the same form, the same sections are collapsed or expanded. Related links Provides access to additional functions based on record type and system setup. Administrators can add related links to forms using UI actions. Related lists Displays records in other tables that have relationships to the current record. Embedded lists Allows for editing related lists without having to navigate away from the form. Changes are saved when the form is saved. Response time indicator Appears at the bottom of some forms to indicate the processing time required to display the form. Form headers for UI versionsUI16 and UI15 each have a different form header that offers different navigation icons. Form context menuThe form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.Form fieldsA field represents an individual item of data on a record.Configure the activity filterThe activity formatter contains a filter that lets users select which of the available fields to show in the activity list.Embedded listsSome forms may show related lists as embedded. Changes to embedded lists are saved when the form is saved. Related listsRelated lists appear on forms and show records in tables that have relationships to the current record.Edit a formYou can edit a record in the form view. You can also insert a record, apply a template, and cancel changes to the record.Use form pane tabs in UI15When using the split screen feature, you can open multiple forms in the form pane. Form pane tabs are available in UI15 only.Personalize a formWhen the form personalization feature is activated, users can personalize fields to appear on a specific form view according to individual preferences. Form personalization is available in UI16 and UI15.Add and manage attachmentsYou can upload a file as an attachment to an incident, a knowledge article, a change request, or to another type of record. ChecklistsChecklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task]. On this page Send Feedback Previous Topic Next Topic
Forms A form displays information from one record in a data table. The specific information on a form depends on the type of record displayed. Users can view and edit records in forms. Administrators can configure what appears on forms. Watch this ten-minute video for an overview of the features and functions of ServiceNow forms:<span>User Interface | Forms including fields, related lists, views, personalization, activity stream, attachments, formatters, following records, and other form header options.</span> Figure 1. UI16/UI15 form elements Table 1. Form elements Form element Function Form header Provides navigation tools and actions related to the record. Fields Stores specific data about the record. Sections Groups related information on the form. To enable or disable form tabs, click the gear icon in the banner frame () and toggle the Tabbed forms option. Users can use icons to collapse () or expand () form sections when tabbed forms are disabled. When you collapse or expand a form section, your selection is saved as a user preference. The next time you access a record that uses the same form, the same sections are collapsed or expanded. Related links Provides access to additional functions based on record type and system setup. Administrators can add related links to forms using UI actions. Related lists Displays records in other tables that have relationships to the current record. Embedded lists Allows for editing related lists without having to navigate away from the form. Changes are saved when the form is saved. Response time indicator Appears at the bottom of some forms to indicate the processing time required to display the form. Form headers for UI versionsUI16 and UI15 each have a different form header that offers different navigation icons. Form context menuThe form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.Form fieldsA field represents an individual item of data on a record.Configure the activity filterThe activity formatter contains a filter that lets users select which of the available fields to show in the activity list.Embedded listsSome forms may show related lists as embedded. Changes to embedded lists are saved when the form is saved. Related listsRelated lists appear on forms and show records in tables that have relationships to the current record.Edit a formYou can edit a record in the form view. You can also insert a record, apply a template, and cancel changes to the record.Use form pane tabs in UI15When using the split screen feature, you can open multiple forms in the form pane. Form pane tabs are available in UI15 only.Personalize a formWhen the form personalization feature is activated, users can personalize fields to appear on a specific form view according to individual preferences. Form personalization is available in UI16 and UI15.Add and manage attachmentsYou can upload a file as an attachment to an incident, a knowledge article, a change request, or to another type of record. ChecklistsChecklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task].
Forms A form displays information from one record in a data table. The specific information on a form depends on the type of record displayed. Users can view and edit records in forms. Administrators can configure what appears on forms. Watch this ten-minute video for an overview of the features and functions of ServiceNow forms:<span>User Interface | Forms including fields, related lists, views, personalization, activity stream, attachments, formatters, following records, and other form header options.</span> Figure 1. UI16/UI15 form elements Table 1. Form elements Form element Function Form header Provides navigation tools and actions related to the record. Fields Stores specific data about the record. Sections Groups related information on the form. To enable or disable form tabs, click the gear icon in the banner frame () and toggle the Tabbed forms option. Users can use icons to collapse () or expand () form sections when tabbed forms are disabled. When you collapse or expand a form section, your selection is saved as a user preference. The next time you access a record that uses the same form, the same sections are collapsed or expanded. Related links Provides access to additional functions based on record type and system setup. Administrators can add related links to forms using UI actions. Related lists Displays records in other tables that have relationships to the current record. Embedded lists Allows for editing related lists without having to navigate away from the form. Changes are saved when the form is saved. Response time indicator Appears at the bottom of some forms to indicate the processing time required to display the form. Form headers for UI versionsUI16 and UI15 each have a different form header that offers different navigation icons. Form context menuThe form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.Form fieldsA field represents an individual item of data on a record.Configure the activity filterThe activity formatter contains a filter that lets users select which of the available fields to show in the activity list.Embedded listsSome forms may show related lists as embedded. Changes to embedded lists are saved when the form is saved. Related listsRelated lists appear on forms and show records in tables that have relationships to the current record.Edit a formYou can edit a record in the form view. You can also insert a record, apply a template, and cancel changes to the record.Use form pane tabs in UI15When using the split screen feature, you can open multiple forms in the form pane. Form pane tabs are available in UI15 only.Personalize a formWhen the form personalization feature is activated, users can personalize fields to appear on a specific form view according to individual preferences. Form personalization is available in UI16 and UI15.Add and manage attachmentsYou can upload a file as an attachment to an incident, a knowledge article, a change request, or to another type of record. ChecklistsChecklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task].
