Product documentation Docs
    • English
    • Deutsch
    • 日本語
    • 한국어
    • Français
  • More Sites
    • Now Community
    • Developer Site
    • Knowledge Base
    • Product Information
    • ServiceNow.com
    • Training
    • Customer Success Center
    • ServiceNow Support Videos
  • Log in

Product documentation

  • Home
How search works:
  • Punctuation and capital letters are ignored
  • Special characters like underscores (_) are removed
  • Known synonyms are applied
  • The most relevant topics (based on weighting and matching to search terms) are listed first in search results
Topics are ranked in search results by how closely they match your search terms
  • A match on the entire phrase you typed
  • A match on part of the phrase you typed
  • A match on ALL of the terms in the phrase you typed
  • A match on ANY of the terms in the phrase you typed

Note: Matches in titles are always highly ranked.

  • Release version
    Table of Contents
    • Now Platform capabilities
Table of Contents
Choose your release version
    Home Orlando Now Platform Capabilities Now Platform capabilities Agent Workspace Setting up workspace Set up Record View in workspace Set up form headers in workspace

    Set up form headers in workspace

    • Save as PDF Selected topic Topic & subtopics All topics in contents
    • Unsubscribe Log in to subscribe to topics and get notified when content changes.
    • Share this page

    Set up form headers in workspace

    Configure the primary field and secondary values in form headers so that agents can quickly orient themselves to an issue.

    Before you begin

    Role required: workspace_admin

    About this task

    Form headers provide an overview of the record. They have two lines:
    • Primary field—The top line that serves as the title for the page, such as Laptop won't boot, as shown in the following image. Typically, this is the value of the Short Description field in the record.
    • Secondary value—The line below the primary field consists of read-only, name-value pairs of important record information, such as Priority: 5 - Planning. Workspace displays up to the first seven, non-null secondary fields. You can highlight these fields and make them appear conditionally. If you do not have the required role, you would not see the associated secondary value. You can set conditions that have to be met for a secondary value to appear, for example, Active=true.
    Figure 1. Form header
    Form header

    Your job is to set up what appears in the primary and secondary fields for your agents.

    Child tables inherit form header configurations from their parent tables. Form header configurations on a child table take precedence over parent table configurations. For example, if the Incident table does not have a form header configuration, the table inherits all form header configurations from its parent, the Task table.

    Procedure

    1. Navigate to Forms > Form Headers and click New.
    2. On the form, fill in the fields.
      Table 1. Workspace Form Header New Record form
      Field Description
      Table Table that is associated with this form header. Whenever an agent selects a record from this table, this form header appears.
      Primary field Field that appears on the top of the form header and acts like the title of the record. Normally, the field is unique and descriptive, such as short_description. This field helps the agent understand what the record is about.
      Application Scope of this setting's applicability. Global means that all workspaces can use this setting.
      Ignore Highlight Toggle to turn off (selected) highlighting in the form header for fields configured to be highlighted.
    3. In the Secondary fields related list, click New.
    4. On the form, fill in the fields.
      Table 2. Secondary values form
      Field Description
      Table Secondary fields that appear in the form header whenever records from this table are open.
      Field Secondary field's name.
      Active Toggle to make the secondary fields appear in the form header.
      Order Arrangement of secondary fields. A lower number means that it is further left in the row of fields.
      Conditions Filters that can hide the secondary field. For example, the Field value, Closed By appears only if the condition Active is false.
      Roles Roles that a user must have for the secondary fields to appear. Click the lock icon (Lock icon) and select the roles.
    5. Click Submit.
    6. To add additional secondary values, click New and fill out the table again.

    What to do next

    Highlight values in the form header to call agents' attention to them or set up a different component.
    Click a component to set it up.
    • Tabs
    • Notifications
    • Form Header
    • UI Actions
    • Ribbon
    • Related Items Menu
    • Form pane
    • Actions & Components
    • Activity Stream
    • Contextual Side Panel

    Record view

    • Highlight values in the form header

      Highlight secondary field values in the form header in Agent Workspace to alert agents to important information.

    • Disable tagging

      Prevent agents from tagging records in Agent Workspace.

    Tags:

    Feedback
    On this page

    Previous topic

    Next topic

    • Contact Us
    • Careers
    • Terms of Use
    • Privacy Statement
    • Sitemap
    • © ServiceNow. All rights reserved.

    Release version
    Choose your release version

      Set up form headers in workspace

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Set up form headers in workspace

      Configure the primary field and secondary values in form headers so that agents can quickly orient themselves to an issue.

      Before you begin

      Role required: workspace_admin

      About this task

      Form headers provide an overview of the record. They have two lines:
      • Primary field—The top line that serves as the title for the page, such as Laptop won't boot, as shown in the following image. Typically, this is the value of the Short Description field in the record.
      • Secondary value—The line below the primary field consists of read-only, name-value pairs of important record information, such as Priority: 5 - Planning. Workspace displays up to the first seven, non-null secondary fields. You can highlight these fields and make them appear conditionally. If you do not have the required role, you would not see the associated secondary value. You can set conditions that have to be met for a secondary value to appear, for example, Active=true.
      Figure 1. Form header
      Form header

      Your job is to set up what appears in the primary and secondary fields for your agents.

      Child tables inherit form header configurations from their parent tables. Form header configurations on a child table take precedence over parent table configurations. For example, if the Incident table does not have a form header configuration, the table inherits all form header configurations from its parent, the Task table.

      Procedure

      1. Navigate to Forms > Form Headers and click New.
      2. On the form, fill in the fields.
        Table 1. Workspace Form Header New Record form
        Field Description
        Table Table that is associated with this form header. Whenever an agent selects a record from this table, this form header appears.
        Primary field Field that appears on the top of the form header and acts like the title of the record. Normally, the field is unique and descriptive, such as short_description. This field helps the agent understand what the record is about.
        Application Scope of this setting's applicability. Global means that all workspaces can use this setting.
        Ignore Highlight Toggle to turn off (selected) highlighting in the form header for fields configured to be highlighted.
      3. In the Secondary fields related list, click New.
      4. On the form, fill in the fields.
        Table 2. Secondary values form
        Field Description
        Table Secondary fields that appear in the form header whenever records from this table are open.
        Field Secondary field's name.
        Active Toggle to make the secondary fields appear in the form header.
        Order Arrangement of secondary fields. A lower number means that it is further left in the row of fields.
        Conditions Filters that can hide the secondary field. For example, the Field value, Closed By appears only if the condition Active is false.
        Roles Roles that a user must have for the secondary fields to appear. Click the lock icon (Lock icon) and select the roles.
      5. Click Submit.
      6. To add additional secondary values, click New and fill out the table again.

      What to do next

      Highlight values in the form header to call agents' attention to them or set up a different component.
      Click a component to set it up.
      • Tabs
      • Notifications
      • Form Header
      • UI Actions
      • Ribbon
      • Related Items Menu
      • Form pane
      • Actions & Components
      • Activity Stream
      • Contextual Side Panel

      Record view

      • Highlight values in the form header

        Highlight secondary field values in the form header in Agent Workspace to alert agents to important information.

      • Disable tagging

        Prevent agents from tagging records in Agent Workspace.

      Tags:

      Feedback

          Share this page

          Got it! Feel free to add a comment
          To share your product suggestions, visit the Idea Portal.
          Please let us know how to improve this content

          Check any that apply

          To share your product suggestions, visit the Idea Portal.
          Confirm

          We were unable to find "Coaching" in Jakarta. Would you like to search instead?

          No Yes
          • Contact Us
          • Careers
          • Terms of Use
          • Privacy Statement
          • Sitemap
          • © ServiceNow. All rights reserved.

          Subscribe Subscribed Unsubscribe Last updated: Tags: January February March April May June July August September October November December No Results Found Versions Search preferences successfully updated My release version successfully updated My release version successfully deleted An error has occurred. Please try again later. You have been unsubscribed from all topics. You are now subscribed to and will receive notifications if any changes are made to this page. You have been unsubscribed from this content Thank you for your feedback. Form temporarily unavailable. Please try again or contact  docfeedback@servicenow.com  to submit your comments. The topic you requested does not exist in the release. You were redirected to a related topic instead. The available release versions for this topic are listed There is no specific version for this documentation. Explore products Click to go to the page. Release notes and upgrades Click to open the dropdown menu. Delete Remove No selected version Reset This field is required You are already subscribed to this topic Attach screenshot The file you uploaded exceeds the allowed file size of 20MB. Please try again with a smaller file. Please complete the reCAPTCHA step to attach a screenshot
          Log in to personalize your search results and subscribe to topics
          No, thanks Login