Personalizing forms just for you in Fuji

[suzannesmit]

"The reality, I believe, is that all change starts small. The big picture is just too unwieldy, too incomprehensible and seemingly immovable. But give us something individual, quantifiable and personalize-able and, suddenly, our perspective shifts to the one."  

- Mick Ebeling

With the Fuji release, you can now personalize forms just for yourself. Yes, you can personalize the fields that appear on a form view and no one else is affected by your changes.

Personalizing a form is different than configuring a form. When you personalize the form, you choose fields from the Personalize Form list to change how the form appears to you. Users with the itil role can personalize forms. Configuring a form changes the way the form looks for all users. Administrators and users with the personalize_form role can configure forms.

How to personalize a form:

1. Open a record. For example, an incident, problem, or change record.
2. Click the gear icon .
3. Do one of the following:
   • Clear the check box next to a field in the Personalize Form list (the list shows only the fields that the form is configured to display)
   • Click the hide icon next to a field
     
     For example, to hide the Subcategory field, click the hide icon next to the Subcategory field or clear the Subcategory check box in the Personalize Form list.
     
     Note that any check boxes in the Personalize Form list that are grey and selected cannot be hidden. These fields are either required or are hidden by a UI policy or client script. For example, in the list below the Close code and Close notes fields cannot be hidden.
     
4. To save your changes, click anywhere outside the Personalize Form list.

Here are a few tips when personalizing forms:

• After personalizing a form, your form changes are retained for the future.
• The first time you personalize a form, all available fields appear in the Personalize Form list. If you hide any fields using the Personalize Form list, those fields will no longer appear in the list. Reset the form to see all fields in the list again.
• You can reset the form to the default settings at any time by clicking the gear icon and then clicking Reset.

ServiceNow offers additional resources for personalizing your forms in Fuji:

View Management

Administering Form Personalization

Dot-walking and personalizing forms