Hi Josh,
To replicate the user card on the Incident form and display it on the Request form in ServiceNow, follow these steps:
Steps to Add User Card to Request Form:
Check UI Policies or Client Scripts:
The user card in the Incident form may be displayed via a UI Policy, Client Script, or Form Layout configuration.
Navigate to System UI > UI Policies or System UI > Client Scripts to check if any script controls the user card's visibility.
Compare the Field Configurations:
Go to Incident > Form Layout and check if a "Caller" or similar reference field is linked to the user card.
Do the same for Request and ensure that the "Requested for" or "Opened by" field is configured similarly.
Check the Formatter:
In Incident, the user card is typically added using a Formatter.
Navigate to System UI > Formatters and look for a "User Profile" formatter.
If found, add the same formatter to the Request table.
Modify the Request Form Layout:
Navigate to System UI > Forms > Request (sc_request).
Add a new Formatter for the "User Profile" (if not already present).
Save and refresh the form.
Verify User Assets and Related Lists:
The Incident form might include related lists such as Assets, Devices, etc.
Navigate to Request form settings and add the same related lists under Form Layout or Related Lists.
Check ACLs and Permissions:
If the user card doesn’t display in Request, ensure that the necessary Access Control Rules (ACLs) allow visibility of user-related data.
Conclusion:
Refresh the Request form and verify if the user card with assets and other related information is now visible.
This should help in replicating the user card functionality from the Incident form to the Request form.
This should solve your issue!
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With Regards,
Krishna Kumar M - Talk with AIT3ch
LinkedIn: https://www.linkedin.com/in/mkrishnak4/
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