Custom Fields Not Visible in CSM Configurable Workspace Interaction Form

[swethavelu]

Hi everyone,

I'm working in my ServiceNow PDI and wanted to customize CSM Configurable Workspace. I’ve created an Update Set and added several custom fields to the Interaction table in Global scope. I added the fields to the Interaction form layout using Form Designer and confirmed they appear in the classic UI. However, when I open the CSM Configurable Workspace, I don’t see these fields in the Interaction Record Page or CSM Interaction Record Page.

What I Need Help With:

• How can I make my custom fields visible in the CSM Configurable Workspace?

Any guidance or best practices would be greatly appreciated!

Thanks in advance,
Swetha.

[Chaitanya ILCR · Accepted solution]

Hi @swethavelu ,

same query but different workspace 

just change the workspace to CSM workspace and make the changes

configure ->form layout->csm workspace

https://www.servicenow.com/community/servicenow-studio-forum/hi-team-i-have-created-new-fields-in-in...

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

[Chaitanya ILCR · Accepted solution]

Hi @swethavelu ,

same query but different workspace 

just change the workspace to CSM workspace and make the changes

configure ->form layout->csm workspace

https://www.servicenow.com/community/servicenow-studio-forum/hi-team-i-have-created-new-fields-in-in...

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

[Ankur Bawiskar · Accepted solution]

@swethavelu 

workspace uses Workspace view to render form.

approach shared by @Chaitanya ILCR should work for you

[nityabans27]

Why your fields don’t show

Form Designer only affects Classic UI.
CSM Workspace uses UI Builder, so your fields must be added there manually.

---

Do this to show your custom fields in CSM Workspace

1. Open UI Builder

   All → UI Builder → CSM Configurable Workspace

2. Open Interaction Record Page

3. Check Data Resource

   • Select Data → Interaction Record

   • Make sure your u_ fields are included

   • If missing → add them

4. Add Field to Page

   • Click the section/container

   • Add Now → Form Field

   • Bind to:

     • Record: Interaction

     • Field: u_your_field

5. Publish the page

6. Clear cache

   /system_ui_builder_clear_cache.do