How to Customize the Reference Icon Pop-up on ServiceNow
Use Case: We received a request to remove 2 custom fields from the Incident form for the Configuration field pop-up, specifically for the application class.
Implementation Steps:
- Table Navigation: Navigate to the table referenced by the field. Open any record in this table as a new view will be added to this table.
- Form Layout Configuration: Right-click on the list header and select Configure -> Form Layout. This will redirect you to a page with multiple field lists. Focus on the “Form view and section” area and select the View name drop-down list.
- sys_popup View Creation: To create the sys_popup view, select New... from the bottom of the view list. When prompted, assign the name sys_popup to the view. Click OK and return to the form for the referenced table.
- Form Design Configuration: Right-click the header bar and select Configure -> Form Design. On the Form Design page, select the sys_popup view.
- Save and Verification: Save the new design for the sys_popup view by clicking the Save button located at the top-right corner. Return to a form that references the table you just customized. Hover over the reference icon to verify that the newly customized view is displayed.
By following these steps, you can customize the pop-up view for any reference field in ServiceNow. Remember to test your changes thoroughly to ensure they meet the requirements of your use case. Happy customizing!
