edit or create a form view in workspace

[areefshaik2]

edit or create a form view in workspace ,how to create or edit the form view in workspace list view ... step by tep process explain please?

[ajmalmuhamm]

Hey @areefshaik2 ,

In Workspace (such as CSM Workspace, SOW, or Configurable Workspace), form views are not managed the same way as in the classic UI. Instead of using Configure > Form Layout/Form Designer, Workspace uses UI Builder and Form Configuration.

To edit the form layout in Workspace

1. Open your Workspace (e.g., CSM Workspace).
2. Open a record from the table you want to modify (e.g., Incident).
3. Click the User Menu (avatar) or the Settings icon (depending on your release).
4. Select Configure page or Open in UI Builder.
5. This opens UI Builder for the current workspace page.
6. In the page structure, select the Form component.
7. In the properties panel, locate the Form Configuration or View property.
8. Choose the form view you want to use (if multiple views exist), or edit the configuration to display the required sections and fields.
9. Save and Publish the page.
10. Refresh the workspace to verify the changes.

To create a new form view

Workspace does not let you create form views directly.

1. Navigate to the Classic UI.
2. Open a record from the table.
3. Right-click the form header and select Configure → Form Layout (or Form Designer, depending on your release).
4. Create a new view and add the required sections and fields.
5. Save the new view.
6. Return to UI Builder.
7. Select the Form component and configure it to use the new view.
8. Publish the changes.

Notes

• Classic UI stores form layouts in sys_ui_form.
• Workspace renders forms using the Now Experience Form Component, which references a form configuration and can use a specific form view.
• If you don't see Configure page or can't edit the form, verify that you have the necessary roles (such as admin or ui_builder_admin) and that your workspace is a Configurable Workspace.