I'm not able to use "Right Click and select Configure" option from the form

Sathwik1
Tera Expert
I’m unable to use the “Right-click → Configure” option on the form for the sn_customerservice_case table, even though I have the admin role.



My objective is to modify the form layout, but the system does not display the form configuration or design options when I right-click on the form.



When I attempted to add the sn_customerservice_case role to my user profile, the system threw an error stating that customer roles can only be added if the user has the sn_internal role.



Given this restriction, could you please advise on the correct roles or approach required to customize the form layout for the Customer Service Case table?

 

@Ankur Bawiskar  @Dr Atul G- LNG 

8 REPLIES 8

PrashantLearnIT
Tera Sage

HI @Sathwik1 

 

Navigate to System UI > UI Macros

Search for "context_form_header" in the 'Name' column and open the record.

See if there are any conditions or restrictions on the record.

 

PrashantLearnIT_0-1766044165941.png

 

 

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@PrashantLearnIT 

I don't think this place needs to be checked.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Hi @Ankur Bawiskar 

 

One of my existing clients has modified this script, which is why I suggested it.

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Please appreciate the efforts of community contributors by marking the appropriate response as the correct answer and helpful. This may help other community users to follow the correct solution in the future.

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Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @Sathwik1 

Try repairing the Case plugin once and then test again. This is a very common issue, and repairing the plugin often helps.

Also, check if there were any recent changes made to this form.

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