Configure the problem form layout in Service Operations Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the problem form so that the information it collects is relevant to your organization's processes. You can easily modify the form to show only the fields, related lists, and other elements that you need.

    Before you begin

    Role required: admin or personalize_form

    Procedure

    1. Navigate to All > > Problem > Create New.
    2. On the form context menu, select Configure, and then select Form Builder.
    3. From the Default view list, select one of the following.
      • To customize the layouts of existing problem forms, select Service Operations Workspace.
      • To customize the layouts of new problem forms, select Service Operations Workspace New Record.
    4. If the form is in a different application scope, select Edit in original scope before you start editing.