Creator Studio form settings

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Creator Studio form settings

    Creator Studio allows ServiceNow customers to configure and manage app form settings to control form appearance, access, and placement within catalogs. These settings enable tailoring forms to specific business needs and user groups, enhancing usability and visibility within your ServiceNow environment.

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    General form settings

    The General tab lets you define key form attributes:

    • Form name: Identifies the form; apps can have multiple forms selectable via the Request forms tab.
    • Short description: Brief explanation of the form’s purpose (e.g., "Laptop request form").
    • Image: Upload a JPG, PNG, or SVG logo to visually represent the form.
    • Description: Detailed content including text, videos, images, or links to knowledge base articles explaining why users should use the form.
    • Make form visible to others: Controls if the form is accessible outside the app, such as in specified catalogs; editable only after publishing.
    • Hide "Add to wish list" option: Prevents users from favoriting the form for quick access.
    • Hide attachment option: Disables attachment uploads on the form.
    • Mark attachment as mandatory: Requires users to attach files; cannot be selected if attachment uploads are hidden.

    Note: Template selection is fixed after app creation; changes require creating a new form with a different template. The Record submission table is system-generated and uneditable.

    Catalog location form settings

    These settings determine where and how the form appears within catalogs:

    • Select catalogs representing relevant business areas where the app will be listed (e.g., IT service catalogs).
    • Expand catalogs to choose specific sub-catalogs.
    • Associate the form with taxonomy topics to enable dynamic display on related Employee Center topic pages.

    This categorization helps users find forms efficiently through structured catalog and topic organization.

    User access form settings

    Manage which roles and groups can or cannot access the form by editing:

    • Available for: Assign roles/groups permitted to access the form.
    • Not available for: Assign roles/groups restricted from accessing the form.

    This granular control ensures appropriate user access aligned with organizational policies.

    You can edit the settings for an app's form in Creator Studio at any time. For example, to change who can access it.

    General form settings

    The General tab defines the form's basic information and how things appear on it.
    Table 1. General tab for app settings
    Field Description
    Form name Name of the form. Apps can have multiple forms. If you want to edit the settings for a different form, select that form in the Request forms tab.
    Short description Brief description of what the form is used for. For example, "Laptop request form."
    Image Image to appear on the form. Select the logo and navigate to a JPG, PNG, or SVG file to upload.
    Description Informative reason why people should use the form. You can include content like videos, images, and links to other sources of information, such as knowledge base articles.
    Make form visible to others

    Option to have the form available outside of the app, for example, in the specified catalogs.

    You can edit this option only for forms that have been published.

    Note:
    You can also specify whether the form is visible after deployment when you're ready to deploy your app. Find out how in Request deployment for your app from Creator Studio to production.
    Hide "Add to wish list" option Option to prevent users from favoriting the form on their wish list. Favoriting a form makes it easier to find.
    Hide attachment option Option to prevent users from adding attachments to the form.
    Mark attachment as mandatory Option to require attachments on the form. If you select the Hide attachment option setting, you can't select this setting.

    Uneditable form settings

    After you create the app, its Template can't be edited. If you want to change it, create a new form using a different catalog template. The Record submission table is automatically generated, and can't be changed.

    Catalog location form settings

    Location settings define where the form appears in a catalog, how it's categorized, and what topics it appears for. You must select the edit icon (Edit form location icon) to make changes to the catalog and topic settings.

    Select the catalog that represents the business area the app will use. For example, you could select a service catalog that contains software and laptop cables for an IT fulfillment app. Expand the carat for each catalog to see its sub-catalogs. Then select as many items in the catalogs as you need.

    If you associate the app's form with one or more topics, the form will appear in the relevant, dynamically created topic pages in Employee Center. Find out more about topics in Associate a catalog item with a taxonomy topic in Employee Center, and more about taxonomy, which is a categorization method, in Unified Taxonomy for Employee Center.

    User access form settings

    Select the edit icon (Edit form location icon) to define access for roles and groups for the following:
    • Available for: Search for and select roles and groups that can access the form.
    • Not available for: Search for and select roles and groups that can't access the form.