Accessing Table Builder
Summarize
Summary of Accessing Table Builder
Table Builder can be accessed through various methods, allowing users to efficiently work with tables in ServiceNow. It provides functionalities to customize and manage data effectively based on user permissions.
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Key Features
- Naming Shortcuts: Directly open tables using naming shortcuts like
tablename.builder,tablename.view,tablename.sheet, andtablename.flowto access different views of the table. - App Navigator: Navigate to
All > Table Builderto search and open tables. - App Engine Studio: Access Table Builder by selecting
Editfrom the menu icon next to a table within an application. - UI Builder: Open Table Builder by selecting
Edit form viewfor a form component, enabling form customization.
Key Outcomes
To utilize Table Builder, users must have appropriate permissions, such as being an administrator or having specific role permissions. Key permissions include:
- Personalize Form: Access the Forms tab and customize fields.
- Personalize Dictionary: Access the Data tab to change dictionary fields.
- Flow Designer: Required to configure flows in the Flows tab.
Setting read permission when creating a table allows for previewing and accessing the table effectively.
You can access Table Builder in several ways.
Launching Table Builder using naming shortcuts
You can use naming shortcuts to open tables from the app navigator.
Enter tablename.builder, tablename.view, tablename.sheet, or tablename.flow in the search to access the table directly. For example, searching incident.builder in the search opens field view of the incident table in the Data tab.
| User Input | Behavior |
|---|---|
| <tablename>.builder | Opens the table in the Table Builder with the Field option selected in Data tab. |
| <tablename>.view | Opens table in Table Builder in the Form tab. |
| <tablename>.sheet | Opens a table in Table Builder with the Sheet option selected in Data tab. |
| <tablename>.flow | Opens a table in Table Builder in the Flow tab. |
Launching Table Builder from the App Navigator
Table Builder is accessible through the application navigator. This feature helps you to interact with Table Builder more efficiently.
- Navigate to .
- Search for the table that you want to open.
- Select Open.
Launching Table Builder from App Engine Studio
Table Builder can be currently accessed from within App Engine Studio.
See Editing data in App Engine Studio for instructions on editing application data.
- Open an application in App Engine Studio.Note:A data table must first be present in the application so that you can access Table Builder.
- From the application home, select the menu icon (
) next to a table, and then select Edit.
Table Builder opens with the Data tab selected as shown in the following example.Note:To edit form views for the selected data table, navigate to the Forms tab.Figure 1. Data tab
Launching Table Builder from UI Builder
Table Builder can be accessed from within UI Builder by selecting Edit form view at the bottom of the Config panel, for a selected form object.
- Navigate to , and then select a form component on a page.
See Work with components in UI Builder for more information on adding components.
- Select Edit form view at the bottom of the Configuration pane.
Table Builder opens with the Forms tab selected, where you can customize your form views for the selected table. To edit table data, navigate to the Data tab as shown in the following example.
Figure 2. Forms tab
Table Builder permissions
- be an administrator, or
- have the following role permissions in ServiceNow AI Platform, or
- have the relevant AES user role and delegated developer permissions.
| Permission | Access |
|---|---|
|
Personalize Form (personalize_form) |
|
|
Personalize Dictionary (personalize_dictionary) |
|
|
Personalize Rules (personalize_rules) |
Enables access to the Policies and Rules tab. |
|
Personalize Choice (personalize_choices) |
Enables you to configure choices for a field. |
|
Flow Designer (flow_designer) |
Required to access the Flows tab. Enables you to configure flows. To work with Table Builder flows, you must also have personalize_form and personalize_dictionary permissions (or related delegated developer permissions). |