---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Set up a form header

# Set up a form header in CRM Workspace {#ariaid-title1}

Release version: Brazil  
Updated October 7, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
You can create a form header for use in CRM Workspace.

## Before you begin

Role required: workspace_admin, ui_builder_admin, admin

## About this task

Form headers in CRM Workspace provide a quick glance of case, account, or contact information. They include a primary value and several secondary values. You can configure the information that appears in the form
header for the Case, Account, and Contact forms. You can also configure the placement of the secondary values.

After creating a form header, you must link it to a form header configuration if you want it to appear in CRM Workspace.

One form header configuration, CRM Workspace Header Config, is included with CRM Workspace. You can use this configuration without completing any additional configuration steps.

## Procedure

1. Create a form header.
   1. Navigate to AllNow Experience FrameworkConfiguration SettingsUX Form Header.
   2. Select New on the Form Headers list.
   3. Fill in the fields on the Form Header form.  
      {#config-csm-config-ws-form-header__table_lhn_gyx_s3b__entry__2}

      | Field | Description |
      |-|-|
      | Table | Table that is associated with this form header. Whenever an agent selects a record from this table, this form header appears. |
      | Primary field | Field that appears on the top of the form header and acts like the title of the record. Normally, the field is unique and descriptive, such as short_description. This field helps the agent understand what the record is about. |
      | Subheading | Value displayed on the form header that is dependent on the Table selection. |
      | Header Image | Image to display on the workspace form header from an image field. Header images give context to records. They can be set to show agent avatars, differentiate between domains, etc. Note: Header images are can only be selected from user image files. |
      | Hide Tags | Toggle to hide tags. |
      | Ignore Highlight | Toggle to turn off (selected) highlighting in the form header for fields configured to be highlighted. |
      | Application | Scope of this setting's applicability. Global means that all workspaces can use this setting. |
      | Workspace | Workspace that is associated with this form header. |
      [ ]

      {#config-csm-config-ws-form-header__table_lhn_gyx_s3b}
   4. Select Submit.
   {#config-csm-config-ws-form-header__substeps_ogs_2nd_g4b}
2. Add the form header to the form header configuration.
   1. Navigate to AllNow Experience FrameworkConfiguration SettingsUX Header Configurations.
   2. Select the header configuration.
   3. In the Workspace Form Headers related list, select Edit.  
      Note:  
      You may need to configure the form to display the related list.
   4. Move the desired form header from the left column to the right column to add it to the header configuration.
   5. Select Save.
   {#config-csm-config-ws-form-header__substeps_m4f_grd_g4b}
3. Configure the placement of the secondary values in the form header.
   1. Navigate to AllNow Experience FrameworkExperiencesCRM Workspace..
   2. In the UX Page Properties list, select the form header property.  
      For example, select configHeaderId to display the page property form. The Value field determines the placement of the secondary values.
   3. Enter the location of the secondary values in the Value field.  
      * sidebar: The secondary values appear in the contextual side panel.
      * header: The secondary values appear in the header along with the primary value.
   4. Select Save.
**Related topics**   

* [Configure a form header for a workspace](https://www.servicenow.com/docs/access?context=config-ws-form-header&version=brazil&pubname=brazil-platform-user-interface&ft:locale=en-US)

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