---
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


---

# Configure the form layout

# Configure the form layout {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure the layout of a record form as needed. For example, add or remove fields that appear on the form, determine field visibility, or add new sections to the form.

## Before you begin

Role required: workspace_admin, ui_builder_admin, admin

## About this task

You can configure the form layout from within CRM Workspace.

## Procedure

1. Select your profile picture in the workspace header.
2. Select Configure PageForm Layout from the drop-down menu.  
   You can choose to edit the form using Form Builder or within the Core UI.
3. Ensure that the view name is set correctly before editing the form.
4. Make the desired changes to the form and select Save.

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