Configure forms and lists

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

    • Configure forms to add the fields and related lists that are necessary to support the business location and household data models.

    Before you begin

    Role required: One of the following:
    • admin
    • csm_guided_setup_user designated as a delegated developer

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup and select Get Started.
    2. In the Service Model Foundation category, select Get Started.
    3. Select Configure Forms and List.
    4. Add the following related lists to the Consumer form for these views: Case and Workspace.
      • Current Households
      • Household Member > Consumer (All Households)
      • Consumer Relationships
      • Household Relationships
      • Consumer Team Member > Consumer (Consumer Team)
      • Sold Products
    5. Add the Service Organization field to the Case form for these views: Case and Workspace.
    6. Add the Requesting Service Organization field to the Case form for these views: Case and Workspace.
    7. Add the Updated by field to the Case form for these views: Case and Workspace.
    8. Add the Household field to the Case form for these views: Case and Workspace.
    9. Add the Primary Household (Household) field to the Consumer form for these views: Case and Workspace.
      Note:
      After the Household field is added to the Consumer form for both case and workspace views, observe the following behavior: The form for a new consumer doesn’t have a Primary Household field.
    10. Add the following related lists to the Sold Products form for these views: Case and Workspace.
      • All Consumers
      • More Consumers
    11. Add the Household field to the Entitlement form for these views: Case and Workspace.
    12. Add the Household field to the Contract form for these views: Case and Workspace.
    13. Add the Household field to the Sold Product form for these views: Case and Workspace.
    14. Add the following related lists to the Service Organization form for these views: Case and Workspace.
      • Members
      • Cases > Service Organization (Cases)
      • Account Staff Relationships
      • Consumer Staff Relationships
      • Household Staff Relationships
    15. Add the following related lists to the Household form for these views: Case and Workspace.
      • Current Members
      • Household Member > Household (All Members)
      • Household Member Relationship > Household (Member Relationships)
      • Household Team Member > Household (Household Team)
      • Case > Household (Cases)
      • Entitlement > Household (Entitlements)
      • Contract > Household (Contracts)
      • Sold Product > Household (Sold Products)