---
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


---

# Form headers

# CRM Workspace form headers {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Form headers in CRM Workspace provide agents with a brief description of the case.
Form headers typically include the case short description. They can also include the action bar, record tags, and the [record presence component](https://www.servicenow.com/docs/hgBFFSTuamVOCBMBZ5WyVA#csm-front-line-case-page__section_nbp_lfh_zdc).  
Figure 1. Case form header  
For more information, see [Set up a form header in CRM Workspace](https://www.servicenow.com/docs/L07cK1e3j4xqcmm1Dz_q9g "You can create a form header for use in CRM Workspace.")  
Note:  
One form header configuration, CRM Workspace Header Config, is included with CRM Workspace.

## Record Information tab {#csm-workspace-form-headers__section_lz4_vvs_xrb}

The record information tab in the contextual side panel displays record details including the account and contact or consumer, the case state, and the case priority.  
The Record Information tab in the contextual side panel can include the following cards depending on the record page configuration:

* Overview: Displays relevant information about the case including the account and contact, the case priority, and the state.
* Active SLA: Displays active SLAs for the case, including time remaining, the SLA state, and any breaches.

The cards that appear in the Record Information tab can be configured in the ribbon configuration. For more information, see [Set up a ribbon configuration in CRM Workspace](https://www.servicenow.com/docs/qJvD2OaThQvFqDGu68wbLw "Create a ribbon setting and add that setting to a ribbon configuration for CRM Workspace.").  
Figure 2. Overview card in the Record Information tab

## Form header components {#csm-workspace-form-headers__section_ebq_3ws_xrb}

For CRM Workspace, the form header is made up of individual components that can be configured with [UI Builder](https://www.servicenow.com/docs/access?context=using-ui-builder&version=brazil&pubname=brazil-application-development&ft:locale=en-US).

Individual components provide customers with flexible and granular configuration options. Customers can control the placement, size and spacing of these components, giving them the ability to show additional information that
agents may need.

The Data Value Block component is used to display secondary values in the form header and the Contextual side panel.