Accessing Table Builder

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.

Tableau 1. Naming conventions user inputs and their behavior

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.

1. Navigate to All > Table Builder.
2. Search for the table that you want to open.
3. 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.

1. Open an application in App Engine Studio.
   Remarque :

   A data table must first be present in the application so that you can access Table Builder.
2. 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.

   Remarque :

   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.

1. Navigate to All > Now Experience Framework > UI Builder, and then select a form component on a page.

   See Work with components in UI Builder for more information on adding components.

2. 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

To use Table Builder, you must either:

• be an administrator, or
• have the following role permissions in ServiceNow AI Platform, or
• have the relevant AES user role and delegated developer permissions.

For more information, see Delegate developers using AES.

Remarque :

When creating a table, assign at least one role with Read permission. Setting read permission helps you to preview and access the table.

Tableau 2. Table Builder permissions

Permission	Access
Personalize Form (personalize_form)	Required to access Forms tab. Required to customize fields on the form. Doesn’t grant dictionary access. Doesn’t grant Policies and Rules access. Doesn’t grant Tables access.
Personalize Dictionary (personalize_dictionary)	Required to access Data tab. Required to access field configuration. Required to change dictionary fields. Doesn’t grant Policies and Rules access.
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).