Preview your form

Previewing and saving your form in Table Builder.

Avant de commencer

• Launch Table Builder. For more information, see Accessing Table Builder.
• (Optional) Choose a domain to work within (if not global). For more information, see Domain separation and Table Builder.
• (Optional) Choose an application scope to work within (if not global). For more information, see Using an application scope with Table Builder.

Remarque :

To understand how to approach customizing your forms, review Table Builder workflow and navigation.

Role required: personalize_form or AES user role and delegated developer permissions. For more information, see Delegate developers using AES.

Procédure

1. Access Table Builder.
   • For information on viewing forms, see Launching Table Builder from UI Builder.
2. Select the Forms tab.
3. Select a form view.
4. Customize the form view as desired.
5. Save your changes by selecting Save.
   Remarque :

   Once you save your changes, you cannot undo them using the Undo function. The Undo icon () is grayed out.
6. Select Preview to review your saved changes.
   The Preview window displays a record for your form. The Workspace form view is shown in the example.

   Figure 1. Preview of Workspace form view

   

7. You can perform any of the following actions as you review your changes to better understand how your form will display for users.
   • When previewing a form, you can search for a new record to populate your form with by clicking the New record icon (). This will also let you add a new record if none exist so you can really see what the form will look like.
   • When previewing a form, you can open the form in the ServiceNow AI Platform by clicking the Open form in Platform icon ().
8. When you are finished reviewing, close the browser window.