---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configure form view for CWM tasks and connected work items

# Configure the form view for CWM tasks and connected work items {#ariaid-title1}

Release version: Australia  
Updated June 18, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure which fields appear when you open a CWM task or connected work item by customizing the default form view for the relevant table.

## Before you begin

Role required: admin

## About this task

CWM displays fields from the default view of a
table's record form in the task side panel for CWM tasks and connected work items.
For stories, CWM uses the CWM view of the
form instead of the default view.

## Procedure

1. Navigate to the list view of the table whose form you want to configure.  
   For example, navigate to `incident.list` for the Incident
   table, `sn_cwm_task.list` for CWM tasks, or
   `rm_story.list` for stories.
2. Open any record in the table.
3. Right-click the form to open the form context menu, and select ViewDefault view.  
   For stories (`rm_story`), select ViewCWM view instead.
4. Configure the form using Form Builder.  
   For instances without Form Builder, use Form Design or
   Form Layout instead. For more information, see [Configuring the form layout](https://www.servicenow.com/docs/access?context=configure-form-layout&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
5. Add or remove the fields you want to display, and save your changes.

## Result

The updated fields appear in the task side panel when you open tasks or connected
work items from CWM Boards.
**Related tasks**   

* [Update details of connected work items in CWM Boards](https://www.servicenow.com/docs/KUWvFn2lUAY3DFp0LdizZg "Learn how to update the status, assigned to, and other details for the work items that are brought into your Collaborative Work Management Board through Connected work.")  
**Related topics**   

* [Configuring the form layout](https://www.servicenow.com/docs/access?context=configure-form-layout&version=australia&pubname=australia-platform-administration&ft:locale=en-US)
* [Show or hide fields on a form](https://www.servicenow.com/docs/access?context=configure-form-layout&version=australia&pubname=australia-platform-administration&section=t_ConfigureAForm&ft:locale=en-US)

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