Creator Studio form settings
Summarize
Summary of Creator Studio Form Settings
In Creator Studio, you can edit the settings for an app’s form at any time, including access permissions and general form configurations. This flexibility allows you to tailor the form to meet your organization’s needs effectively.
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Key Features
- General Form Settings: This includes basic information such as the form name, short description, image upload, and a detailed description. You can also control visibility options and attachment settings.
- Catalog Location Settings: Define where the form appears in a service catalog and select appropriate sub-catalogs for organization. The catalog represents the business area related to the app.
- User Access Settings: Control which roles and groups can or cannot access the form, ensuring that the right users have the necessary permissions.
Key Outcomes
By utilizing these form settings, ServiceNow customers can create more accessible and user-friendly applications. Adjusting visibility and access ensures that forms are utilized effectively within the desired context, enhancing the overall user experience. Additionally, understanding the limitations around template editing and attachment requirements helps streamline the form creation process.
You can edit the settings for an app's form in Creator Studio at any time. For example, to change who can access it.
General form settings
| Field | Description |
|---|---|
| Form name | Name of the form. Apps can have multiple forms. If you want to edit the settings for a different form, select that form in the Request forms tab. |
| Short description | Brief description of what the form is used for. For example, "Laptop request form." |
| Image | Image to appear on the form. Select the logo and navigate to a JPG, PNG, or SVG file to upload. |
| Description | Informative reason why people should use the form. You can include content like videos, images, and links to other sources of information, such as knowledge base articles. |
| Make form visible to others | Option to have the form available outside of the app, for example, in the specified catalogs. You can edit this option only for forms that have been published. Note: You can also specify whether the form is visible after deployment when you're ready to deploy your app. Find out how in Request deployment for your app from Creator Studio to production. |
| Hide "Add to wish list" option | Option to prevent users from favoriting the form on their wish list. Favoriting a form makes it easier to find. |
| Hide attachment option | Option to prevent users from adding attachments to the form. |
| Mark attachment as mandatory | Option to require attachments on the form. If you select the Hide attachment option setting, you can't select this setting. |
Uneditable form settings
After you create the app, its Template can't be edited. If you want to change it, create a new form using a different catalog template. The Record submission table is automatically generated, and can't be changed.
Catalog location form settings
Location settings define where the form appears in a catalog and how it's categorized. You must select the edit icon (
) to make changes to the catalog settings.
Select the catalog that represents the business area the app will use. For example, you could select a service catalog that contains software and laptop cables for an IT fulfillment app. Expand the carat for each catalog to see its sub-catalogs. Then select as many items in the catalogs as you need.
User access form settings
) to define access for roles and groups for the following:- Available for: Search for and select roles and groups that can access the form.
- Not available for: Search for and select roles and groups that can't access the form.