Hide a form from use in the ServiceNow AI Platform in Creator Studio

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Hiding a catalog item for your app's form effectively makes the form inactive. Hidden forms are unavailable in both the app and the catalog it belongs to.

    Before you begin

    To hide a form, you must be given permission to work on the app.

    About this task

    Creator Studio doesn't let you delete forms. Instead, hide forms to ensure that workflows stay intact.

    You can hide only forms that have already been published. For more information, see Deploying your Creator Studio app.

    Procedure

    1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
    2. Open the app that contains the form you want to hide.
    3. Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit the application experience.
      Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:
      • Portal (see a preview of how it'll appear on a desktop website)
      • Now Mobile (see a preview of how it'll appear on a mobile phone or device)
      • Virtual agent (see a representation of how it'll appear on a chatbot interface)
        Note:
        Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.

      The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.

      Figure 1. Preview the app's experience
      Preview how your app will look

      You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).

    4. Select the form for the catalog item you want to hide in the Request forms header tab.
      Request forms tab
    5. Select the more actions icon (More options).
    6. Select Form settings.
      Figure 2. Form settings menu option
      Menu option to edit form settings
    7. De-select the Make form visible to others option.
      Figure 3. Form settings modal
      Option to hide a form
    8. Select Save.

    What to do next

    You must re-deploy the app to hide the inactive form (catalog item) on the production instance.