Accessing Table Builder

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Accessing Table Builder

    Table Builder in ServiceNow Yokohama release provides a versatile interface for managing tables, form views, and data within applications. It can be accessed through multiple ServiceNow environments, enabling efficient interaction and customization of tables and forms.

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    How to Access Table Builder

    • From App Navigator: Navigate to All > Table Builder, search for the desired table, and select Open.
    • From App Engine Studio: Open an application with an existing data table, click the menu icon next to the table, and select Edit. This opens Table Builder focused on the Data tab for editing table data. To edit form views, switch to the Forms tab.
    • From UI Builder: Navigate to All > Now Experience Framework > UI Builder, select a form component, and choose Edit form view in the Config panel. This opens Table Builder with the Forms tab active for customizing form views; switch to the Data tab to edit table data.

    Table Builder Permissions

    To use Table Builder, you must be an administrator or have specific role permissions within ServiceNow AI Platform or AES delegated developer roles. When creating tables, assign at least one role with Read permission to enable preview and access.

    Key permissions include:

    • Personalize Form (personalizeform): Access and customize the Forms tab fields; does not grant access to dictionary, policies, rules, or tables.
    • Personalize Dictionary (personalizedictionary): Access and configure fields on the Data tab; required for dictionary field changes.
    • Personalize Rules (personalizerules): Enables access to Policies and Rules tab for rule configuration.
    • Personalize Choice (personalizechoices): Allows configuration of field choices.
    • Flow Designer (flowdesigner): Required to access and configure flows in the Flows tab; also requires personalizeform and personalizedictionary permissions.

    Practical Benefits for ServiceNow Customers

    This flexible access to Table Builder supports efficient table and form management across different ServiceNow interfaces, streamlining application development and data customization. Proper role assignment ensures secure and appropriate access to table-building features, improving governance and collaboration.

    You can access Table Builder in several ways.

    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 and search for the table that you want to open.
    2. Select Open. Access table from the App navigator

    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.
      Note:
      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 (Menu icon.) next to a table, and then select Edit.
      Table Builder opens with the Data tab selected as shown in the following example.
      Note:
      To edit form views for the selected data table, navigate to the Forms tab.
      Figure 1. Data tab
      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
      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 relevant AES user role and delegated developer permissions. For more information, see Delegate developers using AES.

    Note:
    When creating a table, assign at least one role with Read permission. Setting read permission helps you to preview and access the table.
    Table 1. 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).