Creator Studio form settings
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Summary of Creator Studio form settings
Creator Studio allows ServiceNow customers to customize app form settings at any time to control access, appearance, and catalog placement. These configurations help tailor forms to specific business needs and user groups, ensuring appropriate visibility and functionality within your ServiceNow environment.
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General form settings
The General tab defines the form’s core details and user interface elements:
- Form name: Identify and select from multiple forms within an app.
- Short description: Provide a brief explanation of the form’s purpose, e.g., "Laptop request form."
- Image: Upload a JPG, PNG, or SVG logo to visually represent the form.
- Description: Add rich content like videos, images, and links to guide users on form usage.
- Make form visible to others: Control whether the form is accessible outside the app, such as in catalogs. This can only be edited for published forms.
- Hide "Add to wish list" option: Choose to prevent users from favoriting the form, which affects how easily it can be found.
- Hide attachment option: Disable attachments globally on the form, with flexibility to add conditional attachment questions based on user responses.
- Mark attachment as mandatory: Require users to upload attachments unless the attachment option is hidden.
Note: Once an app is created, its template is fixed and cannot be changed. To use a different template, create a new form from the desired catalog template.
Catalog location form settings
These settings determine where the form appears within service catalogs and topic pages:
- Use the edit icon to select catalogs representing the business area relevant to the app (e.g., IT fulfillment).
- Expand catalog hierarchies to choose appropriate sub-catalogs for precise classification.
- Associate forms with taxonomy topics to enable automatic inclusion in dynamic topic pages in Employee Center.
This categorization enables users to find forms more easily and ensures alignment with organizational services and knowledge management.
User access form settings
Access controls define which roles and groups can or cannot use the form:
- Available for: Specify roles and groups permitted to access the form.
- Not available for: Specify roles and groups explicitly excluded from accessing the form.
These settings help enforce security and user segmentation by controlling form visibility based on organizational roles.
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 navigation panel. |
| 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. Note: You can hide the attachment option for the whole form and instead add an attachment question that appears when users provide a specific answer to a question. For more information, see Available question types in Creator Studio. |
| 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.
Catalog location form settings
Location settings define where the form appears in a catalog, how it's categorized, and what topics it appears for. You must select the edit icon (
) to make changes to the catalog and topic 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 caret for each catalog to see its sub-catalogs. Then select as many items in the catalogs as you need.
If you associate the app's form with one or more topics, the form will appear in the relevant, dynamically created topic pages in Employee Center. Find out more about topics in Associate a catalog item with a taxonomy topic in Employee Center, and more about taxonomy, which is a categorization method, in Unified Taxonomy for Employee Center.
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.