Accessing Table Builder

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Accessing Table Builder

    Table Builder in ServiceNow provides a versatile interface for managing and customizing tables, including fields, forms, sheets, and flows. It can be accessed through multiple entry points, each tailored to streamline interaction based on your workflow needs. Proper permissions are required to use its features effectively.

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    Access Methods

    • Naming Shortcuts: Use specific shortcuts in the app navigator search to open tables directly in desired views:
      • <tablename>.builder – Opens the Data tab with Fields view selected.
      • <tablename>.view – Opens the Form tab.
      • <tablename>.sheet – Opens the Data tab with Sheet view.
      • <tablename>.flow – Opens the Flow tab.
    • App Navigator: Navigate to All > Table Builder, search for your table, and select Open.
    • App Engine Studio: Open an application with existing data tables, click the menu icon next to a table, and select Edit to open Table Builder in the Data tab.
    • UI Builder: Access Table Builder by selecting a form component on a page, then click Edit form view in the Config panel to customize form views in the Forms tab. Data tab access is available for editing table data.

    Permissions

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

    Key permissions include:

    • Personalize Form: Required for accessing and customizing the Forms tab.
    • Personalize Dictionary: Needed for Data tab access and field configuration.
    • Personalize Rules: Allows access to Policies and Rules tab.
    • Personalize Choice: Enables configuration of field choices.
    • Flow Designer: Required for Flows tab access and flow configuration, along with form and dictionary permissions.

    Practical Implications for ServiceNow Customers

    This variety of access methods and granular permissions allows you to efficiently manage table data, customize forms, configure flows, and control policies within your ServiceNow environment. Understanding and assigning appropriate permissions ensures secure and effective use of Table Builder capabilities, enhancing your application development and data management workflows.

    You can access Table Builder in several ways.

    Launching Table Builder using naming shortcuts

    You can use naming shortcuts to open tables from the app navigator.

    Enter tablename.builder, tablename.view, tablename.sheet, or tablename.flow in the search to access the table directly. For example, searching incident.builder in the search opens field view of the incident table in the Data tab.

    naming shortcut navigation screen
    Table 1. Naming conventions user inputs and their behavior
    User Input Behavior
    <tablename>.builder Opens the table in the Table Builder with the Field option selected in Data tab.
    <tablename>.view Opens table in Table Builder in the Form tab.
    <tablename>.sheet Opens a table in Table Builder with the Sheet option selected in Data tab.
    <tablename>.flow Opens a table in Table Builder in the Flow tab.

    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.
    2. Search for the table that you want to open.
    3. 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 the 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 2. 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).