Table Builder workflow and navigation

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Table Builder workflow and navigation

    Table Builder in ServiceNow enables you to manage data tables, forms, and flows efficiently through a structured workflow and intuitive navigation. It is accessible via App Engine Studio or UI Builder, allowing you to select and customize tables within specific domains and application scopes.

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    Basic Workflow

    • Choosing a table or form: Launch Table Builder and select the desired table or form. In App Engine Studio, the table is selected by clicking within the app; in UI Builder, you can pick a different table from a drop-down list.
    • Selecting domain and application scope: Define your working context by choosing the domain and application scope. App Engine Studio defaults to the app scope, while UI Builder allows selection from available scopes such as Global.
    • Modifying table properties: Use the Data tab to edit table properties directly, managing the core data structure.
    • Customizing form views: The Forms tab lets you create and adjust views, configuring how form elements appear and behave.
    • Configuring policies and rules: Under the Policies and rules tab, set conditions to control data display and interaction within form views.
    • Previewing and saving changes: Preview your form at any time to see how it will appear in the ServiceNow AI Platform. Save changes to make them available to other applications. Undo and redo options help manage edits effectively.

    Navigation Elements

    The navigation bar in Table Builder provides quick access to essential functions:

    • Table selection list: Switch between tables to customize their properties, fields, policies, or form views.
    • Domain and scope selection lists: Define the domain and application scope context for your customizations.
    • Undo and Redo icons: Easily revert or reapply recent changes during editing.
    • Advanced table properties menu: Access advanced table management options, launch Form Designer for detailed form editing, or delete a table (available only on the Data tab).
    • Preview and Save buttons: Preview forms as they will appear in the platform, and save your edits to commit changes.
    • Search and filter options: Quickly find specific fields by keyword and filter to show inactive or extended fields, improving navigation in large tables.
    • PDF extractor: When a PDF is linked to a data table, launch this tool to extract and view PDF content for table creation or updates.

    This organized workflow and navigation structure allows ServiceNow customers to efficiently build and manage data tables and forms, ensuring data integrity and user-friendly form interactions within their applications.

    You can start using Table Builder to manage your data tables, forms, or flows by reviewing this high-level workflow.

    Learn about the high-level actions that you perform when you are using Table Builder.

    Basic workflow

    The following table outlines the basic actions that you take when working in Table Builder.

    Table 1. Basic workflow
    Action Description
    Choosing a table or form to work with

    To choose a data table or form to work with, launch Table Builder as instructed in Accessing Table Builder and choose the table or form to work with.

    Note:
    While using Table Builder in App Engine Studio, the table selected here is chosen when you click on a table in your app. However, if Table Builder is launched from UI Builder, you can choose a new table to work with from the drop-down list that displays the name of your currently selected table.
    Selecting a domain and application scope

    Select a domain and application scope to work within from Table Builder navigation.

    Note:
    While using Table Builder in App Engine Studio, the application scope selected is the app you are working in. However, if Table Builder is launched from UI Builder, you can choose an application scope to work with from the drop-down list in the top right side of your screen (e.g., Global).

    See Domain separation and Table Builder and Using an application scope with Table Builder.
    Modifying table properties

    Select Data tab to edit table properties directly.

    For more information, see Data in Table Builder.
    Customizing form views

    Select Forms tab to create and customize new views or configure the form elements for a selected view.

    For more information, see Forms in Table Builder.
    Configuring policies and rules

    Select Policies and rules tab to configure and control how data is displayed for your form views.

    For more information, see Policies and rules in Table Builder.
    Previewing a form and managing your changes

    At any point in the process, you can preview the changes you've made by selecting Preview. For more information, see Preview your form.

    Save your form view changes at any point in the process by clicking Save. Your form view is ready and can be accessed by other applications in the ServiceNow AI Platform.
    Note:
    To undo (Undo icon.) or reapply (Redo icon.) changes you make, select the Undo or Redo icons at the top of your screen.

    Navigational elements

    The following table shows and describes the basic navigational elements shown in Table Builder.
    Table 2. Basic navigation elements
    Navigational element Description
    Table selection list (Table selection list.) Choose an option to customize the policies and rules, table properties, fields, or form views for the selected table.

    Select domain list

    (Domain selection list.)

    		 Choose an option to customize the policies and rules, table properties, fields, or form views within the selected domain (for example, the Global domain).
    Select scope list (Application scope selection list.) Choose an option to customize the policies and rules, table properties, fields, or form views within the selected application scope (for example, the Global application scope).

    Undo (Undo icon.)

    Redo ( Redo icon.)

    		 Select the undo (Undo icon.) or redo (Redo icon.) icons in the navigation bar to revert to a previous editing state.
    Advanced table properties menu (Advanced table properties menu.)
    Choose an option:
    • Advanced view to manage the advanced properties in the selected table. For more information, see Table administration.
    • Form designer to launch the selected table in Form Designer. For more information, see Using the Form Designer.
    • Delete table to delete the selected table.
    Note:
    This option only appears on the Data tab.

    Preview

    (Preview icon.)

    		 Select Preview to review the selected form as how it is displayed in the ServiceNow AI Platform. For more information on previewing, see Preview your form.
    Save (Save icon.) Select Save to commit your changes to your selection.

    Search fields and filter options

    (Search fields and filter options.)

    		 Use the search box to filter the list of field columns by keyword or use the Filter options list to show inactive fields or to hide extended fields from the list (if a table has been extended from an existing table).

    PDF extractor

    (PDF extractor.)

    		 If a PDF is associated with the selected data table, select this element to launch the PDF extractor tool and view the PDF. See Use a PDF to create data tables.