Configure a task record form in Service Operations Workspace

Configure a task record form in Service Operations Workspace by modifying the form layout or related lists from the classic ServiceNow AI Platform user interface.

Before you begin

Role required: admin

About this task

A task record, for example, problem or incident, has the following editable views in Service Operations Workspace.

• The view while creating the record.
• The Details tab view after the record is saved.

Filter experience in Service Operations Workspace and Classic UI

The form layout changes you make in the classic ServiceNow AI Platform determine the fields that should be appear in both the creation form and the record details in Service Operations Workspace However, filtering records works differently between the two interfaces.

• Classic UI: Select the column header filter icon to filter list records.
• Service Operations Workspace: Use the filter panel on the left side of the list view to filter records.

Procedure

1. Open a task record, for example, in an incident or problem, in the classic ServiceNow AI Platform user interface.
2. Perform any of the following actions.

   Option	Description
   Edit the form view that appears while creating a record	Select the additional actions icon () on the header and navigate to View > Service Operations Workspace New Record.
   Edit the form view that appears after saving the record	Select the additional actions icon () on the header and navigate to View > Service Operations Workspace.

3. On the task record form, for example, in an incident form, select the additional actions icon () and perform any of the following actions.

   Option	Description
   Edit fields	Navigate to Configure > Form Layout.
   Edit related lists	Navigate to Configure > Related Lists.

4. Move the required fields and related lists from the Available list to the Selected list.
5. Select Save.