Administering forms on the ServiceNow AI Platform

Administrators can configure several settings that control form functionality.

• Form personalization

  Control how users configure forms. You can also change the role that is necessary to configure a form and disable the form configurations that specific users already made.

  See Administering form personalization for instructions.

• Form annotations

  Choose the types of annotations that are available on forms and save localized versions of form annotations.

  See Administering form annotations for instructions.

• Attachments

  Control several aspects of form attachments, such as attachment size, allowed file extensions, and the roles that are allowed to attach files.

  See Administering attachments for instructions.

• Formatters

  Create and edit formatters, such as the activity formatter, which displays information on the form that is not a field in the record. You can also configure formatter settings such as the maximum number of formatter entries.

  See Using formatters for more information.

• Form templates

  Create templates that automatically populate form fields based on settings you configure.

  See Using form templates for more information.

• UI actions

  Add buttons, links, and context menu items on forms to the UI more interactive, customizable, and specific to user activities.

  See Defining UI actions for more information.

• UI policies

  Configure the policies that dynamically change information on a form.

  See Create a UI policy for more information.

• Other advanced options

  Configure advanced form features, such as form focus, form splits, and derived fields.

  See Advanced form configuration for instructions.