Preview your form

task australia Updated Sep 10, 2026 2 min read preview-your-form.md
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Previewing and saving your form in Table Builder.

Before you begin

Note: To understand how to approach customizing your forms, review Table Builder workflow and navigation.

Role required: personalize_form or AES user role and delegated developer permissions. For more information, see Delegate developers using AES.

Procedure

  1. Access Table Builder.

  2. Select the Forms tab.

  3. Select a form view.

  4. Customize the form view as desired.

  5. Save your changes by selecting Save.

    Note: Once you save your changes, you cannot undo them using the Undo function. The Undo icon ([Omitted image "fb-undo-icon.png"] Alt text: Undo icon.) is grayed out.

  6. Select Preview to review your saved changes.

    The Preview window displays a record for your form. The Workspace form view is shown in the example.

    [Omitted image "fb-preview-form.png"] Alt text: Preview of Workspace form view.

  7. You can perform any of the following actions as you review your changes to better understand how your form will display for users.

    • When previewing a form, you can search for a new record to populate your form with by clicking the New record icon ([Omitted image "fb-new-record.png"] Alt text: New record icon.). This will also let you add a new record if none exist so you can really see what the form will look like.
    • When previewing a form, you can open the form in the ServiceNow AI Platform by clicking the Open form in Platform icon ([Omitted image "fb-open-in-platform.png"] Alt text: Open form in Platform button.).
  8. When you are finished reviewing, close the browser window.

Parent Topic:Forms in Table Builder

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