Configure the Account and Consumer forms for B2B2C
Enable account consumers to view the Account Consumers related list for the Case and Workspace views.
Before you begin
Role required: admin
Procedure
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Navigate to All > Customer Service > Customer > Accounts and select an account.
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Add the Account Consumer>Account related list to the Account form for the Case and Workspace views.
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Select View > Case from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.
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Select Configure > Related Lists from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.
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Select Account Consumer>Account in the Available column and move it to the Selected column.
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Select Save.
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Select View > Workspace from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.
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Repeat steps 2b–2d.
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Navigate to Customer Service > Consumers and select a consumer.
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Add the Account Consumer>Account related list to the Consumer form for the Case and Workspace views.
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Select View > Case from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.
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Select Configure > Related Lists from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.
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Select Account Consumer>Account in the Available column and move it to the Selected column.
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Select Save.
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Select View > Workspace from the Additional actions menu [Omitted image "icon-menu.png"] Alt text: additional actions menu.
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Repeat steps 4b–4d.
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---
title: Configure the Account and Consumer forms for B2B2C
description: Enable account consumers to view the Account Consumers related list for the Case and Workspace views.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/config-b2b2c-data-model-forms.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure customer data models for B2B2C, Data models, Set up your environment, Configure, Customer Service Management]
---
# Configure the Account and Consumer forms for B2B2C
Enable account consumers to view the Account Consumers related list for the Case and Workspace views.
## Before you begin
Role required: admin
## Procedure
1. Navigate to **All** > **Customer Service** > **Customer** > **Accounts** and select an account.
2. Add the **Account Consumer>Account** related list to the Account form for the Case and Workspace views.
1. Select **View** > **Case** from the Additional actions menu \[Omitted image "icon-menu.png"\] Alt text: additional actions menu.
2. Select **Configure** > **Related Lists** from the Additional actions menu \[Omitted image "icon-menu.png"\] Alt text: additional actions menu.
3. Select **Account Consumer>Account** in the **Available** column and move it to the **Selected** column.
4. Select **Save**.
5. Select **View** > **Workspace** from the Additional actions menu \[Omitted image "icon-menu.png"\] Alt text: additional actions menu.
6. Repeat steps 2b–2d.
3. Navigate to **Customer Service** > **Consumers** and select a consumer.
4. Add the **Account Consumer>Account** related list to the Consumer form for the Case and Workspace views.
1. Select **View** > **Case** from the Additional actions menu \[Omitted image "icon-menu.png"\] Alt text: additional actions menu.
2. Select **Configure** > **Related Lists** from the Additional actions menu \[Omitted image "icon-menu.png"\] Alt text: additional actions menu.
3. Select **Account Consumer>Account** in the Available column and move it to the Selected column.
4. Select **Save**.
5. Select **View** > **Workspace** from the Additional actions menu \[Omitted image "icon-menu.png"\] Alt text: additional actions menu.
6. Repeat steps 4b–4d.
| title | Configure the Account and Consumer forms for B2B2C |
| description | Enable account consumers to view the Account Consumers related list for the Case and Workspace views. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/config-b2b2c-data-model-forms.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure customer data models for B2B2CData modelsSet up your environmentConfigureCustomer Service Management |