Configure a Case form view

---
title: Configure a Case form view
description: The Case form contains detailed information about a customer issue or problem. Configure a Case form view to display the desired fields and related lists.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/configure-case-form.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure case management, Case management, Organize agent workspaces, Configure, Customer Service Management]
---

# Configure a Case form view

The Case form contains detailed information about a customer issue or problem. Configure a Case form view to display the desired fields and related lists.

## Before you begin

Role required: admin

## Procedure

1.  Navigate to **All** > **Customer Service** > **Cases** > **Create New**.

2.  Configure the form layout to add the fields you require.

    For more information about adding fields to a form, see [Configuring the form layout](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/configure-form-layout.md).

    **Note:** If you are using Customer Service Install Base Management and Proactive Customer Service Operations, add the **Sold Product** field.

3.  Configure the form layout to add the related lists you require.

    For more information about adding a related list to a form, see [Configuring the form layout](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/configure-form-layout.md).

    **Note:** If you are using Customer Service Install Base Management and Proactive Customer Service Operations, add the **Affected Install Base Items** related list.

4.  Click **Submit**.


**Related topics**  


[Create and delete views](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/create-delete-view.md)