Configure forms and lists

---
title: Configure forms and lists
description: Configure forms to add the fields and related lists that are necessary to support the business location and household data models.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/configure-data-model-forms.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure Service Model Foundation, Data models, Set up your environment, Configure, Customer Service Management]
---

# Configure forms and lists

Configure forms to add the fields and related lists that are necessary to support the business location and household data models.

## Before you begin

Role required: One of the following:

-   admin
-   csm\_guided\_setup\_user designated as a delegated developer

## Procedure

1.  Navigate to **All** > **Customer Service** > **Administration** > **Guided Setup** and select **Get Started**.

2.  In the Service Model Foundation category, select **Get Started**.

3.  Select **Configure Forms and List**.

4.  Add the following related lists to the Consumer form for these views: Case and Workspace.

    -   Current Households
    -   Household Member > Consumer \(All Households\)
    -   Consumer Relationships
    -   Household Relationships
    -   Consumer Team Member > Consumer \(Consumer Team\)
    -   Sold Products
5.  Add the **Service Organization** field to the Case form for these views: Case and Workspace.

6.  Add the **Requestor Organization \(formerly Requesting Service Organization\)** field to the Case form for these views: Case and Workspace.

7.  Add the **Updated by** field to the Case form for these views: Case and Workspace.

8.  Add the **Household** field to the Case form for these views: Case and Workspace.

9.  Add the **Primary Household** \(Household\) field to the Consumer form for these views: Case and Workspace.

    **Note:** After the **Household** field is added to the Consumer form for both case and workspace views, observe the following behavior: The form for a new consumer doesn’t have a **Primary Household** field.

10. Add the following related lists to the Sold Products form for these views: Case and Workspace.

    -   All Consumers
    -   More Consumers
11. Add the **Household** field to the Entitlement form for these views: Case and Workspace.

12. Add the **Household** field to the Contract form for these views: Case and Workspace.

13. Add the **Household** field to the Sold Product form for these views: Case and Workspace.

14. Add the following related lists to the Service Organization form for these views: Case and Workspace.

    -   Members
    -   Cases > Service Organization \(Cases\)
    -   Account Staff Relationships
    -   Consumer Staff Relationships
    -   Household Staff Relationships
15. Add the following related lists to the Household form for these views: Case and Workspace.

    -   Current Members
    -   Household Member > Household \(All Members\)
    -   Household Member Relationship > Household \(Member Relationships\)
    -   Household Team Member > Household \(Household Team\)
    -   Case > Household \(Cases\)
    -   Entitlement > Household \(Entitlements\)
    -   Contract > Household \(Contracts\)
    -   Sold Product > Household \(Sold Products\)