Customize the page header for a playbook page

task australia Updated Sep 10, 2026 1 min read customize-process-form-header.md

Raw file servicenow.com

Customize the page header by defining the primary and secondary fields that are displayed in CRM Workspace.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

About this task

Overview information for a record is available in the page header.

Procedure

Navigate to All > **Now Experience Framework ** > Configuration Settings > UX Header Configurations.
Select the CRM Workspace header configuration.
Select a table from the UX Form Headers list.

You can also create a UX Form Header record. For more information, see Set up a form header in CRM Workspace.
Select the Primary field to display in the form header.
In the Secondary values related list, select the secondary values to display in the form header.
1. In the Order field, set the sequential order in which to display the secondary values.
2. Select Update to save the form header record.
In the Order field, set the sequential order in which to display the secondary values.
Select Update to save the UX header configuration record.

Related topics

Set up a form header in CRM Workspace

Display the form ribbon and form header secondary values in the Contextual side panel

55 lines · 2.3 KB Wrap lines

---
title: Customize the page header for a playbook page
description: Customize the page header by defining the primary and secondary fields that are displayed in CRM Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/customize-process-form-header.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Playbook pages, Playbooks in Customer Service Management, Agent tools, Organize agent workspaces, Configure, Customer Service Management]
---

# Customize the page header for a playbook page

Customize the page header by defining the primary and secondary fields that are displayed in CRM Workspace.

## Before you begin

Role required: workspace\_admin, ui\_builder\_admin, admin

## About this task

Overview information for a record is available in the page header.

## Procedure

1. Navigate to **All** &gt; **Now Experience Framework ** &gt; **Configuration Settings** &gt; **UX Header Configurations**.

2. Select the CRM Workspace header configuration.

3. Select a table from the UX Form Headers list.

You can also create a UX Form Header record. For more information, see [Set up a form header in CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/config-csm-config-ws-form-header.md).

4. Select the **Primary field** to display in the form header.

5. In the Secondary values related list, select the secondary values to display in the form header.

1. In the **Order** field, set the sequential order in which to display the secondary values.

2. Select **Update** to save the form header record.

6. In the **Order** field, set the sequential order in which to display the secondary values.

7. Select **Update** to save the UX header configuration record.

**Related topics**

[Set up a form header in CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/config-csm-config-ws-form-header.md)

[Display the form ribbon and form header secondary values in the Contextual side panel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/config-csm-display-header-in-sidebar.md)