Configure an entity table to use special handling notes
task australia Updated Sep 10, 2026 1 min read t_ConfigEntityToUseSHNotes.md
Configure an entity table to use special handling notes.
Before you begin
Role required: sn_shn.admin
About this task
Configuring an entity to use special handling notes adds the Create Special Handling Notes related link to the corresponding form.
Procedure
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Navigate to All > Special Handling Notes > Configuration.
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Click New.
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Select a table in the Table name field.
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If desired, select one or more Related Fields.
You can also display notes from related entities by including those fields in the configuration. For example, you can display notes for the account and contact associated with a customer service case by selecting the Account and Contact fields on the Case form.
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Click Submit.
The configuration is added to the Special Handling Configuration list.
42 lines · 1.4 KB
---
title: Configure an entity table to use special handling notes
description: Configure an entity table to use special handling notes.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/t\_ConfigEntityToUseSHNotes.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure special handling notes, Configure case management, Case management, Organize agent workspaces, Configure, Customer Service Management]
---
# Configure an entity table to use special handling notes
Configure an entity table to use special handling notes.
## Before you begin
Role required: sn\_shn.admin
## About this task
Configuring an entity to use special handling notes adds the **Create Special Handling Notes** related link to the corresponding form.
## Procedure
1. Navigate to **All** > **Special Handling Notes** > **Configuration**.
2. Click **New**.
3. Select a table in the **Table name** field.
4. If desired, select one or more **Related Fields**.
You can also display notes from related entities by including those fields in the configuration. For example, you can display notes for the account and contact associated with a customer service case by selecting the **Account** and **Contact** fields on the Case form.
5. Click **Submit**.
The configuration is added to the Special Handling Configuration list.
| title | Configure an entity table to use special handling notes |
| description | Configure an entity table to use special handling notes. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/t\_ConfigEntityToUseSHNotes.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure special handling notesConfigure case managementCase managementOrganize agent workspacesConfigureCustomer Service Management |