Customize fields in a form in Agent Workspace for HR Case Management

task australia Updated Sep 10, 2026 1 min read form-builder-aws.md

Raw file servicenow.com

Use Form Builder to add, arrange, and customize fields in HR case forms.

Before you begin

Role required: sn_hr_agent_ws.admin

Procedure

Navigate to All > HR Case Management > All HR Cases > All.
Select the case that you want to customize form fields for.
Select the additional actions icon [Omitted image "Form_MenuIcon.png"] Alt text:.
Navigate to Configure > Form Builder.
In form view, select Workspace UIB.[Omitted image "view-form.png"] Alt text: Form view selector with Workspace UIB option highlighted in Form Builder
Customize the fields by performing one of the following actions.

Option	Action
Add an existing field to a form	Select a field from the Fields list. In the form editor, drag the selected field to the desired location and move them around as necessary. Select Save.
add field to a form	Select +Add a field in the table. In the Column Label field, enter a label. In the Column name field, enter the internal name for the field. Select the type of field from the Type list. To set additional properties for the field that you're creating, select Advanced settings. To add the new field to the table, select Add. A confirmation dialog displays. You can select Done to close it or select Add another one to add more fields to the table. In the form editor, drag the new field you just created to the desired location and move them around as necessary. Select Save.
Delete a field in the form	In the form editor, select a field from the Fields list. Select the x icon beside the field. Select Save.

Option

Action

Add an existing field to a form

Select a field from the Fields list.
In the form editor, drag the selected field to the desired location and move them around as necessary.
Select Save.

add field to a form

Select +Add a field in the table.
In the Column Label field, enter a label.
In the Column name field, enter the internal name for the field.
Select the type of field from the Type list.

To set additional properties for the field that you're creating, select Advanced settings.

To add the new field to the table, select Add.

A confirmation dialog displays. You can select Done to close it or select Add another one to add more fields to the table.

In the form editor, drag the new field you just created to the desired location and move them around as necessary.
Select Save.

Delete a field in the form

In the form editor, select a field from the Fields list.
Select the x icon beside the field.
Select Save.

90 lines · 2.7 KB Wrap lines

---
title: Customize fields in a form in Agent Workspace for HR Case Management
description: Use Form Builder to add, arrange, and customize fields in HR case forms.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/form-builder-aws.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Customize fields in a form in Agent Workspace for HR Case Management

Use Form Builder to add, arrange, and customize fields in HR case forms.

## Before you begin

Role required: sn\_hr\_agent\_ws.admin

## Procedure

1.  Navigate to **All** &gt; **HR Case Management** &gt; **All HR Cases** &gt; **All**.

2.  Select the case that you want to customize form fields for.

3.  Select the additional actions icon \[Omitted image "Form\_MenuIcon.png"\] Alt text:.

4.  Navigate to **Configure** &gt; **Form Builder**.

5.  In form view, select **Workspace UIB**.\[Omitted image "view-form.png"\] Alt text: Form view selector with Workspace UIB option highlighted in Form Builder

6.  Customize the fields by performing one of the following actions.

<table id="choicetable_p52_lhs_5zb"><thead><tr><th align="left" id="d540019e120">

Option

</th><th align="left" id="d540019e123">

Action

</th></tr></thead><tbody><tr><td id="d540019e129">

**Add an existing field to a form**

</td><td>

1.  Select a field from the **Fields** list.
2.  In the form editor, drag the selected field to the desired location and move them around as necessary.
3.  Select **Save**.


</td></tr><tr><td id="d540019e156">

**add field to a form**

</td><td>

1.  Select **+Add a field in the table**.
2.  In the **Column Label** field, enter a label.
3.  In the **Column name** field, enter the internal name for the field.
4.  Select the type of field from the **Type** list.

To set additional properties for the field that you're creating, select **Advanced settings**.

5.  To add the new field to the table, select **Add**.

A confirmation dialog displays. You can select **Done** to close it or select **Add another one** to add more fields to the table.

6.  In the form editor, drag the new field you just created to the desired location and move them around as necessary.
7.  Select **Save**.


</td></tr><tr><td id="d540019e221">

**Delete a field in the form**

</td><td>

1.  In the form editor, select a field from the **Fields** list.
2.  Select the x icon beside the field.
3.  Select **Save**.


</td></tr></tbody>
</table>