Lens structure form

reference australia Updated Sep 10, 2026 1 min read lens-structure-form-portfolio-planning.md
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Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in the Portfolio Planning application.

Field

Description

Entity

Source table for your lens entity. An entity represents a planning level in the perspective of your lens.

Select the entity that is relevant for your planning persona from the perspective of this lens. For example, Department, Product Model, or Business Objective.

Entity filter

Conditions to filter data from your entity source. The filtered data is shown on the workspace for your planning persona to select and plan for.

Top entity

Indicates if this entity is the top-level entity of your lens structure.

Parent entity

Entity that is one level above this entity in your current lens structure.This field is available only if the Top entity field isn’t selected.

Reference to parent entity

Column in the current entity table that references the parent entity table.For example:

  • Entity is Strategic Program [sn_align_core_program]
  • Parent entity is Department [cmn_department]

Then the field of the Strategic Program [sn_align_core_program] table that references the Department [cmn_Department] table would be Department.

This field is available only if the Top entity field isn’t selected.

**Parent Topic:**[Form field information for Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/form-field-information-for-portfolio-planning.md)

Related topics

Modify lens structure in Portfolio Planning

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