Create custom record views

task australia Updated Sep 10, 2026 1 min read dpm-configure-record-views.md

Raw file servicenow.com

Create a UX custom form view to show any record for a given table in Digital Portfolio Management (DPM).

Before you begin

Role required: sn_dpm.dpm_admin

About this task

Create a UX custom form view to determine the view to show for a given table in DPM.

Note: Clear the cache to see the change results of this procedure.

Procedure

Navigate to All > Now Experience Framework > Configuration Settings > UX Form View Rules.
Select New.
On the form, fill in the fields.

Field Set	Description
Name	Unique name of the custom form view.
Table	Table name associated with the custom form view. Tip: Enter a key word like service or offering.
View	The custom UI view. You can select default or workspace, or new.
Application	The application for the view rule. This field should default to the application that you're in.
Execution Order	The order in which your view displays.

4. Select **Submit**.

Parent Topic:Getting started with Digital Portfolio Management

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---
title: Create custom record views
description: Create a UX custom form view to show any record for a given table in Digital Portfolio Management \(DPM\).
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/digital-portfolio-management/dpm-configure-record-views.html
release: australia
product: Digital Portfolio Management
classification: digital-portfolio-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Get started, Digital Portfolio Management, IT Service Management]
---

# Create custom record views

Create a UX custom form view to show any record for a given table in Digital Portfolio Management \(DPM\).

## Before you begin

Role required: sn\_dpm.dpm\_admin

## About this task

Create a UX custom form view to determine the view to show for a given table in DPM.

**Note:** Clear the cache to see the change results of this procedure.

## Procedure

1.  Navigate to **All** &gt; **Now Experience Framework** &gt; **Configuration Settings** &gt; **UX Form View Rules**.

2.  Select **New**.

3.  On the form, fill in the fields.

<table id="table_ijw_gfx_msb"><thead><tr><th>

Field Set

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Unique name of the custom form view.

</td></tr><tr><td>

Table

</td><td>

Table name associated with the custom form view.

**Tip:** Enter a key word like service or offering.

</td></tr><tr><td>

View

</td><td>

The custom UI view. You can select default or workspace, or new.

</td></tr><tr><td>

Application

</td><td>

The application for the view rule. This field should default to the application that you're in.

</td></tr><tr><td>

Execution Order

</td><td>

The order in which your view displays.

</td></tr></tbody>
</table>4.  Select **Submit**.


**Parent Topic:**[Getting started with Digital Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/digital-portfolio-management/dpm-using-cfx.md)