Specify fields for the Cxs\_popup view

task australia Updated Sep 10, 2026 1 min read def-fields-addi-resource-preview.md
Raw file servicenow.com

Edit the Cxs_popup view to specify the fields to be shown for addition resources in the preview window of a task record. The preview helps you with the summary of the record.

Before you begin

Role required: admin

About this task

If a Cxs_popup view isn't defined for the additional resource table, the sys_popup view is used. If the sys_popup view is also not defined, the default view is considered.

Procedure

  1. Navigate to Incident > All.

  2. Open the incident record whose view you want to change to Cxs_popup.

  3. Select the additional actions icon ([Omitted image "additional-actions.png"] Alt text: Additional actions icon) and in the View option, select Cxs_popup.

    [Omitted image "cxs-popup-view.png"] Alt text: Incident form in Cxs_popup view.

    The view of the incident record changes to Cxs_popup view.

  4. Select the additional actions icon ([Omitted image "additional-actions.png"] Alt text: Additional actions icon), and in the Configure option, select Form Layout.

  5. From the Available list of fields, select the fields that you want to be available in the Cxs_popup view and move them under Selected.

  6. Select Save.

Parent Topic:Managing contextual search

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