Administering forms on the ServiceNow AI Platform

concept australia Updated Sep 10, 2026 2 min read form-administration.md
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Administrators can configure several settings that control form functionality.

  • Form personalization

    Control how users configure forms. You can also change the role that is necessary to configure a form and disable the form configurations that specific users already made.

    See Administering form personalization for instructions.

  • Form annotations

    Choose the types of annotations that are available on forms and save localized versions of form annotations.

    See Administering form annotations for instructions.

  • Attachments

    Control several aspects of form attachments, such as attachment size, allowed file extensions, and the roles that are allowed to attach files.

    See Administering attachments for instructions.

  • Formatters

    Create and edit formatters, such as the activity formatter, which displays information on the form that is not a field in the record. You can also configure formatter settings such as the maximum number of formatter entries.

    See Using formatters for more information.

  • Form templates

    Create templates that automatically populate form fields based on settings you configure.

    See Using form templates for more information.

  • UI actions

    Add buttons, links, and context menu items on forms to the UI more interactive, customizable, and specific to user activities.

    See Defining UI actions for more information.

  • UI policies

    Configure the policies that dynamically change information on a form.

    See Create a UI policy for more information.

  • Other advanced options

    Configure advanced form features, such as form focus, form splits, and derived fields.

    See Advanced form configuration for instructions.

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