Configure the Front-line case page action bar
Configure the action bar on the Front-line case page to include actions from other plugins.
Before you begin
Role required: admin
About this task
The Front-line case page supports actions from the following Customer Service Management and CRM Workspace plugins:
- Case Management Core (com.sn_customerservice)
- CRM Workspace Core (com.snc.agent_workspace.csm)
- CRM Workspace (com.snc.uib.csm_agent_workspace)
- CRM Workspace Foundation (com.snc.uib.cwf_workspace)
- Major Issue Management (com.sn_majorissue_mgt)
- Customer Service with Service Management (com.sn_cs_sm)
- Customer Service with Request Management plugin (com.sn_cs_sm_request)
- Time Recording for Customer Service (com.snc.csm_time_recording)
- Omni-Experience Standard Feature Set
If you are using any additional plugins, use the steps in this task to add the actions from those plugins to the Front-line case page action bar. You can add actions in the following ways:
- Add actions to an existing layout group (step 2).
- Create a layout group and add actions to that group (steps 3 and 4).
- Add actions directly to the action bar (step 5).
Procedure
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Verify that the UI action or declarative action has a corresponding record in the UX Form Actions table (sys_ux_form_action).
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Enter sys_ux_form_action.list in the application navigator and press Enter.
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Search for the desired form action in the UX Form Actions list.
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Create a form action record if it does not exist.
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Add the action to an existing layout group.
You can create a layout group and add the action to that group (see step 3). By default, the Front-line case page supports three groups: Compose, Create, and Manage.
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Navigate to All > Declarative Actions > Form Action Layout Groups and select a group.
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Select the lock icon next to the Actions field, add the desired action from the Available UX Form Actions list, and select Save.
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Create a layout group.
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Navigate to All > Declarative Actions > Form Action Layout Groups and select New.
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Enter a name for the layout group in the Name field.
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Select the lock icon next to the Actions field, add the desired action from the Available UX Form Actions list, and select Save.
Because this is a new group, you need to add it to the Front-line case page layout (see step 4).
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If you created a new layout group in step 3, add the group to the Front-line case page layout.
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Navigate to All > Declarative Actions > Form Action Layouts.
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Select the Front-line Case Actions layout.
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Select New in the UX Form Action Layout Items related list.
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On the new record page, set Item Type to Group and set Group to the group created in step 3.
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Fill in the rest of the fields on the form and select Save.
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To add an action directly on the action bar:
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Navigate to All > Declarative Actions > Form Action Layouts.
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Select the Front-line Case Actions layout.
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Select New in the UX Form Action Layout Items related list.
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On the new record page, set Item Type to Action and set Action to the desired UX Form Action.
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Fill in the rest of the fields on the form and select Save.
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---
title: Configure the Front-line case page action bar
description: Configure the action bar on the Front-line case page to include actions from other plugins.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/config-front-line-case-page-action-bar.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Set up CRM Workspace, CRM Workspace, Organize agent workspaces, Configure, Customer Service Management]
---
# Configure the Front-line case page action bar
Configure the action bar on the Front-line case page to include actions from other plugins.
## Before you begin
Role required: admin
## About this task
The Front-line case page supports actions from the following Customer Service Management and CRM Workspace plugins:
- Case Management Core \(com.sn\_customerservice\)
- CRM Workspace Core \(com.snc.agent\_workspace.csm\)
- CRM Workspace \(com.snc.uib.csm\_agent\_workspace\)
- CRM Workspace Foundation \(com.snc.uib.cwf\_workspace\)
- Major Issue Management \(com.sn\_majorissue\_mgt\)
- Customer Service with Service Management \(com.sn\_cs\_sm\)
- Customer Service with Request Management plugin \(com.sn\_cs\_sm\_request\)
- Time Recording for Customer Service \(com.snc.csm\_time\_recording\)
- Omni-Experience Standard Feature Set
If you are using any additional plugins, use the steps in this task to add the actions from those plugins to the Front-line case page action bar. You can add actions in the following ways:
- Add actions to an existing layout group \(step 2\).
- Create a layout group and add actions to that group \(steps 3 and 4\).
- Add actions directly to the action bar \(step 5\).
## Procedure
1. Verify that the UI action or declarative action has a corresponding record in the UX Form Actions table \(sys\_ux\_form\_action\).
1. Enter **sys\_ux\_form\_action.list** in the application navigator and press Enter.
2. Search for the desired form action in the UX Form Actions list.
3. Create a form action record if it does not exist.
2. Add the action to an existing layout group.
You can create a layout group and add the action to that group \(see step 3\). By default, the Front-line case page supports three groups: Compose, Create, and Manage.
1. Navigate to **All** > **Declarative Actions** > **Form Action Layout Groups** and select a group.
2. Select the lock icon next to the **Actions** field, add the desired action from the Available UX Form Actions list, and select **Save**.
3. Create a layout group.
1. Navigate to **All** > **Declarative Actions** > **Form Action Layout Groups** and select **New**.
2. Enter a name for the layout group in the **Name** field.
3. Select the lock icon next to the **Actions** field, add the desired action from the Available UX Form Actions list, and select **Save**.
Because this is a new group, you need to add it to the Front-line case page layout \(see step 4\).
4. If you created a new layout group in step 3, add the group to the Front-line case page layout.
1. Navigate to **All** > **Declarative Actions** > **Form Action Layouts**.
2. Select the Front-line Case Actions layout.
3. Select **New** in the UX Form Action Layout Items related list.
4. On the new record page, set **Item Type** to Group and set **Group** to the group created in step 3.
5. Fill in the rest of the fields on the form and select **Save**.
5. To add an action directly on the action bar:
1. Navigate to **All** > **Declarative Actions** > **Form Action Layouts**.
2. Select the Front-line Case Actions layout.
3. Select **New** in the UX Form Action Layout Items related list.
4. On the new record page, set **Item Type** to Action and set **Action** to the desired UX Form Action.
5. Fill in the rest of the fields on the form and select **Save**.
| title | Configure the Front-line case page action bar |
| description | Configure the action bar on the Front-line case page to include actions from other plugins. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/customer-service-management/config-front-line-case-page-action-bar.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Set up CRM WorkspaceCRM WorkspaceOrganize agent workspacesConfigureCustomer Service Management |