Adding custom fields to the table using the Form Designer application

Last Updated : Feb 06, 2024 |

About this task

Add custom fields to the table that you created for storing your contact center logs to enable it to display the required information about interactions. For example, you can add the u_transcript field to the table to enable ServiceNow to display the call transcript within the created logs.

Before you begin

Create a table for your contact center logs or use an existing table.

Procedure

On the ServiceNow home page, go to System Definition > Tables and click the table that you created for your contact center logs.
At the bottom of the page, in the Related Links section, click Design Form.

ServiceNow displays the Form Designer application in a new tab.
At the top of the page, on the Fields subtab, locate the field to add to your table.
Drag the required field to the main section at the center of the page.
Repeat steps 3-4 until you add all required fields.
To add custom fields to your table, at the top of the page, click the Field Types subtab.

ServiceNow displays the list of field types that you can use to add a custom field.
Drag the required field type to the main section at the center of the page.
In the main section at the center of the page, click next to the newly added field type.

ServiceNow displays the Properties window.
In Label, type the display name for the custom field.

Dynamics 365 displays this value as a field name when a user opens an interaction log.
In Name, type the custom field name.

The field name exists in the code, and you cannot update it after you create a custom field.
Leave the remaining fields blank.
At the top of the Properties page, click .
Repeat steps 7-12 until you add all required custom fields.
At the top of the page, click Save.

ServiceNow adds the selected fields to your table. Now, you can view these fields within interaction logs.

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