Configure a form header for a workspace

Create a form header and add it to a workspace's form configuration.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

About this task

After creating a form header, you must add it to your workspace's form header configuration.

One form header configuration is included with each workspace. You can use this configuration without completing any additional steps.

Procedure

1. Create a form header.

   1. Navigate to All > Now Experience Framework > Configuration Settings > UX Form Header.

   2. Select New.

      A new Form Header record opens.

   3. Complete the following fields:

      • Table

        Select the table where the form header will apply.

      • Primary field

        Select a primary field for the form header.

      • Subheading

        Select a subheading for the form header.

      • Header Image

        Select a header image for the form header.

   4. Select Submit.

2. Add the form header to the form header configuration.

   1. Navigate to All > Now Experience Framework > Configuration Settings > UX Header Configurations.

   2. Select the header configuration for your workspace.

      The UX Header Configuration record opens.

   3. From the Workspace Form Headers related list, select Edit.

      Note: You may need to configure the form to display the Workspace Form Headers related list.

   4. Add the form header.

   5. Select OK.