---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure forms and lists

# Configure forms and lists {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Configure forms to add the fields and related lists that are necessary to support
the business location and household data models.

## Antes de Iniciar

Role required: admin, Delegated developer

## Procedimento

1. Navigate to AllCustomer ServiceAdministrationGuided Setup and select Get Started.
2. In the Service Model Foundation category, select Get Started.
3. Select Configure Forms and List.
4. Add the following related lists to the Consumer form for these views: Case and Workspace.  
   * Current Households
   * Household Member \> Consumer (All Households)
   * Consumer Relationships
   * Household Relationships
   * Consumer Team Member \> Consumer (Consumer Team)
   * Sold Products
   {#configure-data-model-forms__ul_tps_jsj_2mb}
5. Add the Service Organization field to the Case form for these views: Case and Workspace.
6. Add the Requesting Service Organization field to the Case form for these views: Case and Workspace.
7. Add the Updated by field to the Case form for these views: Case and Workspace.
8. Add the Household field to the Case form for these views: Case and Workspace.
9. Add the Primary Household (Household) field to the Consumer form for these views: Case and Workspace.  
   Nota:  
   After the Household field is added to the Consumer form for both case and workspace views, observe the following behavior: The form for a new consumer doesn't have a Primary Household field.
10. Add the following related lists to the Sold Products form for these views: Case and Workspace.  
    * All Consumers
    * More Consumers
    {#configure-data-model-forms__ul_dch_qhp_gmb}
11. Add the Household field to the Entitlement form for these views: Case and Workspace.
12. Add the Household field to the Contract form for these views: Case and Workspace.
13. Add the Household field to the Sold Product form for these views: Case and Workspace.
14. Add the following related lists to the Service Organization form for these views: Case and Workspace.  
    * Members
    * Cases \> Service Organization (Cases)
    * Account Staff Relationships
    * Consumer Staff Relationships
    * Household Staff Relationships
    {#configure-data-model-forms__ul_klc_sgp_gmb}
15. Add the following related lists to the Household form for these views: Case and Workspace.  
    * Current Members
    * Household Member \> Household (All Members)
    * Household Member Relationship \> Household (Member Relationships)
    * Household Team Member \> Household (Household Team)
    * Case \> Household (Cases)
    * Entitlement \> Household (Entitlements)
    * Contract \> Household (Contracts)
    * Sold Product \> Household (Sold Products)
    {#configure-data-model-forms__ul_qsx_chp_gmb}
{#configure-data-model-forms__steps_vb4_sfz_pgb}

