---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure a Case form view

# Configure a Case form view {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The Case form contains detailed information about a customer issue or problem.
Configure a Case form view to display the desired fields and related lists.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllCustomer ServiceCasesCreate New.
2. Configure the form layout to add the fields you require.  
   For more information about adding fields to a form, see [Configuring the form
   layout](https://www.servicenow.com/docs/access?context=configure-form-layout&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US).  
   Note:  
   If you are using Customer Service Install Base Management and Proactive Customer Service Operations, add the Sold Product field.
3. Configure the form layout to add the related lists you require.  
   For more information about adding a related list to a form, see [Configuring the form
   layout](https://www.servicenow.com/docs/access?context=configure-form-layout&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US).  
   Note:  
   If you are using Customer Service Install Base Management and Proactive Customer Service Operations, add the Affected Install Base Items related list.
4. Click Submit.
**Related topics**   

* [Create and delete views](https://www.servicenow.com/docs/access?context=create-delete-view&version=xanadu&pubname=xanadu-platform-user-interface&ft:locale=en-US)

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