---
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 form views for Service Portfolio Management integration

# Configure form views for Service Portfolio Management integration {#ariaid-title1}

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

Configure the form layout and related lists for the Sold Product, Case, Account, and
Service Offering forms to provide users with the correct visibility into which service
offerings are associated to which sold products.

## Before you begin

Role required: admin

Instead of doing the configuration through this procedure, consider using guided setup. For more information, see [Integrate with Service Portfolio Management using Guided Setup](https://servicenow-prod.fluidtopics.net/YufIMqvFs6O5cjJLGBDqpA "Use the Guided Setup to integrate Customer Service Management with the Service Portfolio Management (SPM) application.").

## Procedure

1. Navigate to Customer Service.
2. Add the following fields to forms and related lists, as required.  
   {#configure-form-views-spm-csm__table_cyv_jyc_kjb__entry__2}

   | Form | Procedure |
   |-|-|
   | Service Offering | Add the Add the Sold Products related list to provide service owners visibility into which customers have subscribed to which service offerings. |
   | Product Model forms | Add the Offerings ( (OfferingModel ID ) related list on the Product Model/Service Model forms to enable customer service managers to associate service offerings to product models. To enable the Edit button on the Offerings related list: 1. Configure the list control and deselect the Omit Edit check box. 2. Add the sn_customerservice_manager role. {#configure-form-views-spm-csm__ol_bww_jcl_flb} If you do not see the Edit button enabled, see [Assign roles for Service Portfolio Management integration](https://servicenow-prod.fluidtopics.net/AqhCsQ~10lzbsoJFWsqu~g "Assign the required roles to customer service managers based on the roles and responsibilities in your organization.") for more details. Note: To configure catalog items for product models, add the Catalog Items related list. For more information, see [Configure product model and catalog item relationships](https://servicenow-prod.fluidtopics.net/2BQJbXmM2aqzgCqiW3iSyw "Enable customers to request services for the products that they own. Create definitions for the services that support your products and then configure service definitions to associate them with the appropriate products and catalog items."). |
   | Sold Products on the Account form | Add the Service Offering column to the Sold Products related list to enable customer service agents or managers to view service offerings associated to the sold product for an account or consumer. |
   | Case | Add the Service Offering field for the Sold Product to the Case form. This enables customer service agents dealing with customer issues to see the service offering associated to sold product for a case. |
   | Sold Product | Add the Service Offering field to the Sold Product form to enable customer service managers to associate a service offering to a sold product for an account or consumer. |
   [Table 1. Configure form views]

   {#configure-form-views-spm-csm__table_cyv_jyc_kjb}
{#configure-form-views-spm-csm__steps_ckx_sxc_kjb}

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