---
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


---

# Customize the page header for a playbook page

# Customize the page header for a playbook page {#ariaid-title1}

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

Customize the page header by defining the primary and secondary fields that are displayed in CSM Configurable Workspace.

## Before you begin

Role required: workspace_admin, ui_builder_admin, admin

## About this task

Overview information for a record is available in the page header.

## Procedure

1. Navigate to AllNow Experience Framework Configuration SettingsUX Header Configurations.
2. Select the CSM/FSM Configurable Workspace Header Config header configuration.
3. Select a table from the UX Form Headers list.  
   You can also create a UX Form Header record. For more information, see [Set up a form header in CSM Configurable Workspace](https://servicenow-prod.fluidtopics.net/qgmqbK1sxcxy6cDFS4Vb7Q "You can create a form header for use in CSM Configurable Workspace.").
4. Select the Primary field to display in the form header.
5. In the Secondary values related list, select the secondary values to display in the form header.
   1. In the Order field, set the sequential order in which to display the secondary values.
   2. Select Update to save the form header record.
   {#customize-process-form-header__substeps_szh_xzn_xbc}
6. In the Order field, set the sequential order in which to display the secondary values.
7. Select Update to save the UX header configuration record.
**Related tasks**   

* [Set up a form header in CSM Configurable Workspace](https://servicenow-prod.fluidtopics.net/qgmqbK1sxcxy6cDFS4Vb7Q "You can create a form header for use in CSM Configurable Workspace.")
* [Display the form ribbon and form header secondary values in the Contextual side panel](https://servicenow-prod.fluidtopics.net/Is80x2in2veoab0jGVAJEQ "Configure the form ribbon and the secondary values that appear in a form header to display in the Contextual side panel in CSM Configurable Workspace.")

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