Table Builder workflow and navigation

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read
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    Summary of Table Builder workflow and navigation

    Table Builder in ServiceNow Yokohama release enables you to manage data tables, forms, and flows efficiently through a streamlined workflow. This tool integrates with App Engine Studio and UI Builder, allowing you to select tables, domains, and application scopes to customize and control how your data is structured and displayed.

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    Basic Workflow

    • Choosing a table or form: Launch Table Builder and select the table or form you want to work with. In App Engine Studio, the selection reflects the app context, while in UI Builder, you can switch tables via a drop-down.
    • Selecting domain and application scope: Choose the domain and scope to work within, ensuring your customizations apply to the correct context. App Engine Studio locks this to your app, whereas UI Builder provides flexibility.
    • Modifying table properties: Use the Data tab to edit fundamental table attributes.
    • Customizing form views: Use the Forms tab to create, edit, and configure form layouts and elements.
    • Configuring policies and rules: Use the Policies and Rules tab to control data display and behavior in form views.
    • Previewing and saving changes: Preview your form changes anytime to see how they appear in the ServiceNow AI Platform, and save updates when ready. Undo and redo options help manage edits efficiently.

    Navigational Elements

    • Table selection list: Quickly switch between tables for customization.
    • Select domain and scope lists: Filter your work context by domain (e.g., Global) and application scope.
    • Undo/Redo icons: Revert or reapply recent changes to maintain control over edits.
    • Advanced table properties menu: Access advanced management options, launch Form Designer, or delete tables (delete option is available only on the Data tab).
    • Preview button: View how your form will look and behave in the ServiceNow AI Platform.
    • Save button: Commit your edits to make them available across applications.
    • Search and filter: Locate specific fields easily and filter views to show inactive or exclude extended fields for clear data management.
    • PDF extractor: If a PDF is linked to the selected table, launch this tool to extract data directly from the PDF into your table.

    You can start using Table Builder to manage your data tables, forms, or flows by reviewing this high-level workflow.

    Learn about the high-level actions that you perform when you are using Table Builder.

    Basic workflow

    The following table outlines the basic actions that you take when working in Table Builder.

    Table 1. Basic workflow
    Action Description
    Choosing a table or form to work with

    To choose a data table or form to work with, launch Table Builder as instructed in Accessing Table Builder and choose the table or form to work with.

    Note:
    While using Table Builder in App Engine Studio, the table selected here is chosen when you click on a table in your app. However, if Table Builder is launched from UI Builder, you can choose a new table to work with from the drop-down list that displays the name of your currently selected table.
    Selecting a domain and application scope

    Select a domain and application scope to work within from Table Builder navigation.

    Note:
    While using Table Builder in App Engine Studio, the application scope selected is the app you are working in. However, if Table Builder is launched from UI Builder, you can choose an application scope to work with from the drop-down list in the top right side of your screen (e.g., Global).

    See Domain separation and Table Builder and Using an application scope with Table Builder.
    Modifying table properties

    Select Data tab to edit table properties directly.

    For more information, see Data in Table Builder.
    Customizing form views

    Select Forms tab to create and customize new views or configure the form elements for a selected view.

    For more information, see Forms in Table Builder.
    Configuring policies and rules

    Select Policies and rules tab to configure and control how data is displayed for your form views.

    For more information, see Policies and rules in Table Builder.
    Previewing a form and managing your changes

    At any point in the process, you can preview the changes you've made by selecting Preview. For more information, see Preview your form.

    Save your form view changes at any point in the process by clicking Save. Your form view is ready and can be accessed by other applications in the ServiceNow AI Platform.
    Note:
    To undo (Undo icon.) or reapply (Redo icon.) changes you make, select the Undo or Redo icons at the top of your screen.

    Navigational elements

    The following table shows and describes the basic navigational elements shown in Table Builder.
    Table 2. Basic navigation elements
    Navigational element Description
    Table selection list (Table selection list.) Choose an option to customize the policies and rules, table properties, fields, or form views for the selected table.

    Select domain list

    (Domain selection list.)

    		 Choose an option to customize the policies and rules, table properties, fields, or form views within the selected domain (for example, the Global domain).
    Select scope list (Application scope selection list.) Choose an option to customize the policies and rules, table properties, fields, or form views within the selected application scope (for example, the Global application scope).

    Undo (Undo icon.)

    Redo ( Redo icon.)

    		 Select the undo (Undo icon.) or redo (Redo icon.) icons in the navigation bar to revert to a previous editing state.
    Advanced table properties menu (Advanced table properties menu.)
    Choose an option:
    • Advanced view to manage the advanced properties in the selected table. For more information, see Table administration.
    • Form designer to launch the selected table in Form Designer. For more information, see Using the Form Designer.
    • Delete table to delete the selected table.
    Note:
    This option only appears on the Data tab.

    Preview

    (Preview icon.)

    		 Select Preview to review the selected form as how it is displayed in the ServiceNow AI Platform. For more information on previewing, see Preview your form.
    Save (Save icon.) Select Save to commit your changes to your selection.

    Search fields and filter options

    (Search fields and filter options.)

    		 Use the search box to filter the list of field columns by keyword or use the Filter options list to show inactive fields or to hide extended fields from the list (if a table has been extended from an existing table).

    PDF extractor

    (PDF extractor.)

    		 If a PDF is associated with the selected data table, select this element to launch the PDF extractor tool and view the PDF. See Use a PDF to create data tables.