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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Set up a form header in CRM Workspace

# Set up a form header in CRM Workspace {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
You can create a form header for use in CRM Workspace.

## Before you begin

Role required: workspace_admin, ui_builder_admin, admin

## About this task

After creating a form header, you must link it to a form header configuration if you want it to appear in CRM Workspace.  
Note:  
You can also use form headers from CSM Agent Workspace in CRM Workspace if you link the setting to the form header configuration.

One form header configuration CSM/FSM Configurable Workspace Header Config, is included with CRM Workspace. You can use this configuration out of the box without completing any additional configuration steps.

## Procedure

1. Create a form header.
   1. Navigate to Now Experience FrameworkConfiguration SettingsUX Form Header.
   2. Select New on the Form Headers list.
   3. Fill in the fields on the form header form.  
      For field descriptions, see Set up form headers in workspace.
   4. Select Submit.
   {#config-csm-config-ws-form-header__substeps_ogs_2nd_g4b}
2. Add the form header to the form header configuration.
   1. Navigate to Now Experience FrameworkConfiguration SettingsUX Header Configurations.
   2. Select the header configuration.
   3. In the Workspace Form Headers related list, select Edit.  
      Note:  
      You might have to configure the form to display the related list.
   4. Move the desired form header from the left column to the right column to add it to the header configuration.
   5. Select Save.
   {#config-csm-config-ws-form-header__substeps_m4f_grd_g4b}

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