ServiceNow — Configuring the Record Preview in List View

There are times when you may have a heavily customized table, or user story states that the fields in the preview are not as helpful as they could be and would like to see them changed.

Well, this should be an easy change, right? There are many, many examples either from ServiceNow or through others on the internet that show how this works…...? Not so much.

Here are some steps you can take in order to add or remove fields from within the preview “view”.

1. Navigate to the sys_ref_list view of the table you would like to change the preview “view” for.

Link convention:

https://<your_servicenow_instance>.service-now.com/nav_to.do?uri=<table_name>.do?sysparm_view=sys_ref_list

Make sure you switch out <your_servicenow_instance with the name of your instance as well as <table_name> with the name of the table you would like to change the preview “view” of.

2. From there you will want to right-click on the top banner and select Configure > Form Layout.

3. You will then want to remove any fields from the right-hand side named ‘Selected’ and add any fields from the left-hand side named ‘Available’.

NOTE: Make sure that you change the View name under Form view and section to ‘Default view’, otherwise any changes you make will not be seen.

4. Save your changes and then go back to the list view for the table you made the changes to. Now when you click on the preview ( i ) icon, you will see the updated changes to your fields in this view.

And that is it! You should now be able to change any preview record view from any table using this method.