> For the complete documentation index, see [llms.txt](https://docs.ins-pi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ins-pi.com/freelucy/configuration/form-view.md).

# Add Freelucy to a form view

After installation, every `cmdb_ci` base table and its extended tables already show an **Edit Relationships** button. For other tables, including custom CI tables, you decide how YouDesign Freelucy appears on the form.

Freelucy ships with two UI Formatters and one UI Action. Use whichever combination matches your users' workflow.

| Component                          | What it does                                                           |
| ---------------------------------- | ---------------------------------------------------------------------- |
| **Freelucy Edit Button** formatter | Adds a button to the form that opens Freelucy.                         |
| **Freelucy Viewer** formatter      | Embeds a relationship view directly inside the form.                   |
| **Edit Relationships** UI Action   | Adds an action item to the form's UI Actions menu that opens Freelucy. |

{% hint style="warning" %}
🖼️ **Screenshot needed — `v26-form-components.png`** The Freelucy components on a ServiceNow form (edit button and embedded viewer).
{% endhint %}

{% hint style="info" %}
**The embedded viewer has a fullscreen toggle.** The Freelucy Viewer shows the relationships inline on the form. Users can expand it to fullscreen for room to work, then collapse it back into the form.
{% endhint %}

***

## Add a UI Formatter to a form

Use this when you want Freelucy embedded in the form, or a button placed exactly where you want it.

1. Open a record on the table you are configuring.
2. Right-click the form header and select **Configure → Form Layout**.

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>🖼️ <strong>Screenshot needed — <code>v26-form-layout.png</code></strong> Open Form Layout from the form header context menu.</p></div>
3. Add **Freelucy Edit Button**, **Freelucy Viewer**, or both, depending on what you want.

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>🖼️ <strong>Screenshot needed — <code>v26-form-pick-formatter.png</code></strong> Pick the Freelucy formatter in Form Layout.</p></div>
4. Save the layout.

***

## Add the Edit Relationships UI Action to a table

Use this when you want Freelucy in the standard UI Actions menu rather than embedded in the form.

1. Open **All → System UI → UI Actions**.
2. Filter for **Edit Relationships** and open the record.

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>🖼️ <strong>Screenshot needed — <code>v26-form-ui-action.png</code></strong> The Edit Relationships UI Action record.</p></div>
3. Configure the action so it appears on the tables you want, typically by editing the table name or adding the table to the conditions.

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>🖼️ <strong>Screenshot needed — <code>v26-form-ui-action-conditions.png</code></strong> Configure the UI Action conditions.</p></div>
4. Save.

***

## What's next

Configuration is complete. Walk your users through [How relationships work in Freelucy](/freelucy/work-in-the-app/usage.md).


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