Add Freelucy to a form view

Surface Freelucy as a button or embedded viewer on the records users open.

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 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 read-only relationship view directly inside the form.

Edit Relationships UI Action

Adds an action item to the form's UI Actions menu that opens Freelucy.

Freelucy components on a ServiceNow form

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're configuring.

  2. Right-click the form header and select Configure → Form Layout.

    Open Form Layout
  3. Add Freelucy Edit Button, Freelucy Viewer, or both, depending on what you want.

    Pick the Freelucy formatter
  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.

    The Edit Relationships UI Action
  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.

    Configure the UI Action conditions
  4. Save.


What's next

Configuration is complete. Walk your users through How relationships work in Freelucy.

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