Data Panel
The Data Panel is the right-sidebar panel that shows the underlying ServiceNow record for whatever you have selected on the canvas. It's where you read and edit field values, manage a shape's table or element binding, and wire up links to related records — without leaving the board.
Don't confuse this with the Data Hub. The Data Hub is on the left and is where you find records to drop onto the canvas. The Data Panel is on the right and is where you inspect and edit the record behind a selected shape. This page covers the Data Panel. For the source-picking panel, see Data Hub.
Opening the Data Panel
Click the Data icon in the right-sidebar toolbar, or simply select any data-bound shape on the canvas — the panel opens automatically.
Panel Tabs
The Data Panel has two tabs:
Data
Field values for the selected element. Editable when fields and the board allow it.
Links
Linked documents and related-record relationships associated with the element.
See Shape Links for a deep dive on the Links tab.
What You Can Do
With nothing selected — The panel shows a board-level view (properties that apply to the whole board).
With one element selected — The panel shows the Data tab populated with that element's field values. You can:
Change the linked table the shape represents (confirmation dialog warns about data loss).
Change the linked element (the specific record).
Edit individual field values in place.
Apply filters (an indicator tells you when filters are currently applied).
Manage links on the Links tab.
With multiple elements selected — The panel shows a message telling you to narrow to a single element. The Data Panel only inspects one record at a time.
Roles & Read-Only Behavior
Edit access is determined per field and per board:
Fields can be marked read-only individually (
isReadOnly) — they still display but cannot be changed.Some fields have no read access and are hidden entirely.
Presenter mode forces the whole panel read-only.
Board-level permissions apply normally on top of the above.
There is no admin-only mode for the Data Panel — all editors see it.
Limits & Gotchas
One element at a time — selecting multiple shapes disables the inspection form.
Changing the table of a bound shape is confirmed via a modal because it drops existing field mappings.
Some fields are locked from reassignment — once bound, they can't be pointed at a different field without deleting and recreating the mapping.
Changes write through to ServiceNow. There is no local-only "dry run" — saving a field commits the value.
Related
Data Hub — the left-sidebar panel where you find and drop records
Shape Links — everything the Links tab does
Load Dependencies — pulling in related records around the element you're inspecting
Realtime Indicators — live visual signals driven off Data Panel fields
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