--- title: Form category description: Validate the functionality of fields and UI actions on a form.Open a form to a new record in the specified table and Form UI.Open a form to an existing record in the specified table and Form UI.Set the fields on the current form to the specified values.Validate field values on the current form.Validate the state of specified fields. States validated can include mandatory, non-mandatory, read-only, non-read-only, visible, and non-visible.Verify if a UI action is visible on the current form. To run this step, your test must have already opened a form using either the Open a New Form or Open an Existing Record step.Verify if a declarative action is visible on the current form.Add one or more mandatory attachments to the current form. Select the attachments that the test step adds to the form from the Upload Attachments list.Click a button within a modal in the specified Form UI.Click a UI action on the current form.Click a declarative action on the current form.Submit the current form. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/application-development/automated-test-framework-atf/test-steps-form-category.html release: australia product: Automated Test Framework \(ATF\) classification: automated-test-framework-atf topic_type: reference last_updated: "2026-03-12" reading_time_minutes: 23 breadcrumb: [Automated Test Framework \(ATF\) test step categories, Automated Test Framework \(ATF\), Testing and debugging applications, Building applications] --- # Form category Validate the functionality of fields and UI actions on a form. **Note:** Test steps that include the **Form UI** field give you the option to select an available UI. For any available workspace, navigation between tabs is not supported. Use the **Open a New Form** or **Open an Existing Record** step to reopen a form. It is to be noted that Agent Workspace has been removed from the Platform. If you have any Agent Workspace tests or test suites, they won't work anymore. ## Open a New Form Open a form to a new record in the specified table and **Form UI**.
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| View | Name of the view in which you want this form to open. The testing user must have access to that view. If the name is not a valid form view, the form opens in its default view.**Note:** This field appears when **Standard UI** is chosen from **Form UI**. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| Record | Record ID of the record that you want to open and name of the document that you want to open. |
| View | Name of the view in which you want this form to open. The testing user must have access to that view. If the name is not a valid form view, the form opens in its default view.**Note:** This field appears when **Standard UI** is chosen from **Form UI**. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| Set field value | Assigns a value to a field on an open form. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Timeout | Number of seconds allowed before the step fails. If the validation fails, the system repeats the step until it reaches the duration of the timeout. If the validation fails after the timeout duration has passed, the step fails. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step**Note:** Use the condition builder to set the field value. The condition builder displays an appropriate control for the field data type. For example, a reference field displays a **Lookup record** control. |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| Conditions | Fields and values to be validated. Includes only fields that are visible on the open form. This field is case-sensitive. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Timeout | Number of seconds allowed before the step fails. If the validation fails, the system repeats the step until it reaches the duration of the timeout. If the validation fails after the timeout duration has passed, the step fails. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| Visible | Validates whether the fields on this form are visible. The test fails if the fields are not visible. |
| Not visible | Validates whether the fields on this form are visible. The test fails if the fields are visible. |
| Read only | Validates whether the fields on this form are read only. The test fails if the fields are not read only. |
| Not read only | Validates whether the fields on this form are read only. The test fails if the fields are read only. |
| Mandatory | Validates whether the fields on this form are mandatory. The test fails if the fields are not mandatory. |
| Not mandatory | Validates whether the fields on this form are mandatory. The test fails if the fields are mandatory. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Timeout | Number of seconds allowed before the step fails. If the validation fails, the system repeats the step until it reaches the duration of the timeout. If the validation fails after the timeout duration has passed, the step fails. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| Visible | Validates whether UI actions on this form are visible. The test fails if the UI actions are not visible. |
| Not visible | Validates whether UI actions on this form are visible. The test fails if the UI actions are visible. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| Visible | Validates whether declarative actions on this form are visible. The test fails if the declarative actions are not visible. |
| Not visible | Validates whether declarative actions on this form are visible. The test fails if the declarative actions are visible. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Application | Application scope in which the system runs this step. |
| Active | Option to activate this test step for use. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Notes | Notes about the test step |
| Upload Attachments | Button to add one or more mandatory attachments to the form. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Timeout | Number of seconds for the modal and the button to appear. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| UI page | The UI modal dialog to be tested.**Note:** This field appears only if **Standard UI** is selected from **Form UI**. |
| Button | The ID attribute of the button element. For example, the **OK**button has an ID of `OK_button` in the UI modal dialog.**Note:** This field appears only if **Standard UI** is selected from **Form UI**. |
| Modal values | The field values to be set in the modal.**Note:** This field appears only if a workspace is chosen as **Form UI**. |
| Modal action | The action to be selected in the modal.**Note:** This field appears only if a workspace is chosen as **Form UI**. |
| Assert type | The effect on the tests on clicking the modal button.- **Modal closed and page is reloaded or redirected**: The test passes only if the modal was closed and the page was reloaded or redirected to another page. - **Modal closed and page is not reloaded or redirected**: The test passes only if the modal was closed and the page was not reloaded or redirected to another page. - **Modal not closed**: The test passes only if the modal still exists and was not closed. |
| Assertion timeout | Number of seconds allowed before the assert fails. If the assert fails, the system repeats the assert until the duration of the Timeout is reached. If the validation fails after the Timeout duration has passed, the step fails. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| UI action | The UI action to click.**Note:** The declarative action and UI action buttons look exactly the same. Depending on the selected test step \(either Click a UI Action or Click a Declarative Action\), the type of button can be identified. |
| Assert type | The effect on the tests with clicking of a UI action.- **Form submission canceled in browser**: The step passes only if form submission is canceled. - **Form submitted to server**: The step passes only if the form is submitted. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Step config | Read-only name of the step. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Table | Name of the table for the new form. |
| Declarative action | Option to select a declarative action from the list.**Note:** The declarative action and UI action buttons look exactly the same. Depending on the selected test step \(either Click a UI Action or Click a Declarative Action\), the type of button can be identified. |
| Assert type | The effect on the tests with clicking of a UI action.- **Form submission canceled in browser**: The step passes only if form submission is canceled. - **Form submitted to server**: The step passes only if the form is submitted. |
| Field | Description |
|---|---|
| Execution order | Integer specifying the order in which the test executes this step.As you create steps, the system automatically assigns each step an incremental value. This value causes the test to execute steps in the order that you created them in. You can change this default order by editing the **Execution order** values. |
| Active | Option to activate this test step for use. |
| Application | Application scope in which the system runs this step. |
| Test | Read-only name of the test that you're adding the step to. |
| Timeout | Number of seconds allowed before the step fails. If the validation fails, the system repeats the step until it reaches the duration of the timeout. If the validation fails after the timeout duration has passed, the step fails.**Note:** This field appears when an available workspace is chosen from **Form UI**. |
| Step config | Read-only name of the step. |
| Description | Description of the test step. This field value is automatically set based on the field values of the test step. This field appears after the test step is submitted. |
| Notes | Notes about the test step |
| Form UI | Option to select an available UI. Apart from the Standard UI, you have other workspace selections available. Depending on the selected workspace, the UI might vary.**Note:** Workspaces are not supported in Internet Explorer \(IE\). See [KB0683275](https://support.servicenow.com/kb_view.do?sysparm_article=KB0683275) for more details. |
| Assert type | The effect on the tests on submitting a form.- **Form submitted to server**: The step passes only if the form is submitted. - **Form submission canceled in browser**: The step passes only if form submission is canceled. - **None**: Make no assertion on submitting the form. The step always passes when using this assert type regardless of the result of submitting the form. |