---
title: Customize the page header for a playbook page
description: Customize the page header by defining the primary and secondary fields that are displayed in CRM Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/customize-process-form-header.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure templates and pages, Workspace, Playbooks in Customer Service Management, Agent tools, Organize agent workspaces, Configure, Customer Service Management]
---

# Customize the page header for a playbook page

Customize the page header by defining the primary and secondary fields that are displayed in CRM Workspace.

## Before you begin

Role required: workspace\_admin, ui\_builder\_admin, admin

## About this task

Overview information for a record is available in the page header.

## Procedure

1.  Navigate to **All** > **Now Experience Framework ** > **Configuration Settings** > **UX Header Configurations**.

2.  Select the **CSM/FSM Configurable Workspace Header Config** header configuration.

3.  Select a table from the UX Form Headers list.

    You can also create a UX Form Header record. For more information, see [Set up a form header in CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/config-csm-config-ws-form-header.md).

4.  Select the **Primary field** to display in the form header.

5.  In the Secondary values related list, select the secondary values to display in the form header.

    1.  In the **Order** field, set the sequential order in which to display the secondary values.

    2.  Select **Update** to save the form header record.

6.  In the **Order** field, set the sequential order in which to display the secondary values.

7.  Select **Update** to save the UX header configuration record.


**Related topics**  


[Set up a form header in CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/config-csm-config-ws-form-header.md)

[Display form ribbon and header values in side panel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/config-csm-display-header-in-sidebar.md)