---
title: Form context menu
description: The form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/platform-user-interface/c\_FormContextMenu.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Forms in the classic environment, Working in the classic environment, Working in Core UI, Configure UIs and portals, Configure user experiences]
---

# Form context menu

The form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.

Access the form context menu by clicking an icon beside the form title or by right-clicking the form header \(\[Omitted image "UI14FormContextMenu.png"\] Alt text: Context menu icon\).

The form context menu includes the following options.

**Note:** Some of the options displayed on the form context menu depend on the user role, installed applications, and version of the UI.

|Option|Description|
|------|-----------|
|Save|Saves changes without leaving the form view.|
|Related actions|Provides standard actions in the form context menu for some tables, such as **Add to Visual Task Board** or **Create Change** in incident.|
|Insert|Saves the data as a new record and returns to the previously viewed page.|
|Insert and Stay|Saves and displays the new record. For more information about inserting records, see [Edit a form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/t_EditingInForms.md).|
|Configure|Provides administrative functions, such as configuring forms.|
|Export|Exports data to PDF. Administrators can also export to XML. For more information, see Export data.|
|View|Changes fields to a predefined layout. Switching views submits the form, which saves all changes. Administrators can customize views.|
|Create Favorite|\(Core UI only\) Adds the current record to your favorites list, represented by a star icon on the tab.|
|Copy URL|Copies to the clipboard the URL for the form view of the record. Follow browser instructions if browser security measures restrict this function.|
|Copy sys\_id|Administrators only. Copies to the clipboard the sys\_id of the record. Follow browser instructions if browser security measures restrict this function.|
|Show XML|Administrators only. Displays record data in XML format.|
|History|Administrators only. Displays audit history for the record, which must be enabled for the table. For more information, see Enable auditing for a table.|
|Reload Form|Reloads information from the database to refresh the form view.|

**Parent Topic:**[Forms in the classic environment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/c_UsingForms.md)

**Related topics**  


[bundle-platadm.c_UIActions]