here's a quick demo of the steps to configure the form layout you can configure the form layout of records that agents view an agent workspace for example agents using the problem form may need to see the category and subcategory fields in the details tab first we access workspace and navigate to a list of Records for the form we want to configure then we click new to access the record form now we click our user menu and select configure page form layout next we select the fields to add or remove if we're adding fields we move them to where we want them to appear and click Save now we're ready to test the form we're logged in as a test user who can see this form and here are the fields we just added you