1 User Interface & Navigation Flashcards
What is a ServiceNow user?
A user is an individual that has been granted access to your ServiceNow instance
What is a ServiceNow group?
A group is a set/collection of users who share a common purpose, such as users approving change requests or receiving e-mail notifications
What is a ServiceNow role?
A role is a collection of permissions in the Now Platform to
- grant access to app and other parts of the platform
- assign security rights
(The word “role” defines your capabilities in the application)
Where are users represented? (table)
By a record on: sys_user
Where are roles represented? (table)
By a record on: sys_user_role
What methods are used for user authentication in ServiceNow? (7)
Local database
Multi-provider Single Sign-on (SSO)
LDAP
OAuth 2.0
SAML 2.0
Digest Token
Multifactor
Which of the following is the primary way to interact with the applications and data in ServiceNow instance?
Now Platform User Interface (UI)
The Now Platform is an example of which cloud computing model? The cloud computing model provides a platform to develop, run, and manage applications.
An Application Platform-as-a-Service (aPaaS)
What four workflows are ServiceNow divided into?
IT Workflows
Employee Workflows
Customer Workflows
Creator Workflows
Name five Persona Types (base system roles):
System Administrator
- everything but HR + security
Specialized Administrator
- manage specific function/apps
Fulfiller/Process
- ITIL roles, defined workpaths and workflows
Approver
Requester (ESS)
What is the top of the page in the Now Platform User Interface called?
The Banner Frame
What is the middle of the page in the Now Platform User Interface?
Content Frame
What is the left hand side of the page in the Now Platform User Interface?
Application Navigator
What are the different Interfaces for accessing a ServiceNow Instance?
Now Platform User Interface (UI)
Service Portal
Now Mobile App (some companies continue to use the ServiceNow Classic mobile app prior to Madrid)
What are the three components of the Now Platform User Interface?
Banner Frame
Application Navigator
Content Frame
What is the Application Navigator?
What are the components of the Application Navigator?
A list of available applications and their corresponding modules
All applications
Favorites
Your History
Filter Navigator
What is the official documentation resource for ServiceNow? // Where can you locate product documentation?
docs.servicenow.com
How can you add favorites in the Application Navigator? (3 or 4)
By selecting the star by the corresponding app or module
Selecting Create Favorite from the list or form context menu
Dragging an individual record to the Favorites tab
Dragging the breadcrumbs of a filtered list to the tab
Where can you update Now Platform user interface branding including company logo and colors?
System Properties > Basic Configuration UI16
(from your homepage) Guided Setup > ITSM Guided Setup
For System Properties > My Company, it looks like only banner image and banner text can be configured by default
Lists provide context menus in three diff levels. What are the names of those context menus?
List Title Menu
- next to the title of the list
List Column Context Menu
- in column header
List Fields Context Menu
- right click on a rows cell
What are list filter conditions also called?
Breadcrumbs
Which menu can users access to display actions that involve creating quick reports, configuring lists and exporting data?
Column Context Menu
Which search feature can be used to help narrow down search results in ServiceNow?
Wildcard Characters
A column in a list represents what in the ServiceNow instance?
A field
What is the list Anatomy (what are lists built upon)? (5)
Title bar
- list title and in some cases the view name in ()
List Filters/Breadcrumbs
- offers quick form of filter navigation
Column Headings
- displays column (table field) names and provides som list controls
Column Header Search
- provides search within spec column
Field Values
- right click to access additional actions
How can you search for information in ServiceNow? (7)
Wildcards
Phrase Searches
Searching Lists
Boolean Operators
Attachment Search
International Character Sets
Punctuation
What Module is available to an End user?
Self Service
What is a formatter?
A formatter is a form element used to display information that is not a field in the record
Which type of interface enables you to display multiple performance analytics, reporting and other widgets on a single screen?
Dashboard
What three components make up a filter condition in a list?
1 Field: a choice list based on the table and user access rights
2 Operator: a choice list based on the field type
3 Value: a text entry or choice list depending on the field type
How are tags used?
To categorize, flag and locate records
What is a view (list)?
A version of a customized list or form which defines which fields appear and in what order
To change your view, open the list context menu and select View
A row represents what in the ServiceNow database?
Record
What defines which fields appear in a list and the order of said fields?
A view
What is a formatter (form)?
Name a few examples of these: (5)
An element used to display information that is not a field in the record
Activity formatter
Process flow formatter
Parent breadcrumbs formatter
Approval summarizer formatter
CI relations formatter
What are the three main components of the form designer?
Page header: select the table and view as well as select actions such as undo and save
Field navigator (left): Fields, Field Types, and Filter
Form layout (middle): graphical representation of fields, sections, and other elements
Note: adding a field from the field type tab adds a new field to the form
Which field type displays as a checkbox in the form?
True/False
Which field type displays information from another table?
Reference
Which tool can be used to change the layout of the form view for all users?
from the form context menu:
Configure > Form Designer: newer more visual designer. Does not allow dot-walking but allows sections, and drag and drop functionality
or
Configure > Form Layout: older designer, Allows dot walking for fields
What allows fields to be populated automatically when applied?
Template
Click the More options icon from the form header to toggle template bar at the bottom of the form.
Fields updated by the template will have a checkmark icon next to the field label
What is a related list (form)?
Shows records in tables that have a relationship to the current record
Which menu provides options related to viewing, configuring, creating favorites and saving form data?
Form context menu
What allows users to see a time stamped history of all actions taken within a record?
Activity Stream
What are the cell components (where fields are represented in the Form Designer)?
Handle icon: moves fields to different locations
Field label (name): read-only to identify the field
Settings icon: modify field settings such as label, mandatory, read only, reference, choices, etc.)
Remove icon: remove field from form
Different form templates can be applied to a form by accessing the:
(Toggle) Template Bar
Which icon on the banner frame is selected to customize/personalize an individual’s instance?
System settings (gear icon)
Which module allows an admin to change the look and feel for an instance?
System Properties > Basic Configuration UI16
What are some reasons for changing the look and feel of a ServiceNow instance? (3)
To distinguish between production and non-production instances
To comply with corporate branding themes
To increase user acceptance
How do you navigate to the service portal via the web browser?
.service-now.com/sp
Where are groups represented? (table)
By a record on: sys_user_group
Which application allows you to add users or groups?
User Administration > Users or
User Administration > Groups
OR
System Security > Users and Groups > Users
Note: use Group Members tab under a specific group to add users to a group
What does an elevated role grant?
Modification access, such as modifying Access Control List
What are the components of the Banner Frame?
Logo image
User menu
Global search
Connect Chat
Embedded Help
System settings (gear icon) for the user interface
How can you quickly display a list of records in a table using the filter navigator?
Type .list
TIP: typing LIST in all caps opens the list in a separate tab
How can you quickly add a new record in a table using the filter navigator?
Type .form
Name some common interface types (6)
Homepage
List
Form
Dashboard
Knowledge Base
Service Catalog
What is a list?
Lists (along with forms) are the most common ways to interact with data. It displays records from a table and can be filtered and customized
What is NLQ
The Natural Language Query allows you to filter list data using natural language instead of the condition builder
What is the quickest way to update a field on multiple records?
Field Editor and/or quick edit functions
What are some ways to assign tags?
From the list view by editing the tags field
From a list using the record content menu
By configuring tags to assign automatically
How would you configure and/or create a view?
Use the column context menu> Configure > List Layout
You can select “View name” under the List View section and select “new” to create a new view
Add, remove, and rearrange fields on the view using the List Collector Interface
NOTE: the list layout configuration affects anyone who is using that view
How do you personalize an individual user’s list view without changing other users’ views?
Use the personalize list (gear icon)
What displays information from one record?
A form
What icons and functionalities do forms have in common?
Form context menu
Attachment icon (paperclip)
Activity stream
Personalize form
More options (three dots)
How would you configure related lists in forms?
Form context menu > Configure > Related Lists
Note: Ensure you are configuring in the desired view by checking the View Name
What does the personalize form icon do?
Personalizes for the individual (not other users) which fields are displayed for the form
What are the ways to add or update records?
Submit: inserts a record or a new form and returns to previous page
Update: saves changes on an existing record and returns to previous page
Save: saves changes on an existing record and remains on the current screen
The form context menu also allows the following (not available for task-based records such as incidents or change requests):
Insert: inserts a record or a new form and returns to previous page
Insert and Stay:inserts a record or a new form and remains on the current screen
What are the different tabs of the Settings icon in the banner frame?
General
Theme
Accessibility
Lists (text wrapping)
Forms (tabbed view and related lists load timing)
Notifications
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