CSA Study Sheet Night #2 Flashcards
How can the system act based on email messages from users?
The system can send notifications (like email or text messages) to users or make system-level changes based on the content of the email, such as creating or updating an incident or change request.
What are the (2) types of actions the system can take in response to a user’s message?
1) Make changes to a system table.
2) Send the user an email message in reply.
When creating a new incident from a received message, what information is pulled from the message and populated into the new Incident?
The sender’s Name populates the “Caller” field, and the subject line becomes the “Short Description”.
Navigation: How do you access Email Notifications?
System Notification -> Email -> Notification
What does the “When to Send” tab indicate in the notification settings?
It shows the conditions that trigger the notification.
What can you determine from the “Who will receive” tab in the notification settings?
It displays who will receive the notification, allowing selection of individual users or groups.
What if you don’t want to specify receipients in the “Who will receive” tab in the notification settings?
You can make the notification “Subscribable” in the “Who will receive” tab.
Half Navigation: How can users manage their own notification settings and channels?
User Menu -> Preferences -> Notifications
Allows them to set subscription preferences, create different channels (like email and text), and categorize notifications.
What information is displayed in the “What will it contain” tab regarding notifications?
It presents the content of the notification itself.
What is the purpose of the “Select Variables” pane in the “What will it contain” tab regarding notifications?
It allows you to choose field values from the record to be included within the notification message.
Navigation: How do you create a new report?
Reports -> Create New
List the (4) main fields involved in creating reports.
Data > Type > Configure > Style
What do you define in the “Data Tab” when creating a report?
You define the Report Name, Source Type (either Data Source or Table), conditions for table data, and a report source which is a standard set of conditions for querying a table.
What do you define in the “Type Tab” when creating a report?
The visual format of the report (i.e., Bar Chart, Pie, Donut, Time Series, Multidimensional, Scores, etc.)
What configurations are available in the “Configure Tab” when creating a report?
It contains options for Group by, Stack by, Aggregation, and Max number of groups.
What does the “Style Tab” allow you to adjust when creating a report?
It contains formatting options such as: -General format
-Title
-Axis
-chat colors
-display/hide data labels
-chart size
-drilldown views
-decimal precision
What are the methods of Report sharing?
Direct sharing to specific users, via a schedule, adding to a dashboard, exporting to PDF, and publishing.
What permissions are required to use the Share and Publish options for reports?
The “report_admin” role is required to use the Share Option.
Both “report_publisher” and “report_admin” roles are required to publish a report.
What is the preferred method of sharing a report?
Direct Sharing
What is the purpose of “Performance Analytics” in ServiceNow?
They allow users to create dashboards with widgets to visualize data over time in order to identify areas of improvement.
How are “Performance Analytics (PA)” different from a regular report in ServiceNow?
Unlike a regular report, PA is an ongoing, iterative process that visualizes data over time using dashboards and widgets.
It helps users identify metrics, monitor them, and improve decision-making.
Define “Widget” in the context of Performance Analytics.
A saved view of an indicator or breakdown.
Define “Tables” in the context of Performance Analytics.
An indicator source that calculates scores.
Define “Data Collector” in the context of Performance Analytics.
Recurring jobs taking data snapshots.
Define “Dashboard” in the context of Performance Analytics.
A custom arrangement of widgets.
Navigation: After creating a report, where can it be found in ServiceNow?
All -> Reports -> View/Run -> Select “My Reports”
What is the foundational element upon which ServiceNow is built?
A relational database accessible through the Now Platform Next Experience.
In the ServiceNow infrastructure, how do tables, records, and fields relate?
Tables contain records, which correspond to rows in a table. Fields are individual pieces of data in a record, corresponding to columns in a table.
What do applications in ServiceNow use to manage data and processes?
Applications use tables and records to manage data and processes, such as Incident, Problem, and CMDB.
How can tables relate to each other in ServiceNow?
Tables can extend other tables, leading to Parent and Child table relationships.
Describe the purpose of the Schema Map in ServiceNow.
It provides a graphical representation of the relationships between tables.
What is the unique identifier for records in ServiceNow?
A 32-character, globally unique ID called a “sys_id”.
What are the (3) attributes of a field?
-Field Name
-Field Label
-Field Values
Describe what a “Field Name” is.
A system-friendly, unique term that the system uses to identify the field.
Describe what a “Field Label” is.
A user-friendly name which allows people to identify the field in the UI.
Describe what a “Field Value” is.
Actual data contained in the field.