Module 5: Enable Productivity Flashcards
Reports are…
Prepared on an ad-hoc basis, show results by allowing users to view & analyse ServiceNow data
Where to navigate to, to create your oen reports?
All > Reports > View/Run
For more information on Reports, where should I navigate to?
All > Reports > Getting Started
Examples of Report Types?
Pareto
Donut
Heatmap
What are the Report Visibility Controls?
My reports (created by you, only visible to you)
Group (Visible to everyone in group)
Global (Available to everyone)
All (All the above)
What are the 4 section in Report Designer?
Data
Type
Configure
style
Tags…
Provide an easy way to categorise, flag and locate records.
They can be created against any record from a list or form view.
With a Dashboard, you can do what?
Enable you to display multiple Performance Analytics, reports and other widgets on a single screen
Form Templates
Allow form field to be populated automatically.
Need to go to More … Toggle Template Bar (On Classic List)
Quick Messages
Predefined content to add into the email client so your users can compose emails consistently and efficiently
Where to create and manage email client templates?
Email Client > Email Client Templates
How to navigate to Quick Messages?
Email Client > Quick Messages
A Notification is triggered by what?
- An event
- Record inserted or updated
- A script
3 types of Notifications
- Email notifications
- SMS
- Meeting invitation
Where do I navigate to, to access a new notification record?
All > System Notification > Email > Notifications
3 step process to creating notifications?
- When to send
- Who will receive
- What it will contain
What does a Watermark label do on an email notification?
It allows the matching of incoming emails to existing records
Where do I navigate to, to create a new notification?
All > System Notification > Email > Notifications
What are the 4 additional capabilities?
- Sidebar (real-time collaboration with others)
- Integration Hub (several pre-built sest of integration actions to interact with 3rd party applications)
- Automation Center
- Predictive Intelligence (users machine learning algorithms to set field values during record creation)
What are sets of integration actions referred to as?
Spokes
How do we train Predictive Intelligence?
Machine learning algorithms
What are 2 ways to create a report?
- All > Reports > View/ Run
- From a List View
Name 5 ways of sharing a report with other people in the organisation?
- Share with Users/ Groups in platform
- Scheduled email
- Export to PDF
- Add to shared Dashboard
- Publish
What subscription do you need to integrate Flow Designer with external instances and 3rd part applications?
IntegrationHub
What subscription do you need to integrate Flow Designer with external instances and 3rd part applications?
IntegrationHub
What is Sidebar integrated with?
Activity Stream
Users with what role can initiate the setup of Predictive Intelligence?
Admin
ml_admin
What shoudl you consider when exporting a report to PDF and sharing the exported file?
- Information may be obsolete
- Access control (security) is not enforced on exported data
Where can users define notification channels and manage subscriptions?
- All > Self-Service > My Notification Preferences
- User profile menu > Preferences > Notifications > Core UI
