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ServiceNow CSA Prep (San Diego) > User Interface & Navigation > Flashcards

User Interface & Navigation Flashcards

1
Q

What are the different interfaces for accessing a ServiceNow instance?

A

Next Experience Unified Navigation, Service Portal, Now Mobile App

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2
Q

What is a collection of users who share a common purpose?

A

Group

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3
Q

What are the components of the Next Experience Unified Navigation?

A

All Menu, Favorites Menu, History Menu, Workspaces Menu, Filter Navigator

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4
Q

Where can you locate Product Documentation?

A

docs.servicenow.com

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5
Q

What can be applied to a table list to isolate a subset of the data?

A

Filter

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6
Q

What can be used to categorize, flag, and locate records?

A

Tags

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7
Q

A row represents what in the ServiceNow database?

A

Record

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8
Q

What are the 3 different types of context menus in a list view?

A

List, Column, and Record

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9
Q

What are the 3 components of a filter condition?

A

Field, Operator, Value

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10
Q

What defines which fields appear in a list and the order of said fields?

A

View

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11
Q

Which field type displays as a check box on the form?

A

True/False

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12
Q

Which field type displays information from another table?

A

Reference

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13
Q

Which tool can be used to change the layout of the form view for all users?

A

Form Design

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14
Q

What are the 3 main components of Form Design?

A

Page Header, Field Navigator, Form Layout

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15
Q

What allows fields to be populated automatically when applied?

A

Template

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16
Q

Which UI action saves information for a new record and leaves the form?

A

Submit

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17
Q

What is the ServiceNow Mobile Agent app?

A

The ServiceNow Mobile Agent app is targeted to the role of fulfiller. It supports the needs of those fulfilling requests for products and services across the enterprise.

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18
Q

What is Now Mobile?

A

The Now Mobile app is targeted to the needs of an employee. It includes functionality such as reporting broken items and finding available conference rooms.

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19
Q

What are the 5 components in the Next Experience Unified Navigation which help a user quickly find information and service?

A 
Filter Navigation
All menu
Favorites menu
History menu
Workspaces menu
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20
Q

How can you add Favorites?

A

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

21
Q

Where can you customize the behavior of the Next Experience across your instance?

A

Preferences icon (gear): Display, Accessibility, Notifications, Debugging

22
Q

What are list filter conditions also called?

A

Breadcrumbs

23
Q

Which menu can users access to display actions that involve creating quick reports, configuring lists and exporting data?

A

Column Context Menu

24
Q

Which search feature can be used to help narrow down search results in ServiceNow?

A

Wildcard Characters

25
Q

What Module is available to an End user?

A

Self Service

26
Q

What is a formatter?

A

A formatter is a form element used to display information that is not a field in the record

Activity (stream) formatter
Process flow formatter
Parent breadcrumbs formatter
Approval summarizer formatter
CI relations formatter
27
Q

Which tool can be used to change the layout of the form view for all users?

A

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

28
Q

What allows fields to be populated automatically when applied?

A

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

29
Q

What is a related list (form)?

A

Shows records in tables that have a relationship to the current record

30
Q

Which menu provides options related to viewing, configuring, creating favorites and saving form data?

A

Form Context Menu

31
Q

What allows users to see a time stamped history of all actions taken within a record?

A

Activity Stream

32
Q

What are the 3 main components of Form Designer?

A

Page header
Field Navigator: Fields, Field types, Filter
Form layout

33
Q

Different form templates can be applied to a form by accessing the:

A

Toggle Template Bar

34
Q

What are some reasons for changing the look and feel of a ServiceNow instance? (3)

A

To distinguish between production and non-production instances

To comply with corporate branding themes

To increase user acceptance

35
Q

Where are groups represented? (table)

A

By a record on: sys_user_group

36
Q

What are the 5 persona types or base roles in the platform?

A 
System Admin
Specialized Admin
Process user
Approver 
Requester
37
Q

What does an elevated role grant?

A

Modification access, such as modifying Access Control List

38
Q

How can you quickly display a list of records in a table using the filter navigator?

A

Type .list

TIP: typing LIST in all caps opens the list in a separate tab

39
Q

How can you quickly add a new record in a table using the filter navigator?

A

Type .form

40
Q

Name some common interface types (6)

A 
Workspace
List
Form
Dashboard
Knowledge Base
Service Catalog
41
Q

What is NLQ?

A

The Natural Language Query allows you to filter list data using natural language instead of the condition builder

42
Q

What are some ways to assign tags?

A

From the list view by editing the tags field

From a list using the record content menu

By configuring tags to assign automatically

43
Q

How would you configure and/or create a view?

A

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

44
Q

How do you personalize an individual user’s list view without changing other users’ views?

A

Use the personalize list (gear icon)

45
Q

What icons and functionalities do forms have in common?

A 
Form context menu
Attachment icon (paperclip)
Activity stream
Personalize form
More options (three dots)
46
Q

How would you configure related lists in forms?

A

Form context menu > Configure > Related Lists

Note: Ensure you are configuring in the desired view by checking the View Name

47
Q

What does the personalize form icon do?

A
48
Q

What are the ways to add or update records?

A

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

ServiceNow CSA Prep (San Diego) (6 decks)

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