User Interface & Navigation Flashcards
What are the different interfaces for accessing a ServiceNow instance?
Next Experience Unified Navigation, Service Portal, Now Mobile App
What is a collection of users who share a common purpose?
Group
What are the components of the Next Experience Unified Navigation?
All Menu, Favorites Menu, History Menu, Workspaces Menu, Filter Navigator
Where can you locate Product Documentation?
docs.servicenow.com
What can be applied to a table list to isolate a subset of the data?
Filter
What can be used to categorize, flag, and locate records?
Tags
A row represents what in the ServiceNow database?
Record
What are the 3 different types of context menus in a list view?
List, Column, and Record
What are the 3 components of a filter condition?
Field, Operator, Value
What defines which fields appear in a list and the order of said fields?
View
Which field type displays as a check box on 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?
Form Design
What are the 3 main components of Form Design?
Page Header, Field Navigator, Form Layout
What allows fields to be populated automatically when applied?
Template
Which UI action saves information for a new record and leaves the form?
Submit
What is the ServiceNow Mobile Agent app?
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.
What is Now Mobile?
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.
What are the 5 components in the Next Experience Unified Navigation which help a user quickly find information and service?
Filter Navigation All menu Favorites menu History menu Workspaces menu
How can you add Favorites?
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 customize the behavior of the Next Experience across your instance?
Preferences icon (gear): Display, Accessibility, Notifications, Debugging
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
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
Activity (stream) formatter Process flow formatter Parent breadcrumbs formatter Approval summarizer formatter CI relations formatter
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 3 main components of Form Designer?
Page header
Field Navigator: Fields, Field types, Filter
Form layout
Different form templates can be applied to a form by accessing the:
Toggle Template Bar
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
Where are groups represented? (table)
By a record on: sys_user_group
What are the 5 persona types or base roles in the platform?
System Admin Specialized Admin Process user Approver Requester
What does an elevated role grant?
Modification access, such as modifying Access Control List
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)
Workspace List Form Dashboard Knowledge Base Service Catalog
What is NLQ?
The Natural Language Query allows you to filter list data using natural language instead of the condition builder
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 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?
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
