LD3: Configuring Applications for Collaboration (20%)

A list displays a set of records from a table. What does a row and column represent?

Row: One Record

Column: One Field

Identify these features of the List interface.

1. Title Bar

2. Breadcrumbs

3. Column Header Search

4. Column Headers

5. Field Values

How do you create a Tag from a List view?

Right-click on a field and choose Assign Tag

Provide the 3 List Context (or Control) menus, sometimes referred to as Additional Actions

1. List Control Menu

2. Column Options Menu

3. Record Context Menu

What are the 3 components that make up a filter condition?

1. Field

2. Operator

3. Value

What are the 4 possible quick-edit functions available to edit records with a right-click on a field in a List (classic)?

1. Assign to Me

2. Assign Tag

3. Approve (approval records)

4. Reject (approval records)

What does a list view define?

A version of the list that defines the fields that appear and in which order.

What are the default sort controls for a list if none already exist or are pre-defined?

1. The order field (if present)

2. The number field (if present)

3. The name field (if present)

4. The field specified as the display field on the table

What role is required to add, remove or change the order of columns in a list for all users (not including admin)?

Personalize_list

How do you bring up configuration for a list laytou?

1. Ensure you are in correct view.

2. Click any column options menu (or right click column)

3. Select Configure > List Layout

What path in the All Menu allows you to view/edit Modules for Applications?

All > System Definition > Application Menus

In a list, what is the gear icon called in the list column header? What does it allow the user to do?

Personalize List.

Allows the user to:

• Add column(s)

• Remove column(s)

• Rearrange column(s)

• Reset column defaults

When creating a new module what are the 2 tabs that need to be populated and what do they do?

Visibility: set a list of roles who will see this module on their menu.

Link type: set type of link and associated settings

What are the 3 context menus available in a Workspace List and what do they do?

• Grab Icon allows you to drag/drop columns to reorder them (move column)

• More Options Menu groups records that have the same values in a column filter (filter column)

• More UI Actions Icon filter out records based on field values (Show Matching/Filter Out)

How do you configure a list layout from within a Classic View?

Click any column options menu and select Configure > List Layout

What are the 3 options available for viewing lists in workspace view?

From left to right:

1. Grid View

2. List View

3. Open List in New Tab

How do you edit data directly within a Workspace?

1. Click the Open Preview Icon

2. Revise fields and click update

What system property may need to be enabled to allow double-clicking to in-line edit a field within a Workspace List?

glide.lists.inline_editing_enabled

Complete this sentence.

An Application/Module list in Classic view is equivalent to a ___ list in a Workspace.

Category / UX Lists

What module under the Now Experience Framework application will allow you to build new Categories and UX Lists

UI Builder

What are the 3 high-level steps to building a new Category and UX List in UI Builder?

1. Configure List Category

2. Configure UX List and add to Category

3. Make List Visible

What needs to happen to make a UX List visible?

1. Establish Audience

2. Establish List Applicability

3. Link Audience to List Applicability

What setting should you double check is accurate before accessing UI Builder?

Ensure the Application Scope is set appropriately or you will not be able to edit/create new UX Lists.

What does a form do?

Display information from a single record on a table.

Identify these features of the Form interface in Classic View.

1. Back

2. Form Context Menu

3. Record Title

4. Manage Attachments

5. Activity Streams

6. Personalize Form

7. More option menu

8. Submit/Update

9. Resolve

10. Previous/Next

Before configuring a form select the appropriate ___ first

View

What are the 2 methods available to configure a form?

1. Form Layout

2. Form Design

Complete this sentence using “Form Design” and “Form Layout”:

While you can use the dot-walking feature when using ____, you cannot dot-walk to a field when using _____

While you can use the dot-walking feature when using Form Layout, you cannot dot-walk to a field using Form Design

How do you edit Related Lists on a Form?

Configure > Related Lists

How do you personalize a form in Workspace view?

Click the jump to navigation icon and select Personalize Form.

Check/Uncheck fields as required and click Update Form

How do you disable the ability for users to personalize a form?

Update the system property glide.ui.personalize_form.role and set the Value to Admin

What setting should you double check is accurate before accessing a Form Design in a Workspace.

Ensure the Application Scope is set appropriately or you will only be able to view and not edit the form.

The form will turn pink

What are the 3 main components of Form Design? Define them

1. Page Header: Select table and view

2. Field Navigator: displays fields, field types and allows you to filter (w/ formatters)

3. Form Layout: Graphic representation of the fields, sections and other form elements

What is a formatter?

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

How do you add an item to a choice list on a form?

Right click on a choice field label and choose configure choices.

Enter the new item at the bottom, click add and then save

What is the difference between Show choice List and Configure Choices on the choice label context menu?

Show Choice List displays all choices available for the chosen field across all tables of the same type (ex. Task)

Configure Choices: allows you to add/modify choices only for the specific table

How do you add an item to a reference list on a Form?

Click the lookup icon (magnifying glass) to bring up the reference list and then click New.

Define what a VTB is.

What are the 2 types of VTBs available and define what each one does.

VTB: Visual Task Board

1. Freeform user as a personal organizer, completely customizable

2. Data-driven tied to data, cannot change titles on lanes

What are the 4 different sections within a VTB and what do they do?

Taskboard Tools filter tasks, VTB info, add/view members, add or filter labels, show activity stream and config.

Quick Panel: active participants or assigness

Lane - categories

Cards - task records

What path in the All menu allows you to view/edit Reports?

All > Reports > View/Run

What are the 4 Report Visibility Controls available within the Reports > View/Run module?

1. My Reports

2. Group

3. Global

4. All

What are the 4 sections in the Report Designer and what do they allow you to configure?

1. Data: name the report and select source type/source

2. Type: choose the type of report (Pie, Bar, etc)

3. Configure: grouping options/data calculations

4. Style: adjust look of the report (colors/legend)

There are 5 options available in the Sharing menu when building a report. Provide 3

1. Share specifies who can see the report (me/users/groups)

2. Schedule create a scheduled email with report attached

3. Add to Dashboard add a report to a dashboard (choose tab)

4. Export to PDF converts report to PDF format

5. Publish creates a URL for the report

For a report, which save options allow you to save a duplicate copy of the report and still remain on the report?

Insert and Stay

Which system property must be set to true in order to see the Publish option in the Report Sharing menu?`

glide.report.published_reports.enabled

What are the 3 available options for Viewable by field within a Tag?

1. Me

2. Groups and Users

3. Everyone*

* requires admin or tags_admin role

Which module provides performance information iteratively over time?

Performance Analytics

What path in the All Menu allows you to view Dashboards?

All > Self Service > Dashboards

How can you find the share link for Interactive Analysis for a report?

Click the filter info icon, and copy the link from the Share field

Why would we implement a Form Template and how do we access it from within a form?

Form Template allows for form fields to be populated automatically, simplifying creating a new record.

It can be accessed by clicking on the More Options icon from the form header and then Toggle Template Bar.

What role should be added to allow a user to create form templates and share them with groups and users?

template_editor_group

Why should form template creation be restricted to select groups?

Create a potential security risk

Templates can be used to bypass processes like mandatory fields, UI policies, etc. Which can corrupt data and break workflow

What path in the All Menu allows you to create and manage email client tempaltes?

Email Client > Email Client Template

Which role is required to create Quick Messages for users?

email_client_quick_message_author

What path in the All Menu allows you to view/edit Quick Messages?

All > Email Client > Quick Messages

What is the standard syntax to reference field values within a Quick Message?

{table_name.variable_name}

What path in the All Menu allows you to view/create Notifcation?

All > System Notification > Email > Nottification

What path in the All Menu allows you to view Email Layouts and what do they do?

All > System Policy > Email > Layouts

Email Layouts allow you to specify HTML content for the body of Email Templates

What path in the All menu allows you to view Email Templates and what do they do?

All > System Notification > Email > Templates

Email Templates allow you to create the subject and body of an email message.

When setting up a notification what are the 3 tabs that need to be configured?

1. When to Send

2. Who will receive

3. What it will contain

What is the benefit of the watermark label at the bottom of each notification email?

This allows the platform to match incoming email to existing records.

If watermarks are omitted, inbound actions may not work properly

What is the default length of watermark label used in a notification?

31 Characters

3 - customizable prefix

7 - source record identifier

21 - underscore and random 20-char string

What is the Sidebar module used for?

Opens a real-time collaboration and discussion pertaining to a task-based or interaction based records with other users

What is the integration hub used for?

What are the integration actions referred to as?

Integration Hub: offer several pre-built sets of integration actions to interact with common third party application.

Integration actions are referred to as spokes

What does the automation center do?

Provide 3 benefits the applications provides

Automation Center allows you to discover, prioritize and manage automation requests in your instance, all in one place

What does Predictive Intelligence do?

Predictive intelligence uses machine learning algorithms to set field values during record creation

In addition to admin, which role is required to initiate the setup of Predictive Intelligence

ml_admin (machine learning admin)

What 4 tools are available to aid in monitoring performance and platform stability?

1. Performance Dashboard

2. System Diagnostics (depreciated since San Diego Release)

3. HealthScan

4. InstanceScan

What are the 6 functional areas the Performance Dashboard provides performance data for?

1. Asynchronous Message Bus (AMB)

2. Database

3. Instance View

4. MySQL Global Status

5. ServiceNow Servlet

6. Slow Pattern

What path in the All menu allows you to bring up Instance Scan?

All > Instance Scan

or

All > Instance Scan > Dashboard

What are 4 types of Checks available in Instance Scan. What are they?

1. Table Check

2. Column Type Check

3. Script Only Check

4. Linter Check

What are IT Adoption Centers used for under the Admin menu?

Provides a central hub for admins to discover platform capabilities and discover new applications.

Where should you look for Release Notes and Upgrade information?>

docs.servicenow.com

What module helps you plan and manage your upgrades?

Upgrade Center

In regards to performing Updates, define the following terms:

• Family

• Upgrading

• Updating

• Family - Set of release named after a major City (ex. Tokyo)

• Upgrading - Act of moving to a release in a different family

• Updating - Act of moving from one patch/hotfix to another within the same family

What are the 7 high-level phrases of an Upgrade?

1. Read release notes and plan upgrade

2. Prepare for the dev instance upgrade

3. Verify upgrade configurations and schedule the dev instance upgrade in ServiceNow support

4. Upgrade and validate the dev instance

5. Upgrade and validate your other non-prod instances

6. Prepare to upgrade the prod instance

7. Upgrade the prod instance