CSA Batch 19|| Day 10 || List - Filter - Navigation - Search - Homework

Session Overview The session focused on improving productivity in ServiceNow by using advanced features in list view, search, filtering, favorites, and data handling. 🔍 Key Topics Covered 1. Efficient Searching Use wildcards: *keyword → contains word %keyword → ends with word keyword% → starts with word Enables faster searching across fields like short description. 2. Filtering & Query Building Filters can be built using: Condition builder (field + operator + value) Funnel icon (advanced filters) Common operators: contains, starts with, is, between, before/after (dates) Query dynamically builds as filters are added. Options: Show Matching → include records Filter Out → exclude records 3. Favorites & Saved Filters Frequently used filters can be: Saved as Favorites Shared with users or groups Helps avoid repetitive filtering tasks. 4. Grouping, Sorting & Views Group By: View records grouped by fields (e.g., priority P1/P2/P3) Sorting: Asc/Desc via column or filter options Views: Customize list layout and visible fields 5. List View Operations Perform bulk actions: Update selected records Update all (⚠️ risky—overwrites data) Inline editing supported for some fields Some system fields (e.g., created/updated) cannot be edited 6. Exporting Data Export formats: Excel, CSV, XML, JSON, PDF Limits: Default ~1000–10,000 records per export Adjustable via system properties (impact performance) Recommendation: Export data in chunks using filters 7. System Properties Control platform behavior (e.g., export limits) Changes are global (affect all users) Should be modified carefully (prefer non-business hours) 8. Navigation & Productivity Tips Use: Favorites for quick access Filters for repeated conditions Right-click options for faster actions Avoid overusing favorites (keep only important ones) 9. Form-Level Features Export entire record (PDF/XML) View hidden fields via XML Use History & Audit logs (sys_audit) to track changes 10. Auditing & Tracking Changes History tracks record-level changes To track field-level changes: Enable audit on fields Important for debugging and tracking user actions 11. Related Lists & Relationships Forms consist of: Fields Sections Related lists Related lists show linked data from other tables Concept of M2M (Many-to-Many relationships): Records visible in both related tables 12. Additional Features Create charts (bar/pie) Refresh list Delete records (⚠️ permanent) Natural Language Search (limited without AI) 📝 Homework Given Create: 5 favorites 5 filters Practice: Date filters (relative & trend) List operations and right-click options Explore related lists and configurations Enable auditing for fields ✅ Key Takeaway ServiceNow provides multiple built-in tools (search, filters, favorites, grouping, exports) to: Improve efficiency Reduce repetitive work Enhance navigation and data handling