CSA Batch 19|| Day 9 || Attribute - Fields - Form - Menu Edit - List Type

Class Summary – Day 9 (ServiceNow: Attributes, Forms, Menus, List Types) 🔹 1. Overview Continuation of ServiceNow training (CSA Batch 19). Focus: Table fields (attributes), form design, list configuration, and menu/list types. Fields in ServiceNow are called Dictionary Entries (Attributes). 🔹 2. Field (Attribute) Creation Fields can be created in multiple ways: Form Layout Form Design Form Builder (recommended – modern & visual) Common field types: String, Integer, Date/Time, Currency Choice (dropdown), Boolean (true/false) Reference (link to another table) Phone, HTML, Image, Duration, etc. ✅ Key Idea: Choose the correct field type based on business requirements. 🔹 3. Form Design Concepts Forms don’t show fields by default → must design them manually. You can: Add/remove fields Create sections Use single/multiple columns Drag & drop UI (Form Builder) ✅ Advanced features: Make fields: Mandatory Read-only (new options in recent release) Default values 🔹 4. Choice & Reference Fields Choice Fields: Define dropdown values (e.g., Male/Female). Label vs Value concept. Reference Fields: Pull data from another table. Use Reference Qualifier to filter data. ✅ Example: Show only users: Having a manager Located in USA ➡️ Concept used: Dot Walking 🔹 5. Table vs Form Level Settings If a field is marked mandatory at table level: It applies everywhere (including extended tables). Form-level settings can override behavior. 🔹 6. List View Configuration Lists show table records. Can customize via: List Layout Add/remove columns Apply filters Important: Personal changes → only for you Global changes → affect all users 🔹 7. Menu & Module Creation New Menu Editor feature (plugin-based): Create multiple options in one menu. No need to create separate modules manually. You can configure: New Record List View Search Screen Reports Dashboard links ✅ Benefit: One menu → multiple functionalities 🔹 8. List Types Define what opens when clicking a module: List view Form view (New record) Dashboard Search page 🔹 9. Filters & Conditions Modules can include default conditions: Example: Active = true, Assigned to = current user Changing module conditions → global impact For personal needs → use Favorites or filters 🔹 10. Homework / Practice Tasks Create a table with 15+ different field types. Practice: Form design (all methods) List layout customization Explore existing tables: Incident, Task, User, etc. Check Schema Map Create menus/modules in two ways: Menu Editor Traditional Module creation Apply conditions in modules and lists 🔹 11. Key Takeaways Understanding attributes (fields) is foundational in ServiceNow. Form + List + Menu design are core skills. Hands-on practice is essential to master the platform. ✅ Final Note: The session emphasizes: “The more you create (tables, fields, forms), the more you learn.”