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

Видео CSA Batch 19|| Day 10 || List - Filter - Navigation - Search - Homework канала Learn N Grow Together With Atul G