ServiceNow Record, List and Form view

Introduction

This tutorial will guide you through the concepts of Record, List View, and Form View in ServiceNow, as well as demonstrate how to create your first record. Understanding these components is essential for effectively navigating and utilizing ServiceNow’s platform.

Step 1: Understand What a Record Is

• A Record in ServiceNow represents a single instance of data within a table.
• Each record contains fields that hold specific information, such as user details or incident reports.
• Familiarize yourself with the structure of a record to better comprehend how data is organized in ServiceNow.

Step 2: Learn About List View

• The List View displays multiple records from a table in a tabular format.

You can perform various actions within the List View, such as

• Sorting records by column.
• Filtering records to find specific data.
• Selecting multiple records for bulk actions.

Practical Tips for List View

• Use filters to narrow down results quickly.
• Explore list context menus for additional actions like exporting data.

Step 3: Explore Form View

• The Form View provides a detailed view of a single record.
• It allows users to view and edit the fields of a record.
• You can customize the Form View to enhance usability by rearranging fields or adding new ones.

Common Pitfalls

• Ensure you have the correct permissions to edit records in Form View.
• Be cautious while modifying fields; changes can impact data integrity.

Step 4: Demo of Record, List View, and Form View

• Watch a demonstration to see how to navigate between Record, List View, and Form View.
• Pay attention to how data is displayed and manipulated in each view.

Step 5: Create Your First Record

To create a record in ServiceNow, follow these steps

1. Navigate to the appropriate table where you want to add a record.
2. Click on the "New" button to open the Form View.

Fill in the required fields

• For example, enter a short description, priority, and assignment group.
3. Save the record to store your changes.

Important Considerations

• Ensure that all mandatory fields are filled out before saving.
• Review the record for accuracy before finalizing.

Conclusion

In this tutorial, you learned about Records, List View, and Form View in ServiceNow, along with the process of creating your first record. Understanding these foundational concepts will greatly enhance your ability to work within the ServiceNow platform. For further learning, consider exploring additional ServiceNow features and functionalities through the provided documentation and community links.