ServiceNow Filter, Search, Condition builder and Breadcrumbs

Introduction

In this tutorial, we will explore the functionalities of ServiceNow, specifically focusing on filters, search capabilities, condition builders, and breadcrumbs. Understanding these features will enhance your ability to navigate and manipulate data effectively within the ServiceNow platform, making your workflow more efficient.

Step 1: Understanding Filters and Search

Using filters and search effectively can help you find specific records quickly. Here’s how to use these features:

• Apply Filters

  • Navigate to the list view where you want to apply filters.
  • Click on the filter icon (typically found in the header of the list).
  • Select the field you want to filter by (e.g., Status, Priority).
  • Set the condition (e.g., equals, contains) and enter the value.
  • Click on the "Run" button to apply the filter.

• Search for Records

  • Use the search bar located at the top of the list view.
  • Enter keywords related to the records you are looking for.
  • The search will display results based on the entered keywords across relevant fields.

Practical Tip

: Combine both filters and search to narrow down results effectively. For example, filter by "Open Incidents" and then use search to find incidents related to a specific user.

Step 2: Utilizing the Condition Builder

The condition builder allows you to create complex conditions for scripting and workflows. Here’s how to use it:

• Accessing Condition Builder

  • Navigate to the appropriate module (e.g., Business Rules, UI Policies).
  • Look for the option to create a new condition.

• Creating Conditions

  • Click on "Add Condition."
  • Use the drop-down menus to specify the field, operator, and value.
    • Example: If you want to trigger an action when the "Priority" is "High," select "Priority" from the field list, choose "is" as the operator, and set "High" as the value.
  • You can add multiple conditions using "AND" or "OR" to refine your logic.

• Testing Conditions

  • After creating your condition, save it and test to ensure it behaves as expected.
  • Use the "Preview" option (if available) to see how your conditions would apply to existing records.

Common Pitfall

: Be cautious with the use of multiple conditions, as they can complicate your logic. Start simple and build complexity gradually.

Step 3: Understanding Breadcrumbs

Breadcrumbs provide a useful navigation aid in ServiceNow. They help users understand their current position within the application hierarchy.

• Viewing Breadcrumbs

  • Look at the top of your ServiceNow interface.
  • You will see a trail of links representing your current location (e.g., Home > Incident > Open).

• Using Breadcrumbs for Navigation

  • Click on any part of the breadcrumb trail to quickly navigate back to previous pages or modules.
  • This feature is particularly helpful when working with nested menus or deep hierarchy structures.

Practical Tip

: Familiarize yourself with breadcrumbs as they can save time during navigation and enhance user experience.

Conclusion

In this tutorial, we covered how to effectively use filters and search, build conditions using the condition builder, and navigate using breadcrumbs in ServiceNow. Mastering these features will significantly improve your efficiency and productivity within the platform.

Next steps could include exploring more advanced functionalities or diving into specific use cases that leverage these features in real-world scenarios. For further learning, check out the ServiceNow product documentation and community forums linked in the video description.