ServiceNow Context Menu

Introduction

This tutorial will guide you through the different context menus available in ServiceNow, specifically focusing on both list and form views. Understanding these menus is essential for efficiently navigating and utilizing ServiceNow, enhancing your workflow and productivity.

Step 1: Understanding the List Control Menu

• The list control menu appears when you interact with a list in ServiceNow.

To access it

• Hover over the list header or right-click on a specific record.

Common options include

• Edit: Modify selected records.
• Delete: Remove selected records.
• Export: Download the list in various formats (CSV, Excel, PDF).

Practical Tip

: Familiarize yourself with shortcuts for quicker access to these options.

Step 2: Exploring the Column Option Menu

• The column option menu is used to customize the columns displayed in your list view.
• Access it by clicking the gear icon or right-clicking on the column header.

Key functionalities include

• Show/Hide Columns: Toggle the visibility of columns.
• Sort Ascending/Descending: Organize data based on selected columns.
• Column Settings: Change the type of data displayed in a column.

Common Pitfall

: Ensure to save your column settings to retain changes in future sessions.

Step 3: Utilizing the Field Option Menu

• The field option menu provides options for individual fields within a form.
• Access it by right-clicking on the field.

Available options typically include

• Copy Value: Duplicate the field’s data.
• Clear Value: Remove the field’s data.
• Show Field History: View changes made to the field over time.

Practical Tip

: Use the field history option to track important changes in critical fields.

Step 4: Navigating the Form Control Menu

• This menu appears when you are in the form view of a record.
• Access it through the form header or by right-clicking on the form.

Key options include

• Save: Save any changes made to the form.
• Submit: Complete and submit the form.
• Cancel: Discard changes and exit.

Real-World Application

: Use the submit option to finalize and send requests or updates in ServiceNow.

Step 5: Working with the Form Field Menu

• Similar to the field option menu, the form field menu allows you to manage individual fields.

Options include

• Insert: Add a new field to the form.
• Remove: Delete the field from the form.
• Configure Dictionary: Modify field properties.

Common Pitfall

: Be careful when removing fields, as it can affect form functionality.

Step 6: Accessing the Related List Menu

• Related lists display related records and are typically found at the bottom of the form.
• Access the related list menu by right-clicking on the related list header.

Options include

• Add: Include new related records.
• Edit: Modify existing related records.
• Delete: Remove related records.

Practical Tip

: Always verify related records before deleting to avoid losing important data.

Conclusion

In this tutorial, you learned about the various context menus in ServiceNow, including the list control menu, column option menu, field option menu, form control menu, form field menu, and related list menu. Familiarizing yourself with these menus will greatly improve your efficiency in navigating and managing tasks within ServiceNow.

For further exploration, consider checking out additional resources like the ServiceNow documentation and community forums for more advanced features and best practices.