Instance Navigation in ServiceNow refers to the methods and tools used to move around and access different areas within a ServiceNow instance. Understanding navigation is essential for System Administrators to efficiently manage and configure the platform.
The primary navigation component is the Aā¦Instance Navigation in ServiceNow refers to the methods and tools used to move around and access different areas within a ServiceNow instance. Understanding navigation is essential for System Administrators to efficiently manage and configure the platform.
The primary navigation component is the Application Navigator, located on the left side of the screen. This panel contains a hierarchical menu structure organized by applications and modules. Users can expand application menus to reveal related modules, which link to specific records, lists, or configuration pages. The filter text box at the top allows users to quickly search for applications or modules by typing keywords.
The Banner Frame sits at the top of the interface and contains several important elements. The ServiceNow logo typically serves as a home button. The global search bar enables users to search across multiple tables and records throughout the instance. User profile settings, system settings, and the help menu are also accessible from this area.
The Content Frame occupies the main portion of the screen and displays the actual content such as forms, lists, dashboards, and reports. This is where users interact with records and perform their daily tasks.
Favorites and History features enhance navigation efficiency. Users can bookmark frequently accessed modules by clicking the star icon, creating personalized quick-access links. The history feature tracks recently visited pages, allowing users to return to previous locations easily.
Edge encryption and Connect Chat may also appear in the navigation interface depending on instance configuration.
Administrators can customize navigation through various settings, including configuring application menus, creating custom modules, and setting up navigation rules based on user roles. The Navigator can be collapsed to provide more screen space for content when needed.
Understanding these navigation components ensures administrators can efficiently traverse the instance, locate configurations, and provide guidance to end users on accessing the tools they need.
Instance Navigation in ServiceNow
Why Instance Navigation is Important
Instance Navigation is a fundamental skill for anyone working with ServiceNow. Understanding how to move around the platform efficiently is essential for productivity and is heavily tested on the CSA exam. As a ServiceNow administrator, you'll spend significant time navigating between modules, applications, and records, making this knowledge critical for daily operations.
What is Instance Navigation?
Instance Navigation refers to the methods and tools used to move around a ServiceNow instance. The primary navigation components include:
Application Navigator (Filter Navigator) - Located on the left side of the screen, this is the main menu system for accessing applications and modules. Users can type in the filter field to quickly find specific modules.
Banner Frame - The top portion of the interface containing the ServiceNow logo, global search, user menu, and system settings.
Content Frame - The main working area where lists, forms, and other content are displayed.
Favorites and History - Features that allow users to bookmark frequently used modules and access recently visited pages.
How Instance Navigation Works
The Application Navigator uses a hierarchical structure where Applications contain Modules. To navigate:
1. Type keywords in the filter navigator to search for modules 2. Click on application names to expand and see available modules 3. Select a module to display its content in the content frame 4. Use the star icon to add items to favorites 5. Access the history icon to see recently visited pages
The All menu provides access to every application and module in your instance based on your role permissions.
Exam Tips: Answering Questions on Instance Navigation
1. Know the terminology - Be familiar with terms like Application Navigator, Filter Navigator, Banner Frame, and Content Frame. Questions often use these specific terms.
2. Understand the difference between Applications and Modules - Applications are containers that group related Modules together. Modules are the individual menu items that perform specific functions.
3. Remember keyboard shortcuts - The CSA exam may ask about navigation shortcuts. Know that typing in the filter navigator is the fastest way to locate modules.
4. Focus on user personalization - Questions may ask about favorites, history, and how users can customize their navigation experience.
5. Role-based access - Remember that what users see in the navigator depends on their assigned roles. Not all users see all applications and modules.
6. Practice scenario-based questions - When asked how to access a specific feature, think about the logical path through the Application Navigator.
7. Global Search vs Filter Navigator - Know the difference: Global Search finds records across the instance, while the Filter Navigator finds applications and modules.