Lists and List Controls in ServiceNow
Why Lists and List Controls Are Important
Lists are the primary way users interact with data in ServiceNow. Understanding how to navigate, customize, and manipulate lists is fundamental for any ServiceNow administrator. The CSA exam tests your ability to work efficiently with data presentation, and lists are central to nearly every ServiceNow module.
What Are Lists and List Controls?
A list in ServiceNow displays records from a table in a tabular format, similar to a spreadsheet. Each row represents a record, and each column represents a field. List controls are the tools and features that allow users to interact with, customize, and manage these lists.
Key List Components:
- Title Bar: Shows the table name and record count
- Column Headers: Display field names and allow sorting
- Filter Conditions: Located in the breadcrumb area above the list
- List Controls Icon: Hamburger menu providing access to list configuration options
- Context Menu: Right-click menu for record and field actions
How Lists WorkSorting: Click a column header to sort ascending; click again for descending. Hold Shift and click multiple columns for multi-level sorting.
Filtering: Use the filter icon or condition builder above the list to narrow results. Filters can be saved for reuse.
Personalization vs Configuration:- Personalizing a list affects only your view
- Configuring a list affects all users with that view (requires admin rights)
List Control Options:- View: Switch between different list layouts
- Filters: Create, edit, and manage saved filters
- Group By: Organize records by a specific field value
- Show: Toggle visual elements like the filter or search
- Refresh: Reload the list data
Context Menu Actions:Right-clicking a field value provides options like:
- Show Matching or Filter Out
- Copy cell value
- Configure list layout
- Export to Excel, PDF, or other formats
List Editing:Double-click a cell to enable inline editing if permissions allow. List editing can be enabled or restricted through list control settings.
Exam Tips: Answering Questions on Lists and List Controls1. Know the difference between Personalize and Configure: Personalize changes affect only you; Configure changes affect all users. This distinction appears frequently on the exam.
2. Understand list context menus: Be familiar with what options appear when right-clicking column headers versus cell values.
3. Remember the List Controls menu location: The hamburger icon (three horizontal lines) in the title bar provides access to all list control options.
4. Filter breadcrumbs: Know that active filters display as breadcrumbs above the list and can be modified by clicking them.
5. Group By functionality: Questions may ask where to find this option or how grouping affects list display.
6. Export options: Know that lists can be exported to Excel, CSV, PDF, and other formats through the context menu.
7. List views: Understand that multiple views can exist for a single table, and views can be personalized or configured.
8. Column adjustment: Drag column borders to resize, or right-click headers to add or remove columns from the view.
Common Exam Scenarios:- Identifying where to find specific list control options
- Explaining the difference between user personalization and system configuration
- Describing how to save and share filters
- Understanding access requirements for list configuration