Learn Self-Service & Process Automation (CSA) with Interactive Flashcards
Master key concepts in Self-Service & Process Automation through our interactive flashcard system. Click on each card to reveal detailed explanations and enhance your understanding.
Knowledge Management Overview
Knowledge Management in ServiceNow is a powerful module designed to capture, organize, and share information across an organization, enabling users to find answers to common questions and resolve issues independently through self-service portals.
The Knowledge Management application allows organizations to create, publish, and maintain knowledge articles that serve as a centralized repository of information. These articles can address frequently asked questions, troubleshooting guides, how-to instructions, and policy documentation.
Key components include:
**Knowledge Bases**: These are containers that organize articles by topic, department, or audience. Organizations can create multiple knowledge bases with different access permissions, ensuring the right information reaches the right users.
**Knowledge Articles**: Individual pieces of content that provide solutions or information. Articles follow a lifecycle including draft, review, published, and retired states. They can include rich text, images, attachments, and related links.
**Article Workflow**: ServiceNow provides configurable workflows for article creation and approval. Authors submit articles for review, and designated approvers validate content before publication.
**Search and Navigation**: Users can search knowledge bases using keywords, browse by category, or access suggested articles based on their incident descriptions. Machine learning can enhance search relevance over time.
**Integration with Incidents**: When users create incidents, ServiceNow can suggest relevant knowledge articles that might resolve their issues. Technicians can also attach knowledge articles to incidents for documentation purposes.
**Feedback and Metrics**: Users can rate articles and provide feedback, helping knowledge managers identify gaps and improve content quality. Reporting capabilities track article usage, helpfulness ratings, and search effectiveness.
**Self-Service Benefits**: By providing accessible knowledge articles through the Service Portal, organizations reduce ticket volume, empower users to solve problems independently, and improve overall satisfaction while decreasing support costs.
Effective Knowledge Management requires ongoing maintenance, including regular content reviews, updates, and retirement of outdated information to maintain accuracy and relevance.
Knowledge Bases
Knowledge Bases in ServiceNow are centralized repositories designed to store, organize, and share information across an organization. They serve as a critical component of self-service and process automation by enabling users to find answers to common questions independently, reducing the workload on support teams.
A Knowledge Base contains articles that document solutions, procedures, FAQs, troubleshooting guides, and best practices. These articles are organized into categories and can be tagged with keywords to improve searchability. Users can access knowledge articles through the Service Portal, making it easy for employees and customers to resolve issues on their own.
Key components of Knowledge Bases include:
1. Knowledge Articles: Individual documents containing information on specific topics. Each article has a workflow lifecycle including draft, review, published, and retired states.
2. Categories: Hierarchical structures that organize articles by topic or department, making navigation intuitive.
3. Knowledge Bases: Separate containers that can be created for different audiences, such as IT support, HR policies, or customer-facing documentation.
4. Article Templates: Standardized formats ensuring consistency across all knowledge content.
5. Feedback Mechanisms: Users can rate articles and provide comments, helping content owners improve quality and relevance.
Knowledge Management integrates with Incident Management through features like Knowledge-Centered Service (KCS), where agents can search for and attach relevant articles to incidents or create new articles from resolved cases.
Access controls determine who can view, create, edit, or retire articles. Role-based permissions ensure sensitive information remains protected while public knowledge remains accessible.
The search functionality leverages keywords, metadata, and AI-powered suggestions to surface relevant articles. Analytics and reporting help administrators track article usage, identify knowledge gaps, and measure deflection rates.
Effective Knowledge Bases significantly enhance self-service capabilities, improve first-call resolution rates, and contribute to overall operational efficiency within the ServiceNow platform.
Knowledge Articles
Knowledge Articles in ServiceNow are structured documents designed to capture, store, and share information with users and support staff. They form the foundation of the Knowledge Management application, enabling organizations to create a self-service knowledge base that reduces incident volume and improves resolution times.
Knowledge Articles contain solutions, FAQs, troubleshooting guides, how-to instructions, and reference documentation. They are organized within Knowledge Bases, which act as containers grouping related articles by topic, department, or audience. Each knowledge base can have specific access controls determining who can view, create, or modify articles.
The article lifecycle includes several states: Draft, Review, Published, and Retired. Authors create articles in draft status, submit them for review, and once approved, articles become published and accessible to designated users. This workflow ensures quality control and accuracy of shared information.
Key features of Knowledge Articles include:
1. Templates - Predefined formats ensuring consistency across articles
2. Categories - Hierarchical organization helping users navigate content
3. Keywords and Tags - Metadata improving search functionality
4. Article Rating - Users can rate usefulness, helping identify valuable content
5. View Counts - Tracking popularity and usage patterns
6. Versioning - Maintaining history of changes and updates
For Process Automation, Knowledge Articles integrate with other ServiceNow modules. When users create incidents, the system can suggest relevant articles based on keywords. Service Catalog items can link to supporting documentation. Virtual Agent conversations can surface knowledge content to resolve issues.
In the Service Portal, Knowledge Articles power self-service capabilities, allowing end users to search for solutions before submitting tickets. This deflection reduces workload on support teams while empowering users to resolve common issues independently.
Administrators configure knowledge properties, manage user roles like Knowledge Admin and Knowledge Manager, and establish approval workflows to maintain content quality throughout the organization.
Knowledge Article Workflow
Knowledge Article Workflow in ServiceNow is a structured process that governs the lifecycle of knowledge articles from creation to publication and eventual retirement. This workflow ensures that articles undergo proper review and approval before becoming available to end users in the knowledge base.
The workflow typically begins when an author creates a draft knowledge article. The article enters a Draft state where the author can edit and refine the content. Once the author believes the article is ready, they submit it for review, moving it to the Review state.
In the Review state, designated reviewers or subject matter experts examine the article for accuracy, completeness, and adherence to organizational standards. Reviewers can approve the article, reject it back to draft status with feedback, or request modifications. This quality control step ensures that only accurate and helpful information reaches the knowledge base.
Upon approval, the article transitions to the Published state, making it visible to the intended audience based on configured access controls. Published articles can be accessed through the Service Portal, Employee Center, or other self-service interfaces, enabling users to find solutions to common issues independently.
The workflow also handles article maintenance. Published articles can be flagged for review if information becomes outdated. They can return to draft status for updates, requiring re-approval before republication. Eventually, articles may be moved to a Retired state when they are no longer relevant, removing them from active search results while preserving historical records.
Administrators can customize the knowledge workflow using the Workflow Editor, adding approval stages, notifications, and conditions specific to organizational requirements. Different knowledge bases can utilize different workflows, allowing flexibility across departments. This automated process reduces manual oversight, maintains content quality, and supports effective self-service by ensuring users always access current and validated information.
Service Catalog Overview
The Service Catalog in ServiceNow is a centralized portal that enables end users to request products, services, and information through an intuitive self-service interface. It functions similarly to an online shopping experience, allowing employees to browse, select, and submit requests for various IT and business services.
Key components of the Service Catalog include:
**Catalog Items**: These are the individual services or products users can request, such as new laptop requests, software installations, password resets, or access permissions. Each item contains a form with specific fields to capture necessary information.
**Categories**: Catalog items are organized into logical categories and subcategories, making navigation easier. Examples include Hardware, Software, Access Requests, and HR Services.
**Record Producers**: These special catalog items create task-based records like incidents or change requests instead of standard requested items.
**Order Guides**: These bundle multiple related catalog items together, streamlining complex requests that require several items to be ordered simultaneously.
**Workflows and Flow Designer**: When users submit requests, automated workflows handle approvals, task assignments, and fulfillment processes. This ensures consistent handling and reduces manual intervention.
**Service Portal Integration**: The Service Catalog integrates seamlessly with the Service Portal, providing a modern, user-friendly interface for end users to access services.
**Benefits of the Service Catalog**:
- Reduces IT workload by enabling self-service capabilities
- Standardizes service delivery processes
- Provides visibility into request status and history
- Automates approval chains and fulfillment tasks
- Improves user satisfaction through easy access to services
Administrators can configure catalog items, define approval rules, set up fulfillment workflows, and manage access controls based on user roles. The Service Catalog is essential for organizations seeking to streamline service delivery, improve efficiency, and provide employees with quick access to the resources they need to be productive.
Catalog Categories
Catalog Categories in ServiceNow are organizational containers that help structure and group related catalog items within the Service Catalog. They serve as a hierarchical navigation system that enables users to easily browse and locate the services, products, or requests they need through the self-service portal.
Categories function like folders in a file system, allowing administrators to create a logical taxonomy for catalog items. For example, an IT Service Catalog might have categories such as Hardware Requests, Software Requests, Access Management, and General Support. Each category can contain multiple catalog items that share common characteristics or belong to the same service area.
Key features of Catalog Categories include:
1. Hierarchical Structure: Categories can be nested to create parent-child relationships, enabling multi-level navigation. A parent category like 'Hardware' might contain subcategories for Laptops, Monitors, and Peripherals.
2. Visual Presentation: Categories can include icons, images, and descriptions to enhance the user experience and make navigation more intuitive in the Service Portal.
3. Access Control: Administrators can apply user criteria to categories, ensuring that only authorized users can view specific categories based on their roles, departments, or other attributes.
4. Active/Inactive Status: Categories can be activated or deactivated to control their visibility in the catalog interface.
5. Order Management: Display order can be configured to control how categories appear in the catalog, prioritizing frequently accessed services.
To manage Catalog Categories, administrators navigate to Service Catalog > Catalog Definitions > Maintain Categories. From there, they can create new categories, modify existing ones, assign catalog items, and establish the category hierarchy.
Effective category design is essential for process automation success, as it ensures users can quickly find and request services, reducing support ticket volume and improving overall self-service adoption rates within the organization.
Catalog Items
Catalog Items are fundamental components within ServiceNow's Service Catalog that enable organizations to offer standardized services and products to end users through a self-service portal. They represent requestable offerings that users can browse, select, and order, similar to shopping on an e-commerce website.
Catalog Items serve as the building blocks for automating service delivery and streamlining business processes. Each item can be configured with specific variables (form fields) that collect necessary information from requesters, such as dropdown lists, text fields, checkboxes, and reference fields. This ensures that all required details are captured upfront, reducing back-and-forth communication.
Key components of Catalog Items include:
1. **Variables and Variable Sets**: Custom fields that gather user input during the request process. Variable sets allow reusable groups of variables across multiple items.
2. **Workflows**: Automated processes that execute when an item is requested, handling approvals, task creation, notifications, and fulfillment activities.
3. **Catalog UI Policies and Client Scripts**: These control field behavior, visibility, and validation on the request form, enhancing user experience.
4. **Pricing**: Items can include associated costs for chargeback or showback purposes.
5. **Categories**: Items are organized into categories and subcategories for easy navigation within the Service Catalog.
6. **Availability**: Items can be restricted to specific user groups or roles through access controls and entitlements.
When a user submits a Catalog Item request, ServiceNow generates a Request (REQ) record, which contains one or more Requested Items (RITM). The associated workflow then triggers, potentially creating catalog tasks (SCTASK) for fulfillment teams.
Catalog Items are essential for IT Service Management (ITSM), HR Service Delivery, and other enterprise service management initiatives. They promote consistency, reduce manual effort, improve service quality, and provide measurable metrics for service delivery performance. Administrators configure these items through the Service Catalog application to meet organizational needs.
Record Producers
Record Producers are a powerful Self-Service feature in ServiceNow that allows end users to create records in any table through the Service Catalog interface. Unlike traditional catalog items that generate requests, Record Producers provide a user-friendly form that populates data into backend tables such as Incident, Problem, Change Request, or custom tables.
Key Components:
1. **Table Association**: Each Record Producer is linked to a specific table where the new record will be created. When a user submits the form, a record is inserted into that designated table.
2. **Variables**: These are the form fields presented to users. Variables collect information and can be mapped to fields on the target table. Common variable types include Single Line Text, Reference, Select Box, and Check Box.
3. **Variable Sets**: Reusable groups of variables that can be shared across multiple Record Producers, promoting consistency and reducing administrative overhead.
4. **Script Section**: Record Producers include a Script field where administrators can write server-side JavaScript to manipulate data before record insertion, set default values, or perform validations.
5. **Catalog and Category Assignment**: Record Producers are published to specific catalogs and categories, controlling where users can access them in the Service Portal or Service Catalog.
Benefits:
- **Simplified User Experience**: Users interact with a clean, guided form rather than navigating complex backend tables.
- **Data Quality**: Required fields and validation ensure complete, accurate submissions.
- **Standardization**: Consistent data entry across the organization.
- **Accessibility**: Available through Service Portal, Employee Center, and mobile applications.
Common Use Cases:
- Allowing employees to report incidents through a simplified form
- Creating HR cases or facilities requests
- Submitting change requests with predefined templates
Record Producers bridge the gap between technical table structures and user-friendly self-service, enabling organizations to streamline data collection while maintaining control over record creation processes.
Order Guides
Order Guides in ServiceNow are powerful tools designed to streamline the service request process by bundling multiple catalog items into a single, guided ordering experience. They serve as containers that group related items together, allowing users to request several services or products through one simplified workflow.
When users access an Order Guide, they are presented with a step-by-step wizard-like interface that walks them through the selection and configuration of multiple catalog items. This approach significantly enhances the self-service experience by reducing complexity and ensuring users request all necessary components for a particular need.
Key features of Order Guides include:
1. **Bundling Capability**: Administrators can combine multiple catalog items into logical groupings. For example, a New Employee Onboarding order guide might include items for laptop request, software installation, building access, and email setup.
2. **Two-Step Ordering**: Order Guides typically use a two-step process where users first see available items in the bundle, then proceed to configure variable details for each selected item.
3. **Rule-Based Logic**: Administrators can implement rules to show or hide certain catalog items based on user responses or conditions, creating dynamic and personalized ordering experiences.
4. **Variable Cascading**: Information entered once can cascade across multiple items, eliminating redundant data entry and improving accuracy.
5. **Included Items**: Some items can be marked as included by default, while others remain optional for user selection.
Order Guides promote process automation by ensuring consistent request patterns and reducing errors from incomplete requests. They also improve efficiency for fulfillment teams since related requests arrive together with all necessary information.
Administrators create Order Guides through the Service Catalog module, defining which catalog items to include, establishing display rules, and configuring the overall user experience. Proper implementation of Order Guides significantly enhances user satisfaction and operational efficiency in ServiceNow environments.
Catalog Variables and Variable Sets
Catalog Variables and Variable Sets are fundamental components in ServiceNow's Service Catalog that enable dynamic data collection from users when they request items or services.
**Catalog Variables** are form fields added to catalog items that capture specific information needed to fulfill a request. They function similarly to form fields on a web page, allowing users to input data such as text, select from dropdown lists, choose dates, or pick reference values from tables. Common variable types include Single Line Text, Multi Line Text, Select Box, Reference, Checkbox, Date/Time, and Lookup Select Box. Each variable can be configured with properties like mandatory requirements, default values, read-only settings, and help text to guide users through the request process.
**Variable Sets** are reusable collections of variables that can be shared across multiple catalog items. Instead of recreating the same variables for each catalog item, administrators create a variable set once and associate it with any catalog items requiring those fields. This promotes consistency and reduces maintenance effort. For example, a 'Hardware Delivery Information' variable set containing shipping address, building location, and delivery preferences can be attached to all hardware-related catalog items.
Variable Sets come in two types: Single-Row Variable Sets display all variables in a standard layout, while Multi-Row Variable Sets allow users to add multiple entries in a table format, useful for ordering multiple items with different configurations.
**Key Benefits:**
- Standardization across catalog items
- Reduced administrative overhead
- Consistent user experience
- Easier updates since changes to a variable set automatically apply everywhere it is used
Variables and Variable Sets integrate with workflows and flows, passing collected data to approval processes and fulfillment tasks. They can also utilize Client Scripts and Catalog UI Policies to create dynamic, conditional behavior based on user selections, enhancing the self-service experience while ensuring accurate information collection for efficient request processing.
Catalog Client Scripts
Catalog Client Scripts are powerful client-side scripts in ServiceNow that execute on Service Catalog items and record producers to enhance user experience and automate form behavior. These scripts run in the user's browser when interacting with catalog items, providing dynamic and responsive functionality.
There are four main types of Catalog Client Scripts:
1. **onChange** - Executes when a specific variable's value changes. This is commonly used to show or hide fields, populate dependent fields, or validate input based on user selections.
2. **onLoad** - Runs when the catalog item form first loads. Use this to set default values, hide variables, or configure the initial state of the form.
3. **onSubmit** - Triggers when the user clicks the submit button. This type is ideal for form validation, ensuring required fields are completed, or confirming user actions before the request is submitted.
4. **onCellEdit** - Executes when a cell is edited in a list view, though this is less common for catalog items.
Key features of Catalog Client Scripts include:
- **Variable Access**: Use g_form.getValue() and g_form.setValue() to read and modify variable values
- **UI Control**: Show or hide variables using g_form.setVisible() and make fields mandatory with g_form.setMandatory()
- **User Feedback**: Display messages using g_form.addInfoMessage() or g_form.addErrorMessage()
Catalog Client Scripts apply specifically to catalog items rather than regular forms, making them essential for creating intuitive self-service experiences. They help guide users through the request process, reduce errors, and ensure data quality.
Best practices include keeping scripts lightweight to maintain performance, using UI Policies when possible for simple show/hide logic, and testing thoroughly across different browsers. When combined with Catalog UI Policies, these scripts create dynamic, user-friendly service catalog experiences that streamline process automation.
Workflow Overview
Workflow Overview in ServiceNow is a fundamental component of process automation that enables organizations to automate and streamline their business processes. A workflow is a sequence of activities that automate tasks, approvals, and notifications based on defined conditions and triggers.
Key Components of Workflows:
1. **Workflow Editor**: A graphical interface where administrators design and build workflows using drag-and-drop functionality. It provides a visual representation of the entire process flow.
2. **Activities**: These are the building blocks of workflows, including approvals, notifications, tasks, timers, conditions, and scripts. Each activity performs a specific function within the process.
3. **Transitions**: Lines connecting activities that define the path and logic flow between steps. Conditions can be applied to transitions to control routing.
4. **Workflow Contexts**: Runtime instances of workflows that track the execution state and maintain data as the workflow progresses through its activities.
5. **Triggers**: Events that initiate workflow execution, typically when records are inserted or updated in specific tables.
Common Use Cases:
- Incident escalation processes
- Change request approvals
- Service catalog request fulfillment
- Onboarding and offboarding procedures
- Asset management processes
Benefits of Workflows:
- Consistent process execution across the organization
- Reduced manual effort and human error
- Improved visibility into process status
- Enhanced compliance through documented procedures
- Faster resolution times through automation
Workflows integrate with other ServiceNow features like notifications, SLAs, and reporting to provide comprehensive automation solutions. Administrators can publish workflows to make them active and monitor their execution through workflow context records.
Note: ServiceNow has introduced Flow Designer as a modern alternative to traditional workflows, offering a more intuitive interface and additional capabilities. However, understanding workflow fundamentals remains essential for system administrators managing existing implementations.
Flow Designer
Flow Designer is a powerful automation tool in ServiceNow that enables administrators and developers to create sophisticated business process automations without writing complex code. It provides a visual, drag-and-drop interface that makes building automated workflows accessible to users with varying technical skill levels.
At its core, Flow Designer operates on a trigger-action model. Triggers define when a flow should execute, such as when a record is created, updated, or when a scheduled time occurs. Actions represent the individual steps that execute within the flow, performing tasks like creating records, sending notifications, updating fields, or calling external services.
Key components of Flow Designer include:
**Flows**: The main container that holds the complete automation logic, combining triggers, conditions, and actions into a cohesive process.
**Subflows**: Reusable sequences of actions that can be called from multiple flows, promoting efficiency and consistency across automations.
**Actions**: Pre-built or custom operations that perform specific tasks. ServiceNow provides numerous out-of-box actions, and administrators can create custom actions using the Action Designer.
**Spokes**: Packaged integrations that contain actions for connecting with external applications and services, extending Flow Designer capabilities beyond the ServiceNow platform.
Flow Designer supports advanced features like parallel processing, loops for iterating through multiple records, conditional logic using if-then-else statements, and error handling mechanisms. These capabilities allow for complex business logic implementation.
For Self-Service and Process Automation, Flow Designer excels at automating service catalog request fulfillment, approval processes, incident management workflows, and employee onboarding procedures. It integrates seamlessly with Service Catalog, enabling automatic provisioning and task assignment when users submit requests.
The tool includes built-in testing and debugging features, allowing administrators to validate their flows before deployment. Flow Designer represents ServiceNows commitment to low-code development, empowering organizations to streamline operations and enhance service delivery efficiently.
Flow Designer Actions
Flow Designer Actions are fundamental building blocks within ServiceNow's Flow Designer that enable administrators to automate business processes without writing code. Actions represent individual operations or tasks that can be executed as part of an automated workflow, making process automation accessible to users with varying technical expertise.
Actions in Flow Designer fall into several categories. Core Actions are pre-built operations provided by ServiceNow, including creating, updating, deleting, and looking up records. These actions interact with the ServiceNow database and perform standard CRUD operations. Additionally, there are actions for sending emails, creating tasks, and managing approvals.
Spoke Actions extend functionality by connecting to external systems and applications. ServiceNow provides Integration Hub spokes that contain pre-configured actions for popular third-party services like Slack, Microsoft Teams, Salesforce, and many others. These enable seamless communication between ServiceNow and external platforms.
Custom Actions allow administrators to create reusable action components tailored to specific organizational needs. When building custom actions, you define inputs, processing logic using action steps, and outputs. This promotes reusability across multiple flows and maintains consistency in automation logic.
Subflow Actions enable you to call other flows from within a flow, promoting modular design and reducing redundancy. This hierarchical approach helps organize complex automation scenarios into manageable components.
Each action consists of inputs (data required to execute), processing steps (the actual operations performed), and outputs (data returned after execution). Actions can be configured using static values, dynamic data from previous steps, or data pills that reference flow variables and trigger data.
Flow Designer Actions support error handling, allowing administrators to define behavior when actions fail. This ensures robust automation that can gracefully manage exceptions.
The drag-and-drop interface makes configuring actions intuitive, while the testing capabilities allow administrators to validate action behavior before deploying flows to production environments.
Flow Designer Triggers
Flow Designer Triggers are essential components in ServiceNow that determine when a flow should execute automatically. They serve as the starting point for any automated workflow within the Flow Designer interface.
There are several types of triggers available in Flow Designer:
1. **Record-based Triggers**: These activate when specific events occur on database records. Options include:
- Created: Executes when a new record is inserted
- Updated: Runs when an existing record is modified
- Created or Updated: Combines both conditions
- Deleted: Activates upon record removal
2. **Schedule Triggers**: These allow flows to run at predetermined times using schedules. You can configure daily, weekly, monthly, or custom recurring patterns.
3. **Application Triggers**: These respond to specific ServiceNow application events, such as Service Catalog item requests or approvals.
4. **Inbound Email Triggers**: Flows can be initiated when emails arrive at specific mailboxes within ServiceNow.
Key configuration options for triggers include:
- **Table Selection**: Specify which table the trigger monitors for record-based triggers
- **Conditions**: Define filter criteria to ensure flows only run when specific field values match your requirements
- **Run As**: Determine the user context under which the flow executes
Triggers also support **Trigger Conditions**, which add another layer of filtering before the flow begins processing. This helps optimize system performance by preventing unnecessary flow executions.
Best practices for working with triggers include:
- Setting appropriate conditions to limit unnecessary executions
- Testing triggers thoroughly in sub-production environments
- Documenting trigger purposes for maintenance clarity
- Considering system performance impacts when designing trigger logic
Understanding Flow Designer Triggers is crucial for ServiceNow administrators as they enable powerful process automation capabilities that enhance self-service experiences and streamline business operations across the platform.
Subflows
Subflows are reusable components within ServiceNow Flow Designer that allow administrators to create modular, maintainable automation solutions. Think of subflows as building blocks that can be called from parent flows, enabling you to break down complex processes into smaller, manageable pieces.
A subflow functions similarly to a subroutine in programming. When you have a set of actions that need to be repeated across multiple flows, instead of recreating those steps each time, you can encapsulate them in a subflow and simply reference it wherever needed. This promotes consistency and reduces redundancy in your automation design.
Key characteristics of subflows include:
1. **Inputs and Outputs**: Subflows can accept input parameters from the calling flow and return output values back. This allows data to pass between the parent flow and subflow seamlessly.
2. **Reusability**: Once created, a subflow can be invoked by multiple parent flows throughout your ServiceNow instance. When you update the subflow logic, all flows using it benefit from the changes.
3. **Modularity**: Complex automation can be organized into logical components, making flows easier to understand, test, and troubleshoot.
4. **Scope Management**: Subflows can be created within specific application scopes, controlling where they can be accessed and used.
To create a subflow, navigate to Flow Designer, select New, and choose Subflow. Define your inputs, add the necessary actions and logic, specify outputs, and then publish the subflow to make it available.
When calling a subflow from a parent flow, you add it as an action step, map the required inputs, and can utilize any returned outputs in subsequent flow steps.
Subflows enhance self-service capabilities by enabling efficient process automation that can be consistently applied across service catalog items, incident management, request fulfillment, and other ITSM processes. They represent a best practice approach to building scalable, maintainable automation in ServiceNow.
Virtual Agent
Virtual Agent is a powerful conversational interface feature in ServiceNow that enables organizations to provide automated self-service support through chat-based interactions. It leverages natural language understanding (NLU) to interpret user requests and guide them through predefined conversation flows called topics.
Key Components:
1. **Topics**: These are pre-built or custom conversation flows that define how the Virtual Agent responds to specific user intents. Topics can handle common requests like password resets, incident reporting, knowledge searches, and service catalog requests.
2. **Natural Language Understanding (NLU)**: This capability allows Virtual Agent to understand user intent from free-form text input, making conversations feel more natural and intuitive.
3. **Conversation Designer**: A visual tool that administrators use to build and configure topic flows using a drag-and-drop interface, requiring minimal coding knowledge.
4. **Integration Capabilities**: Virtual Agent can connect with backend systems, execute scripts, query databases, and perform actions within ServiceNow, enabling end-to-end automation of common tasks.
Benefits for Self-Service:
- **24/7 Availability**: Users can get assistance anytime through the chat interface
- **Reduced Ticket Volume**: Common issues are resolved through automated conversations, decreasing the workload on service desk agents
- **Faster Resolution**: Users receive instant responses rather than waiting for human agents
- **Consistent Experience**: Standardized responses ensure quality and accuracy
Deployment Channels:
Virtual Agent can be deployed across multiple platforms including the ServiceNow Service Portal, mobile applications, Microsoft Teams, Slack, and web chat widgets.
For System Administrators, managing Virtual Agent involves configuring topics, monitoring conversation analytics, training the NLU model, and continuously improving conversation flows based on user feedback and interaction data. The platform provides reporting dashboards to track metrics like deflection rates, user satisfaction, and conversation completion rates.
Service Portal Basics
Service Portal in ServiceNow is a modern, responsive web interface that enables users to access self-service capabilities through an intuitive and customizable experience. It serves as the primary gateway for end users to interact with IT services, submit requests, and find information.
Key components of Service Portal include:
**Portals**: These are the main containers that define the overall look and structure of your self-service experience. Each portal can have unique branding, themes, and configurations tailored to specific user groups or purposes.
**Pages**: Individual web pages within a portal that display content and functionality. Pages are built using containers, rows, and columns to organize layout effectively.
**Widgets**: The building blocks of Service Portal pages. Widgets are reusable components that provide specific functionality such as search bars, knowledge article displays, request catalogs, and approval lists. ServiceNow provides many out-of-box widgets, and administrators can create custom widgets using HTML, CSS, and AngularJS.
**Themes**: Control the visual appearance including colors, fonts, and styling across the entire portal, ensuring consistent branding.
**Menus and Navigation**: Configure how users navigate through the portal using header menus, footer links, and category structures.
**Service Catalog Integration**: Users can browse and request services, hardware, software, and other items through an organized catalog structure with categories and subcategories.
**Knowledge Base Access**: End users can search and view knowledge articles to find answers to common questions, reducing ticket submissions.
**My Requests and Approvals**: Users can track their submitted requests, view status updates, and complete approval tasks assigned to them.
Service Portal supports mobile-responsive design, ensuring accessibility across devices. Administrators manage portals through the Service Portal Configuration application, where they can modify pages, add widgets, and customize the user experience to meet organizational requirements for effective self-service delivery.