Navigate and customize the ServiceNow platform interface including lists, forms, and branding.
Covers the ServiceNow platform overview, user interface components, navigation methods, lists and filters, forms and templates, branding and themes, content frames, and personalization options. Represents approximately 20% of the CSA exam.
5 minutes
5 Questions
User Interface and Navigation in ServiceNow refers to the visual layout and methods users employ to interact with the platform. Understanding these elements is essential for System Administrators to effectively manage and customize the environment.
The ServiceNow interface consists of several key components. The Banner Frame sits at the top of the screen and contains the company logo, global search, user menu, and system settings. This area provides quick access to common functions like impersonation and profile settings.
The Application Navigator, located on the left side, is the primary navigation tool. It displays all available applications and modules organized in a hierarchical structure. Users can filter applications by typing in the filter text box, making it easy to locate specific modules quickly. Favorites can be added for frequently accessed items.
The Content Frame occupies the main area of the screen and displays lists, forms, dashboards, and other content based on user selections. Lists show multiple records in a tabular format with sorting and filtering capabilities. Forms display individual record details and allow data entry and modification.
ServiceNow offers different interface options including the Next Experience UI (Polaris) and the classic UI. The Next Experience provides a modern, streamlined appearance with enhanced navigation features like workspaces and configurable landing pages.
System Administrators can customize navigation through various means including creating custom application menus, configuring modules, setting up homepages, and creating service portals for end users. Navigation settings can be tailored based on user roles to ensure appropriate access levels.
Understanding browser requirements, keyboard shortcuts, and accessibility features also falls under UI and Navigation knowledge. Administrators should be familiar with configuring banners, lists columns, related lists, and form layouts to optimize user experience across the organization.User Interface and Navigation in ServiceNow refers to the visual layout and methods users employ to interact with the platform. Understanding these elements is essential for System Administrators to effectively manage and customize the environment.
The ServiceNow interface consists of several key …