Versions Compared
Version | Old Version 23 | New Version 24 |
---|---|---|
Changes made by | ||
Saved on |
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Status | ||||||
---|---|---|---|---|---|---|
|
Overview
A list is a display of records and their related fields derived from a database. An example of a list displayed in the content frame is a list of open incidents:
Image RemovedImage Added
A list is made up of multiple columns and rows. Each column represents a field or the related record. Each row is a singular record that has a unique identifier, like the Incident number in the most left-hand column. The specific fields attributed to each list are different depending on the kind of record, but there are some functions that remain consistent across all lists.
Sorting
One of the capabilities of the lists is to sort in ascending or descending order based on the values of a specific field.
- Left click on a column header to sort the records in ascending order (low to high) based on that column. We have left clicked on the Number field to sort based on Incident Number.
Image Removed
Image Added - Left click on the same column header again to sort the records in descending order (high to low).
Image Removed
Image Added - In order to tell the way a list is sorted, look for the column header that is highlighted blue. If the arrow next to it is pointing up, the records are sorted in ascending order based on that column, and if the arrow is pointing down, then the records are sorted in descending order based on that column.
- In order to get rid of a sort, you can either reload the page, or left-click on a different column header to sort based on the values of that field.
Paging
Paging is the equivalent of navigation in a list. The controls for paging are either located in the upper right hand corner of the list or the lower right hand corner.
- There are a few different ways to navigate through pages. Using the controls in the upper right hand corner of the page, navigate one page forward by left-clicking on the single right arrow.
- After navigating forwards by exactly the number or records that fit on one page (in this case it was 1000 incident records), hit the single left arrow (back arrow) to navigate one page backwards to where you began.
- Use the double right arrow to navigate to the last record page.
- Use the double left arrow to navigate to the first record page.
- The last way to navigate is to use the numerical box to the right of the single left arrow to jump directly to a specific record number.
Filtering
In lists, there are controls to filter and narrow down the number of records you see.
**Note**: ServiceNow searches are not case-sensitive, and anything typed into a filter field without an asterisk(*) preceding it will be searched as a Starts with parameter. Include an * before searching if you would like to fuzzy search for keywords.
- Right-click on any field, and you'll be faced with a menu. Choose Show Matching in order to show only those records that have the same field value, or choose Filter Out in order to filter out records with the same field value.
- After selecting Filter Out, every record that has a value of UNKNOWN under the Activity Due field will be filtered out. At any point, on any list, you can see the filter that is applied as shown below.
- There are 3 other ways to filter records.
- The first is typing in values in the Go to box in the top bar that filter out for a specific field.
- Select the dropdown menu to select the field to filter on, and then type your filter value in the search box.
- The next way is to use the search bar at the head of a column to search for a specific condition or value. Remember, if you don't include a preceding asterisk, instead of searching for a term containing your value, ServiceNow will filter for records that start with your value, and vice versa.
- The last way to filter is to edit the filter directly using the filter tool.
- Select the small filter icon directly to the left of the filter parameters list.
- You will see a dropdown that serves as an advanced filter tool.
- Select your field to filter in the left most dropdown, select your boolean or filter option, and then select or type in your value to filter on in the right-most box.
- With this tool, you can also begin to link different filters together. AND means that both filter conditions must be true in order for the record to be displayed, and OR means that either one of the filter options could be true and the record would be displayed.
- Left click on the Run button in order to put your filter into effect.
- You can also save your filter in order to load it later. Navigate back to the advanced filter tool and click Save....
- A text field will appear. Enter a name for your saved filter and click Save.
- Roll the filter back by clicking on All. You can always get rid of subsequent filter parameters by clicking on a parent parameter as shown below.
- Open the list menu in the upper left hand corner of the content frame.
- Load your saved filters by navigating to Filters and selecting your filter of choice.
Editing
- Double click on a field value, and the value should become editable.
- Edit your field value, and hit the green checkmark.
- Navigate to the record form, and you will see that the field was permanently edited!
**Note**: For security reasons, some field values aren't editable in a list display and can only be edited in form view by an individual with the proper privileges.
Links vs. Data
Any sort of value in a list that is underlined actually points to a record somewhere else in the database that has its own related fields and values. Fields that are not underlined are static values or data.
Customization
- Click the little blue gear icon in the upper left corner of the content frame.
- You will be faced with a dialog box that has two large buckets of field names and a right arrow and left arrow in between them. Other settings can be toggled via checkboxes, but these two dialog boxes let you customize the columns that appear/don't appear in your list view.
- To add a column to your view, select a field in the left dialog box (or multiple using ctrl+click).
- Select the right arrow. It should move over to the right dialog box.
- To remove a column, it is the same process, but using the right dialog box and the left arrow.
- In order to rearrange your columns, select an item in the right dialog box.
- Use the up and down arrows to move your selection either up (left in the list display) or down (right in the list display) to the location you prefer.
- Select OK.
Navigation
Table of Contents | ||
---|---|---|
|
Update Log
Updated By | Date | Notes |
---|---|---|
Michael Anthony Waara | Approved by Preston Orwig. Available for OIT use. | |
Michael Anthony Waara | Added instructions to save and load filters. | |
Michael Anthony Waara | Removed commentary and added screenshots for clarity. | |
Jason Dulaney | Reviewed & Revisions Needed | |
Michael Anthony Waara | Draft pending review. | |
Michael Anthony Waara | Finished first draft. | |
Michael Anthony Waara | Draft overview, sorting, paging. | |
Michael Anthony Waara | Initial creation. |