This video provides a detailed look at ServiceNow
list features and functions. Linked time codes for these topics appear
in the YouTube description for this video. A list displays the records from a data table,
such as the Incident, Problem, or User table. Lists appear in the content frame. For example, here’s the list of all incidents. The list interface consists of a title bar... ... filters... ... breadcrumbs… …and columns of data. Each column corresponds to a field on the table. But the list doesn’t necessarily display
all fields from the table. We access list controls via the list title
menu icon, or by right-clicking the title bar. We can select a specific view, which is a
predefined set of columns for the list… …or select a saved filter to filter the list display. Currently we’re viewing all incidents, with
no filter applied. When we select a filter—in this case, Active... ... the list displays only records that satisfy the filter criteria. Here are the active incidents. Selecting None removes the filter. Group By allows us to group records by a column. When we select Group by Priority, for example... ... we can easily see how many incidents there are for each priority value... ... and review them specifically within these groups. We remove the grouping by selecting None. We can also change the number of rows displayed per page. Changing the value under Show… …affects the paging controls, at the top
and bottom of the list. More records take longer to load, so let’s
go back to 20. To ensure that we’re viewing the latest
updates to items on the list... ... we can refresh the page by clicking Refresh List. Creating a favorite adds a link on the Favorites
tab to the currently displayed list. For example, if we want to frequently review
the list of all active and unassigned incidents... ... we apply the Active – Unassigned filter
to the Incident list... ... and then select Create Favorite. Creating a favorite captures any filter conditions
currently applied to the list, not just a predefined filter. Because this name appears in the Favorites list as a link... ... it’s a good idea to customize it to reflect any applied filters. We can also change the color and icon. You can personalize your view of a list without
affecting other users. These check boxes offer display and editing options. And here we specify which fields to display
in the list columns. Let’s replace Caller with Opened by. It’s best not to change the first column
in a list—Number in this case. That’s because lists are usually configured
so that when a user clicks an item in the first column... ... the system opens a record from that list. If Opened by were the first column in the
Incident list... ... clicking an item in that column would open a record on the User table... ...not the Incident table. This is inconsistent with expected behavior. Here’s our Opened by column. Notice that a green dot appears to the right
of the gear if you’ve personalized the list. We can sort the list by any column, by clicking
the column name. Clicking the name again reverses the sort order. You can also access sort options through the
list column context menu. A filter is a set of conditions applied to a table to help you find and work with a subset of data in that table. A quick way to filter a list is to right-click
a value we want to exclude, and select Filter Out. Or right-click a value and select Show Matching
to display only matching records. You can always tell how a list is filtered
by looking at the breadcrumbs. For example, here are the filters we applied:
Assigned to is empty... ... Active is true... ... Category is not Inquiry/Help... ... and Priority is 1 – Critical. This symbol separates the conditions. The breadcrumbs start with All, where there
are no filters and all records are displayed. Each filter condition further refines the
results, from left to right. We won’t do this, but clicking a condition
removes all conditions to its right. For example, clicking here would remove the
priority condition. And clicking All would remove every condition,
to display all records. To remove a condition from the middle of the
filter without affecting those to its right... ... we click the condition separator at the left
of the condition we want to remove. Clicking the rightmost item refreshes the list. Now let’s see how to filter a list with
the condition builder. Here are our current filter conditions. Each filter condition consists of a Field,… …Operator... ... and Value... Let’s get rid of our Category conditions and add an OR condition to include Priority 2 incidents. The condition builder allows you to filter on any field… …not just those displayed in the list. We’ll set the filter to identify active incidents of priority 1 or 2 that have a problem related to them. We can also add a default sort option. In this case, we choose to sort by Assignment group. The advantage of building a filter here is
that you can save it for yourself for future use. Depending on your roles, you may also be able
to make the filter visible to other users. We’ll save this filter, making it visible
only to the currently logged-in user. The filter appears in our filters list. And we can edit or delete it through Edit
personal filters. Now let’s look at several ways to search a list. The Search option allows us to perform a quick
search on one column. Our choices include all visible fields in the list. Let’s search the Number field for 1. If we don’t enter a wildcard along with the search term... ... the system automatically applies a default wildcard. In this case, it applies the Ends with wildcard… …which is reflected in the breadcrumbs. And the search locates all incident numbers ending in 1. Clicking the magnifying glass icon hides or
displays the column search fields... ... which allow us to search on multiple fields. Let’s search for records whose Short description field contains the term, email, and whose Category ends with ware. Using the asterisk wildcard tells the system to return records where our search term appears anywhere in the string. And the category search brought up both software
and hardware. You can use wildcards to construct complex searches. Refer to product documentation for a list
of available wildcards. Wildcards are also reflected in the breadcrumbs… …and in the condition builder. And, of course, here you can add more conditions,
if you want to. If the table was defined with a text index,
we can run a keyword search across all its fields... ... even those not visible in the list—by searching for text. This text search supports Boolean operators,
which must be entered in uppercase. You can also search for exact phrases by enclosing
them in quotation marks. All records containing the specified keywords
are displayed. Context menus provide three different levels of list control: The list title menu, which we’ve already seen… …the list column context menu, which appears
for each column… … and the list fields context menu, which
is available for each value in the list. Administrators can configure the content and
behavior of these menus... ... including which users have access to each option, by role. The base system includes default configurations
for most of them. Here, we’ll show the more commonly used options. You can check out the others in the product documentation. Options available to you may differ from those
shown here. The column context menu provides options in
addition to sort, which we’ve already covered. Show Visual Task Board allows you to create
a new visual task board based on the list of records. The visual task board is a collaboration tool with a special user interface for presenting the tasks in the list. This option is only available on lists of task records, such as incident, problem, or My Work. The Group by option groups records by the column. Ungroup removes the groupings. The Bar Chart and Pie Chart options allow
you to view the list of records in a bar or pie chart... ... also automatically grouped by values in the column. Configure provides advanced list configuration options... ... which allow users with the admin role to set up a list display for all users. For example, List Layout is where we configure
the default column display for each View. Similar to list personalization... ... fields can be added to the Selected list... Reordered up, or down... ... and removed. Any changes we make affect the view selected here. We can configure the default column display for any View by selecting the view name, making changes, and saving them. These views correspond to those appearing
on the View menu: Default view... ... Indicators Panel... ... Major Incidents... ... Mobile, Portal, Self Service, and so on. Individual users can still personalize the list columns to display the fields they want, as we did earlier. Import allows you to insert new records or
update existing records in a list... ... using data from a Microsoft Excel file. And with Export, you can save all currently displayed records and columns in several formats... ... like Excel, CSV or PDF. Update Selected allows you to update one or
more fields on multiple records at a time. First you need to select the records, like this. It works the same way as update all records. For example, Bert is out on disability leave, so we need to reassign all of his incidents to someone else. This confirms that we want to update all the listed records. Now we just fill in the field or fields we
want to change... ...and click Update. Right-clicking any value in the list opens the list fields context menu, which varies by table. Here, we’ll just cover these items, which
appear on the field context menu for most tables. Additional options appear for certain record
types and user roles. For example, Assign to me assigns a record—such as an incident, problem, or change—to the logged-in user. See the product documentation for details
about these options. We’ve already seen how these first two items
filter the list by the value we clicked. The next two items copy the record’s URL
or sys_id, respectively, to the clipboard. The sys_id is useful to identify the record, for example, to make certain REST API calls to the instance. Assign Tag allows you to create a new tag
or assign an existing one to the record. Users can filter records by tags... ... and the system administrator can configure notifications to be sent out when records with specific tags are updated. Now let’s look at other ways to act on list records. We can preview a record, in this case an incident,
by clicking its reference icon. Clicking a linked item in a list opens that record. For example, clicking the record number opens the incident… …Clicking a user name opens the user record… …And clicking an assignment group opens the group record. If it’s enabled... ... the list editor allows us to edit field values in a list without opening a form... ... by double-clicking beside the value to be changed. We won’t go into detail about the list editor
here... ... but it’s enabled by default for most tables. It can be configured by users with the admin role, and it supports editing multiple records at a time. The activity stream icon appears in the list
title bar for all tables that track activity... ... for example, the Incident, Problem, and Change tables. Clicking this icon displays a real-time, sequential
account of activities for the currently listed records. By clicking an entry in the main list stream,
we can view the activity stream for that record. You can also perform actions on list items
by selecting all currently displayed records… …or a subset of them… …And then selecting the action from this list. For more information, please see our product
documentation, knowledge base, or podcast. Or ask a question in the ServiceNow Community.
