Configure Applications for Business Flashcards by Karo Lina

Instance landing page

May vary depending on the user’s roles

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The Workspace landing page

Is accessed by ckliking on the Workspace menu and selecting the appriopriate workspace

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Landing page

is a entry point into the SNow platform

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When does the Workspace menu option not display?

When Workspaces are not configured

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A list displays:

a set of records from a table within the content frame

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Earch row in a list represents:

One records

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Each column in a list represents:

One field

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Personalized lists are visible:

Only to the logged-in user

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In Classic Environment what do you use to see all lists of applications and modules?

The All menu

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In Workspace, what groups records?

List categories (appear in list pane) - they do not retrieve records when you click on them

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What retrieves records in List Panel in a Workspace?

Filtered lists (UX Lists)

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Does clicking on a List Category retrieve records?

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When creating a List Category you must:

Add List filters, or the category does not appear

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What are 3 context (control) menus in the Classic List?

List Controls Menu
Column Options Menu
Record Context menu (righ-click on a row’s cell to open)

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How can you access context menus?

By clicking the list controls menu icon, or by right-clicking the list header or column header

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How are Context/Control Menus also called?

Additional Actions

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What is a filter?

A filter is a set of conditions applied to a table list to islolate a subset of the data

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What are the 3 components of a fiilter?

Field
Operator
Value

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Can you add filters to your favorites?

Yes, by clicking List Controls icon and selecting “Create Favorite”

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Where are the filters conditions applied summarized?

In the breadcrumbs

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How to access saved filters?

In the Filters via List Context Menu

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What are the operators for Text values?

is, is not, contains, is one of, starts with, ends with

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What are the operators for Numeric values?

is, is not, greater than, less than, greater than or is, less than or is

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What are the operators for Date values?

on, before, after, between, is more than, is less than

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List Editor allows:

A field to be edited in a list without opening a record

Can List Editor be disabled in some tables?

Yes, by the sys admin

What is a view?

A view is a version of a list or form that defines which fields appear and in what order

What does not change for different list viewes?

The number of records displayed for the table

A list that is displayed to the user for the first time will be sorted by one of the following:

1. Order field (if present) 2. Number field 3. Name field

What role do you have to have to be able to add/remove fields from a list or change the columns order for all users?

1. Admin 2. personalize_list

What does a list collector?

To add, remove or hide fields from a view or change column order

What can you use if a field is not available on a given record?

Dot-walk technique

Where do you navigate to change the list view settings?

Column options menu > Configure > List Layout

How can you add a list to the applications menu?

All > Application Menu

How can you show or hide fields or change the order of the columns only for the logged-in user?

Via Personalize List (gear) icon in the list header.

Personalization (for the logged in user) should be a permanent or temporary situation?

Temporary

What are the ways in which you can view and navigate lists from Workspace landing page?

1.Grid mode 2. List mode 3. Open List in New Tab

What do context menus do?

Provide different levels of controls for a given list view

What options do Context Menus provide in Workspaces?

1. Grab icon (drag and drop columns) 2. More options menu 3. More UI Actions menu (Filter Out, Show matching) 4. Adjust column width

Are the components for filter conditions the same in Workspaces as in the Classic Environment?

Yes

What do you need to do to filter records and sanve filters in Workspace?

1. Show/hide filter icon 2. Click Advanced view to name and save filter and set permissions

How can you edit data in the Workspace?

1. open Preview icon 2. Click Update on a record 3. To update multiple records, click boxes to the left of the records and click Edit 4. Double-click a field to edit a single record

What do you need to set to true to enable List Editor?

glide.lists.inline_editing_enabled

To add/remove columns or change its order in a Workspace you need one of the following role:

- admin - personalize_list

What do you need to add a new Category and UX list to a Workspace?

A UI Builder

What steps do you need to take to configure Categories and UX lists in UI Builder?

1. Configure List Category 2. Configure a (UX) List and add to Category 3. Make List visible (establish audience, list applicability, link List audience to list applicability)

How to configure List Categories using UI Builder?

1. Select List from the Page Options menu 2. Select List nav from the Content panel 3. Select configuration in the Configuration panel 4. Scroll down to UX List menu Configurations 5. Click New, complete form and Submit

What must be defined in the UI Builder to make a list accessible?

1. Audience (collection of users based on various criteria) 2. List Applicability (Links a list to an Audience)

Where in Workspaces would you find go to personalize a list for the logged-in user?

List Actions

Where can you find the UI Builder?

All > Now Experience Framework > UI Builder

Where would you go to link a List Applicability to an Audience?

M2M Applicability

How can you differently name Related Links?

UI Actions

Where can you search records in the entire Instance?

Via Global Text Search

What does a form configuration involve?

Changing the form layout and related list layout

What do System Admins use to configure forms?

1. Form Layout 2. Form Design

How does the Application Scope picker look?

It is a globe icon in the banner

What do you use to add, remove or reorder fields?

List Collector

What represent green items in a List Collector with a + sign?

Related tables

How many characters can a single-line text field have?

254 characters

How displays a field with 255 or more characters?

As multi-line text field

What do related lists show?

Records in tables that have a relationship to the current record

Where can you find related lists?

As tabs at the bottom of the form view

How can you can reorganize Related Lists?

Using the list collector interface from Form Context Menu > Configure > Related Lists

How can you disable personalizing form for the itil role?

Navigate to sys_properties.list and set the glide.ui.personalize_form.role Value to admin

To personalize a form view in a Workspace you need to:

1. Click Details tab 2. Click the Jump to section navigation icon 3. Select Personalize Form 4. Select columns and reorder and Update Form

What are the Form Design sections?

1. page header 2. Section 3. Form Layout 4. Section 5. Field Navigator 6. Formatters

What is used to break up the form and group information together?

Sections

What are the fields represented by a cell on the Form Design form?

1. Handle icon 2. Settings icon 3. Remove icon 4. Field label 5. Section 6. Field label is red-only

What is a formatter?

A formatter is an element used to display information that is not a field on the record.

What are some of the formatters examples?

- Activity Stream - Process flow - Parent breadcrumbs - Approval summarizer - CI relations

Does adding fields to an existing record form update the form used to create a new record?

No, it is a separate form (Create new form)

Can you add fields to a form from Classic Environment via Form Layout?

Yes

What is a choice list?

It is a type of field that lets the user select from a pre-defined set of choices

What types of fields can be dependent on another field on the same tabe?

1. Choice fieds 2. Reference fields

How can a field make another dependent?

By limiting their available values

To add an item to the Choice List you need to navigate to:

1. Desired list and open a record, right-click on a choice field and select Show Choice List. Click New, complete form, Submit 2. Open an incident record, rick-click on category or sub-category > Configure choices

Which field types displays as a check box on the form?

True/false

How can you identify a Choice field?

By a drop-down arrow

What are the 3 components of a filter?

1. Field 2. Operator 3. Value

What limits a field's available values?

Dependent field

How do you add a list category to a workspace list?

Through UI Builder

Configure Applications for Business Flashcards

(81 cards)