From the course: Getting Started with ServiceNow: Navigation, Task Management, and Data Visualizations

Working with ServiceNow forms - ServiceNow Tutorial

From the course: Getting Started with ServiceNow: Navigation, Task Management, and Data Visualizations

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Working with ServiceNow forms

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- Let's explore the world of ServiceNow forms, examining their layouts, fields, sections, and how to access them. A form is a content page with fields that display information from a record on a table. We have previously seen a list view of records in rows and columns. However, forms offer greater control and flexibility for viewing, editing and managing records than list views. You can access a form by opening a record from a list, clicking through a reference field, a direct link, or a global search. Let's check out the different form elements. The form header displays the forum's title and provides navigation tools and actions, related to the record, which we'll explore in a separate video. Some forms may show the record status, which indicates the progress in the lifecycle. You can see fields that allow you to store specific data in a record. ServiceNow supports a wide range of field types. Here are some common types. For example, color on the incident form is a reference field, which you can click through to open the user record. Impact is an integer field, where values are numbers. Short description is a string field that only allows free text. Watch list is a list type field that can have multiple references, or resolved is a date or time field you can set from a calendar widget. Fields can be mandatory, such as color, indicated by an asterisk readably like priority, which is grayed out, auto-populated, like the number field, dependent like the subcategory or hidden or invisible, like the on hold reasons, which is displayed when the state is on hold. As a fun fact, some fields give a hint when you point your mouse at them. Forms can have sections that contain a group of logically related fields. These sections are typically displayed as tabs on the forms, preventing users from scrolling through lengthy forms. Some forms include annotations, which are on-screen instructions that can be toggled on or off. They provide additional information and guidance to users. Forms can have related links that allow you to access additional functions. For example, you can view the service level agreement or the SLA timeline for a closed incident to see if it was assigned to and resolved in time. At the bottom of the form, you can find related lists that display records from other tables related to the current record, such as the SLA list for an incident. You may find other elements in some forms, such as checklists, embedded lists, and charts. The forms in the workspaces have a different look and feel. The information is displayed in tabs and side by side sections with features on the side pane, making it more user friendly. by showing everything in one place. You can quickly jump to different tabs and sections, collapse or expand sections, access similar form options, resize the panes, or hide the pane to have a wider view, use the menu for more actions and access the side pane, which provides a good range of features and capabilities. In the following videos, we'll explore some of these. So far, we've just scratched the surface of ServiceNow forums. Stay tuned for more.

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