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Which one of the following statements is true about Column Context Menus?
Column Context Menus in ServiceNow provide options for interacting with list columns in a table. These menus allow users to customize list views, generate quick reports, export data, and configure list settings.
When users right-click on a column header in a list view, they see a context menu with several actions. The correct answer, Option A, correctly describes these capabilities.
Key Features of Column Context Menus:
Create Quick Reports
Users can generate bar charts, pie charts, or other visual reports based on column data.
Example: Right-clicking on the 'State' column in an Incidents list allows users to create a report showing the count of incidents per state.
Configure the List
Users can modify the list layout, display additional columns, or customize fields.
Options include Personalize List, Show / Hide Columns, and Sort features.
Export Data
Data can be exported in various formats, such as Excel, CSV, PDF, or XML.
Example: Exporting all incidents assigned to a particular group.
Why the Other Options Are Incorrect:
B. It displays actions related to filtering options, assigning tags, and search (Incorrect)
Filtering options are part of the Filter Navigator and List Context Menu, not the Column Context Menu.
Assigning tags and performing searches happen within the list view but are not primary functions of the Column Context Menu.
C. It displays actions related to viewing and filtering the entire list (Incorrect)
While column menus allow sorting and filtering, filtering the entire list is mainly done via the List Context Menu (right-clicking the entire list or using the filter option at the top).
D. It displays actions such as view form, view related task, and add relationship (Incorrect)
Viewing forms, related tasks, and adding relationships are functions available when interacting with record-level actions (right-clicking a row), not a column.
These actions are available via the List Context Menu or Related Lists, not the Column Context Menu.
Example of Using a Column Context Menu in ServiceNow:
Navigate to Incident > All.
Right-click on the Priority column header.
A menu appears with options such as:
Sort (Ascending/Descending)
Group By This Field
Create Report
Export Data
Configure List Layout
ServiceNow Documentation: Working with Lists
ServiceNow Docs: List and Column Context Menus
ServiceNow Learning: List Management and Customization
A user wants to create a set of filter conditions, where they want to show records which satisfy two conditions:
Incidents where the state is Closed
Incidents where Assignment Group is Network
After clicking the Funnel icon, what should the user do?
In ServiceNow, when applying filters, the Funnel icon opens the condition builder, allowing users to set criteria for displaying records.
Understanding the requirement:
The user wants to see Incidents where the state is Closed OR Incidents where the Assignment Group is Network.
The key word here is OR, meaning records satisfying either condition should be displayed.
Steps to apply this filter in ServiceNow:
Click the Funnel icon to open the condition builder.
Define the first condition Select State = Closed.
Click the OR button (since we want records meeting either condition).
Define the second condition Select Assignment Group = Network.
Press Enter to apply the filter.
Why is the Correct Answer 'C'?
Since the user wants either condition to be true, OR is the correct logical operator.
Pressing Enter after defining the second condition executes the filter.
Why Not the Other Options?
A . Define the first condition; click AND button; define second condition; click Run: Incorrect because AND would require both conditions to be true simultaneously, which is not what the user wants.
B . Define the first condition; click AND button; define second condition; press enter: Same issue as option A---AND will narrow the results instead of expanding them.
D . Define the first condition; click > icon on breadcrumb, define second condition; click Run: The breadcrumb navigation is used to modify filters after applying them, not to create them initially.
E . Define the first condition; click > icon on breadcrumb, define second condition; press enter: Same issue as option D---breadcrumb navigation is for modifying, not for initial filter creation.
Reference from the Certified System Administrator (CSA) Official Documentation:
Using Filters and Condition Builder in ServiceNow: ServiceNow Docs
ServiceNow Querying and Filtering Best Practices
Using OR ensures both conditions are considered independently, displaying incidents that are either Closed or assigned to Network.
What is a quick way to create a report from a list view?
In ServiceNow, users can quickly generate a report from a list view without needing to navigate to the Reports module. The two main ways to do this are:
1. Using the Context Menu (Option C)
Steps:
Open any list view (e.g., Incident, Change, or any table-based list).
Click the three-line (hamburger) context menu on the top-left of the list.
Select Create Report to generate a basic report based on the current list view.
Modify report settings (e.g., visualization type, filters, groupings).
Save the report for future reference.
2. Right-click on a Column Header (Option E)
Steps:
Apply the necessary filters to refine the list view.
Right-click on a column header (e.g., Priority, State, Category).
Select Create Report from the context menu.
Configure the report visualization and save it if needed.
Incorrect Answer Choices
A. Click on filter breadcrumb, drag and drop on the Report > Create New module
There is no such drag-and-drop functionality for report creation in ServiceNow.
B. Click Funnel, define filter conditions, click Create Report
The Funnel icon is used to filter list views but does not directly generate reports.
D. Apply filter, right-click on column header, select Bar Chart
There is no direct 'Bar Chart' option available when right-clicking on a column header.
Official CSA Documentation Reference:
Creating Reports from List Views
ServiceNow KB Article: KB0014148
Roles can inherit permissions from other roles. Which role inherits all of the permissions of the catalog role and the user_critena_admm role plus has permissions to create Items and Services?
The Catalog Admin [catalog_admin] role:
Inherits permissions from both: catalog role (Basic Service Catalog access) user_criteria_admin role (User Criteria management)
Has additional permissions to: Create and manage Catalog Items and Services Configure Catalog Categories, Order Guides, and Variables
Why the Other Options Are Incorrect?
A . Item Admin [sn_item_admin] Incorrect
This role does not inherit user_criteria_admin permissions.
It is specific to managing Catalog Items but does not have full Catalog Admin permissions.
B . Sys Admin [sys_admin] Incorrect
The sys_admin role has full system access but is not Service Catalog-specific.
D . Catalog Author [sn_catalog_write] Incorrect
The Catalog Author role can edit catalog items but cannot create new ones.
Official ServiceNow Documentation Reference:
ServiceNow Catalog Roles
You are looking at a list of Active incidents. You want to exclude incidents with the state of Resolved. How might you do that?
In ServiceNow, when viewing a list view, you can easily filter out specific values by right-clicking on the field value and selecting 'Filter Out'. This action dynamically updates the filter to exclude records with that value.
Steps to Exclude Incidents with the State 'Resolved':
Navigate to the Incident List.
Locate a record with State = Resolved.
Right-click on the 'Resolved' value in the State column.
Select 'Filter Out' from the context menu.
The list automatically refreshes, showing only incidents excluding 'Resolved'.
Why Other Answers Are Incorrect:
A . On the list of records, locate the right-click on the Resolved value, select Exclude.
'Exclude' is not an option in the ServiceNow list filter menu. The correct option is 'Filter Out'.
B . Click Funnel icon, click AND, Select Resolved, is Not State click Run.
The funnel icon opens the filter panel, but this answer is unnecessarily complex. Right-clicking and filtering out is faster.
C . On state column title, right-click, select Filter Out > Resolved.
You cannot right-click the column title to filter out a specific value; you must right-click on a specific field value.
D . On Search, select State, type not Resolved, press enter.
The correct syntax in the filter bar is 'State != Resolved', but right-clicking is a more user-friendly method.
Reference from Certified System Administrator (CSA) Official Documentation:
ServiceNow Filtering and List Views
ServiceNow CSA Training Module: 'Working with Lists and Filters'
