ServiceNow CSA - ServiceNow Certified System Administrator

InServiceNow,Tagsallow users to categorize and quickly find records without modifying the database structure. They act aslabelsthat can be applied to records dynamically.

To add aTagsuch as "Special Handling" to anIncident record, follow these steps:

Open the Incident recordin the platform.

Click the More options (.,.) iconin the top-right corner of the record.

Select"Add Tag."

Type"Special Handling"andpress Enterto apply the tag.

Once applied, the tag will appear in theTagsfield of the record, making it easier for users tosearch and filter incidentswith similar labels.

B. On the Special Handling field, check the boxIncorrect– There isno standard "Special Handling" fieldin the Incident table that acts as a tag.

If such a field exists, it would be acustom fieldand not related toTagsfunctionality.

C. On the Tag field, select Special Handling from the choice listIncorrect– Tags arenot stored in a field with a choice list.

Tags areuser-defined labelsthat can be dynamically added using the "More options" menu.

D. Click on the Context menu, select Add Tag, type Special Handling, press EnterIncorrect– TheContext Menu(right-click menu) doesnot provide an option to add a Tag.

Tags are added using theMore options (.,.) icon, not the Context Menu.

Incorrect Answer Choices Analysis:

ServiceNow Docs – Using Tags📖How to Use Tags

ServiceNow Docs – Searching Records with Tags📖Search and Filter with Tags

Official ServiceNow Documentation References:

Conclusion:The correct answer is:

A. Click on the More options (.,.) icon, click Add Tag, type Special Handling, press Enter.

This is thestandard way to add a Tagin ServiceNow without modifying any database fields.

In ServiceNow,Templatesare used to quickly populate fields in a form with pre-defined values, improving efficiency and consistency.

C. Stamp

TheStamp icon(🖂) on the form header provides access toTemplate features.

Clicking this icon allows users to applypre-configured templatesto quickly fill out form fields.

Users can also create, manage, and applypersonalorglobal templatesfrom this menu.

Example Usage:

AService Desk Agentapplying an "Urgent Incident" template to auto-fill priority, assignment group, and category fields.

A. Paper Clip

ThePaper Clipicon is used forattaching filesto a record, not for templates.

B. More Options (…)

TheMore Optionsmenu provides additional record actions, but templates are accessed through theStampicon.

D. Context Menu

TheContext Menu(right-click or three-line menu) provides form options but doesnotdirectly access templates.

In ServiceNow, when a user wants topersonalize the layout of the columnsin arelated list, they need to click theGear icon (⚙️).

Navigate to a record that contains arelated list.

Look at the top-right corner of the related list for theGear icon.

Click theGear iconto open the "Personalize List Columns" interface.

From there, the user canadd, remove, or rearrange columnsin the related list.

A. Magnifier– A magnifying glass is typically used forsearch functionsbut not for column customization.

B. Context Menu– The context menu (right-click) providesother actionsbut does not allow column layout changes.

C. Pencil– A pencil icon typically representseditingbut not column layout customization.

ServiceNow Personalizing List Views

ServiceNow CSA Training Module:"Personalizing Lists and Forms"

How It Works:Why Other Answers Are Incorrect:References from Certified System Administrator (CSA) Official Documentation:

InServiceNow, thetable configuration pageallows administrators tomodify table settings, fields, relationships, and properties.

To access this page from aform view, you must use theForm Context Menu (☰in the top-left corner of the form)and navigate to:

👉Configure > Table

This willopen the Table Configuration Page, where you can:

View and edittable properties.

Managefields, relationships, and indexing.

Configuresecurity settings (ACLs)for the table.

Open a record in a form view(e.g., a Catalog Task form).

Click the Form Context menu(☰at the top-left).

Select "Configure"from the dropdown.

Click "Table"to access theTable Configuration Page.

Step-by-Step Navigation:

Why "Configure > Table" is the Correct Answer?Directly accesses the table's configuration page

Allows modification of table-level settings

Best practice method for modifying table properties

A. The Form Context menu > View > TableIncorrect– There is no"View > Table"option in the context menu.

C. The Form Context menu > Configure > DictionaryIncorrect– The"Dictionary"option allowsediting individual field propertiesbutnot the entire table configuration.

D. The Form Context menu > View > Show TableIncorrect– No such"Show Table"option exists in theForm Context Menu.

Incorrect Answer Choices Analysis:

ServiceNow Docs – Configuring Tables📖Table Administration

ServiceNow Docs – Modifying Table Properties📖Configuring a Table

Official ServiceNow Documentation References:

Conclusion:The correct answer is:

B. The Form Context menu > Configure > Table

This is the correctnavigation pathto access thetable configuration pagefrom a form in ServiceNow.

In ServiceNow,a role is a collection of permissionsthat control what actions a user can perform and what data they can access within the system.

Roles are used togrant access to applications, modules, and records, and they are assigned to users based on their job functions. Users can have multiple roles, which collectively define their permissions.

For example:

Theadminrole provides full system access.

Theitilrole allows access to Incident and Change Management.

Thecatalog_adminrole grants permissions to manage Service Catalog items.

B. A set of user access policies→ Incorrect, because user access policies are more granular security rules, whereas a role is a broader concept grouping multiple permissions.

C. A Persona in a workflow→ Incorrect, because a role is not the same as a persona in a workflow; personas are more conceptual.

D. A set of access control rules→ Incorrect, becauseroles do not define access control rules directly; they are usedwithin ACLs (Access Control Lists)to determine access permissions.

To allow a new employee to work ontasks assigned to the Network and Hardware groups, they must have:

A User Account(sys_user) created in ServiceNow.

Group Membershipin both theNetworkandHardwaregroups.

E. Create User Account

Every user needs anaccount in ServiceNowbefore they can be assigned work.

C. Add User Account to Network Group

Membership in theNetwork groupallows the user to be assignedNetwork-related tasks.

F. Add User Account to Hardware Group

Membership in theHardware groupallows the user to work onHardware-related tasks.

A. Add User Account to itil group

While theitilrole grants access to ITSM functions, itdoes not automatically provide assignment rightsto the Network and Hardware groups.

B. Add User Account to ACL

Access Control Lists (ACLs)definepermissions, butgroup membership is requiredto receive assignments.

D. Add User Account to IT Knowledgebase

The IT Knowledge Base only grantsknowledge article access, not task assignments.

Natural Language Query (NLQ)in ServiceNow allows users tofilter a list by typing a natural language phrase, making it easier to search and retrieve data without manually building filters.

For example, users can type:

➡️"Show me all open incidents assigned to John Doe"

➡️"Incidents created this week"

The platforminterprets the phraseand automaticallyapplies the correct filterto the list.

A. Automatically select a filter, based on keywords–NLQ does not automatically select filters based on keywords; instead, itprocesses full phrasesinto a filter.

C. Predict the filter desired by the user–NLQ does not predict filters but rather converts typed queries into list filters.

D. Speak to the condition builder–NLQ does not interact with the condition builder directly; it translates text queries into filters.

E. Set list filter, using audible commands–NLQ does not supportvoicecommands, onlytypedqueries.

In ServiceNow, theActivitysection on a task record provides areal-time log of all recent updates, including field changes, comments, and system-generated events.

Displays achronological historyof changes made to a record.

IncludesWork Notes,Additional Comments, andField Changes.

Showswho made the changeandwhen it occurred.

Can befilteredto show only specific types of updates (e.g., comments, field changes).

A. Timeline →Incorrect

There is no standard "Timeline" section on a task record.

Visual Task Boards (VTBs)have timelines, but task records useActivity.

B. Journal →Incorrect

ServiceNowdoes nothave a "Journal" section for task records.

Journal fields(e.g., "Additional Comments" and "Work Notes") store specific updates, butActivityprovides the full record history.

C. Audit Log →Incorrect

TheAudit Log (sys_audit table)tracks changes but is not displayed directly on task records.

Admins need tomanually querytheAudit Logfor historical changes.

Activity Stream Overview

Understanding Journal Fields

Key Features of the Activity Section:Why Other Options Are Incorrect?Official ServiceNow Documentation Reference:

InServiceNow Knowledge Management, articles are typicallyrestrictedto specific users or roles. However,if you want an article to be accessible without requiring login, you must enable thePublic setting.

Navigate toKnowledge Base Settings.

Enable thePubliccheckbox.

Save the changes.

The article is nowviewable by anyone, even without logging into ServiceNow.

A. The View All setting

No such setting exists for public access in ServiceNow.

B. The Allow role

"Allow roles" restricts accessto specific roles, but does not make the article public.

C. The ESS role

TheESS (Employee Self-Service) roleallows accessto logged-in users, not public users.

TheSystem Administrator (admin)role is the most powerful and common role in ServiceNow, providing access to nearly all platform features, functions, and data. Users with this role have full control over system configurations, user management, security settings, application access, and more.

Full system accessto all applications, modules, tables, and records.

Ability toconfigure and customizethe platform.

Create, update, and deleterecords in any table.

Manage roles and users, including assigning roles to others.

Configure Access Control Rules (ACLs)to define security policies.

A. Security Admin [security_admin]→ Incorrect. Thesecurity_adminrole is primarily for managing security settings and access control rules. While powerful, it does not inherently provide access to all platform functions like theadminrole does.

B. Sys Admin [sys_admin]→ Incorrect. There isno such role as "sys_admin"in ServiceNow. The correct role isadmin.

C. Admin [sn_admin]→ Incorrect.sn_adminis not a standard ServiceNow role. The official role is simplyadmin.

E. Base Admin [base_admin]→ Incorrect. This is not a standard role in ServiceNow.