Creating a New List View in ServiceNow: A Comprehensive Guide

ServiceNow is a powerful tool used by numerous organizations to streamline and automate their business processes. One of its key features is the ability to create highly customized dashboards and views for efficient data management. If you are looking to create a new list view in ServiceNow, this article will guide you through the process step-by-step. We will cover both list view and form layout configurations to give you a comprehensive understanding of how to tailor your ServiceNow environment to your needs.

Understanding List Views and Form Layouts in ServiceNow

List views and form layouts are two essential components of ServiceNow that allow users to customize their experience and streamline their workflows. A list view provides a means to display and manage records in a structured format, while a form layout is used for managing the presentation of records in a more detailed and interactive manner.

Creating a List View in ServiceNow

To start creating a new list view in ServiceNow, you need to follow a series of steps to ensure that your view is tailored to meet your specific requirements. Here’s how you can do it:

Right-click on the Header: Navigate to the module you want to create a list view for. Right-click on the header of the navigation pane to access the options. Select Configure List Layout: This option allows you to customize the structure and display of the list view. Selecting this will open the List Layout configuration page. Open the List Layout: On the configuration page, you can select the fields you want to display in the list view. You can also choose the order and format of these fields to suit your needs.

Note: When creating a view specifically for a form, you can also open the context menu by selecting a record and right-clicking on the header. However, this option is more relevant for form layouts.

Creating a Form Layout in ServiceNow

Form layouts are crucial for managing detailed information about individual records. Here’s how to create a new form layout:

Open a Record: Navigate to the record you want to customize. This could be a specific incident, change request, or any other type of record within ServiceNow. Right-click on the Header: Access the context menu by right-clicking on the header. Select Configure Form Layout: This option allows you to tailor the form's appearance and functionality to better suit your workflow. Customize the Form Layout: You can add, remove, or rearrange fields as needed. You can also set default field values, configure validation rules, and attach scripts for complex actions.

Tips and Best Practices for Customizing List Views and Form Layouts in ServiceNow

To make the most of your ServiceNow environment, consider these tips and best practices:

Keep it User-Friendly: Ensure that your views and forms are easy to use and navigate. Avoid clutter and focus on the fields that are most relevant to your users. Utilize Field Appends: Use field appends to display additional information within a field. This can make the view more informative without cluttering the layout. Use Conditional Formatting: Implement conditional formatting to highlight certain fields based on their values. This can make critical information stand out more easily. Regular Updates: Regularly update your views and forms to reflect changes in your business processes and user needs. Test Thoroughly: Before deploying any changes, thoroughly test your views and forms to ensure they function as intended.

Conclusion

Creating a new list view or form layout in ServiceNow is a powerful way to tailor your environment to better suit your organization's needs. By understanding the steps involved and following best practices, you can create highly functional and user-friendly views and forms. Whether you are a ServiceNow administrator or a user, taking the time to customize your environment will enhance your productivity and streamline your workflows.

Frequently Asked Questions (FAQs)

What is the difference between a list view and a form layout in ServiceNow?

A list view in ServiceNow is used to display and manage records in a structured format, typically displaying various fields and attributes. A form layout, on the other hand, is used to manage the presentation and detailed form of individual records, allowing for more customized and interactive views.

Can I create both a list view and a form layout for the same record type?

Yes, you can create both a list view and a form layout for the same record type in ServiceNow. This allows you to provide different views and layouts based on the context or the specific user's needs.

How can I ensure that my new list view or form layout is user-friendly?

To make your views and forms user-friendly, keep them simple and focused on the most relevant information. Use field appends and conditional formatting effectively, and ensure that the layout is easy to navigate.

Contact Us

If you have any questions or need further assistance with creating a new list view or form layout in ServiceNow, feel free to reach out to our support team. We are here to help you make the most of your ServiceNow environment.