Full Access ServiceNow CSA Tutorials

ABusiness Rulein ServiceNow is aserver-side scriptthat executes when records are inserted, updated, deleted, or queried in a specified table. Business Rules allow automation and customization of workflows by defining logic that runs under specific conditions.

Table (B) –Correct

ABusiness Rulemust be associated with aspecific tablewhere it will execute (e.g., Incident, Change, Task).

This determineswhich recordsthe rule applies to.

Script to Run (E) –Correct

A script must be provided when defining advanced logic in a Business Rule.

Business Rules useserver-side JavaScriptto perform various actions, such as setting field values, enforcing validation, or triggering workflows.

Timing (H) –Correct

The execution timing of a Business Rule determineswhenit runs relative to a database transaction.

Business Rules can run:

Before(before record is saved)

After(after record is saved)

Async(after the transaction completes)

Display(when a form loads)

Condition to Evaluate (I) –Correct

Conditions definewhen the Business Rule should executebased on specific criteria.

Example: A Business Rule might runonly when the priority is set to High.

A. UI Action(Incorrect)

UI Actions (buttons, links, context menus) are separate from Business Rules and are used for UI customization.

C. Fields to update(Incorrect)

While Business Rules can update fields,you do not specify "fields to update" as a required setting. Instead, updates are made via scripts within the rule.

D. Who can run(Incorrect)

Business Rulesalways run on the server-sideand do not require user-specific execution settings.

F. Application Scope(Incorrect)

Although Business Rules belong to an application scope, this isautomatically determinedbased on the current application.

G. Update Set(Incorrect)

Business Rules arecaptured in an Update Set, but this is not a configuration setting while creating the rule.

ServiceNow Business Rules

Creating Business

Key Elements to Specify When Creating a Business Rule:Incorrect Options:Official References from Certified System Administrator (CSA) Documentation:

InServiceNow, theSubmit buttonappears whencreating a new record, but it is not visible when editing an existing record. Instead, when editing an existing record, theUpdate buttonis used.

Creating a New Record:

When a user opens a form to create anew record, theSubmit button appears.

ClickingSubmitsaves the record and closes the form.

Example: When creating anew Incident, Change Request, or User record, the Submit button is visible.

Editing an Existing Record:

When a useropens an existing record, theUpdate button replaces the Submit button.

ClickingUpdatesaves the changes but does not create a new record.

Example: Editing anexisting Incident recorddoes not show a Submit button, only Update.

Changing a Reference Field in an Existing Record:

Updating areference field(like Assigned To or Caller) in an existing record does not trigger aSubmitbutton—onlyUpdateis available.

Saving an Old Record:

TheSavebutton may be available when a user makes changes but does not want to exit the form.

When Does the Submit Button Appear?When Does the Submit Button NOT Appear?Why Option B (When Creating a New Record) is Correct?The Submit button appears only when a new record is being created.

Why Other Options Are Incorrect?A. When saving an old record→ Incorrect

TheSave buttonappears when modifying an existing record but does not replaceSubmit.

C. When changing the reference field in an existing record→ Incorrect

Editing a reference field doesnotmake the Submit button appear. OnlyUpdateis available.

D. When updating an existing record→ Incorrect

TheUpdate buttonappears instead ofSubmitwhen modifying an existing record.

ServiceNow Docs – Forms and Form

ServiceNow Learning – Creating and Editing Records

ServiceNow Developer Portal – Understanding Form Actions (Submit vs. Update)

References from Certified System Administrator (CSA) Documentation:

Flow Designeris ano-code/low-codeautomation tool in ServiceNow that enables users toorchestrate business processes across different serviceswith minimal technical knowledge. It allowsnon-technical usersto build complex workflows using drag-and-drop functionality.

No-Code/Low-Code Automation

Users candesign, test, and managebusiness processeswithout coding skills.

Actions can be executedsequentially or conditionallybased on logic.

Integration with ServiceNow Applications

Flow Designer works withIntegrationHub, allowing ServiceNow to interact with external systems like Slack, Microsoft Teams, and Jira.

Trigger-Based Execution

Flows can be triggeredby conditions, schedules, or user actions.

Prebuilt Spokes & Actions

ServiceNow providesprebuilt "Spokes"with reusable actions that simplify workflow automation.

A. Flow Manager(Incorrect)

No such module called "Flow Manager" exists in ServiceNow.

C. Flow Editor(Incorrect)

The term "Flow Editor" is not used in ServiceNow; the correct name isFlow Designer.

D. Workflow Editor(Incorrect)

Workflow Editoris part of the olderLegacy Workflow Engine, which requires scripting and is not recommended for no-code automation.

E. Workflow Designer(Incorrect)

This is not an official ServiceNow tool; Flow Designer has replaced older workflow tools for modern automation needs.

Flow Designer

Building Flows in Flow

Key Features of Flow Designer:Explanation of Incorrect Options:Official References from Certified System Administrator (CSA) Documentation:

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:

Steps:

Open any list view (e.g., Incident, Change, or any table-based list).

Click thethree-line (hamburger) context menuon the top-left of the list.

SelectCreate Reportto 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.

Steps:

Apply the necessary filters to refine the list view.

Right-click on acolumn header(e.g., Priority, State, Category).

SelectCreate Reportfrom the context menu.

Configure the report visualization and save it if needed.

1. Using the Context Menu (Option C)2. Right-click on a Column Header (Option E)

Incorrect Answer Choices Explanation: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

TheFunnel iconis 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.

Creating Reports from List Views

ServiceNow KB Article: KB0014148

Official CSA Documentation Reference: