PDF CSA Study Guide

In ServiceNow, reports can be created from multiple locations within the platform. Reports provide insights into data stored within the system and help visualize trends, patterns, and key performance indicators (KPIs). The two correct locations from which reports can be created are:

ServiceNow allows users to create a report directly from a list view.

This feature is useful when working with records in a table, as it enables quick reporting based on the visible columns.

To generate a report from a list view:

Navigate to a list view (e.g., Incidents, Requests, etc.).

Click on acolumn headingto access the context menu.

SelectBar Chart, Pie Chart, or other visualization optionsto generate an instant report.

If needed, refine the report using the reporting interface.

TheView / Run moduleis the primary location for creating and managing reports in ServiceNow.

It allows users tocreate new reports, modify existing reports, and run pre-built reports.

Users can access theReport Designerfrom this module, where they can configure:

Data sources (tables)

Report type (bar chart, pie chart, trend, etc.)

Filters and conditions

Visualization settings

To access it:

Navigate toReports > View / Runin the Application Navigator.

ClickCreate a Reportto start building a new report.

1. List Column Heading (Correct)2. View / Run Module (Correct)Why the Other Options Are Incorrect:B. Metrics module (Incorrect)

TheMetrics modulein ServiceNow is used to track and measure the performance of records over time, but it isnot used to create reports.

Metrics focus on data such astime to resolution, SLA compliance, and process efficiency, but reporting is handled separately in the Reports module.

C. Statistics module (Incorrect)

ServiceNow does not have a dedicatedStatistics modulefor report creation.

While reports can generate statistical insights, this is done within theView / Run moduleand not a standalone "Statistics module."

InServiceNow, theLoad Data and Transform Mapprocess is used toimport data from external sources(e.g., CSV, Excel, XML) into the ServiceNow platform. TheMapping Assisttool is a feature within this process that helps administrators visually map fields between thesource data(imported file) and thetarget tablein ServiceNow.

Load Data:

Data is imported from an external source (e.g., CSV file, Excel spreadsheet, XML data).

The imported data is temporarily stored in astaging table(Import Set Table).

Transform Map:

ATransform Mapdefines how fields in the import set should be mapped to the target table in ServiceNow.

It allows datatransformation, filtering, and scriptingduring the import process.

Mapping Assist:

Mapping Assistis avisual toolthat helps administrators easily map fields between the import set and the target table.

It provides adrag-and-drop interfaceto connect fields.

Helps preventerrors in field mapping, ensuring data integrity.

Understanding the Load Data and Transform Map Process

Why Answer "D" is Correct:✔️"Mapping fields using a Field Map."

TheField Mapis created in theTransform Mapto define how fields from the import set match fields in the target table.

Mapping Assistis used tovisually linkthese fields, making it easier to set up the transformation process.

Why the Other Answers Are Incorrect:A. "Mapping fields using the Import Log."

Incorrectbecause theImport Logtracks the progress of an import job but does not provide field mapping.

The Import Log is used fortroubleshooting errors, not for mapping fields.

B. "Mapping fields using Transform History."

IncorrectbecauseTransform Historytracks past transformations and changes made during imports, but it isnot used for mapping fields.

It is used forauditing and debugging transformations, not field mapping.

C. "Mapping fields using an SLA."

IncorrectbecauseSLAs (Service Level Agreements)are used for tracking and enforcing deadlines on tasks,not for data mapping.

SLAs have no role in theLoad Data and Transform Mapprocess.

ServiceNow CSA Study Guide – Import Sets & Data Transformation

ServiceNow Docs: Transform Maps & Field Mapping(ServiceNow Documentation)

ServiceNow Docs: Mapping Assist Feature

References from the Certified System Administrator (CSA) Documentation:

InServiceNow, knowledge articles within aKnowledge Base (KB)aregrouped by categoriesto help users easily find and navigate relevant information.

Hierarchical Structure:

Categories can haveparent-child relationships, allowing forsubcategories.

Example:

Key Features of Knowledge Article Categorization:nginx

CopyEdit

ITSupport

├── Hardware

│ ├── Laptops

│ ├── Printers

├── Software

│ ├── Windows

│ ├── MacOS

Improved Search & Filtering:

Users can filter knowledge articlesby categoryin the Service Portal, Knowledge Management homepage, or in the Global Search.

Permissions & Visibility Control:

Categories can havespecific user criteriato restrict access to certain articles based on roles or groups.

Article Organization & Management:

Knowledge managers canreassign articlesto different categories if needed.

Knowledge Base (KB) articlesare always assigned to acategoryfor structured organization.

Without categories, articles would be unstructured and difficult to locate.

Knowledge Management Overview

Knowledge Management in ServiceNow

Creating and Managing Knowledge Categories

Knowledge Base Categories

Why the Answer is True?References from ServiceNow CSA Documentation:Final Verification:Answer is 100% correct and aligned with official ServiceNow Certified System Administrator (CSA) documentation.

In ServiceNow,User Criteriadefine conditions that determinewhich userscancreate, read, write, and retireknowledge articles in aKnowledge Base (KB). User Criteria help enforceaccess controland ensure that only authorized users can interact with specific knowledge bases.

Control who canread, contribute, edit, or retireknowledge articles.

Based onroles, groups, departments, locations, or custom conditions.

Applied at theKnowledge Base level, affecting all articles within that KB.

Can be combined using"Must match all"or"Match any"logic.

Example 1: Restricting Read Access

A knowledge base for IT Support should be accessibleonly to IT employees.

User Criteria:Department = IT, OR Role = itil

Only IT employees or ITIL users can read articles in this KB.

Example 2: Controlling Who Can Contribute

OnlyHR staffshould be allowed to create or update HR-related knowledge articles.

User Criteria:Group = HR Team, OR Role = knowledge_manager

Only HR Team members and Knowledge Managers can contribute.

User Criteriais the official term in ServiceNow for defining access control conditions for knowledge articles.

It allows precise control over who canread, create, write, or retirearticles.

It is a feature within theKnowledge Management application.

A. User Conditions – Incorrect

No such concept exists in ServiceNow. User Criteria, not "User Conditions," determine knowledge article access.

B. User Info – Incorrect

"User Info" refers to details stored in thesys_usertable (e.g., name, email) but does not define knowledge permissions.

D. User Permissions – Incorrect

While permissions exist in ServiceNow (via roles and ACLs),User Criteriaspecifically manageKnowledge Baseaccess.

ServiceNow Docs: User Criteria for Knowledge Management

ServiceNow CSA Study Guide – Knowledge Management Permissions

ServiceNow Product Documentation: Configuring Knowledge Base Access

Key Features of User Criteria:Examples of User Criteria:Why "C. User Criteria" is the Correct Answer?Explanation of Incorrect Options:References from Certified System Administrator (CSA) Documentation: