CSA Questions and Answers

Scripts that run in thebrowser (client-side)help controlUI behavior, form validation, and field interactionsin real-time without needing a server request.

Types of Client-Side Scripts in ServiceNow:Client Scripts

Run directly in the user's browser.

Used for form validation, auto-populating fields, or UI interactions.

Example:

javascript

CopyEdit

functiononLoad() {

g_form.setValue('priority','2');

}

UI Policies

Controlfield visibility, mandatory status, and read-only statedynamically.

Example: Ifcategory = Hardware, makeSerial Number field mandatory.

B. Access Control Scripts →Incorrect

Access Control Lists (ACLs)runserver-side, not in the browser.

C. Script Includes →Incorrect

Script Includesrunserver-sideand are used for reusable functions and API logic.

D. Business Rules →Incorrect

Business Rulesalso run on theserver, not in the browser.

Why Other Options Are Incorrect?

Client Scripts Overview

UI Policies in ServiceNow

Official ServiceNow Documentation Reference:

When designing Service Catalog items,Variable Setsallow you toreuse common fields across multiple catalog items.

Instead ofcreating the same four fields(Requested for, Requested by, Approving manager, Delivery instructions)80 times,

You candefine them once in a Variable Setand apply it to all catalog items.

Best Approach (Correct Answer: A)Advantages of Using a Variable Set:Reusability– The same Variable Set can be added to multiple catalog items.

Consistency– Ensures the four mandatory fields are always included.

Easier Maintenance– Changes to these fields only need to be made inone place.

B. Create a Record Producer that contains the four fields →Incorrect

ARecord Produceris used to create records in a specific table (e.g., Incident, Request, Change).

It isnot designed for defining reusable fieldsacross multiple catalog items.

C. Create a Flow Designer Action with Variable Set Data Pill →Incorrect

Flow Designeris for process automation, not fordefining form variables.

It does not allow you to create reusable fields for catalog item forms.

D. Create an Order Guide and hide variables as needed →Incorrect

Order Guidesare used for ordering multiple catalog items together.

They do not provide a structured way to manage common fields across different catalog items.

E. Create a Variable Set Template →Incorrect

There is no concept of a"Variable Set Template"in ServiceNow.

Variable Setsthemselves act as templates.

Why Other Options Are Incorrect?

Using Variable Sets in Service Catalog

Building Service Catalog Forms

Official ServiceNow Documentation Reference:

Dot Walkingis a ServiceNow feature that allows you to access and includedata from related tableswhen creating reports, conditions, scripts, and business rules.

When working with records, each table has fields that may reference another table (e.g., anIncidentrecord has an"Opened by"field that references theUsertable).

Dot Walkingallows you to traverse these relationships by using adot (.) notationto pull in data from related tables.

Example: If you want toinclude the email address of the user who created an incident, you can reference it as:

How Dot Walking Works:CopyEdit

incident.opened_by.email

This is useful forreportingwhen you need to include data from multiple related tables without needing custom joins.

A. SQL→ Incorrect. ServiceNow does not use direct SQL queries for reports. It relies on GlideRecord and Dot Walking instead.

C. Outer Join→ Incorrect. ServiceNow does not provide traditional SQL joins for reports. Instead, it usesDot Walking and Database Views.

D. Joins→ Incorrect. While Database Views allow for joins,Dot Walking is the primary method used to include related table data in reports.

In ServiceNow,UI Actionsare used toadd buttons, links, and context menu itemson forms and lists to enhance user interaction.

UI Actions provide interactive elementssuch asbuttons, links, and context menu optionson forms and lists.

UI Actions allow execution ofserver-side and client-side scripts, includingGlideAjax and GlideRecordcalls.

They can be configured to execute underspecific conditions, such asuser roles, field values, or record states.

Examples of UI Actions include:

Submit, Update, and Deletebuttons on forms.

Custom action buttonssuch as "Escalate Incident" or "Resolve Task".

List context menu itemssuch as "Approve" or "Reject" for workflow items.

A. UI Policies:Used fordynamically showing, hiding, or making fields mandatory, butnot for adding buttons or links.

B. UI Settings:No such module in ServiceNow.

D. UI Config:Not a valid option; UI Actions, not "UI Config," control buttons and menus.

UI Actions Overview:ServiceNow Docs

Configuring UI Actions for Forms and Lists

Why is the Correct Answer "UI Actions"?Why Not the Other Options?References from the Certified System Administrator (CSA) Official Documentation:By usingUI Actions, developers canenhance the user experienceby providing interactivebuttons and menu optionsin ServiceNow.

The primary operations performed on tables inServiceNowfollow theCRUDmodel:

Create (C)– Adding a new record to a table.

Read (R)– Viewing or retrieving a record from a table.

Write (W)– Editing or updating an existing record.

Delete (D)– Removing a record from a table.

These operations are fundamental todatabase managementand align with ServiceNow’sAccess Control Rules (ACLs), which enforce security permissions for each operation.

A. Create, Rate, Update, DeleteIncorrect– "Rate" is not a standard database operation.

B. Create, Read, Upload, DeleteIncorrect– "Upload" is not a standard database operation.

D. Capture, Rate, Write, DevelopIncorrect– None of these terms (except "Write") relate to database operations.

Incorrect Answer Choices Analysis:

ServiceNow Docs – CRUD Operations in Tables????Tables and CRUD Operations

ServiceNow Docs – Access Control Rules????ServiceNow ACLs for CRUD

Official ServiceNow Documentation References:

InServiceNow Service Catalog, approvals forcatalog item requestsare handled through workflows. Since the approval policy is based on thetotal cost of a request, it is managed within theService Catalog Request workflow.

C. Service Catalog Request

This workflowhandles approvals for catalog item requests, includingpurchase approvals.

Since the policy change involvesadjusting an approval threshold, this workflow needs to be updated.

The approval logic is likely configured in aconditional activity (if total cost > $3,100, require approval), which must be modified to$3,150.

A. Services Approval Processing

Not a standard ServiceNow workflowfor managing purchase approvals.

Service approvals are typically handled within theService Catalog Requestworkflow.

B. 6 Services Catalog Item Request

Likely acustom workflow, but not adefault ServiceNow workflowfor purchase approvals.

D. Purchasing Process Flow

There isno default "Purchasing Process Flow"in ServiceNow.

Theapproval workflow for purchasesis managed withinService Catalog Request workflows.

Performance Analytics (PA) is the best solution for the manager's requirements because it provides:

Snapshot of Sales Performance Data– PA allows the creation of historical and real-time dashboards to track sales performance against targets.

Trend Analysis Over Time– With PA, historical data is captured and can be visualized in trend reports, showing patterns over time.

Forecasting Capabilities– PA includes predictive intelligence that can project future trends based on past performance, helping managers make data-driven decisions.

A. Scheduled Reports, a custom snapshot table, and a Trend report– While reports and snapshots provide historical data, they do not offer forecasting capabilities.

B. Scheduled Reports and Excel– Excel is static and does not provide built-in forecasting or trend analysis.

C. Scheduled Reports, a custom snapshot table, and a Projection report– This approach is manual and lacks the dynamic analytics that PA provides.

E. Key Performance Indicators (KPIs)– KPIs track metrics but do not inherently provide trend analysis or forecasting.

In ServiceNow, when importing data from an external source (e.g., CSV, Excel, or an external database), the records first go into astaging areabefore being transformed and inserted into their final destination table.

TheImport Set Row Table(sys_import_set_row) is where records are temporarily stored during an import.

This table holds raw data from theImport Set Table (sys_import_set), allowing transformation and validation before writing to the target table.

Load Data→ Records are loaded into theImport Set Row Table (sys_import_set_row).

Transform Data→ ATransform Mapprocesses and moves data to the target table.

Clean Up→ Processed records are removed from thestaging tableafter transformation.

A. Transform Table →Incorrect

No such table called"Transform Table"exists in ServiceNow.

Transformation happens viaTransform Maps, not a separate table.

B. Staging Table →Incorrect

The term"staging table"is a general concept but not an actual table name in ServiceNow.

D. Temp Table →Incorrect

ServiceNow does not use a"Temp Table"for imports.

Temporary data is held insys_import_set_row, not a table named "Temp Table."

Import Sets Overview

Understanding Import Set Row Table

The Correct Table: Import Set Row TableImport Process Flow:Why Other Options Are Incorrect?Official ServiceNow Documentation Reference:

InServiceNow, aMany-to-Many (M2M) relationshipexists whenrecords in one tablecan be associated withmultiple records in another table, and vice versa.

A classic example of anM2M relationshipis:

✔Vendors can sell multiple products

✔Products can be sold by multiple vendors

Vendors oftensell multiple productsacross different categories.

A single product can beavailable from multiple vendors.

This requires anintermediary (join) tableto track the many-to-many relationship.

A. Requests & Items

Incorrectbecause eachRequest (REQ#)can havemultiple requested items (RITM#), but anitem does not belong to multiple requests. This is aone-to-many (1:M) relationship.

C. Tasks & Workflows

Incorrectbecause workflows are associatedat an individual task level, and while multiple workflows may be involved, they do not create a trueM2M relationship.

D. Configuration Items & Classes

Incorrectbecause a Configuration Item (CI)belongs to only one class, making this aone-to-many relationship, not M2M.

In ServiceNow,rolesdetermine what users can see and do within the platform.

The IT useronly sees the Self-Service homepageinstead of the full ServiceNow interface, including task records.

This suggests that their accountdoes not have the necessary role(s) to access task records.

Issue:Why the Correct Answers?D. Their user account does not have the itil role

Theitil roleis required to work with ITSM task records (e.g., Incidents, Problems, Changes).

Without this role, usersonly have access to the Self-Service portal.

E. Their user account does not belong to any groups, which contain the itil role

Even if a user is not directly assigned theitil role, they can inherit itthrough a group membership.

If theiruser account is not part of an ITSM-related groupthat has theitil role, they will not be able to access tasks.

A. Their user account failed LDAP authentication →Incorrect

If LDAP authentication failed, the userwould not be able to log in at all.

In this case, theyare logged in but only see Self-Service, meaning authentication is not the issue.

B. Their user account is not logged in properly →Incorrect

If the login was incorrect, they would belogged out or receive an error message.

The issue here isa lack of permissions, not a login failure.

C. Their user account was not approved by their manager →Incorrect

Manager approval is not required for standard ITSM roles and access.

Why Other Options Are Incorrect?

User Roles in ServiceNow

Assigning Roles and Group Memberships

Official ServiceNow Documentation Reference:

ATransform Mapin ServiceNow is used to define howimported datafrom external sources (such as CSV files, Excel sheets, or third-party integrations) is mapped into thetarget tablewithin the platform.

They allowadministratorsto definefield mappingsbetween theimport set tableand thetarget table.

Can includefield transformations, such as converting data formats or merging values.

Supportscriptedtransformations usingonBefore and onAfter scripts.

A. Field Transform– No such module exists in ServiceNow. Transform Maps handle field transformations.

C. Schema Map– The Schema Mapvisualizestable relationships but doesnothandle data imports.

D. Import Map– This isnot a valid ServiceNow module. The correct term isTransform Map.

ServiceNow Transform Maps Documentation

ServiceNow CSA Training Module:"Importing Data and Transform Maps"

Key Features of Transform Maps:Why Other Answers Are Incorrect:References from Certified System Administrator (CSA) Official Documentation:

TheAutomated Test Framework (ATF)is thebuilt-in testing frameworkin ServiceNow used totest applications, including Server-side scripts and logic.

Enablesautomated testing of ServiceNow applicationswithout manual effort.

Can testserver-sidescripts (e.g., Business Rules, Script Includes, and Workflows).

SupportsUI testingfor forms, lists, and portals.

Reduces testing time and enhancesrelease reliability.

ServiceNow is alow-code/no-codeplatform, so ATF provides aplatform-specifictesting tool.

ATF allowstest creation without coding, making it easy for administrators and developers to use.

Integrates with Continuous Integration (CI/CD) pipelinesto ensuresmooth updates.

Key Features of ATF:Why ATF is Used for Testing ServiceNow Applications?

A. Selenium →Incorrect

Seleniumis used forweb UI automation, but it isnot built into ServiceNow.

ATF is thepreferredtesting framework for ServiceNow applications.

B. Test Driven Framework (TDF) →Incorrect

No such frameworkcalled "Test Driven Framework" in ServiceNow.

TDD (Test-Driven Development)is asoftware development methodology, not a testing tool.

C. JUnit →Incorrect

JUnit is a Java-based testing frameworkused for Java applications.

ServiceNow scripts useJavaScript, not Java.

Why Other Options Are Incorrect?

Automated Test Framework (ATF)

Official ServiceNow Documentation Reference:

When importing data into ServiceNow via anImport Set, the system determines whether to update existing records or create new ones based on theCoalescefield setting.

If noCoalesce Fieldis defined,ServiceNow treats every imported row as a new record.

The import process doesnotcheck for existing records, meaning no records in the target table are updated.

This can result induplicate entriesif the imported data includes records that already exist in the target table.

ACoalesce Fieldis used tomatchincoming data to existing records.

If a matching record is found, it is updated instead of inserting a new one.

If no matching record is found, a new record is created.

Behavior When No Coalesce Field is Specified:How Coalescing Works:Incorrect Answers Explanation:A.All rows are rejected from the import, as coalesce field is required

This is incorrect because the import does not require a coalesce field to proceed. The system will still import all rows.C.Duplicate rows are rejected from the import

Without a coalesce field, duplicates arenotrejected. Instead, every row is inserted as a new record, even if it already exists in the target table.D.All rows are treated as new records, but errors will be flagged in the import log

Errors are only flagged in cases ofdata mismatches, validation failures, or incorrect mappings, not just because coalescing is missing.

ServiceNow Documentation→ "Importing Data - Coalescing Best Practices"

ServiceNow Import Set Documentation→ "Understanding Import Set Behavior Without Coalescing"

References from Certified System Administrator (CSA) Documentation:

InServiceNow Knowledge Management,User Criteriais used to control access toknowledge bases (KBs)andarticlesbased on user attributes such ascompany, department, group, and roles.

Understanding the Given Criteria:Criteria

Value

Companies

ACME North America

Department

HR

Groups

ACME Manager

Match All

Yes

TheMatch All: Yessetting means thatonly users who meet ALL the specified criteriawill have access.

Who Gets Access?Users must be:

Amember of the ACME Manager group

Part of the HR department

An employee of ACME North America

B. Employees of ACME North America, who are members of HR Department or the ACME Manager group →Incorrect

The"OR" conditionis incorrect becauseMatch All: Yesrequires users to meetALL conditions.

C. Users which are members of either ACME North America, or HR Department, or ACME Manager Group →Incorrect

Again,Match All: Yesmeans usersmust meet all criteria, not just one.

D. Member of the ACME Manager group, and HR department, regardless of geography →Incorrect

Company (ACME North America) is part of the criteria, so itcannot be ignored.

Why Other Options Are Incorrect?

User Criteria for Knowledge Bases

Managing Knowledge Base Access

Official ServiceNow Documentation Reference:

InVisualization Designer, used in thePerformance Analytics and Reportingspace of ServiceNow, the"Preview"button is used to execute the current visualization setup and show how the filters and conditions apply to your data. This allows the report builder to validate the design without finalizing or publishing it.

Try: Not an available action in Visualization Designer.

Execute: More related to scripting or automation contexts.

Run: Used in reports or scripts but not the specific action in Visualization Designer.

TheCI Dependency View Mapin ServiceNow is a graphical representation of therelationshipsanddependenciesbetween Configuration Items (CIs) within theConfiguration Management Database (CMDB). Right-clicking on a CI in the Dependency View provides additional options for analyzing its impact and history.

A. View Affected CIs

Shows all CIsimpactedby the selected CI.

Example: If adatabase servergoes down, this option lists all applications and services affected.

B. View Related Tasks

Displays tasks (e.g.,Incidents, Changes, Problems) associated with the selected CI.

Example: Viewing allopen Incidentsrelated to aserver CI.

C. View Recent Outages

Showsrecently reported outageslinked to the selected CI.

Useful for analyzing recurring issues or identifying historical failures.

D. View Cases

Casesare used inCustomer Service Management (CSM), not in CMDB CI dependency maps.

E. View Knowledge

WhileKnowledge Articlesmay reference a CI, this is not an option in theCI Dependency View Map.

In ServiceNow, users canself-assigntasks directly from theList Viewwithout opening the record. This improves efficiency by allowing users toquickly take ownershipof unassigned tasks.

C. Select the record using the check box then select the Assign To Me UI action on the List Header

Users can selectone or multiple recordsusing thecheckboxand then click the"Assign to Me"action in the list header.

This is useful forbulk assignmentwhen multiple tasks need to be assigned at once.

D. Right-click on the Task number and select the Assign to me option in the menu

Right-clickingon theTask Numberopens acontext menuwith the"Assign to me"option.

This is a quick way to take ownership of a taskwithout opening the record.

A. Select the record using the check box, then select the Person icon

There isno "Person icon"in theList Viewfor task assignment.

B. Double-click on the Assigned to value, type the name of the user, and select the green check

Inline editing (double-clicking)on the Assigned to field only worksif the field is editable, but it’s not the preferred way to self-assign a task.

E. Select the Task number, and select the Assign to me UI action on the form

This requiresopening the record, while the question specifically asks forlist view actions.

Access Control Rules (ACLs)in ServiceNow define security rules thatcontrol user permissionsforviewing, creating, updating, and deletingrecords in the system. These rules ensure that users can onlysee and interact with the data they are authorized to access.

D. Access Control Rules

ACLsdefine security restrictionsat thefield, table, and record level.

These rules useconditions, scripts, and role-based permissionsto enforce security.

Example: A user with theitilrole may view incidents, but only users with theadminrole can delete them.

A. Role Assignment Rules

ServiceNowassigns roles to users, butroles alone do not define security rules.

ACLs controlwhat users can do, whilerolesonly grant potential access.

B. CRUD Rules

CRUD (Create, Read, Update, Delete)definespermission types, butnot security rules.

ACLs enforce CRUD operations based on roles and conditions.

C. Scripted User Rules

No such term as"Scripted User Rules"in ServiceNow security.

Possibly confused withScripted ACLs, which are part of Access Control Rules.

E. User Authentication Rules

Authentication rules controluser login mechanisms(LDAP, SSO, OAuth) but donot define access to data.

ACLs managedata security, while authentication ensuresusers are who they claim to be.

In ServiceNow,High Security Settingsrequireelevating privilegesto make changes. Administrators need toelevate to the security_admin roleto access and modify sensitive settings.

A. Select Elevate Roles

Admins must go toUser Menu (top-right corner) > Elevate Roles.

Selectsecurity_admin, then clickOKto temporarily gainelevated privileges.

This allows access toHigh Security Settings, including ACLs and security configurations.

B. Add security_admin role to your user account

Only anexisting admin with security_admincan grant this role.

Even if a user hassecurity_admin, they still need toelevateto access high-security settings.

C. Impersonate Security Admin

Impersonation does not work for security_admin.

Users mustelevatetheir own privileges instead.

D. Use System Administrator < Elevate Roles module

There isno module named "Elevate Roles"under System Administrator.

Elevation is done via theUser Menu (top-right corner of ServiceNow UI).

Assigning work tasks to aGroupinstead of anindividualoffers flexibility, better workload management, and ensures tasks are handled efficiently.

Group members can choose their tasks from "My Groups Work"

The"My Groups Work"module in ServiceNow allows group members to see all unassigned tasks for their group and take ownership of available tasks.

This is particularly useful when multiple team members share responsibility for completing tasks.

Groups can assign tasks to users based on on-call schedules

ServiceNow’sOn-Call Schedulingfeature allows automatic assignment of tasks to available members based on a predefined schedule.

This ensures that work is distributed fairly among team members who are on shift.

Site support members can pick tasks, based on Location

Tasks can be assigned dynamically based on thelocation of the request.

This is particularly useful for IT support teams, field service teams, and facilities management teams, where physical presence is required to complete a task.

Groups can assign tasks to users based on skills

UsingSkill-Based Routing, ServiceNow can match tasks to users who have the right skills for the job.

For example, if a request requires expertise in "Windows Server Management," the system will assign it to a group member with that skill.

E. Group members can avoid tasks that are nearing SLA breach

This is incorrect because ServiceNowprioritizes SLA breachesand usually escalates such tasks rather than allowing users to avoid them.

F. Groups can assign tasks to users based on availability

WhileOn-Call Schedulingcan assign tasks based on availability, ServiceNow doesnotautomatically assign tasks dynamically based on real-time availability. Availability tracking isnota standard assignment mechanism in ServiceNow unless customized.

ServiceNow Product Documentation→ "Assigning Tasks to Groups"

ServiceNow Product Documentation→ "On-Call Scheduling"

ServiceNow Product Documentation→ "Skill-Based Routing"

Benefits of Assigning Tasks to a Group:Incorrect Answers Explanation:References from Certified System Administrator (CSA) Documentation:

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.

Detailed Explanation:

To assign a task to themselves, users in ServiceNow can:

Option A:Use the check box to select the record, then click the Person icon to assign it.

Option B:Select the Task number and use theAssign to meUI action available on the form. These methods provide quick ways for users to take ownership of tasks directly from the list view. (Reference: ServiceNow Documentation - Task Assignment and List Actions)

In ServiceNow,data policiesenforce rules to ensure data consistency and integrity across the platform. They can be applied at both theserver-sideandclient-side, even outside the standard UI (such as data imports and APIs).

Incident numbers should be read-only on all lists and forms, for all users.

Data policies can enforce field read-only rules globally.

TheIncident number (Number field) is typically auto-generatedand should not be editable by users. A data policy can ensure it remains read-only across all interfaces.

Short Description field should be mandatory, on all records, across all applications, on insert.

Data policies can make a field mandatory across the system, not just on specific forms.

UnlikeUI policies(which work only in forms), adata policy ensures this rule applies even during imports and API updates.

B. Dictionary Design Policy– No such policy exists in ServiceNow.

C. Data Quality Policy– This isnot a defined policy typein ServiceNow.

D. Field Criteria Policy– Not a recognized policy type in ServiceNow.

ServiceNow Data Policies Overview

ServiceNow CSA Training Module:"Data Policies vs. UI Policies – When to Use Each"

How Data Policies Apply to This Scenario:Why Other Answers Are Incorrect:References from Certified System Administrator (CSA) Official Documentation:

InServiceNow Flow Designer, aflowis an automated process that consists of actions, conditions, and triggers.Two key componentsdetermine when a flow should run:

Trigger

Defineswhenthe flow should execute.

Examples:

When arecord is created/updated/deleted.

When anAPI call is received.

On ascheduled basis.

Condition

Specifiesadditional criteriathat must be met for the flow to proceed.

Examples:

If thepriority is High.

If thestatus is Resolved.

Aflowis designed tosend an email notificationwhen ahigh-priority incident is assigned.

Trigger:"Incident table → When a record is updated."

Condition:"Priority = High AND State = Assigned."

A. Trigger and Condition Pill

No such term as "Condition Pill"exists in Flow Designer.

B. Scope and Trigger Condition

"Scope" defines theapplication boundary, not when a flow runs.

D. Trigger Criteria and Clock

"Clock" is not usedfor defining flow execution.

E. Condition and Table

Atable does not define when a flow runs; it only stores records.

InServiceNow Access Control Lists (ACLs), rules can be applied atdifferent levels:

Table-level– Applies to all fields and records in a table.

Field-level– Applies to specific fields within a table.

To create an ACL rule that applies toall rows and all fieldsof theIncident table, the correctobject nameis:

➡incident.*

incident.*–Grants or restricts access toall fields and recordsin theIncident table.

incident.number– Restricts access to the"Number" fieldin the Incident table.

incident.short_description– Controls access to the"Short Description" fieldonly.

B.incident.all

No such ACL naming convention exists in ServiceNow.

C.incident.!

This is not a valid ACL syntax in ServiceNow.

D.incident.None

This is not a recognized ACL format in ServiceNow.

In ServiceNow, aTaskis a fundamental record type that represents work that needs to be completed. Tasks can be assigned to users or groups, tracked through various states, and eventually marked asclosedwhen the work is completed.

Event (A)refers to a system-generated log of an occurrence (e.g., an email sent or a user action), but it is not a record that moves through states like a task.

Report (B)is used for analyzing and visualizing data but does not track work progress.

Flow (D)refers toFlow Designer flows, which automate processes but are not individual work items themselves.

Tasks are widely used across ServiceNow applications, such asIncident Management, Change Management, and Service Requests, to track and manage work.

????Reference:ServiceNow Platform Fundamentals – Task Management Concepts

InServiceNow Access Control Rules (ACLs), if an administrator wants to grant access toall rows and all fieldsof a custom table (e.g.,customertable) to specific roles (customer_table_adminandcustomer_table_user), they should create an ACL rule using theformat:

➡️tablename.*

For theCustomer Table, the correct ACL format is:

➡️customer.*

This rule allows bothcustomer_table_adminandcustomer_table_userfull accessto all fields and records in thecustomertable.

A. customer.all

Incorrect syntax; ServiceNow does not use.allin ACL rules.

C. customer.field

This would applyonly to a specific field, not all rows and fields.

D. customer.none

No such ACL naming convention exists in ServiceNow.

InServiceNow,Access Control Rules (ACLs)determine whether auser can access a specific record, table, or field.

When evaluatingtable ACLs, ServiceNow follows aspecific-to-generalapproach:

First, it checks the most specific ACL (Table ACL)

Example: If the table isincident, ServiceNow first checks ACLs forincident.

Then, it checks the Parent Table ACL(if the table is inherited)

Example: Sinceincidentextendstask, it will check ACLs fortask.

Finally, it checks the Wildcard ACL (*ACL)

If no specific or parent table ACL is matched, ServiceNow checks for awildcard ACL(*.read,*.write, etc.).

Specific Table ACL(e.g.,incident.read)

Parent Table ACL(e.g.,task.read)

Wildcard ACL(e.g.,*.read)

Order of ACL Evaluation:Thisensures granular access control, giving priority tomore specific rules before applying broader permissions.

*A. Specific to general: Table.Field ACL, Parent Table.Field ACL, .Field ACLIncorrect– Field ACLs are evaluatedaftertable ACLs. This option confuses table and field evaluation.

B. Bottom to top: Table ACL, Table.Field ACL, Parent Table.Field ACLIncorrect– The correct order isTable ACL → Parent Table ACL → Wildcard ACL, not Table.Field ACL order.

C. General to specific: Table ACL, Table.Field ACL, Parent Table, Field ACLIncorrect– ServiceNow appliesspecific ACLs first, not general ones.

D. Top to bottom: Wildcard Table ACL, Parent Table ACL, Table ACLIncorrect– Wildcard ACLs are evaluatedlast, not first.

Incorrect Answer Choices Analysis:

ServiceNow Docs – Access Control Evaluation Order????Access Control Rules

ServiceNow Community – ACL Best Practices????Understanding ACL Processing

Official ServiceNow Documentation References:

When an item isordered from the Service Catalog, two main records are created in ServiceNow:

sc_req_item(Requested Item - RITM)

Representseach individual itemin the order.

Tracks the approval process, fulfillment, and delivery for that specific item.

sc_task(Service Catalog Task - SCTASK)

Used toassign workto different fulfillment teams (e.g., IT, HR).

A singlesc_req_itemmay generate multiplesc_taskrecords.

A user orders aMacBook Profrom the Service Catalog.

ARequest (REQ#)is created.

ARequested Item (RITM#)is generated to track the MacBook order.

One or moreService Catalog Tasks (SCTASK#)are created for fulfillment (e.g., Procurement, Shipping).

C. A change record

Change records (chg_request) are created only if thecatalog item is linked to Change Management, which is not always the case.

D. An Incident record

Incidents (incident) are created forissues or break/fix cases, not for service requests.

E. A problem record

Problem records (problem) are used forroot cause analysis, not service catalog requests.

InServiceNow, theStamp icon (????)in theForm Headeris used to accessForm Templates.Templatesallow users to quickly populate fields in a form withpredefined values, improving efficiency and consistency.

Open arecord form(e.g., Incident, Change, or Request form).

Click theStamp (????) iconin the form header.

Select atemplatefrom the list.

The form fields will bepre-filledwith the template’s values.

A. Paperclip

ThePaperclip iconis used toattach filesto a record, not access templates.

B. Pages

NoPages iconis used for templates in ServiceNow.

D. More Options{...}

TheMore Options menuprovides access to additionalrecord actions, but templates are accessed using theStamp icon.

Importing data into ServiceNow involves usingImport Sets, which act astemporary staging tablesbefore transferring data to the target table. The correct sequence of steps is as follows:

Load the Data

Upload data from an external source (CSV, Excel, XML, JDBC, or API).

The data is stored in anImport Set table(temporary staging table).

Create Transform Map

ATransform Mapdefineshowdata from the Import Set should be mapped to thetarget table(e.g.,incident,cmdb_ci).

Example:Mapping "Full Name" in Import Set → "User Name" in sys_user table.

Transform Data

Executes theTransform Map, moving data from the Import Set into the target table.

Anydata conversion rules or business logic(such as field mapping, script processing) are applied.

Clean Up Import Table

After a successful import, thetemporary Import Set tablecan be deleted to free up space.

A. Select source file; Run automap; Transform data; Clean up target table

Automapis optional and does not apply in every scenario.

Cleaning up the target tableis incorrect—the cleanup applies to theImport Set table, not the target table.

B. Set up LDAP; Test map; Create update set; Run import; Apply update set

LDAP is foruser authentication, not for importing data.

Update Sets are used formoving configurations, notdata imports.

C. Identify source; Import transform map; Run transformer; Verify import

"Run transformer"is incorrect—the correct step is"Transform Data".

Importing does not require averification step; instead, data is reviewed usingTransform History.

InServiceNow, aUseris arecordstored in theUser [sys_user]table. This table contains details about every user in the system, including theirname, email, roles, department, and more.

Stores Core User Information

Each user inServiceNow is represented as a record in this table.

Standard fields include:

User ID

Name

Email

Roles

Department

Location

Supports Authentication and Permissions

Users areassigned roles and groups, which controlwhat they can accessin ServiceNow.

Authentication methods likeLDAP, SSO, OAuth, and Local Authenticationrely on this table.

Integrates with Other ServiceNow Modules

Users insys_userare referenced in various tables, such as:

sys_user_role(User Roles)

sys_user_group(User Groups)

sys_user_has_role(Mapping between Users and Roles)

Key Characteristics of the User [sys_user] Table:

A. A user is a record stored in the User Preference [sys_user_preference] tableIncorrect– Thesys_user_preferencetablestores user-specific preferences (e.g., UI settings, default views), not user records.

B. A User is a record stored in the Profile [sys_user_profile] tableIncorrect– There isno standard "sys_user_profile" tablein ServiceNow.

C. A user is a field in the LDAP integrationIncorrect– WhileLDAP can import users into ServiceNow,users themselves are stored in the sys_user table, not in an LDAP-specific field.

Incorrect Answer Choices Analysis:

ServiceNow Docs – User Administration????Managing Users in ServiceNow

ServiceNow Docs – User Table (sys_user)????sys_user Table Overview

Official ServiceNow Documentation References:

Conclusion:The correct answer is:

D. A user is a record stored in the User [sys_user] table

Alluser records in ServiceNow are stored in the sys_user table, making it the central repository foruser management, authentication, and access control.

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,Visual Task Boards (VTBs)provide aKanban-style interfaceto manage and track work. There arethree main typesof Visual Task Boards, but "Feature"is notone of them.

Freeform Board (Valid Type)

Manually created boards wherecards can be moved freelywithout predefined conditions.

Users canadd and organize tasks as needed.

Example: Personal task management.

Guided Board (Valid Type)

Createdfrom a list viewandlinked to a ServiceNow table(e.g., Incident, Change, Task).

Cards on the boardautomatically updatebased on conditions.

Example: Managing Incidents or Change Requests.

Flexible Board (Valid Type)

Similar toGuided Boards, but allows users tomanually reordertasks within lanes.

Offers moreflexibilitywhile still being linked to a data source.

Example: Sprint Planning or ITSM Workflows.

"Feature" is NOT a Visual Task Board type in ServiceNow.

ServiceNow does use the term"Feature"in Agile Development (for tracking high-level product functionalities), but it is not related to VTBs.

Types of Visual Task Boards in ServiceNow:Why is "Feature" Incorrect?

Why Other Options Are Correct?Guided, Flexible, and Freeformare thethree valid typesof Visual Task Boards in ServiceNow.

Visual Task Boards Overview

ServiceNow Visual Task Boards

Types of Visual Task Boards

Creating and Using VTBs

References from ServiceNow CSA Documentation:

InServiceNow, impersonation allows administrators toact as another userto troubleshoot, test permissions, or verify user experiences.

Tolog impersonation eventsin theSystem Log, the system property:

CopyEdit

glide.sys.log_impersonation

must beaddedand set totrue(true).

Key Features ofglide.sys.log_impersonation:Logswho impersonated whomin theSystem Log.

Capturestimestamp, user details, and session activity.

Helps withauditing and security compliance.

Navigate toSystem Definition > System Properties.

Search forglide.sys.log_impersonation.

If it doesn’t exist, create it:

Name:glide.sys.log_impersonation

Type:True/False

Value:true

Save the property and test impersonation.

How to Enable Impersonation Logging:

A. glide.user_setting →Incorrect

Not related to impersonation logging.

Deals withuser preferences and settings.

B. glide.sys.all_impersonation →Incorrect

No such property exists in ServiceNow.

D. glide.impersonation_setting →Incorrect

Incorrect property name; does not exist.

E. glide.sys.admin_login →Incorrect

Logsadmin logins, not impersonation events.

Why Other Options Are Incorrect?

Impersonating Users in ServiceNow

System Logs & Impersonation Tracking

Official ServiceNow Documentation Reference:

When an analyst needs to build a new report in ServiceNow, the best place to start isReports > Create New. This option provides a structured interface forselecting data sources, choosing visualization types, applying filters, and generating reports.

Steps to Create a New Report in ServiceNow:

Navigate toReports > Create New.

Select a data source (table) for the report.

Choose a report type (Bar Chart, List, Pie Chart, etc.).

Apply filters and groupings to refine the data.

Preview and save the report.

A. Report Dashboard > Create New– Dashboards display multiple reports but do not provide a direct interface for creating a new report.

B. Reports > Getting Started– This is ahelpful guide, but it is not where reports are created.

C. Performance Analytics > Reports– Performance Analytics focuses onadvanced trend analysis and KPIs, not general reporting.

D. Self-Service > Reports– This allows end-users toview and run reports, but it is not meant for creating new reports.

ServiceNow Reports and Dashboards

ServiceNow CSA Training Module:"Creating and Managing Reports in ServiceNow"

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

AnAccess Control rule (ACL)in ServiceNow defineswho can access dataandwhat actions they can performon that data. Each ACL consists of three primary components:

Object being secured– The specific table, field, or record that the rule applies to.

Operation– The type of action that is being secured (e.g., Read, Write, Create, Delete).

Permissions required– The conditions, roles, or scripts that determine whether access is granted.

ACLs evaluatewhether a user has permissionto access a specific table, field, or action.

Thesecurity rules are processed from most specific to least specific(e.g., field-level > table-level).

Permissions can be granted based onroles, conditions, or custom scriptsusing GlideSystem (gs).

A. Groups, Conditional Expressions, and Workflows(Incorrect)

ACLs do not manageworkflowsor directly control group assignments.

B. Table Schema, CRUD, and User Authentication(Incorrect)

CRUD (Create, Read, Update, Delete) permissions are controlled by ACLs, butUser Authenticationis managed separately through login policies (LDAP, SSO, etc.).

D. security_admin(Incorrect)

security_adminis aspecial elevated rolerequired to modify security settings, but it is not what an ACL specifies.

Access Control Rules Overview:https://docs.servicenow.com/en-US/bundle/utah-platform-security/page/administer/security/concept/access-control-rules.html

Configuring ACLs in ServiceNow:https://docs.servicenow.com/en-US/bundle/utah-platform-security/page/administer/security/task/t_CreateOrModifyAnAccessControl.html

How ACLs Work in ServiceNow:Explanation of Incorrect Options:Official References from Certified System Administrator (CSA) Documentation:

InServiceNow Knowledge Management, thepublishing and retiring process for knowledge articlesis managed throughWorkflows. These workflows define the steps an article must go through before it is published, updated, or retired.

Submission:

A user creates a knowledge article and submits it for approval.

Approval Process:

Based on the workflow, an article may require manager or SME (Subject Matter Expert) approval.

Publishing:

Once approved, the article ispublishedand made available in the Knowledge Base.

Updating & Versioning:

If edits are needed, the article enters adraft or reviewstate.

Retirement:

When an article is no longer needed, it follows the workflow toretire or archiveit.

Knowledge Approval Publish(requires approval before publishing)

Knowledge Instant Publish(automatically publishes the article)

Knowledge Retire(handles retiring or archiving articles)

A. Approval Policies(Incorrect)

ServiceNow does not use a separate "Approval Policy" for knowledge articles; approvals are managed within the workflow.

B. Approval Definitions(Incorrect)

There is no such specific feature in ServiceNow. Approvals are configured within workflows, not separate definitions.

C. Workflow Designer(Incorrect)

TheWorkflow Designeris a tool used tocreate workflows, but it does not control the publishing process directly. The workflows themselves do.

E. State Lifecycle(Incorrect)

While knowledge articleshave a lifecycle (Draft → Review → Published → Retired), this is controlledby workflows, not by an independent "State Lifecycle" feature.

Knowledge Workflows Overview:https://docs.servicenow.com/bundle/rome-servicenow-platform/page/product/knowledge-management/reference/r_KnowledgeWorkflows.html

ServiceNow Knowledge Management Process:https://docs.servicenow.com/en-US/bundle/utah-it-service-management/page/product/knowledge-management/concept/knowledge-management-overview.html

How Workflows Control Knowledge Article Publishing & Retiring:Common Knowledge Workflows in ServiceNow:Explanation of Incorrect Options:Official References from Certified System Administrator (CSA) Documentation:

InServiceNow, agroupis acollection of userswho share common responsibilities, such as handling incidents, approvals, or service requests.

Groups are stored in thesys_user_grouptable

Eachgroupis arecord in thesys_user_grouptable, which manages user access and permissions.

Example: The "Service Desk" group (sys_user_grouprecord) may contain multiple IT support users.

Groups are used for role assignments

Instead of assigning roles directly to users,roles are assigned to groupsfor easier access management.

Groups can be used for approvals and task assignments

Groups are often assigned to handleapproval workflows, incident resolution, and change management tasks.

A. A group is one record stored in the Group Type [sys_user_group_type] table(Incorrect)

Thesys_user_group_typetable is used for categorizing groups,not storing actual group records.

C. A group defines a set of users that share the same location(Incorrect)

Incorrect: Groups arenot location-based; they are used fortask assignments, approvals, and permissions.

D. A group defines a set of users that share the same job title(Incorrect)

Incorrect: Users with the same job titlemay belong to different groupsbased on their responsibilities.

Key Details About Groups in ServiceNow:Why Other Options Are Incorrect?

Groups in ServiceNow

Managing User Groups

User and Group Management

ServiceNow User and Group Administration

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

In ServiceNow, users can log into theService Portalusingcertificate-based authentication methods. The two commonly supported methods are:

ACACis a smart card issued by theU.S. Department of Defense (DoD).

It is used by military personnel, contractors, and government employees for secure authentication.

ServiceNow supportsCAC authenticationby integrating with external identity providers.

APIV cardis used byU.S. federal agenciesfor authentication.

It followsFederal Information Processing Standard (FIPS) 201for identity verification.

ServiceNow allows users to log in using PIV authentication, ensuringsecure accessto government and enterprise systems.

1. Common Access Card (CAC) – (Correct Answer)2. Personal Identity Verification (PIV) – (Correct Answer)

Both CAC and PIV are widely recognized certificate-based authentication methodsused in ServiceNow for secure user authentication.

They provide multi-factor authentication (MFA)and meet federal security standards.

Why "C. CAC" and "E. PIV" are the Correct Answers?

A. Extended Validation Access (EVA) – Incorrect

No such authentication method exists in ServiceNow.Extended Validation (EV) certificatesare used for website security, not user authentication.

B. Organization Verification Card (OVC) – Incorrect

Not a recognized ServiceNow authentication method.

D. Domain Authentication Card (DAC) – Incorrect

No such authentication method exists in ServiceNow.

Explanation of Incorrect Options:

ServiceNow Docs: Common Access Card (CAC) Authentication

ServiceNow Docs: Personal Identity Verification (PIV) Authentication

ServiceNow CSA Study Guide – Authentication Methods in ServiceNow

References from Certified System Administrator (CSA) Documentation:

In ServiceNow, when applying filters, theFunnel iconopens the condition builder, allowing users to set criteria for displaying records.

Understanding the requirement:

The user wants to seeIncidents where the state is ClosedORIncidents where the Assignment Group is Network.

The key word here isOR, meaning records satisfyingeithercondition should be displayed.

Steps to apply this filter in ServiceNow:

Click theFunnel iconto open the condition builder.

Define thefirst condition→ SelectState = Closed.

Click theORbutton (since we want records meeting either condition).

Define thesecond condition→ SelectAssignment Group = Network.

PressEnterto apply the filter.

Since the user wantseither condition to be true,ORis the correct logical operator.

PressingEnterafter defining the second conditionexecutes the filter.

A. Define the first condition; click AND button; define second condition; click Run:Incorrect becauseANDwould requireboth 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 willnarrow the resultsinstead ofexpanding them.

D. Define the first condition; click > icon on breadcrumb, define second condition; click Run:Thebreadcrumb navigationis used to modify filtersafter 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.

Using Filters and Condition Builder in ServiceNow:ServiceNow Docs

ServiceNow Querying and Filtering Best Practices

Why is the Correct Answer "C"?Why Not the Other Options?References from the Certified System Administrator (CSA) Official Documentation:UsingORensures both conditions are considered independently, displaying incidents that are eitherClosedor assigned toNetwork.

InServiceNow Flow Designer, adata pillrepresentsvariables, record fields, or outputs from previous stepsthat can be used dynamically in the flow.

Data pillsallow flow designers to referencerecord datawithout manually specifying table fields.

Dragging a data pillonto a flow step ensures that the correct values areautomatically mappedfrom the referenced record.

This is the recommended method for using record datawithin a flow.

Why is Option D Correct?

Why Are the Other Options Incorrect?A. Drag the table icon onto the flow definition

IncorrectbecauseFlow Designer does not use table iconsfor referencing records.

Instead, it utilizesdata pills and actionsto retrieve and manipulate record data.

B. Use the condition builder to specify the desired values

Incorrectbecause thecondition builderis used fordecision logic(e.g., If-Else conditions), not for referencing record data.

C. Specify the source table on the data pill related list

Incorrectbecause youcannot manually specifya table in a data pill.

Data pills areautomatically createdwhen an action retrieves data from a record.

E. Add the table reference using the slush bucket

Incorrectbecauseslush bucketsare used in ServiceNow for selecting multiple items (e.g., roles, groups),not for referencing record data in a flow.

ServiceNow Flow Designer - Using Data Pills

ServiceNow Flow Designer - Best Practices for Record Referencing

ServiceNow ITSM - Automating Workflows with Flow Designer

References to Official Certified System Administrator (CSA) Documentation:

BothUI PoliciesandData Policiesare used to enforce rules on data in ServiceNow, but they work differently in terms ofwhere and howthey apply.

Key Differences Between UI Policies and Data Policies:Feature

UI Policy

Data Policy

Scope

Worksonly on formsin the user interface (UI)

Works onall data entry methods, including forms, imports, and web services

Execution

Runsclient-sidein the browser

Runsserver-sideon the database

Purpose

Dynamicallyshow/hide, make fields mandatory, or read-onlyon forms

Enforcesmandatory and read-only fieldsat thedatabase level

Applies to

Userinteractions on forms

All data sources(Forms, Import Sets, Web Services, API)

Conversion

Can be converted into Data Policies

Cannot be converted into UI Policies

Why "B. Data Policies run regardless of how data is entered into ServiceNow, while UI Policies are used for form interactions" is Correct:Data Policies apply to all data entry methods, ensuring data integrity no matter how the data enters ServiceNow.

UI Policies only apply to the user interface (forms)and dynamically modify field behavior in real-time.

A. Data Policies run only after UI Policies run successfully→UI Policies and Data Policies work independently and do not depend on each other.

C. Data Policies can be converted into UI Policies, but UI Policies cannot be converted into Data Policies→The opposite is true: UI Policies can be converted into Data Policies, but not the other way around.

D. Data Policies run when data is entered through the form, by an Import Set, or by Web Services, while UI Policies are set only by web services→UI Policies arenot related to web services; they only apply to form interactions.

Why Other Options Are Incorrect:

ServiceNow Documentation:UI Policies vs. Data Policies

CSA Exam Guide:CoversUI Policies and Data Policies differencesin form and system-wide data enforcement.

Reference from CSA Documentation:Thus, the correct answer is:

B. Data Policies run regardless of how data is entered into ServiceNow, while UI Policies are used for form interactions

TheFlow Designermodule in ServiceNow is used to create and manageautomationsthat involve business logic such asapprovals, tasks, notifications, and integrations. It provides ano-code/low-codeenvironment where users can define automated workflows without needing to write scripts.

Automates Processes– Handles approvals, notifications, and task assignments.

No-Code Interface– Users can build workflows using adrag-and-dropinterface.

Replaces Legacy Workflows– Flow Designer is themodernalternative to Workflow Editor.

Integrates with Spokes– Can connect to other systems usingIntegration Hub.

Triggers– Define when a flow starts (e.g., record changes, schedules, API calls).

Actions– Define what happens (e.g., create a task, send an email, update a record).

Conditions– Add logic to control execution paths.

B. Process Automation > Flow Administration→ Used formanaging existing flows, not creating new ones.

C. Process Automation > Workflow Editor→ This is thelegacyworkflow automation tool, replaced by Flow Designer.

D. Process Automation > Process Flow→ No such module exists in ServiceNow.

E. Process Automation > Active Flows→ Displaysalready running flows, but does not allow new flow creation.

When youimpersonatea user in ServiceNow for testing, you temporarily assume their permissions and role-based access. Toreturn to your own user session, thebestway is toEnd Impersonation.

Click on theUser Menu (top right corner).

Select"End Impersonation".

You will immediately return to your original user session.

A. Turn your computer off and on again→ Unnecessary and does not affect session management.

B. Clear browser cache→ Cache clearing is not required; impersonation is session-based.

D. Log out and back in→ While this works, it isnot the bestmethod becauseEnd Impersonationis a faster and direct solution.

When usingHigh Security Settingsin ServiceNow, administrators often gaintemporary elevated privileges. To revert to normal security levels, they mustlog out and back into refresh their session.

High Security Settingsprovide elevated security configurations and mayoverride standard role-based access controls.

Logging outclears any temporary security settingsand restores normal administrator privileges.

This is therecommended practiceafter making security changes.

Why is Option B Correct?

Why Are the Other Options Incorrect?A. Select Normal role

Incorrectbecausethere is no "Normal" rolein ServiceNow.

C. Use System Administration > Normal Security module

Incorrectbecausethere is no "Normal Security" modulein ServiceNow.

D. Select Global Update Set

Incorrectbecause Update Sets controlcustomizations and configurations,not security settings.

E. End Impersonation

Incorrectbecause ending impersonation onlyswitches back to the admin accountif you were impersonating a user.

Itdoes not resetsecurity settings from High Security Mode.

ServiceNow CSA Guide - High Security Settings

ServiceNow Best Practices - Managing Security Configurations

References to Official 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 Buttonshttps://docs.servicenow.com

ServiceNow Learning – Creating and Editing Records

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

References from Certified System Administrator (CSA) Documentation:

When testing acatalog itemwith amanager approval flow, it's important to verify that the request submission, approval process, and workflow execution are working as expected. Following best practices ensures that the process functions correctly before deployment.

Why These Options Are Correct?A. Make sure the latest flows are activated.

ServiceNowflow designerallows admins to create and manageapproval flowsfor catalog items.

Before testing, it's crucial to verify that the latest version of the flow isactivated, ensuring that the system runs the correct approval logic.

C. Impersonate the requester to ensure the form works.

Impersonationallows administrators totest the user experiencewithout logging in as different users manually.

This is essential to verify thatnon-admin userscan correctlysubmit the requestand trigger the approval process.

D. Make sure the requester's user record has a manager specified.

Themanager approval flowrelies on the requester'sManagerfield in their user record.

If this field is empty, the approval requestwill not be sent to the correct manager, causing the workflow to fail.

Why the Other Options Are Incorrect?B. Use the instance Incognito setting to quickly toggle between requester and approver.

There isno "Incognito setting"in ServiceNow to toggle users.

Thecorrect methodis using theimpersonatefeature.

E. Create and select your Testing Update Set, before starting the test cases.

WhileUpdate Setstrack customizations, they arenot required for testinga catalog item’s approval workflow.

Update Sets are primarily used formigrating changesbetween instances (e.g., from Dev to Test).

F. Use your Admin account, so you can approve the items quickly.

Admin accountsoverride approval workflowsand do not provide an accurate test.

The correct method is toimpersonate the requester and approver roles separatelyto ensure the workflow works as expected.

ServiceNow Flow Designer - Approval Workflow Testing Best Practices

ServiceNow Impersonation Feature for User Testing

ServiceNow ITSM - Catalog Item Testing & Validation

References to Official Certified System Administrator (CSA) Documentation:

In ServiceNow,User Criteriais thebest methodfor controllingwho can see or request catalog items. To ensure that onlyHR Department Managerscan view the service catalog item, we need to applyUser Criteriaby adding theDepartment Manager group.

Navigate toService Catalog > Catalog Items.

Open the specific catalog item.

Scroll down to theAvailable Forsection.

ClickEditand selectUser Criteria.

Add theDepartment Manager group.

Save the changes.

Steps to Restrict Catalog Item Visibility Using User Criteria:????Effect:Only users in theDepartment Manager groupwill be able to see and request this catalog item.

Incorrect Answer Choices Explanation:A. Specify the Dept_Mgr role on the catalog content block

Rolescontrol system permissions but are not used tofilter visibilityof catalog items.

C. Add the Department Manager group to the catalog item’s ACL

Access Control Lists (ACLs)restrict who canmodifya catalog item but do not control visibility.

D. Only publish the item in the HR service catalog

Publishing an item in a specificcatalogdoes not restrict access to a specificuser group.

E. Use a Dept_Mgr ACL on the HR service catalog

ACLs arenot the correct approachfor managing catalog item visibility;User Criteriais the best practice.

ServiceNow User Criteria for Service Catalog

Restricting Access to Service Catalog Items

Official CSA Documentation Reference:

Update Setsin ServiceNow are used tocapture configuration changesso they can be moved between instances (e.g., from development to production). However,new records, new groups, and modified Configuration Items (CIs) are not included in Update Setsby default because they are considereddata, not configuration changes.

New Records→ Data records (e.g., Incidents, Users, Groups) are not part of an Update Set.

New Groups→ Groups are data elements (stored in thesys_user_grouptable) and arenot includedin Update Sets.

Modified Configuration Items (CIs)→ CIs belong to theConfiguration Management Database (CMDB), and changes to CIs are considereddata, not configuration changes.

UI Policies, Business Rules, Client Scripts, Workflows, Forms, and Tables

Changes to system configuration (not transactional data)

Breakdown of Each Element:What is Captured in an Update Set?

Why "B. They are not captured in an Update Set" is Correct:New records, groups, and modified CIs are considered data, and Update Sets do not track data by default.

A. They are included in an Update Set→Incorrect because Update Setsdo not track data recordslike CIs, groups, or user records.

C. They are customizations→Customizations refer toconfiguration changes, but records and CIs are considereddata, not customizations.

D. They do not have anything in common→All three (new records, groups, and CIs) aredataelements, meaning they share the characteristic ofnot being included in Update Sets.

Why Other Options Are Incorrect:

ServiceNow Documentation:Update Sets and What They Capture

CSA Exam Guide:Coverswhat is and is not included in Update Sets.

Reference from CSA Documentation:Thus, the correct answer is:

B. They are not captured in an Update Set

On theReports pagein ServiceNow, different sections allow users to seewhich reports are visibleto various audiences.

Why These Options Are Correct?C. My reports

Displaysreports created by the logged-in user.

These reports areprivateunless explicitly shared.

E. Dashboards

Dashboardsconsolidate multiple reports andmake them visible to specific audiences.

Users canshare dashboardswith groups or individuals.

F. Global

Global reportsare available toall users with reporting access.

These reports arenot restrictedto a specific user or group.

I. All

The"All" sectionlistsevery report the user has access to, including:

Personal reports

Shared reports

Global reports

Reports from dashboards

Why the Other Options Are Incorrect?A. Group

There isno "Group" sectionin the Reports page.

However, reports can beshared with groups, but there is no direct"Group" view.

B. Department

Departments do not determine report visibilityin the Reports page.

Report access is controlled byroles, users, and groups, not departments.

D. Team

Teams are not a standard report visibility categoryin ServiceNow.

Reports are shared atuser, role, and global levels, not by "Team."

G. Admin

There isno "Admin" sectionin the Reports page.

However,Admins can access all reportsvia the"All" section.

H. Analytics

Analytics is a separate modulein ServiceNow, primarily used forPerformance Analytics (PA)anddashboards.

It is not a standardreport visibility section.

J. Company

There isno "Company" sectionin the Reports page.

Reports can beshared at a global level, but not specifically by "Company."

ServiceNow Reports - Managing Visibility and Access

ServiceNow Reporting Guide - Sections of the Reports Page

ServiceNow Dashboards and Report Sharing Best Practices

References to Official Certified System Administrator (CSA) Documentation:

To add a field to a form in ServiceNow, you can use two primary methods:

How to access:Right-click on the form header → SelectConfigure > Form Layout

Functionality:

Provides a simple interface toadd, remove, or reorder fieldson a form.

Allows adding new fields directly from the available database fields.

Suitable for basic form modifications without needing a drag-and-drop UI.

How to access:Click on thecontext menu(three horizontal bars on the top-left of the form) → SelectConfigure > Form Designer

Functionality:

Adrag-and-dropinterface to add, remove, or rearrange fields easily.

Enables more advanced customization, such as addingsections and UI policies.

Provides a visual representation of the form’s structure.

1. Configure > Form Layout2. Configure > Form Designer

Incorrect Answer Choices Explanation:A. Select Fields and Columns module– No such module exists for direct form editing. Fields are defined at the table level but not directly added to forms here.

D. Select Field Class Manager module– This module does not exist; it is not used for adding fields to forms.

ServiceNow Documentation: Form ConfigurationConfigure a Form

ServiceNow Form Designer GuideForm Designer

Official CSA Documentation Reference:

To translateService Catalog itemsinto multiple languages in ServiceNow, theTranslation Framework plugin (com.glide.translation_framework)must be activated. This plugin enablesautomatic translation of text fields, including:

Service Catalog items

Knowledge Base articles

Field labels

UI components

Providesmulti-language supportfor catalog items.

Usesmachine translation or manual translation mapping.

Works with theServiceNow Language Packsto provide localized experiences.

Key Features of the Translation Framework Plugin:

TheTranslation Framework plugin (com.glide.translation_framework)is specifically designed to supportmulti-language content translationfor the Service Catalog.

It allows translation of catalog item descriptions, labels, and options without custom scripting.

Why "B. Translation Framework Plugin" is the Correct Answer?

A. Localization Framework Plugin (com.glide.localization_framework) – Incorrect

This plugin helps withlocalization settingsbut is not specifically for catalog item translation.

C. Multiple Language Framework Plugin (com.glide.multiple.language_framework) – Incorrect

No such plugin exists in ServiceNow.

D. Language AI Framework Plugin (com.glide.language.ai_framework) – Incorrect

This is not a valid ServiceNow plugin.

Explanation of Incorrect Options:

ServiceNow Docs: Translation Framework Plugin

ServiceNow CSA Study Guide – Multi-language Support

ServiceNow Product Documentation: Translating Service Catalog Items

References from Certified System Administrator (CSA) Documentation:

AReference fieldin ServiceNow allows you tolook up values from another table, effectively creating a relationship between two tables. When a user selects a value in a reference field, they are selecting a record from the referenced table.

Stores asys_id(unique identifier) of a record from another table.

Displays a user-friendly label from the referenced record.

Allowsdot-walking, enabling access to related fields from the referenced table.

Incident Table (source table)→ Contains a"Caller"field that references theUser Table(sys_user).

TheCallerfield allows users to select a user from theUser Table.

B. Verity→ Not a valid field type in ServiceNow.

C. Options→ Options are typically used in choice lists, not for referencing another table.

D. Selections→ No such field type exists in ServiceNow.

E. Dot Walk→ Dot-walking is afeaturethat allows accessing related fields but is not a field type itself.

F. Lookup→ While "Lookup Select Box" exists, it functions differently by filtering choices rather than directly referencing another table.

TheCommon Service Data Model (CSDM)is a framework provided by ServiceNow that ensures your application's data correctly maps to theConfiguration Management Database (CMDB)tables. It standardizes howconfiguration items (CIs), services, and relationshipsare structured within the CMDB.

Standardized Data Model:Ensures consistent and correct CMDB data structuring.

Alignment with CMDB Best Practices:Helps businesses align their IT assets, services, and business functions effectively.

Better Service Mapping:Provides structured relationships between business services and their technical components.

Compliance & Governance:Ensuresdata integrityby enforcing best practices for CMDB population.

Key Functions of CSDM:

Incorrect Answer Choices Explanation:B. Service Mapping Utility (SMU)– Service Mapping is used fordiscovering and mapping dependenciesbut is not a data model framework.

C. Service Schema Map (SSM)– No such official term exists in ServiceNow documentation.

D. CMDB Class Manager (CMDBCM)– This is a tool used tomanage CI classesbut does not define a data model framework like CSDM.

E. CI Class Manager (CICM)– Incorrect term; CMDB Class Manager is used for CI class hierarchy management, not for mapping applications to CMDB tables.

ServiceNow Documentation: Common Service Data Model (CSDM)CSDM Overview

ServiceNow CMDB Best PracticesCMDB and CSDM Alignment

Official CSA Documentation Reference:

InServiceNow's System Import Sets, administrators canimport data from external sources(such as CSV, Excel, or databases) intoany tablewithin the platform usingTransform Maps.

ATransform Mapdefines how data from an Import Set table is mapped to fields in atarget table (destination table).

Administrators can select any tablein the system as the destination, including bothstandard and custom tables.

Thedestination table is not limitedto Task-related tables (Incident, Problem, Change, etc.).

Users can also applycoalesce rulesto determine if records should be updated or inserted during the transformation.

ServiceNowallows administrators to select any tableas the destination when setting up a Transform Map.

This includes standardITSM tables (Incident, Problem, Change, Task, Service Catalog)as well ascustom tablescreated by administrators.

There areno restrictionson which table can be a destination.

A. "The Task table is the only table that can be a destination"→Incorrect

TheTasktable is widely used, but it isnot the only tablethat can receive imported data.

B. "Only Incident, Problem, Change, Task, and Service Catalog tables can be destinations"→Incorrect

These are common ITSM tables, butany table in the systemcan be selected as a destination.

C. "Only the Incident, Problem, and Change tables can be destinations"→Incorrect

This istoo restrictivebecause other tables, including custom ones, can also be used.

Navigate to:System Import Sets > Create Transform Map

Select the Import Set Tableas thesource.

Choose any available tablein ServiceNow as thedestination.

Definefield mappingsbetween the source and target table.

Configurecoalesce rulesto update or insert records.

ServiceNow Docs: Creating and Using Transform Mapshttps://docs.servicenow.com/en-US/bundle/utah-platform-administration/page/administer/import-sets/concept/c_TransformMap.html

ServiceNow CSA Official Training Guide (Import Sets & Data Management)

Key Points About Transform Maps & Data Import:Why is "D. Any ServiceNow table" the Correct Answer?Why the Other Options Are Incorrect?How to Configure a Transform Map in ServiceNow?References from Certified System Administrator (CSA) Documentation:This confirms thatany ServiceNow tablecan be adestination tablefor imported data when using Transform Maps inSystem Import Sets.

TheApplication Navigatorin ServiceNow allows users to quickly filter and locateapplications, modules, and menusby typing keywords in thefilter field.

When you type"service"into the filter field,only modules containing the word "service"in theirname or pathwill be displayed.

Analysis of Each Option:Option

Contains "service"?

Appears in Navigator?

A. Configuration > Business Services

"Business Services" contains "service"

Appears

B. Self-Service > Knowledge

"Self-Service" contains "service"

Appears

C. Service Portal > Widgets

"Service Portal" contains "service"

Appears

D. Incident > Assigned to me

Does NOT contain "service"

Does NOT appear

Since"Incident > Assigned to me"doesnotcontain the word"service", itwould NOT appearin theApplication Navigatorwhen filtering by"service".

Configuration > Business Services

The"Business Services"module underConfigurationincludes the word"service".

Self-Service > Knowledge

The"Self-Service"application contains the word"service", so this module appears.

Service Portal > Widgets

The"Service Portal"module contains the word"service", making it visible.

Incident > Assigned to me

Thisdoes NOT contain "service"in its path, so it willnotappear.

Why the Other Options Appear in the Application Navigator?

ServiceNow Docs: Using the Application Navigatorhttps://docs.servicenow.com/en-US/bundle/utah-platform-user-interface/page/administer/navigation/concept/c_NavigatingThePlatform.html

References from Certified System Administrator (CSA) Documentation:This confirms that"Incident > Assigned to me" would NOT appearin the Application Navigator when filtering by"service".

In ServiceNow,list filtersallow users to define and apply specific conditions to refine data displayed in a list view. If an administrator or user wants to make alist filter available to everyone, they need to:

Assign a Name→ The filter must be named so users can identify and reuse it.

Set Visibility→ The filter’s visibility needs to be adjusted to“Everyone”, a specificgroup, or anindividual user.

Save→ The filter must be saved for it to be accessible in future sessions.

Apply a filterin a list view using the filter conditions.

Click theSavebutton.

Provide anamefor the filter.

UnderVisibility, select one of the following:

Me (Private)→ Only the creator can use the filter.

Everyone (Public)→ All users can access the filter.

Group→ Assign the filter to a specific group.

ClickSaveto store the filter.

Steps to Make a List Filter Available to Everyone:

Why "B. Assign a Name, Set Visibility, and Save" is Correct:Assign a Name→ The filter needs an identifiable name for users.

Set Visibility→ Determines whethereveryone, a group, or just the creatorcan see the filter.

Save→ Saves the filter for future use.

A. Make active, set visibility, and save→Filters do not have an "Active" state; they just need to be saved with the correct visibility settings.

C. Assign a group, set visibility, and save→Assigning a group isoptionalbut does not apply to everyone.

D. Make active, assign a name, and save→"Make active" is not required; visibility settings control availability.

Why Other Options Are Incorrect:

ServiceNow Documentation:Creating and Sharing List Filters

CSA Exam Guide:CoversList Filters and visibility settings.

Reference from CSA Documentation:Thus, the correct answer is:

B. Assign a Name, Set Visibility, and Save

In ServiceNow,Data Sourcesdefine external data that can be imported into the platform. These sources feed data intoImport Sets, which are then transformed into ServiceNow tables.

Why These Options Are Correct?A. Local Sources (i.e. XML, CSV, Excel)

Allows importingstructured data filesstored locally or uploaded manually.

Commonly used forone-time data migrationsor periodic imports.

D. JDBC Connection

JDBC (Java Database Connectivity)allows ServiceNow to connect directly toexternal databases(e.g., MySQL, Oracle, SQL Server).

Useful forreal-time integrationswith legacy systems.

E. Network Server

Allows importing data from afile stored on a remote serverviaSFTP/FTP.

Common forautomated batch data imports.

F. LDAP Connection

LDAP (Lightweight Directory Access Protocol)allows ServiceNow to syncuser and group datafrom enterprise directories (e.g., Active Directory).

Used forHR, ITSM, and Identity Management.

Why Are the Other Options Incorrect?B. Implementation Spoke

Incorrectbecause "Implementation Spoke" isnot a data sourcebut aServiceNow IntegrationHub componentused for automating ITSM tasks.

C. DataHub

Incorrectbecause "DataHub" isnot a ServiceNow data source.

ServiceNow usesIntegrationHub, JDBC, REST, and SOAP APIsfor data ingestion.

ServiceNow Data Sources - Importing External Data

ServiceNow LDAP Integration - Best Practices

ServiceNow JDBC and File-Based Data Import Methods

References to Official Certified System Administrator (CSA) Documentation:

AMany-to-Many (M2M) relationshipin ServiceNow allows two or more tables to be relatedbi-directionally, so that related records are visible in arelated liston both tables.

Unlike aOne-to-Many (1:M)relationship (where only one table references another), M2M relationshipslink records in both directions.

This is achieved through anintermediary table, known as aMany-to-Many table, which stores the relationships.

A Many-to-Many table contains:

Areference fieldfor each of the tables being linked.

The relationship records, which connect records between the two tables.

Suppose you want to relateIncidentstoProblemsand vice versa.

Instead of adding a reference field in each table, you create anm2m_incident_problemtable.

Now, an Incident can be linked tomultipleProblems, and each Problem can be linked tomultipleIncidents.

These relationships will be visible asrelated listsin both tables.

How Many-to-Many Relationships Work in ServiceNow:Example of a Many-to-Many Relationship:

Incorrect Answer Choices Explanation:A. Database View– Used tocombine data from multiple tablesfor reporting but does not establish abi-directional relationshipbetween tables.

C. One to Many (1:M)– Asinglerecord in one table relates tomultiplerecords in another, but the relationship isnot bi-directional.

D. Extended– Refers totable inheritance, where a table inherits fields from its parent table, not a Many-to-Many relationship.

Many-to-Many Relationships in ServiceNow

Understanding Table Relationships

Official CSA Documentation Reference:

InServiceNow Reporting,Function Fieldsare used toperform calculations, manipulate text, and transform datain a report. These fields allow users to applyarithmetic operations, coalescing, concatenation, and length calculationson existing data.

Arithmetic Operations– Performaddition, subtraction, multiplication, and divisionon numeric fields.

Coalesce– Combine multiple fields into one (useful for handling NULL values).

Concatenation– Join multiple string fields together (e.g., combining first and last names).

Length Calculation– Measure the length of a text field (e.g., checking character count in a description field).

Function fields aredesigned specifically for calculations and data transformationsin reports.

They allowadvanced data processing without requiring scripting.

A. Sourcing Fields→Incorrect

"Sourcing Fields" isnot a valid termin ServiceNow reporting.

C. Computational Fields→Incorrect

While this term sounds relevant,ServiceNow does not use "Computational Fields" in reporting.

D. Calculation Fields→Incorrect

"Calculation Fields" is not an official ServiceNow reporting term.

Function fields handle calculations, not a separate category called "Calculation Fields."

Key Functions of Function Fields:Why is "B. Function Fields" the Correct Answer?Why the Other Options Are Incorrect?

ServiceNow Docs: Function Fields in Reportinghttps://docs.servicenow.com/en-US/bundle/utah-performance-analytics-and-reporting/page/use/reporting/concept/c_FunctionField.html

References from Certified System Administrator (CSA) Documentation:This confirms that"Function Fields" is the correct answerfor performingarithmetic, coalescing, concatenation, and length calculationsin reporting.

InServiceNow Incident Management,work notesare used to capturetechnical and internal updatesfor an incident. These notes arestored in the Activity Logwhenever the incident is saved.

TheWork Notesfield is used forinternal communicationamong support teams.

When an incident is updated and saved,all work notesareappended to the Activity Log(a complete history of the incident).

The Activity Log provides achronological recordof all changes, includingwork notes, field updates, and system-generated messages.

Understanding Work Notes and the Activity Log:Why Option A is Correct?"All Work Notes field text is recorded in the Activity Log"– This is correct because every time an incident is saved, the Work Notesare appended to the Activity Log.

Why Other Options Are Incorrect?B. Work Notes field text is overwritten each time work is logged→ Incorrect becauseWork Notes are appended, not overwritten. Previous work notes remain visible in the Activity Log.

C. Impact is calculated by adding Priority and Urgency→ Incorrect becauseImpact, Urgency, and Priorityare independent fields, thoughPriorityis determined based onImpact + Urgencyvia business rules.

D. Additional Comments are cleared and recorded in Work Notes→ Incorrect becauseAdditional Comments(for customer-facing communication) andWork Notes(for internal teams) areseparate fields. Additional Comments are not cleared upon save.

ServiceNow Docs – Incident Management: Work Notes and Activity Loghttps://docs.servicenow.com

ServiceNow Learning – Understanding the Incident Activity Stream

ServiceNow Best Practices – Internal vs. External Communication in Incidents

References from Certified System Administrator (CSA) Documentation:

TheFilter Navigatorin theApplication Navigatoris a powerful search tool inServiceNowthat allows users toquickly find applications and modulesby typing keywords instead of manually browsing through the navigation menu.

Quick Navigation:

Users can type thename of an application or moduleto locate it instantly.

Example: Typing"incident"in the Filter Navigator will show links to"Create New Incident," "All Incidents," "Open Incidents," etc.

Dynamic Filtering:

The list of applications and modulesdynamically updatesas you type.

Helps users findrelevant sectionswithout scrolling through the full menu.

Keyboard Navigation Support:

Users canuse the keyboard (arrow keys and Enter)to navigate through the filtered results.

Time-Saving Feature:

Reduces the need toexpand and collapse menus manually.

Especially useful fornew users or users working across multiple modules.

Key Functions of the Filter Navigator:Why Option B is Correct?The Filter Navigator is specifically designed to help users quickly search and navigate to applications and modules.

Why Other Options Are Incorrect?A. Filter applications in order of use→ Incorrect

The Filter Navigatordoes not sort applications by usage; it simply filters based on text input.

C. Collapse and expand applications→ Incorrect

Expanding/collapsing applications is donemanually, but the Filter Navigator is purely forsearching and filtering.

D. List applications in order of Top Requests→ Incorrect

The Filter Navigatordoes not rank applicationsby usage or requests. It onlyfiltersbased on search input.

ServiceNow Docs – Using the Filter Navigatorhttps://docs.servicenow.com

ServiceNow Learning – Application Navigator and UI Features

References from Certified System Administrator (CSA) Documentation:

In ServiceNow, theApplication Navigatorallows users to browse and accessApplications and Modules. Toexpand or collapsethe Application Navigator, users interact with theApplication Menu icon (☰), commonly known as the "Hamburger" menu.

Locate thethree-line "Hamburger" icon (☰)at the top-left of theApplication Navigator.

Double-clickorsingle-clickto expand/collapse the list of applications and modules.

A. Star(Incorrect)

TheStar icon (⭐)representsFavorites, allowing users to mark frequently used modules for quick access.

B. Clock(Incorrect)

TheClock icon (⏱️)is forRecently Viewed Items, showing the user's most recent navigations.

D. Funnel(Incorrect)

TheFunnel icon (????)is afilterused to refine search results or application lists, not to expand/collapse the navigator.

Navigating the Application Menu:https://docs.servicenow.com/en-US/bundle/utah-platform-user-interface/page/administer/navigation-and-ui/concept/c_NavigationAndTheUserInterface.html

How to Expand/Collapse Applications & Modules:Explanation of Incorrect Options:Official References from Certified System Administrator (CSA) Documentation:

In ServiceNow, the"Service Desk > My Groups Work"module is designed to display tasks assigned to a groupbut not yet assigned to an individual user.This means that even if an IT manager oversees theNetworkandHardwareassignment groups, they will not see any tasks in this listif all tasks have already been assigned to specific individualswithin the group.

Let’s break down whyoption Ais the correct answer and why the other options are incorrect:

The"My Groups Work"list only shows tasks that are assigned to thegroupbut have not been assigned to a specificindividualwithin the group.

If all tasks are assigned to specificteam members, then the manager will not see any tasks in this list.

The IT manager can verify this by navigating to theTask List(e.g., Incidents, Changes, or Requests) and filtering by theNetworkandHardwareassignment groups.

Explanation for Correct Answer (A):

Theitil roleallows users toview, create, update, and resolve incidents, changes, problems, and other ITSM tasks.

However, not having this role wouldrestrict accessto various ITSM functionalities, but itdoes notimpact whether tasks appear inMy Groups Work.

If the manager lacks theitilrole, they might have trouble accessing or modifying tasks, but this wouldn't explain why they don’t see anything in the list.

TheService Desk groupis a separate entity in ServiceNow, typically associated with incident handling and user support.

TheMy Groups Workmodule isnot restricted to the Service Desk group—it displays work assigned toany groupthe user belongs to.

Since the manager is responsible for theNetwork and Hardwaregroups, being part of theService Deskgroup is irrelevant.

If the manager wasnot a memberof these groups, they wouldn't seeany group-related tasksat all.

However, the question states that the manager isresponsible for these groups, so it’s reasonable to assume they are either a member or at least agroup managerwith visibility.

Even if they were just a manager and not an officialgroup member, they would still be able to see the tasks assigned to the groups.

TheAssignment Group managerfield is an informational field that indicates who manages a group.

This fielddoes not controlwhat is displayed in theMy Groups Workmodule.

Even if this field were empty, it wouldn’t prevent a manager (who is a group member) from seeing unassigned tasks.

Explanation for Incorrect Answers:(B) The manager does not have the itil role.(C) The manager is not a member of the Service Desk group.(D) The manager is not a member of the Network and Hardware groups.(E) The Assignment Group manager field is empty.

ServiceNow CSA Guide - User Interface and Navigation

ServiceNow ITSM Fundamentals - Incident and Task Management

ServiceNow Role-Based Access Controls and Group Management

ServiceNow KB Articles - My Groups Work Module

References to Official Certified System Administrator (CSA) Documentation:

In ServiceNow, theglobal search baris located in theBanner Frame, which is thetopmost sectionof the user interface. Theglobal search featureallows users to search across multiple tables and records within the platform.

Searches across multiple record types(Incidents, Knowledge Articles, Change Requests, etc.).

Auto-suggests resultsas you type.

Filters resultsbased on user roles and permissions.

Uses indexingto improve search speed and efficiency.

Key Features of the Global Search in the Banner Frame:

Why "B. Banner frame" is Correct:TheBanner Framecontains theglobal search bar, which enables users to search across all available records in ServiceNow.

A. Application Navigator→The Application Navigator is used forbrowsing modules and applications, not for performing a global search.

C. List pane→The List Pane only displaysrecords from a specific table, and its search is limited to that list view.

D. Content frame→The Content Frame displaysforms, lists, and dashboards, but does not provide a global search function.

Why Other Options Are Incorrect:

ServiceNow Documentation:Global Search in ServiceNow

CSA Exam Guide:CoversBanner Frame and its functions, including Global Search.

Reference from CSA Documentation:Thus, the correct answer is:

B. Banner frame

Virtual Agentis ServiceNow’sAI-powered chatbotthat provides assistance via amessaging interface. It helps users obtain information, make decisions, and complete common tasks without human intervention.

Conversational Interface→ Users interact through chat to get information and perform tasks.

Automated Responses→ Uses predefinedtopicsandnatural language understanding (NLU)to provide relevant answers.

Integration with ServiceNow Applications→ Can create incidents, reset passwords, check order statuses, etc.

Available on Multiple Channels→ Works with Microsoft Teams, Slack, and the ServiceNow portal.

A. Agent Workspace→ A unified interface for agents to manage cases, not an AI chatbot.

B. Chat bot→ A generic term; Virtual Agent is the official chatbot in ServiceNow.

D. Knowledge Chat→ No such feature exists; however, Virtual Agent can integrate with the Knowledge Base.

E. Now Support→ ServiceNow’s customer support portal, not an AI-driven assistant.

TheServiceNow Virtual Agentis an AI-powered chatbot that assists userswithin a messaging interface(such as Microsoft Teams, Slack, or Service Portal). It helpsautomate resolutions and guide usersthrough common IT and HR issues.

Incident Auto-ResolutionallowsVirtual Agenttoautomatically detect, intercept, and resolve incidentsbefore they reach a human agent.

It appliesmachine learning (ML) and predefined rulesto determine whether a ticketcan be resolved through automation.

If an issuematches a known solution, the Virtual Agentprovides the resolution stepsto the user.

If self-resolution fails, the ticket isescalated to an agent.

It is anofficial feature in ServiceNow Virtual Agent.

It allows the chatbot tointercept incidentsand attempt resolution before escalation.

B. Ticket Resolver→Incorrect

"Ticket Resolver" isnot an official ServiceNow feature.

C. Virtual Agent Helper→Incorrect

No feature called "Virtual Agent Helper" exists in ServiceNow.

D. Web Intelligence→Incorrect

Web Intelligenceisnot related to ServiceNow Virtual Agent.

What is Incident Auto-Resolution?Why is "A. Incident Auto-Resolution" the Correct Answer?Why the Other Options Are Incorrect?

ServiceNow Docs: Virtual Agent & Incident Auto-Resolutionhttps://docs.servicenow.com/en-US/bundle/utah-virtual-agent/page/administer/virtual-agent/concept/incident-auto-resolution.html

References from Certified System Administrator (CSA) Documentation:This confirms that"Incident Auto-Resolution" is the correct answer, as it allowsVirtual Agent to intercept and resolve submitted incidents automatically.

If a user reports that theycannot see certain modulesin theApplication Navigator, the best way to troubleshoot is toimpersonate the user. Impersonation allows an administrator to see exactly what the user seeswithout needing their password.

Click on your profile icon (top-right corner).

SelectImpersonate User.

Search for and select theuser’s name.

The instance will reload, and you will see the UI as the user experiences it.

Navigate to theApplication Navigatorand check for missing modules.

Once done, clickStop Impersonation.

Ensures security(no need to reset or look up passwords).

Speeds up troubleshootingby allowing admins to replicate user issues.

Helps verify role-based access permissions.

Steps to Impersonate a User in ServiceNow:Why is Impersonation Useful?

Incorrect Answer Choices Explanation:A. Look up their password, so you can login with their account

This is asecurity violationand not an acceptable practice.

B. Initiate a Connect Chat session

Chatting with the user can help gather information, but it does not allow you to see what they see.

C. Install the Bomgar plug-in

Bomgaris a remote support tool, but impersonation is thebuilt-inand recommended method for troubleshooting in ServiceNow.

E. Launch a NowChat window

NowChat is used forcustomer support and collaboration, not for verifying module visibility.

Impersonate Users in ServiceNow

User Roles and Permissions

Official CSA Documentation Reference:

InServiceNow,UI Actionsare used to addinteractive elementslikebuttons, links, and context menu itemsto forms and lists. They can triggerscripts, workflows, or other actionswhen clicked.

Form Buttons– Buttons that appear on a form (e.g.,Save, Update, Resolve Incident).

List Buttons– Buttons that appear in a list view and perform actions on multiple records.

Related Links– Links that appear in theRelated Linkssection of a form and provide quick navigation or actions.

Common Types of UI Actions:SinceForm Buttons, List Buttons, and Related Linksare alltypes of UI Actions, they arevalid UI Actions.

Search is a built-in system functionalitythat allows users to find records but doesnot involve UI Actions.

UI Actionsexecute predefined actions, whereasSearch simply retrieves and filters data.

ServiceNow search functions (Global Search, List Search, and Quick Search)arenot part of UI Actions.

B. Form Buttons→Valid UI Action

Appears on forms (e.g.,Submit, Save, Update).

C. List Buttons→Valid UI Action

Used in list views for bulk actions (e.g.,Close All, Approve Selected).

D. Related Links→Valid UI Action

Provides quick links in forms (e.g.,View CI Details, Reopen Ticket).

ServiceNow Docs: UI Actions Overviewhttps://docs.servicenow.com/en-US/bundle/utah-platform-administration/page/administer/form-administration/concept/c_UIActions.html

ServiceNow CSA Official Training Guide (UI Actions & User Interface Customization)

Why "Search" is NOT a UI Action?Why the Other Options Are UI Actions?References from Certified System Administrator (CSA) Documentation:

Access Control Rules (ACLs) are a fundamental security feature in ServiceNow that protect applications by identifying and restricting access to files and data. ACLs define which users or roles have permissions to create, read, write, or delete data within an application.

Understanding Access Control Rules (ACLs)ACLs in ServiceNow operate based on three key elements:

Object Type– Defines what is being secured (table-level or field-level access).

Operation– Specifies the type of access (Create, Read, Write, Delete, Execute, etc.).

Condition & Script– Determines when access is granted (role-based permissions or specific conditions).

Data Security:Ensures that only authorized users can access specific data.

Granular Access:Controls permissions at the table and field level.

Regulatory Compliance:Helps organizations maintain security standards and data protection laws.

ServiceNow applies ACLs from the most specific to the most general (Field-level → Table-level → Global-level).

If no ACL explicitly allows access, the system denies it by default (Deny by Default Policy).

ACLs can be role-based, condition-based, or script-based for advanced security configurations.

A. Application Configuration– This refers to application settings but does not control access to data.

B. Verbose Log– Logging helps in debugging but does not secure applications or restrict access.

D. Application Scope– Defines application boundaries but does not control data access permissions.

ServiceNow CSA Documentation: Access Control Rules (ACLs)

ServiceNow Security Best Practices: Security and Access Control

Why Access Control Rules are Important?How ACLs Work in ServiceNow?Incorrect Answer Choices Explanation:Official CSA Documentation Reference:

TheServiceNow platformprovides variousinterfacesfor users to interact with the system based on their role and requirements. These interfaces cater to different use cases, such as web-based, mobile, and portal-based access.

Now Mobile Apps (A) –Correct

ServiceNow providesNow Mobile applicationsfor bothiOS and Android.

These apps allow users to access self-service options, request services, check approvals, and complete tasks from mobile devices.

Apps includeNow Mobile, Field Service Mobile, and Mobile Agent.

Service Portals (D) –Correct

Service Portalsprovide auser-friendly web interfacethat allows users tosubmit requests, search for knowledge, and interact with catalog itemsin a simplified way.

Service Portals are customizable and used forself-service and customer-facing interactions.

Now Platform® User Interfaces (E) –Correct

This includes the standardUI16 (Current Web Interface), UI Builder for custom interfaces, and theClassic UIfor legacy systems.

Users can access ServiceNow throughdesktop web browsers, mobile web interfaces, and UI frameworks.

B. Agent Control Center(Incorrect)

No such predefined interface exists in ServiceNow as "Agent Control Center."

C. Back Office Dashboard(Incorrect)

This is not a standard ServiceNow interface but may be a custom-built dashboard.

F. Field Service Taskboard(Incorrect)

This is afeaturewithinField Service Management (FSM), not a platform-wide interface.

ServiceNow User Interfaces Overview:https://docs.servicenow.com/en-US/bundle/utah-platform-user-interface/page/administer/navigation-and-ui/concept/c_NavigationAndTheUserInterface.html

Now Mobile App:https://docs.servicenow.com/en-US/bundle/utah-now-mobile/page/administer/service-now-mobile/concept/now-mobile-overview.html

Types of Interfaces in ServiceNow:Incorrect Options:Official References from Certified System Administrator (CSA) Documentation:

AUI Policyis the preferredno-codeapproach in ServiceNow to dynamically control themandatory, read-only, or visibilitystate of form fields based on specified conditions. Unlike Client Scripts, which require JavaScript coding, UI Policies provide aneasy-to-configure, rule-based solution.

They allow administrators tocontrol form behaviorwithout scripting.

They arefaster and more efficientthan Client Scripts.

Theyrun on the client-side, meaning changes occur dynamically as users interact with the form.

Defineconditions(e.g., "Priority is High").

Setactions(e.g., make "Due Date" mandatory, read-only, or hidden).

Apply the UI Policy to the form automatically when the condition is met.

A. UI Action→ UI Actions create buttons, links, or context menu items; they do not control form fields.

B. Client Script→ While Client Scripts can achieve similar functionality, they require JavaScript coding, making them alow-coderather than ano-codesolution.

C. UI Script→ UI Scripts are reusable JavaScript libraries, not designed for controlling form fields.

D. UI Rule→ No such feature exists in ServiceNow.

InServiceNow (and databases in general), data is stored intables, which consist of:

Columns (Fields):Representindividual data attributes(e.g., Name, Email, Status).

Rows (Records):Representindividual entriesin the table (e.g., a specific Incident or User).

Key Concepts:Table

Columns (Fields)

Rows (Records)

Incident

Number, Caller, Priority, Description

Each unique incident entry

User

Name, Email, Role, Department

Each individual user record

A column represents a single field (data attribute), such as "Priority" or "Short Description."

A row represents a record (entry in the table), such as an individual incident or user.

A. A column is a field in the database and a record is one user→Incorrect

Records are not limited to users; a record could be an Incident, Change, or any other entry.

C. A column is one field and a record is one column→Incorrect

Arecord is not a single column; a record consists of multiple fields (columns).

D. A column contains data from one user and a record is one set of fields→Incorrect

Columns contain data for all users/records, not just one user.

A record is one row, not just a set of fields.

Why is "B. A column is one field and a record is one row" the Correct Answer?Why the Other Options Are Incorrect?

ServiceNow Docs: Understanding Tables and Fieldshttps://docs.servicenow.com/en-US/bundle/utah-platform-administration/page/administer/metadata/concept/c_TablesAndFields.html

References from Certified System Administrator (CSA) Documentation:

In ServiceNow,Access Control Rules (ACLs)determine who cancreate, read, write, delete, or executerecords within a table. Each ACL rule evaluates three main permission requirements,all of which must be truefor the rule to apply. These requirements are:

TheConditions fieldin an ACL specifies predefined logic that must be met for the rule to apply.

Example: An ACL might specify that a record is only accessible if theStatefield is set to "Open".

Conditions areevaluated firstbefore checking roles or scripts.

ACLs can berestricted to users with specific roles.

If a user does not have the required role(s), the ACL denies access.

Example: Only users with the"itil"role can edit incidents.

If the ACL does not specify any role, all users may be eligible based on conditions and script evaluations.

ACL scripts provideadvanced conditional logicusingserver-side JavaScript.

Scripts allow complex rule evaluation, such as checking whether a user is the record’s creator.

Example: A script could restrict access to records wherecurrent.requested_for == gs.getUserID()(only allow users to see their own requests).

If a script is present in an ACL, it must returntruefor access to be granted.

Access control rules are only granted when all three evaluations return true.

Conditions act asfilters.

Roles definepermissions based on user roles.

Scripts allowadvanced access logic.

1. Conditions (A - Correct Answer)2. Roles (C - Correct Answer)3. Script (D - Correct Answer)Why "A. Conditions," "C. Roles," and "D. Script" are the Correct Answers?

B. Table – Incorrect

Access control appliesto specific tables, but defining a table itself is not one of the permission checks.

E. Table." – Incorrect

This is anincorrectly formatted optionand does not relate to access control evaluation.

F. Table.none – Incorrect

"Table.none" is not an evaluation factor in ACLs. Access control applies totable-level, field-level, and record-level, but "table.none" is not an access requirement.

Explanation of Incorrect Options:

ServiceNow Docs: Access Control Rules (ACLs) Overview

ServiceNow CSA Study Guide – Security and Access Control

ServiceNow Product Documentation: Evaluating ACLs and Permissions

References from Certified System Administrator (CSA) Documentation:

InServiceNow,System Import Setsis the primary application used toimport and transform datafrom external sources into the platform. It provides a structured way toload data into tableswhile allowingdata transformation and mappingbefore final insertion.

Data Loading from External Sources:

Supports imports fromCSV, Excel, XML, JSON, and JDBC databases.

Allows data fromexternal systemsto be brought into ServiceNow.

Staging Area for Data Processing:

Imported data first enters atemporary staging table(Import Set Table).

Data can then betransformedbefore being committed to the target table.

Data Mapping and Transformation:

UsesTransform Mapsto map fields from theImport Set Tableto theTarget Table.

Supportsautomatic field mappingandscripted transformations.

Data Cleansing and Validation:

Duplicate records can bedetected and removed.

Invalid or missing data can becorrected before insertion.

Navigate to System Import Sets(All → System Import Sets → Load Data).

Upload the data file(CSV, XML, JSON, etc.).

Create a Transform Mapto define how data is mapped to the target table.

Run the transformationto move data from the Import Set Table to the final table.

Verify the datain the target table.

A company importsemployee recordsfrom an externalHR system (CSV file).

TheSystem Import Setsmodule loads this data into astaging table.

ATransform Mapmoves the data into theUser [sys_user]table.

Key Features of System Import Sets:Steps to Load Data Using Import Sets:Example Use Case:

Why Option C (System Import Sets) is Correct?System Import Sets is the primary tool for loading data into ServiceNow from external sources.

Why Other Options Are Incorrect?A. Service Level Management→ Incorrect

Service Level Management (SLM)is used to trackService Level Agreements (SLAs), not to import data.

B. Configuration→ Incorrect

Configuration Management (CMDB)helps trackconfiguration items (CIs)but does not handle data imports.

D. System Update Sets→ Incorrect

Update Setsare used tomove configurations and customizationsbetween instances,not to import data.

ServiceNow Docs – Importing Data with System Import Setshttps://docs.servicenow.com

ServiceNow Learning – Data Import & Transformation Best Practices

ServiceNow Developer Portal – Using Import Sets Efficiently

References from Certified System Administrator (CSA) Documentation:

In computing and networking, aclientrefers to anapplication or system that accesses a remote service or another computer system (known as a server). The client-server model is a fundamental concept in computing, where:

A client sends requeststo a server.

The server processes the requestand sends back a response.

This architecture is widely used inweb applications, databases, and ServiceNowitself, whereclients interact with the ServiceNow platform (server) via a web browser or API requests.

In ServiceNow, theclienttypically refers toa user’s browser or an external system making requests via API calls.

Theserveris the ServiceNow instance, which processes requests and returns responses.

Client-side scripts(such asClient ScriptsorUI Policies) run on the user's browser, whileserver-side scripts(such as Business Rules and Script Includes) execute on the ServiceNow server.

How This Relates to ServiceNow:

A. Server→ A serverreceives requestsand processes them but is not the requesting entity.

C. Script→ A script is apiece of codethat executes certain actions but does not represent an entire system accessing a service.

D. Policies→ Policies definerules or behaviors(e.g., UI Policies, Data Policies) but do not access a remote service.

Why Other Options Are Incorrect:

ServiceNow Documentation:Client and Server in ServiceNow

CSA Exam Guide:CoversClient and Server architecturein ServiceNow.

Reference from CSA Documentation:

TheApplication Navigator (App Navigator) search fieldin ServiceNow allows users to quickly findapplications, modules, and favoritesby typing relevant keywords. It helps in easy navigation by filtering available options as the user types.

Thefour correct answersdescribe what the App Navigator search field can return:

The search field can return bothapplicationsand their respectivemodulesin the left navigation panel.

Example: Searching for "Incident" will return:

Application:"Incident"

Modules:"All", "Open", "Resolved", "Create New"

Modulesare specific functionalities within an application.

Searching by a module name directly will display results that match the keyword.

Example: Searching for "Create New" will return modules like:

"Create New Incident"

"Create New Change Request"

The search field supports findingfull applicationsby their name.

Example: Typing "Change" will display theChange Managementapplication and its related modules.

If a user has marked specific modules or applications asFavorites, they will appear in search results.

This helps users quickly access commonly used features.

1. Names of Applications and Modules (Correct)2. Names of Modules (Correct)3. Names of Applications (Correct)4. Favorites (Correct)

Why the Other Options Are Incorrect:E. History Records (Incorrect)

TheHistory tabin the navigation panel showsrecently accessed records, but it isnot searchable through the App Navigator.

Instead, users can find history under:

History Module(System Settings > History)

Recent History Tabin the left navigation

F. Titles of Dashboard Gauges (Incorrect)

Dashboard Gaugesare visual elements onPerformance Analytics or Reporting Dashboardsand arenot searchablein the App Navigator.

Instead, dashboards and reports are found under:

Self-Service > Dashboards

Performance Analytics > Dashboards

A ServiceNow user wants toquickly access the "All Incidents" module.

They type "incident" into the App Navigator search.

The search results return:

Incident (Application)

All (Module)

Assigned to Me (Module)

Resolved (Module)

Example Use Case:This allows for quick navigation without manually expanding application menus.

InServiceNow Flow Designer, aTriggeris used toinitiateaflow. Triggers define the conditions under which a flow starts and can be based on various system events, schedules, or user actions.

(A) A Trigger – Correct

Triggers are the starting point of a flowin Flow Designer.

A flow will not execute unless a trigger condition is met.

Types of triggers include:

Record-based triggers(e.g., when a record is created, updated, or deleted)

Scheduled triggers(e.g., run at a specific time or interval)

Application-specific triggers(e.g., Service Catalog request submission)

(B) Core Action – Incorrect

Core Actionsare predefined actions that execute tasks within a flow, such as:

Sending notifications

Updating records

Calling APIs

They aresteps within a flow,notwhat initiates it.

(C) A Spoke – Incorrect

A spokein Flow Designer is a collection of actions and subflows related to a specific application or integration (e.g., ServiceNow ITSM Spoke).

Spokescontain actionsbut donotinitiate flows.

(D) An Event – Incorrect

Eventsin ServiceNow trigger Business Rules, Notifications, and Script Actions, but they arenot directly used to initiate flowsin Flow Designer.

However, aflow can be triggered based on an event, but the event itself is not the trigger—the flow’s trigger is configured to listen for the event.

Explanation of Each Option:

Triggers should be well-definedto prevent unnecessary flow executions that might impact performance.

Use Scheduled Triggersfor time-based workflows (e.g., daily reports).

Record Triggersare commonly used for automation within ITSM processes.

Debugging Triggers: Use theFlow Execution Detailspage to troubleshoot trigger execution.

Additional Notes & Best Practices:

ServiceNow Docs: Flow Designer Triggers

https://docs.servicenow.com

ServiceNow Community: Best Practices for Flow Designer Triggers

https://community.servicenow.com

References from Certified System Administrator (CSA) Documentation:

In ServiceNow,all tablesin the database are recorded in amaster tablecalled[sys_db_object]. This table stores metadata about each table in the system, including itsname, label, and other attributes.

Stores a record for every table in the ServiceNow instance.

Tracks essential table properties, such as thetable name, label, and whether it is an extension of another table.

Helps administratorsview, modify, or create new tablesin ServiceNow.

Used inTable Administration and Custom Table Development.

A. [sys_master_db]–

This tabledoes not existin ServiceNow.

C. [sys_master_object]–

There is no such table named "sys_master_object" in ServiceNow.

D. [sys_object_db]–

This tabledoes not existin ServiceNow.

The correct name issys_db_object.

Navigate toSystem Definition→Tables.

Search for the tablesys_db_object.

Open the table to see records representing all tables in the instance.

ServiceNow Docs: Understanding Tables and Fieldshttps://docs.servicenow.com/en-US/bundle/utah-platform-administration/page/administer/metadata/concept/c_TablesAndFields.html

ServiceNow CSA Official Training Guide (System Data and Tables Overview)

Key Functions of [sys_db_object]:Why the Other Options Are Incorrect?How to View the [sys_db_object] Table in ServiceNow?References from Certified System Administrator (CSA) Documentation:This confirms that[sys_db_object]is themaster tablethat contains a record for every table in the ServiceNow database.

In ServiceNow, ataskis a record that represents work that needs to be completed. It follows a lifecycle where it is:

Created– A task is generated, either manually or automatically (e.g., an incident, change request, or problem record).

Worked Upon– Users perform necessary actions, update statuses, and progress the task towards resolution.

Closed– Once completed, the task reaches a closed state, indicating that no further action is needed.

Tasks in ServiceNow are derived from theTask [task]table.

Common task-based records includeIncidents, Change Requests, Problems, and Service Requests.

Tasks follow a defined workflow and state transitions (e.g., New → Work in Progress → Resolved → Closed).

Key Features of a Task:

A. Report:

A report is a visualization of data and does not follow a lifecycle involving work or closure.

B. Workflow:

A workflow definesprocess automationand the movement of tasks, but it is not something that gets "worked upon" directly like a task.

C. Event:

Events are system-generated triggers that notify or automate actions, but they do not have a structured lifecycle like a task.

Why Other Options Are Incorrect:

ServiceNow Documentation:Task Management in ServiceNow

CSA Exam Guide:Coverstask recordsas fundamental entities that go through a lifecycle.

Reference from CSA Documentation:Thus, the correct answer isD. Task.

In ServiceNow, access to applications is controlled byroles. Most applications, such asIncident, Change, and Facilities, require specific roles to access them. However, theSelf-Serviceapplication is available to all users, including those with the base"ess" (Employee Self-Service)role, which is assigned to every user by default.

Why "D. Self-Service" is the correct answer?TheSelf-Serviceapplication is designed for general users (end users, employees, customers) who do not have elevated permissions. It provides access to:

TheService Catalog(to request IT services, software, and hardware).

TheKnowledge Base(to search for articles and solutions).

Viewing and tracking submitted requests and incidents.

Submitting new incidents or requests.

Since it is meant forall users, it does not require any additional roles beyond the default ones given to employees or customers.

A. Change– Incorrect. TheChange Managementapplication is typically restricted toITIL users(users with theitilrole) and change managers. End users do not have access to this module.

B. Incident– Incorrect. While end users can create and view their own incidents viaSelf-Service, theIncident Managementmodule itself is restricted to IT support staff (users with theitilrole or higher).

C. Facilities– Incorrect. TheFacilitiesapplication, which includes asset tracking and work orders, is typically restricted to users managing physical assets or facility-related tasks. It is not available to all users by default.

ServiceNow Product Documentation - Self-Service Application Overview

ServiceNow CSA Study Guide - User Roles and Permissions

ServiceNow Docs: Access Control and Application Scope

Explanation of Incorrect Options:References from Certified System Administrator (CSA) Documentation:

InServiceNow,Client Scriptsare used to execute JavaScript codeon the client-side (browser)to control form behavior, validate data, or enhance user interaction.

Types of Client Scripts in ServiceNow:There arefourtypes of Client Scripts supported in ServiceNow:

onLoad (Option D)

Runswhen a form loads.

Used to pre-fill fields, hide/show elements, or set default values.

Example: Automatically setting the "Priority" field toHighwhen a new incident is created.

onChange (Option F)

Runswhen a specific field value changes.

Used for dynamic form behavior, such as making fields mandatory based on another field's value.

Example: If "Category" is changed to "Hardware," then show the "Hardware Type" field.

onSubmit (Option A)

Runswhen the form is submitted.

Used for final validation before allowing submission.

Example: Preventing submission if a mandatory field is left empty.

onCellEdit (Option C)

Runswhen a cell value is edited inline in a list view.

Used to trigger immediate validation or updates without opening the full form.

Example: Displaying an alert when a user directly changes an incident's priority from a list view.

Why Are the Other Options Incorrect?B. onUpdate

No "onUpdate" client script type exists in ServiceNow.

"onUpdate" is relevant inBusiness Rules, not Client Scripts.

E. onEdit

No "onEdit" client script type exists.

Similar functionality can be achieved with "onChange" or "onCellEdit" scripts.

G. onSave

No "onSave" client script type exists.

"onSubmit" handles validation before saving a record.

Reference from Certified System Administrator (CSA) Documentation:????ServiceNow Docs – Client Scripts

????ServiceNow Client Scripts Documentation

"Client Scripts can beonLoad, onChange, onSubmit, or onCellEditdepending on when they execute."

Conclusion:The correct answers are:

A. onSubmit(Runs when submitting a form)

C. onCellEdit(Runs when editing a list cell)

D. onLoad(Runs when a form loads)

F. onChange(Runs when a field value changes)

Aformatterin ServiceNow is aUI elementthat is added to a form to display useful information that isnot stored as a field in the database record.

Itenhances the form UIby providing additional context or tools for users.

Formattersdo not store datain the underlying database table.

They aredrag-and-drop elementsthat can be added to forms using theForm Layout editor.

Activity Formatter– Displays the history of updates, comments, and work notes.

Process Flow Formatter– Shows a graphical representation of the record's workflow.

Parent Breadcrumb Formatter– Displays the hierarchy of parent-child relationships.

CI Relations Formatter– Shows Configuration Item (CI) relationships in CMDB.

User Approval Formatter– Displays approval status and history.

Key Characteristics of a Formatter:Common Examples of Formatters in ServiceNow:

Why is Option B Correct?A formatter is a form element used to display information that is not a field in the record.

It provides additionalvisual or functional elementson a form without altering stored data.

Why Are the Other Options Incorrect?A. "A formatter allows you to configure applications on your instance."

Incorrect:Formattersdo not configure applications; they only modify the form layout for better user experience.

Correct Alternative:Application configuration is done viaSystem ApplicationsorApplication Navigator.

C. "A formatter allows you to populate fields automatically."

Incorrect:Formattersdo not fill or modify fields.

Correct Alternative:Business Rules, Client Scripts, and UI Policieshandle field population.

D. "A formatter is a set of conditions applied to a table to help find and work with data."

Incorrect:Thecorrect term for this is a Filter or Condition Builder, not a Formatter.

Correct Alternative:Filters are used inList Views, Reports, and Business Rules.

Reference from Certified System Administrator (CSA) Documentation:????ServiceNow Docs – Form Layout and Formatters

????ServiceNow Formatters Documentation

"A formatter is aform element that displays information that is not a field in the recordbut enhances the user experience."

In ServiceNow,Favoritesallow users to quickly accessapplication menus and modulesthat they frequently use. By marking an application menu or module as a favorite, it appears under theFavorites tab in the Application Navigator, making navigation faster and more efficient.

(A) Breadcrumb – Incorrect

Breadcrumbs in ServiceNow show thenavigation pathwithin a list view or form.

They help users filter data quickly but donotstore shortcuts for quick access.

(B) Favorite – Correct

TheFavorite featurein ServiceNow allows users to save frequently used menus and modules for quick access.

Users canadd, remove, and reorderfavorites for better personalization.

Located in theApplication Navigator, favorites appear at the top for easy access.

Favorites can include forms, records, reports, or dashboards.

(C) Tag – Incorrect

Tagsare used toorganize and categorize records(e.g., incidents, problems, change requests).

Tags help users group related records but donotcreate direct menu shortcuts.

(D) Bookmark – Incorrect

ServiceNow doesnotuse the term "Bookmark" for quick access to menus and modules.

While users can bookmark URLs in a web browser, this is different from ServiceNow’s built-inFavoritesfeature.

Explanation of Each Option:

Users cancustomize Favoritesby renaming them or selecting an icon for better visibility.

Admins canpre-configure favoritesfor users based on roles to improve productivity.

Favorites improveuser efficiencyby reducing the number of clicks needed to reach frequently used items.

ServiceNow Docs: Using Favorites in the Application Navigator

https://docs.servicenow.com

ServiceNow Community: Personalizing the Application Navigator with Favorites

https://community.servicenow.com

Additional Notes & Best Practices:References from Certified System Administrator (CSA) Documentation:

In ServiceNow, administrators can check whichrelease versionis running on an instance by navigating to theStats module. This module provides various system statistics, including the current release name, build number, and other important system details.

Navigate toSystem Diagnostics→Stats(or simply type “Stats” in the navigation filter).

Scroll down to find theBuild nameandVersionfields.

The displayed version follows the standard ServiceNow naming convention (e.g., "Washington DC Patch 2 Hotfix 1").

How to Check the Release Version via Stats Module:

A. Memory Stats module:

This module provides memory consumption details and performance-related information, but it does not show the instance version.

C. System.upgraded table:

While this table records upgrade history and past version changes, it does not display the current version running on the instance.

D. Transactions log:

This log captures user activities and system transactions but does not provide release version details.

Why Other Options Are Incorrect:

ServiceNow Documentation:View system version details

Certified System Administrator (CSA) Study Guide: CoversSystem Diagnostics → Stats Moduleas a key method to verify the running release version.

Reference from CSA Documentation:

In ServiceNow, theService Catalogis a structured collection of IT and business services that users can request. It is designed to provide a self-service experience for end-users, streamlining service requests and automating fulfillment processes. The main components of a Service Catalog include:

Record Producers– These are simplified forms that allow users to create records in various tables without requiring direct access to those tables. They enable users to submit requests or incidents through the catalog in a user-friendly manner.

Order Guides– These facilitate the ordering of multiple related catalog items in a single request. For example, when a new employee is onboarded, an order guide can group multiple items such as a laptop, software access, and a phone.

Catalog Items– These are the individual items or services that users can request through the Service Catalog. Examples include hardware (like laptops and monitors), software access, and other business services.

Option A (Order Guides, Exchange Rates, Calendars)–

Exchange RatesandCalendarsare not part of the Service Catalog framework in ServiceNow.

While Exchange Rates may be relevant in financial applications, they do not define the core components of the Service Catalog.

Calendars are used for scheduling, but they do not form part of the Service Catalog structure.

Option B (Order Guides, Catalog Items, and Interceptors)–

Interceptorsare used to guide users through form-based submissions, but they are not a fundamental component of the Service Catalog.

Order Guides and Catalog Items are correct, but the presence of Interceptors makes this option incorrect.

Option C (Catalog Items, Asset Contracts, Task Surveys)–

Asset Contractsrelate to IT Asset Management (ITAM) and are not core Service Catalog components.

Task Surveysare used for feedback collection but are not part of the core structure of a Service Catalog.

InServiceNow,User Impersonationallows anadmin or a user with the appropriate roleto temporarily act as another userwithout needing their password. This is mainly used fortesting and visibility, helping administrators and developers verify user permissions, role-based access, and UI experiences.

Testing Permissions & Roles

Ensures thatusers have the correct access rights(e.g., verifying ITIL user permissions for incident management).

Helps testUI Policies, Business Rules, and ACLs (Access Control Rules)by viewing the system from the perspective of different roles.

Debugging & Troubleshooting

Identifies why a usercannot access certain records or modules.

Helps inresolving permission-related issueswithout affecting live users.

Experience Validation

Ensures userssee the correct menus, fields, and optionsbased on their assigned roles.

Useful when developingnew applications, workflows, or Service Catalog items.

Admins and authorized userscan impersonate by clicking on their name in the top-right corner and selectingImpersonate User.

Once impersonated, all actions are logged for security and compliance.

Primary Functions of User Impersonation:How to Use Impersonation:

(A) Testing and visibility – Correct

The primary function ofuser impersonationis totest and verify what different users can see and doin the system.

It helps withdebugging UI, role-based access, ACLs, and workflow execution.

(B) Activate verbose logging – Incorrect

Verbose loggingis used fordetailed debugging and performance monitoring, butimpersonation does not enable logging features.

(C) View custom perspectives – Incorrect

ServiceNow doesnotuse the term "custom perspectives" in the context of impersonation.

Impersonationshows what a specific user sees based on their roles, but it doesnot create custom perspectives.

(D) Unlock Application master list – Incorrect

There isno such featureas an "Application Master List" that requires impersonation to unlock.

Application access is controlled byroles and permissions, not impersonation.

Explanation of Each Option:

Never impersonate a user without permission, especially in production environments.

All impersonation actions are loggedin the system for security and auditing purposes.

Use impersonation in a sub-production (development or test) instancebefore making changes to production.

Admins should use impersonation instead of logging in with test user accountsto maintain security and accountability.

Additional Notes & Best Practices:

ServiceNow Docs: Impersonating Users

https://docs.servicenow.com

ServiceNow Community: Best Practices for User Impersonation

https://community.servicenow.com

References from Certified System Administrator (CSA) Documentation:

InServiceNow, when working with forms (such as Incident, Change, or Task forms), users can perform different actions tosave records. The two key operations in this context areInsertandUpdate.

Creates a new record in the database.

Saves the record and exits the form(returns to the list view or the previous screen).

The form is cleared after inserting the record.

It doesnotmodify an existing record; instead, it generates anew record with a new unique sys_id.

Example:

A user creates a newIncident, fills in details, and clicksInsert.

The systemsaves the new Incident and exitsto the list view.

Saves changes to an existing record.

Remains on the form after saving.

It doesnot create a new record; itmodifies the existing recordin place.

Example:

A user opens an existing Incident, changes the Priority, and clicksUpdate.

The systemsaves the changes but keeps the user on the form.

1. Insert Operation (Correct Description in Option C)2. Update Operation (Correct Description in Option C)

Why the Other Options Are Incorrect:A. Insert creates a new record and Update saves changes, both remain on the form (Incorrect)

Insert does not remain on the form; it exits after creating a new record.

B. Insert creates a new record and Update saves changes, both exit the form (Incorrect)

Update does not exit the form; it remains on the form after saving.

D. Insert saves changes and remains on the form, Update saves changes and exits the form (Incorrect)

Insert exitsafter creating a new record.

Update remains on the form, not exits.

Insert and Stay: This is avariation of Insert, whichcreates a new record but keeps the form openfor additional edits.

Submit vs. Insert:

Submitis typically used when submitting a form for workflow processing (e.g., Service Catalog Requests).

Insertexplicitly saves a record as a new entry.

Additional Notes:

Example Scenario in Incident Management:Action

Result

Click "Insert"

Creates anewIncident andexitsthe form.

Click "Update"

Saves changes to theexistingrecord andstays on the form.

Abusiness rulein ServiceNow is a server-side script written inJavaScriptthat executes when a record is inserted, updated, deleted, or queried. Business rules allow for automation and enforcement of business logic without requiring manual intervention.

Business rules arenot tied to formsbut instead runon the server-sidewhen a database operation occurs. They can be configured to execute:

Beforea record is saved (Before Business Rule)

Aftera record is saved (After Business Rule)

Asynchronously(Async Business Rule)

Before a query is run on the database(Query Business Rule)

Explanation of the Correct Answer:B. A business rule can be a piece of JavaScript(Correct)

Business rules are written inJavaScript, allowing administrators to define custom logic that executes on the server.

These scripts can modify data, enforce rules, validate fields, or trigger other workflows.

Example JavaScript snippet for a business rule:

if(current.state=='3'&& current.priority!='1') {

current.priority='1';

gs.addInfoMessage("Priority set to High because state is Resolved.");

}

This rule ensures that if an incident's state is changed toResolved, its priority is automatically set to High.

Why the Other Options Are Incorrect:A. A business rule must run before a database action occurs (Incorrect)

Business rulescan run before a database action occurs, but they can also executeafterorasynchronously.

Business rules have four execution types:

Before– Runs before the record is inserted/updated in the database.

After– Runs after the record is committed to the database.

Async– Runs in the background after the transaction completes.

Query– Runs before data is returned to a user (modifies query results).

C. A business rule must not run before a database action occurs (Incorrect)

This is false because some business rulesdo run beforea database action (e.g., aBefore Business Rulecan validate data before saving).

D. A business rule monitors fields on a form (Incorrect)

Business rulesdo not monitor form fields directly. Instead, they execute based on database operations.

If real-time monitoring of form fields is needed,Client Scripts(not Business Rules) are used for this purpose.

Automaticallyassigning prioritybased on ticket severity.

Preventing updates to certain records if a condition is not met.

Sending email notifications when a record changes.

Modifying data before it is saved to enforce business policies.

Example Use Cases for Business Rules:

InServiceNow, when viewing a record in aform view, thetop sectionof the form displaysdetails about that record, while thebottom section(if enabled) displaysrelated records that are associated with it.

These sections at the bottom of the form are calledRelated Lists.

Displays Records from Related Tables

Related Lists showone-to-manyormany-to-manyrelationships between records.

Example: On aUserform, Related Lists might include:

Groups(shows all groups the user belongs to)

Roles(lists roles assigned to the user)

Incidents Assigned(shows all incidents assigned to the user)

Automatically Generated Based on Table Relationships

ServiceNow automatically generates Related Lists based onReference Fields, Many-to-Many (M2M) tables, or Database Views.

Admins canconfigure which Related Lists appearviaForm Layoutsettings.

Configurable in Form Design & UI Policies

Related Lists can beenabled or disabledusing:

Form Layout(Configure → Related Lists)

UI PoliciesandClient Scripts

Key Characteristics of Related Lists:

A. Additional InfoIncorrect– There is no "Additional Info" feature in ServiceNow related to form layouts.

B. More InfoIncorrect– This is not a term used in ServiceNow for displaying related records.

C. Related LinksIncorrect–Related Linksprovidequick actions(e.g., "Create New Task") but donotdisplay related records.

Incorrect Answer Choices Analysis:

ServiceNow Docs – Related Lists????Related Lists Overview

ServiceNow Docs – Configuring Related Lists on Forms????How to Configure Related Lists

Official ServiceNow Documentation References:

TheConfiguration Management Database (CMDB)in ServiceNow is a centralized repository that stores information aboutConfiguration Items (CIs), their attributes, and relationships. It plays a crucial role in IT Service Management (ITSM), helping organizations track assets, dependencies, and service impacts.

Thefour correct concepts associated with the CMDBare:

The CMDB is structured usingtablesandfieldswithin the ServiceNow database.

Different tables store different types ofConfiguration Items (CIs)such as servers, applications, and network devices.

Example CMDB Tables:

cmdb_ci(Base CMDB Table)

cmdb_ci_server(Stores server-specific CIs)

cmdb_ci_database(Stores database-related CIs)

Each table hasfieldsthat store attributes (e.g.,Serial Number, IP Address, Location).

The CMDB is essentially adatabasethat holds detailed information about IT assets and their relationships.

It enables organizations to maintain an accurate inventory of IT infrastructure.

The database helps withincident management, change management, and asset tracking.

Dependency Viewprovides agraphical representationof how Configuration Items (CIs) are related.

This visualization helps IT teamsunderstand dependencies, impact analysis, and root cause analysis.

Example:

If adatabase servergoes down, theDependency Viewcan show which applications and services will be affected.

The CMDB supports variousIT Service Management (ITSM) processes, such as:

Incident Management(linking incidents to affected CIs)

Change Management(analyzing the impact of changes on CIs)

Problem Management(identifying root causes of recurring issues)

The CMDB ensures that these processes operate with accurate and updated asset data.

1. Tables and Fields (Correct)2. A Database (Correct)3. The Dependency View (Correct)4. Service Processes (Correct)

Why the Incorrect Option is Wrong:B. User Permissions (Incorrect)

Whileuser permissions(such as roles and access controls) exist in ServiceNow, they arenot a fundamental concept of the CMDB itself.

Permissions (likecmdb_readoradmin) controlwho can access and modify the CMDB, but they are notcore CMDB components.

AnIT administratorwants to checkwhich business services depend on a specific database serverbefore performing maintenance.

Using theCMDB Dependency View, they see that the database server is linked to anemail serviceand acustomer portal.

This insight helps them plan achange requestto notify impacted users before the server is taken offline.

Example Use Case:

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."

ServiceNow supports multiple authentication methods to verify user identities before granting access to an instance. The three valid authentication methods from the given options are:

Local Database Authentication

This is the default authentication method used in ServiceNow.

User credentials (username and password) are stored in the ServiceNow database.

Authentication is handled directly by ServiceNow without relying on external identity providers.

This is useful for small implementations or instances where external authentication is not required.

LDAP (Lightweight Directory Access Protocol)

LDAP allows ServiceNow to integrate withcorporate directory services, such as Microsoft Active Directory, to authenticate users.

Users authenticate using theircorporate credentials, reducing the need to maintain separate user accounts in ServiceNow.

ServiceNow connects to an LDAP server and verifies credentials without storing passwords in the ServiceNow database.

SSO (Single Sign-On)

Single Sign-On enables users to log into ServiceNow using an external identity provider (IdP).

ServiceNow supports various SSO protocols, including:

SAML 2.0 (Security Assertion Markup Language)

OAuth 2.0

OpenID Connect

Kerberos

This allows users to authenticate once and gain access to multiple applications, improving security and user experience.

A. XML feed–

XML feeds are used for data exchange,not authentication.

ServiceNow can consume XML feeds for integrations but does not use XML feeds to authenticate users.

E. FTP authentication–

FTP (File Transfer Protocol) is used for transferring files between systems and isnot a valid authentication methodin ServiceNow.

ServiceNow Docs: User Authentication Methodshttps://docs.servicenow.com/en-US/bundle/utah-platform-administration/page/administer/security/concept/user-authentication-methods.html

ServiceNow CSA Official Training Guide (User Authentication & Security)

Why the Other Options Are Incorrect?References from Certified System Administrator (CSA) Documentation:These references confirm thatLocal Database, LDAP, and SSOare valid authentication methods in ServiceNow.

In ServiceNow,record numbers are automatically generated and incrementedby the system. Each record created in a table receives a unique identifier based on a predefinednumber format.

Each table that extends the "task" or other core tables has a default numbering format.

Numbering is automatic, meaning users donothave to manually increment numbers.

The numbering format follows aprefix + incremental number(e.g., INC0001001 for incidents, CHG0002001 for changes).

The system ensuresunique sequential numberingwithin each table.

How Record Numbering Works:Configuring Auto-Numbering:Admins can customize numbering formats by modifying the"Number Maintenance"module:

Navigate toSystem Definition → Number Maintenance.

Select a table and configure theprefix, length, and starting number.

Changes apply automatically to new records created in that table.

Record numbersdo not require manual updates; the system handles it automatically.

Users can changeformat settings, butcannot manually increment individual record numbers.

ServiceNow prevents duplicate numbers to maintain data integrity.

Why "False" is the Correct Answer:

Manual incrementing isnotrequired or possible for individual records.

The platform automatically assigns the next sequential number to each record.

Why "True" is Incorrect:

ServiceNow Documentation:Number Maintenance

CSA Exam Guide:Coversautomatic record numbering and Number Maintenance settings.

Reference from CSA Documentation:Thus, the correct answer is:

B. False

When creating filters inServiceNow, the elements should be specified in the following order:

Field– The database field (column) that is being filtered.

Operator– The comparison method, such as "is", "contains", "greater than", etc.

Value– The specific data that the filter should match.

Example of a Properly Structured Filter:Imagine filtering a list ofIncidentswhere the priority is high. The filter would be structured as:

Field:Priority

Operator:is

Value:High

is– Matches an exact value

is not– Excludes a specific value

contains– Looks for a partial match

greater than– Finds records with a value greater than the specified one

less than– Finds records with a value less than the specified one

B. Field, Operator, then Condition– Incorrect.

"Condition" is not an individual filter element in ServiceNow; theoperatoralready defines the condition (e.g., "is", "contains").

C. Operator, Condition, then Value– Incorrect.

The field must comefirstto define what data is being filtered. The operator follows next.

D. Value, Operator, then Field– Incorrect.

This is completely reversed; you must specifywhat fieldyou are filtering first before applying conditions.

ServiceNow Product Documentation → Filters and Condition Builder

ServiceNow CSA Study Guide → Data Management and List Filters

ServiceNow List Views → Using Filters and Operators

Common Operators in ServiceNow Filters:Explanation of Incorrect Answers:References from Certified System Administrator (CSA) Documentation:

n ServiceNow, theList Editorallows users to edit field values directly within a list without opening the record in a form. This feature is particularly useful for making quick modifications to multiple records without the need to open each one individually.

Users navigate to a list view of records (e.g., an incident list).

If a field is editable via the List Editor, clicking on it will allow inline editing.

After making changes, users can pressEnteror click outside the field to save.

Inline Editing:Users can modify fields directly from the list.

Multi-Row Editing:Certain fields support bulk updates.

Security Controls:Admins can control which fields are editable via List Editor through dictionary settings.

Audit and History Tracking:Changes made via List Editor are logged for tracking purposes.

A. Data Editor:No such term as "Data Editor" exists in ServiceNow.

B. Edit Menu:This does not refer to inline editing; instead, it's a general menu for editing options.

D. Form Designer:Used for configuring form layouts, not for inline editing.

ServiceNow Product Documentation → Lists and List Editing

ServiceNow CSA Exam Guide → Covers List Editor as a core feature of instance configuration.

How List Editor Works:Key Features of List Editor:Why Other Options Are Incorrect:Reference from CSA Documentation:This verifies thatList Editoris the correct answer.

InServiceNow Knowledge Management,flagging an articleis a feature that allows users toreport errors or issueswithin a knowledge article. This helps maintain article accuracy and ensures that outdated or incorrect information is addressed by knowledge managers.

Error Reporting

Users can flag an article if they findincorrect, outdated, or misleading information.

Knowledge managers receive anotificationabout flagged articles and can review them for updates.

Article Quality Control

Helps improve knowledge base content by allowing users topoint out inaccuracies.

Ensures that knowledge articles remainrelevant and useful.

Notifying Knowledge Managers

Flagged articles appear in theKnowledge Base Administration module, allowing managers totrack and resolve flagged issues.

A. To mark an article to read later

Incorrect: There isnobuilt-in "read later" feature in ServiceNow Knowledge Management.

Instead, users canbookmarkan article for quick access.

B. Allow a user to submit feedback about an article

Incorrect:

Feedback is submitted through theFeedback feature, which allows users to rate articles and provide comments.

Flaggingis specifically forerror reporting, not general feedback.

Key Purposes of Flagging an Article:Why Other Options Are Incorrect?

Flagging Knowledge Articles

Flagging an Article for Review

Managing Flagged Articles

Knowledge Management Administration

References from ServiceNow CSA Documentation:

InServiceNow, tables are structured in a hierarchical format wheresome tables can extend others, inheriting fields and properties. However, there are specific tables thatdo not extend any other table but can be extended—these are known asBase Tables.

Base Tables:

ABase Tableis a table thatdoes not extend another tablebutcan be extended by other tables.

It serves as afoundationfor creating new tables.

Example:

Task Table (task)– TheIncident, Problem, and Change tablesextend from the Task table.

Configuration Item Table (cmdb_ci)– Used as a base for various CI types.

Core Tables:

Core Tablesare thestandard tablesprovided by ServiceNow.

Theycan be base tables or extended tablesdepending on their role.

Example:

Task (task)andUser (sys_user)are core tables, but onlysome core tables are base tables.

Extended Tables:

Extended Tablesare tables thatinherit fields and functionalityfrom aparent table.

Example:

Incident (incident)extends fromTask (task).

Custom Tables:

Custom Tablesare tables thatdevelopers create for specific business needs.

They may or may not extend another table depending on their design.

Understanding Table Types in ServiceNow

Why Answer "A" is Correct:✔️"Base Tables" are tables that may be extended by other tables but do not extend another table.

These tablesdo not inherit fieldsfrom any other table.

They provide thefoundation for extensions, making them the top-level tables in ServiceNow’s data hierarchy.

Example: TheTask tableis a base table because it does not extend another table but serves as the foundation for many other tables (e.g., Incident, Problem, Change).

Why the Other Answers Are Incorrect:B. "Core Tables"

IncorrectbecauseCore Tables are standard ServiceNow tables, but theycan be either base or extended tables.

Not all core tables follow the definition of a base table.

C. "Extended Tables"

Incorrectbecause extended tablesinherit fields from parent tables, meaning theydo extend another table.

Example: TheIncident table extends from the Task table, making it anextended table.

D. "Custom Tables"

IncorrectbecauseCustom Tablescan beeither base or extended tablesdepending on how they are created.

If a developer chooses to extend an existing table, then it isnot a base table.

ServiceNow CSA Study Guide – Data Schema & Tables

ServiceNow Docs: Table Hierarchy & Extensions(ServiceNow Documentation)

ServiceNow Data Model Overview (Base Tables & Extended Tables)

References from the Certified System Administrator (CSA) Documentation:

TheBasic Configuration UI 16 modulein ServiceNow allows administrators to make basic UI customizations without needing to modify code or system properties manually. These settings apply to theoverall look and feelof the instance.

Banner Image (Option A)

Allows admins to change theServiceNow banner logoat the top of the page.

This is useful for branding the instance with a company’s logo.

Browser Tab Title (Option C)

Changes thetitle displayed on the browser tabwhen accessing the ServiceNow instance.

Helps customize the instance’s branding for different user environments (e.g., "IT Service Portal" instead of "ServiceNow").

System Date Format (Option D)

Allows admins toset the date formatdisplayed across the instance.

Helps standardize date display based on organizational or regional preferences (e.g.,MM/DD/YYYY vs. DD/MM/YYYY).

Customizable Elements via Basic Configuration UI 16:

Why Are the Other Options Incorrect?B. Record Number Format

Incorrect:The format of record numbers (such asINC0010001 for incidents) is controlled viaSystem Definition → Number MaintenanceandNOTin Basic Configuration UI 16.

E. Form Header Size

Incorrect:The form header size isnot directly customizable through Basic Configuration UI 16.

Form layout and styling changes are managed throughUI Policies, Client Scripts, or custom CSS configurations.

Reference from Certified System Administrator (CSA) Documentation:????ServiceNow Docs – Basic Configuration UI 16

????ServiceNow UI Customization Documentation

"Basic Configuration UI 16 provides a simple way to modifybanner images, browser titles, and system-wide date formats."

Conclusion:The correct answers are:

A. Banner Image(Customizes the instance’s logo)

C. Browser Tab Title(Changes the browser tab text)

D. System Date Format(Sets the instance-wide date format)

????Understanding Basic Configuration UI 16 is important for ServiceNow administratorsto quickly apply branding and instance-wide display settings without modifying system properties manually.

In ServiceNow, theService Catalogapplication allows administrators to create, configure, and manage catalog items that users can request. To create a new catalog item, administrators must access the correct module within theService Catalogapplication.

Maintain Categories (Option A)

This module is used to create and managecategorieswithin the Service Catalog.

Categories are used to organize catalog items into logical groups but do not allow the creation of actual catalog items.

Maintain Items (Option B)(Correct Answer)

This module is used tocreate, edit, and manage catalog itemsin the Service Catalog.

It provides options to define the item name, description, fields, workflows, and pricing details.

Administrators use this module when they want tobegin creating a new catalog item.

Content Items (Option C)

This module is related toContent Management System (CMS) and Knowledge Basebut is not used for creating standard Service Catalog items.

It allows administrators to create links to external content rather than actual requestable catalog items.

Items (Option D)

TheItemsmodule displays catalog items but does not allow an administrator to create new ones.

It is primarily forviewingitems rather than maintaining them.

Explanation of the Available Options:

The"Maintain Items"module is theonlymodule where administrators can create, edit, and manage catalog items in ServiceNow.

Other options either relate to categories, content management, or viewing existing items, making them incorrect choices.

Why is "B. Maintain Items" the Correct Answer?

ServiceNow Product Documentation - Service Catalog Administration????https://docs.servicenow.com/bundle/tokyo-it-service-management/page/product/service-catalog-management/concept/service-catalog-management.html

ServiceNow CSA Exam Guide - Service Catalog & Request Fulfillment

ServiceNow Fundamentals Training - Creating and Managing Catalog Items

References from Official CSA Documentation:

In ServiceNow,Tables & Columnsis the module that allows administrators to view and managefield settingsfor a table. This module provides a list of tables in the system along with details about theircolumns (fields), data types, and attributes.

Displaysall fields (columns)within a selected table.

Showsdata types, attributes, and configurationsof each field.

Allows admins toadd, modify, or removefields.

Provides details onrelationships between tables(e.g., reference fields, one-to-many relationships).

Navigate to:System Definition > Tables & Columns

Select a table to view itsfield settings.

B. Access Control – Incorrect

This module managessecurity rules (ACLs)for accessing records but does not display table field settings.

C. Columns and Fields – Incorrect

No such module exists in ServiceNow.

D. Tables and Fields – Incorrect

The correct module name is"Tables & Columns", not "Tables and Fields".

ServiceNow Docs: System Definition – Tables & Columns

ServiceNow CSA Study Guide – Table Administration

ServiceNow Product Documentation: Managing Fields in a Table

Key Features of the "Tables & Columns" Module:How to Access Tables & Columns in ServiceNow:Explanation of Incorrect Options:References from Certified System Administrator (CSA) Documentation:

In ServiceNow’sService Catalog, variables are used to capture user input when they request catalog items. These variables allow for dynamic and customized data collection for different service requests.

Among the options provided, the three validvariable typesthat can be added to aService Catalog Itemare:

Multiple Choice:

This variable type presents users with multiple predefined options, but only allows them to selectoneanswer.

Example: "What type of laptop do you need?" with options:MacBook, Windows Laptop, Chromebook.

Select Box:

Similar to Multiple Choice but presented in a drop-down format, making it useful when space needs to be conserved in a form.

Example: "Select your department" with a drop-down list ofIT, HR, Finance, etc.

Checkbox:

A simpleTrue/Falsevariable that allows users to check a box to indicate a selection.

Example: "Do you need an external monitor?" (Checkbox can be checked for 'Yes' or left unchecked for 'No').

Option A (True/False, Multiple Choice, and Ordered)

True/Falseis not a variable type in the Service Catalog. ServiceNow usesCheckboxfor Boolean (Yes/No) values instead.

Orderedisnot a valid Service Catalog variable type.

Option B (True/False, Checkbox, and Number List)

True/False is incorrect(ServiceNow uses "Checkbox" instead).

Number List is not a valid Service Catalog variable type.

Option C (Number List, Single Line Text, and Reference)

Number List is not a valid variable type.

Single Line Text and Reference are valid variables but were not all correct in this case.

ServiceNow Docs: Service Catalog Variableshttps://docs.servicenow.com/en-US/bundle/utah-it-service-management/page/product/service-catalog-management/concept/c_ServiceCatalogVariables.html

ServiceNow CSA Official Training Guide (Service Catalog & Request Management)

Why the other options are incorrect?References from Certified System Administrator (CSA) Documentation:

Update Setsin ServiceNow are used tocapture customizations and configurationsmade in an instance, allowing these changes to be moved between instances (e.g., from development to test or production). ServiceNow provides best practices to ensure smooth migration and avoid issues with missing or conflicting updates.

What is an Update Set?

AnUpdate Setis a collection of customizations (e.g., changes to forms, scripts, workflows, business rules) that can be moved from one instance to another.

Ittracks changesin a controlled way, preventing accidental loss of configurations.

Why Avoid Using the Default Update Set?

TheDefault Update Setis automatically used when no other update set is selected.

It captures changesbut should never be used for instance-to-instance migrationsbecause:

Itcannot be exported.

It contains system changes that arenot logically grouped.

It can causeinconsistencies and missing dependencieswhen moving updates.

Instead, administrators shouldcreate a named Update Setfor specific development work.

Understanding Update Sets in ServiceNow:

Why Answer "A" is Correct:✔️"Avoid using the Default Update Set as an Update Set for moving customizations from instance to instance."

This follows ServiceNow’sbest practicesfor managing Update Sets.

Using theDefault Update Setcan lead tomissing updates, conflicts, and untracked changes, making migrations unreliable.

Why the Other Answers Are Incorrect:B. "Before moving customizations from instance to instance with Update Sets, ensure that both instances are different versions."

Incorrectbecause ServiceNowrecommends that instances be on the same versionbefore applying Update Sets.

If instances are ondifferent versions, the Update Set may includeincompatible changes, causing failures.

C. "Use the Baseline Update Set to store the contents of items after they are changed the first time."

Incorrectbecause there is no such thing as a "Baseline Update Set" in ServiceNow.

ServiceNowdoes not automatically create a backup of original configurations—administrators should manually create an Update Set before making changes.

D. "Once an Update Set is closed as 'Complete,' change it back to 'In Progress' until it is applied to another instance."

Incorrectbecausea completed Update Set should not be reopened.

Once markedComplete, an Update Set isready for export and migration. Reopening it can causedata integrity issuesand confusion in version control.

ServiceNow CSA Study Guide – Update Sets & Configuration Management

ServiceNow Docs: Best Practices for Update Sets(ServiceNow Documentation)

ServiceNow Docs: Moving Customizations with Update Sets

References from the Certified System Administrator (CSA) Documentation:

TheConfiguration Management Database (CMDB)in ServiceNow is a centralized repository that stores information aboutConfiguration Items (CIs), which can includeboth tangible and intangible business assets.

Tangible assets: Physical devices like servers, network components, and workstations.

Intangible assets: Software, applications, cloud services, licenses, and business services.

Relationships and Dependencies: CMDB maintains the relationships between CIs to help with impact analysis, change management, and troubleshooting.

What is Stored in the CMDB?CMDB plays a crucial role inIT Service Management (ITSM), ensuring that organizations haveaccurate and up-to-dateasset data for better decision-making.

(A) The CMDB contains data about tangible and intangible business assets – Correct

TheCMDB tracks and manages both physical (tangible) and virtual (intangible) assets.

Examples oftangible assets: Servers, routers, desktops, mobile devices.

Examples ofintangible assets: Cloud services, software applications, business services.

(B) The CMDB contains the Business Rules that direct the intangible, configurable assets used by a company – Incorrect

Business Rules are not stored in the CMDB.

Business Rules in ServiceNow are part of the platform’s automation framework and control system behavior but donotdefine configuration items.

(C) The CMDB archives all Service Management PaaS equipment metadata and usage statistics – Incorrect

TheCMDB does not function as an archive; it maintains real-time, active data about CIs.

Usage statistics are stored in performance analytics and reporting tools, not in the CMDB.

(D) The CMDB contains ITIL process data pertaining to configuration items – Incorrect

While CMDBsupports ITIL processes, it doesnot store ITIL process datadirectly.

ITIL process data (e.g., incident, problem, change records) is stored inITSM modules, not in the CMDB itself.

CMDBdoes contain CI relationshipsthatsupportITIL processes likeIncident, Problem, and Change Management.

Explanation of Each Option:

CI Classes & Hierarchy: ServiceNow CMDB uses a hierarchical structure with variousCI Classes(e.g.,cmdb_ci,cmdb_ci_server,cmdb_ci_database).

CMDB Health Dashboard: Ensures data accuracy withcompleteness, compliance, and correctnessmetrics.

Relationship Management: CIs in the CMDB are linked to show dependencies, which iscrucial for impact analysisin change and incident management.

Discovery & Service Mapping: ServiceNow’sDiscovery and Service Mappingtools helpautomate CI data collection.

Additional Notes & Best Practices:

ServiceNow Docs: CMDB Overview

https://docs.servicenow.com

ServiceNow Community: Best Practices for CMDB Data Accuracy

https://community.servicenow.com

References from Certified System Administrator (CSA) Documentation:

When importing data intoServiceNow, anImport Setis created, and aTransform Mapis used to map data from the Import Set table to a target table (such asincident,cmdb_ci, oruser).

ATransform Mapdefineshow data from an Import Set is transferred to the target table. One of its key characteristics is that it can beused multiple times on the same import setto reprocess data or correct mapping errors.

Import Set Table:

Temporary storage for incoming data.

Data remains in the Import Set table until transformed.

Transform Map:

Areusable mappingthat determines how fields in the Import Set correspond to fields in the target table.

Can be runmultiple timeson the same Import Set data.

Coalesce Fields:

Usedbefore transformationto determine whether toupdate existing records or create new ones.

Key Characteristics of Importing Data in ServiceNow:

You import a CSV file into anImport Set Table.

You apply aTransform Mapto map data to theUser (sys_user) table.

If an issue occurs, you canrerun the Transform Map on the same Import Setinstead of reimporting the file.

Example Scenario:

A. An existing Transform Map can be used one time on the same import set– Incorrect.

Transform Maps can be reusedmultiple times on the same Import Set data.

B. Coalesce fields are used only after running Transform– Incorrect.

Coalesce fields are used before transformationto determine if a record should be updated or inserted.

C. Any user can manage and set up import sets– Incorrect.

Onlyusers with the appropriate roles(such asimport_adminoradmin) can manage Import Sets.

Explanation of Incorrect Answers:

ServiceNow Product Documentation → Import Sets and Transform Maps

ServiceNow CSA Study Guide → Data Import and Management

ServiceNow Knowledge Base → Understanding Coalesce Fields in Import Sets

References from Certified System Administrator (CSA) Documentation:

InServiceNow Knowledge Management, users can providefeedbackonpublished knowledge articlesby flagging them. This feedback helpsknowledge managers and authorsidentify errors, outdated information, or areas for improvement.

Toview feedback left on a published article, there are two primary pathways:

Pathway 1: Knowledge Base > My Knowledge > Flagged Articles

This option allowsknowledge managers and authorsto see all flagged articlesthey have authored or have access towithin a specificKnowledge Base.

Location:Knowledge Base → My Knowledge → Flagged Articles

Pathway 2: Knowledge > My Articles > Flagged

This option lets authorsview only their own articlesthat have been flagged.

Location:Knowledge → My Articles → Flagged

A. Knowledge > Articles > My Flagged

There isno direct "My Flagged" optionunderKnowledge > Articles.

D. Knowledge > Articles > Published

This showsall published articlesbut doesnot specifically show flagged (feedback) articles.

Navigate toKnowledge > My Articles > Flagged.

OR navigate toKnowledge Base > My Knowledge > Flagged Articles.

Open a flagged article to review thefeedback comments and reason for the flagging.

ServiceNow Docs: Managing Knowledge Feedback and Flagged Articleshttps://docs.servicenow.com/en-US/bundle/utah-it-service-management/page/product/knowledge-management/task/review-article-feedback.html

ServiceNow CSA Official Training Guide (Knowledge Management & Feedback Handling)

Why the Other Options Are Incorrect?How to View Feedback in ServiceNow?References from Certified System Administrator (CSA) Documentation:This confirms that the correct pathways to view feedback on published articles are"Knowledge Base > My Knowledge > Flagged Articles"and"Knowledge > My Articles > Flagged".

TheService Catalogis a core feature in ServiceNow that provides users with a structured interface to request services and products. Thebaseline Service Catalog homepageincludes links to key components that help users navigate and submit requests efficiently. These components are:

Record Producers– These are forms that allow users to create records in tables other than the Request table (e.g., submitting an incident or a change request).

Order Guides– These help users request multiple related items in a single submission, streamlining complex orders.

Catalog Items– These are the individual products or services users can request, such as software installations, hardware requests, or access requests.

Option B: "Order Guides, Item Variables, and Workflows"– Incorrect, becauseItem VariablesandWorkflowsare not direct links on the Service Catalog homepage. Item Variables are attributes of Catalog Items, and Workflows handle backend processing but are not listed as a navigational component.

Option C: "Order Guides, Catalog Items, and Workflows"– Incorrect, because Workflows are not directly linked from the homepage.

Option D: "Record Producers, Order Guides, and Item Variables"– Incorrect, because Item Variables are part of Catalog Items but not a distinct link on the homepage.

ServiceNow Product Documentation - Service Catalog Overview

ServiceNow CSA Study Guide - Service Catalog Fundamentals

ServiceNow Docs: Service Catalog Components

Explanation of Incorrect Options:References from Certified System Administrator (CSA) Documentation:

InServiceNow Import Sets,coalescingis the process ofmatching existing recordsto avoid duplicate entries when importing data.Conditional coalesceis the only method that allows using ascriptto determine if records should be updated or inserted.

Single-field Coalesce (Incorrect)

Usesone fieldto determine if a record exists.

If a match is found, the record isupdated; otherwise, a new record is created.

Example: Usingemailas a coalesce field when importing user data.

Multiple-field Coalesce (Incorrect)

Usesmultiple fieldsto find a match.

If all specified fields match, the record isupdated. Otherwise, a new record is created.

Example: MatchingFirst Name + Last Name + Email.

No Coalesce (Incorrect)

Every import creates anew record, regardless of whether a similar record exists.

Conditional Coalesce (Correct)

Allows using ascript to define custom logicfor identifying records to update.

This isthe only coalescing method that supports scripting.

Example:

A script can check if eitheremailoremployee IDexists, andif neither exist, create a new record.

Types of Coalescing in Import Sets:

Understanding Coalesce in Import Sets

Import Set Coalescing

Conditional Coalesce Scripting

Using Conditional Coalesce

References from ServiceNow CSA Documentation:

In ServiceNow,tablesare fundamental components of the platform's database structure. A table consists ofrecords (rows)andfields (columns)that store data.

Arecordis an individual entry in a table, similar to a row in a traditional database.

Each record represents a single entity (e.g., an incident, a user, a request).

Records are stored uniquely in the system and are identified by aSys ID(a globally unique identifier).

Afieldis an attribute of a record, like a column in a database.

Each field has a specificdata type(e.g., string, integer, date, reference).

Fields define what type of information can be stored in a record.

1. Records (Rows) – Correct Option2. Fields (Columns) – Correct OptionExample:TheIncident [incident]tableSys ID

Number

Short Description

Caller

State

123abc

INC001

System crash

John D

New

456def

INC002

Network issue

Jane S

Open

Records:INC001, INC002 (each row is a record).

Fields:Number, Short Description, Caller, State (each column is a field).

B. Lists – Incorrect

Listsare aviewof table data but are not a part of the table itself.

A list displays multiple records from a table but does not define the structure of a table.

C. Forms – Incorrect

Formsare user interfaces used to view or edit single records.

A form allows users to interact with the data stored in a table but is not part of the table structure itself.

ServiceNow Docs: Tables and Records

ServiceNow CSA Study Guide – Understanding Tables, Records, and Fields

ServiceNow Product Documentation: List and Form Views

Explanation of Incorrect Options:References from Certified System Administrator (CSA) Documentation:

Coalescing is a crucial concept in ServiceNow's data import process. When a set of fields are marked as "coalesce" in aTransform Map, they act as unique identifiers to determine if an existing record should be updated rather than creating a new one.

If a match is found based on the coalesce field(s):

The system updates the existing record with the new data from the import.

If no match is found:

A new record is created.

How Coalescing Works in ServiceNow Imports:This means that coalescing helps maintain data integrity by preventing duplicate records while ensuring existing records receive updates when necessary.

When a record in the target table matches the value(s) in the coalesce field(s),ServiceNow updates that existing recordinstead of creating a new one.

This ensures that data is synchronized correctly rather than creating duplicate entries.

Option B (Incorrect):"If a match is not found using the coalesce fields, the system does not create a Transform Map."

The Transform Map isalways createdbefore the import process even starts. The presence or absence of a match has no impact on the Transform Map itself.

Option C (Incorrect):"If a match is found using the coalesce fields, the system creates a new record."

If a match is found, the existing record is updated,not replaced or duplicated.

Option D (Incorrect):"If a match is not found using the coalesce fields, the existing record is updated with the information being imported."

If a match isnotfound, anew recordis created, not an update to an existing one.

Why is Option A Correct?Why Are the Other Options Incorrect?

ServiceNow CSA Official Documentation on Data Import & Transform Maps:

ServiceNow Docs - Transform Maps

"If a field is coalesced, the system checks for matching records before inserting new ones. If a match is found, the existing record is updated; if no match is found, a new record is created."

Reference from Certified System Administrator (CSA) Documentation:

Conclusion:The correct answer isA. If a match is found using the coalesce fields, the existing record is updated with the information being imported.

????Understanding coalescingis vital for any ServiceNow administrator to ensure data integrity, avoid duplicates, and maintain system efficiency when handling data imports.

In ServiceNow,UI Actionsare used to add buttons, links, and context menu items to forms and lists, enabling users to perform specific actions easily. UI Actions are essential for customizing the user experience and streamlining workflow interactions.

UI Actions allow administrators to create interactive elements such as:

Buttons(e.g., "Save," "Approve," "Reject")

Form Links(Clickable links that trigger actions on a record)

Context Menu Items(Right-click menu options for records in lists and forms)

They can executeclient-side (via JavaScript)orserver-side (via scripts or GlideRecord API calls).

UI Actions enhance usability by allowing quick execution of tasks without navigating through multiple screens.

Understanding UI Actions in ServiceNow:

Why is Option B (UI Action) Correct?Buttons, form links, and context menu items are all created and managed using UI Actions in ServiceNow.

UI Actions define what happens when a button or menu item is clicked, including executing scripts, navigating to a different page, or performing an operation on a record.

Why Are the Other Options Incorrect?A. Business Rule

Business Rules runautomatically on the server-sidewhen records are inserted, updated, deleted, or queried.

They do not createbuttons, links, or context menu itemson the UI.

C. Client Script

Client Scripts execute on theclient-side (browser)and are used forform validation, field changes, and UI behavior modifications.

They do not create UI elements like buttons or menu items.

D. UI Policy

UI Policies dynamically changeform field behavior(e.g., hiding, showing, making fields mandatory, or read-only).

Theydo not add buttons or context menu items.

Reference from Certified System Administrator (CSA) Documentation:????ServiceNow Docs – UI Actions Overview

????ServiceNow UI Actions Documentation

"UI Actions add buttons, links, and context menu items on forms and lists to enhance user interaction with the ServiceNow platform."

InServiceNow,Create Incident, Password Reset, and Report Outageare examples ofService Catalog itemsthat guide users through submitting requests. These services are commonly implemented usingRecord Producers.

What is a Record Producer?ARecord Produceris a special type ofcatalog itemthat:

Creates recordsin a table (e.g., Incident, Change, or Request).

Provides auser-friendly interfacein the Service Catalog.

Maps user input fields to corresponding fieldsin the target table.

For example:

"Create Incident"uses a Record Producer to create a record in theIncident [incident]table.

"Password Reset"can create a record in acustom password reset tableor trigger a workflow.

"Report Outage"may create a record in theProblem or Incident table.

Why is Option A Correct?"They direct the user to a record producer."

These catalog servicesdo not create Service Requests (REQs) like normal catalog items.

Instead, theyuse Record Producers to generate records directly in specific tables (e.g., Incident, Change, Problem).

This allowscustom form fields, pre-filled values, and direct mappingto the target table.

Why Are the Other Options Incorrect?B. "They direct the user to a catalog property."

Incorrect:Catalog properties aresystem settingsthat control Service Catalog behavior, not user-facing forms.

Example:Catalog properties controlcart behavior, request approval rules, etc.

C. "They direct the user to a catalog UI policy."

Incorrect:UI Policies controlfield behavior (e.g., hiding, showing, making fields mandatory) on the formbut do not determine how the request is processed.

D. "They direct the user to a catalog client script."

Incorrect:Catalog Client Scripts controlform logic (such as auto-filling fields) but do not create records directly.

Reference from Certified System Administrator (CSA) Documentation:????ServiceNow Docs – Record Producers in the Service Catalog

????ServiceNow Record Producers Documentation

"A Record Producer is acatalog itemthat lets users create records in a table instead of generating a standard request."

Conclusion:The correct answer isA. They direct the user to a record producer.

????Record Producers are widely used in ServiceNow's Service Catalog to simplify and streamline user requests, ensuring data is properly captured and processed.

AService Catalog workflowin ServiceNow is a structured sequence of automated activities designed to manage and fulfill catalog requests. These workflows are essential in handlingapprovals, tasks, notifications, and process automationfor requests submitted through theService Catalog.

Drives Complex Fulfillment Processes:

When a user submits a catalog request, the workflow determines how it should be processed.

It automates the required steps, such asapprovals, task assignments, and record updates.

Different items in the catalog may require different workflows based on the request type.

Sends Notifications to Defined Users or Groups:

Service Catalog workflows includeemail and in-platform notificationsto keep users informed.

Notifications can be triggered at different stages, such as request submission, approval, fulfillment, and closure.

Example:If an item requires managerial approval, the workflow sends an approval request notification to the designated approver.

Approval and Task Automation:

Workflows can createapproval stepsfor request items before they proceed to fulfillment.

They can also generatetasksfor fulfillment teams based on predefined conditions.

Integration with Flow Designer and Other Automation Tools:

In newer ServiceNow versions,Flow Designeris often used instead of traditional workflows, but the core purpose remains the same.

Workflows can integrate withSLA (Service Level Agreements), script actions, and record updates.

Key Functions of a Service Catalog Workflow:Why Option C is Correct?"Drives complex fulfillment processes"→ Correct, as workflows automate and manage Service Catalog request fulfillment.

"Sends notifications to defined users or groups"→ Correct, since notifications are an integral part of ServiceNow workflows.

Why Other Options Are Incorrect?Option A:Incorrect – While workflows include tasks and approvals, they do not "generate item variable types." Variables are defined within catalog items, not workflows.

Option B:Incorrect – Workflowscan send notifications, making this statement false.

Option D:Incorrect – Similar to Option A, workflows do not generate "item variable types." Instead, they focus on fulfillment processes and notifications.

ServiceNow Product Documentation – Service Catalog Workflowshttps://docs.servicenow.com

ServiceNow Learning – Service Catalog and Workflow Automation

ServiceNow Developer Portal – Flow Designer & Workflow Automation

References from Certified System Administrator (CSA) Documentation:

Themain UI components of the ServiceNow platformare designed to provide a structured and user-friendly experience for interacting with the system. These core UI elements include:

Banner Frame– Displays key information such as the logo, user profile, settings, and global search.

Application Navigator– Provides access to different modules and applications within ServiceNow.

Content Frame– Displays the main content area where users interact with forms, lists, and dashboards.

A. Banner Navigator– Incorrect terminology; the correct term isBanner Frame.

C. Application Frame– No such UI component exists in ServiceNow.

E. Content Menu– This is not a primary UI component; the correct term isContent Frame.

Why Other Options Are Incorrect:

ServiceNow Documentation:User Interface Overview

CSA Exam Guide:CoversBanner Frame, Application Navigator, and Content Frameas the three primary UI components.

Reference from CSA Documentation:Thus, the correct answer is:

B. Banner Frame, D. Application Navigator, F. Content Frame

InServiceNow Service Catalog, anOrder Guideis a feature that allows users toorder multiple, related catalog items in a single request, simplifying the ordering process.

Helps usersrequest multiple items togetherinstead of submitting separate requests.

Ensures that related items are grouped logically (e.g., when onboarding a new employee, an Order Guide can include a laptop, software licenses, and access to required applications).

Usesvariables and rulesto pre-fill certain values and guide users through the ordering process.

Reduces the number of individual requests and makes fulfillment more efficient.

Purpose of an Order Guide:

(A) Order Guides restrict the number of items in an order to only one item per request – Incorrect

This isnot truebecause Order Guides allow users to requestmultiple itemsat once.

Asingle request (REQ#) is generatedthat contains multiple Requested Items (RITMs).

(B) Order Guides provide a list of guidelines for Administrators on how to set up item variables – Incorrect

Order Guides are forusers, not just administrators.

Theydo not provide setup guidelines; instead, they simplify ordering for end-users.

(C) Order Guides provide the ability to order multiple, related items as one request – Correct

This is theprimary functionof an Order Guide.

Instead of placing separate orders for different catalog items, a user can add allrelateditems to asingle request.

Example:Employee Onboarding Order Guide

Laptop

Email account

VPN access

Software (e.g., Microsoft Office, Adobe Suite)

(D) Order Guides take the user directly to the checkout without prompting for information – Incorrect

Order Guidescan include user prompts(variables, conditions) before checkout.

Users may be asked for specific detailsbeforesubmitting the request (e.g., laptop specifications, software preferences).

Explanation of Each Option:

Use dynamic variables: Order Guides can ask questions that determine which items should be included in the request.

Improve user experience: Order Guides streamline ordering, ensuring users request all necessary items without forgetting anything.

Enhance fulfillment efficiency: Since multiple items are grouped in one request, IT and fulfillment teams can process them together, reducing delays.

Example Use Cases:

New Hire Onboarding(laptop, software, security badge, phone)

Office Setup Request(desk, chair, monitor, accessories)

Additional Notes & Best Practices:

ServiceNow Docs: Order Guides Overview

https://docs.servicenow.com

ServiceNow Community: How to Configure an Order Guide

https://community.servicenow.com

References from Certified System Administrator (CSA) Documentation:

In theServiceNow Service Catalog, aREQ numberrepresents aRequest (REQ) record, which functions as anorder numberfor a service request. When a user submits a request through the Service Catalog, the system generates aRequest (REQ) record, which tracks the overall order.

REQ (Request Record) – The Order Number

This is theparent recordthat represents the entire order/request submitted by the user.

It contains key details such as the requester, the total cost, approval status, and the overall request state.

Example:REQ0010023

RITM (Requested Item) – The Individual Catalog Item

Each item requested within a REQ has its ownRequested Item (RITM) record.

The RITM tracks the fulfillment of a specific item within the order.

Example:RITM0010456(a single laptop ordered in a request)

TASK (Catalog Task) – The Actions to Complete the Request

Catalog Tasks (TASK) are created under an RITM to handle specific fulfillment steps.

Multiple tasks can exist under a single RITM, assigned to different fulfillment teams.

Example:TASK0013456(a task assigned to IT Support to configure the laptop)

Breakdown of the Service Catalog Request Structure:

Why the Other Options Are Incorrect:B. The stage (Incorrect)

Thestageof a request is part of the request lifecycle (e.g., Approval, Fulfillment, Completed), but it is not represented by theREQ number.

C. The task to complete (Incorrect)

Atask to completeis represented by aCatalog Task (TASK), not theREQ number.

Tasks are specific actions assigned to fulfill an item request.

D. The individual item in the order (Incorrect)

Anindividual itemin a Service Catalog request is represented by aRequested Item (RITM), not theREQ number.

Example Scenario:A user submits a request for anew laptop and a software license:

REQ0012345→ Tracks the overall request (Order Number)

RITM0016789→ Laptop Request

TASK0018901→ IT configures the laptop

RITM0016790→ Software License Request

TASK0018902→ IT assigns the software license

LDAP (Lightweight Directory Access Protocol) Integrationin ServiceNow enables organizations to connect theircorporate directory services (such as Microsoft Active Directory)with their ServiceNow instance. This integration helps manageuser authentication and data synchronizationefficiently.

There aretwo key aspectsof LDAP Integration in ServiceNow:

Authentication

LDAP is commonly used foruser authentication, allowing users to log in to ServiceNow using theircorporate credentials.

Instead of storing passwords in ServiceNow, authentication requests are sent to theLDAP serverto verify the user's identity.

This helps in maintainingcentralized identity managementacross the organization.

Data Population

LDAP can be used toimport user and group informationinto ServiceNow.

This process is known asdata synchronization, where attributes such asusernames, email addresses, department details, roles, and group membershipsare pulled from LDAP and stored in ServiceNow.

This ensures that user information in ServiceNow isalways up-to-datewith the organization's directory.

B. Data Formatting–

While ServiceNow does process data from LDAP, "Data Formatting" isnotan aspect of LDAP integration.

Formatting refers to structuring or modifying data but is not a core function of LDAP integration.

C. Authorization–

Authorizationdetermines what a user can doafter authentication, such as assigning roles and permissions.

While ServiceNow can use LDAPgroupsto assign roles, the integration itselffocuses on Authentication and Data Populationrather than defining permissions within ServiceNow.

ServiceNow Docs: LDAP Integration Overviewhttps://docs.servicenow.com/en-US/bundle/utah-platform-administration/page/integrate/authentication/concept/c_LDAPIntegration.html

ServiceNow CSA Official Training Guide (LDAP Integration & User Authentication)

Why the Other Options Are Incorrect?References from Certified System Administrator (CSA) Documentation:This confirms that the two main aspects of LDAP Integration in ServiceNow areAuthentication and Data Population.

In ServiceNow,rolesdefine the level of access a user has within an instance.Roles are stored in thesys_user_roletable.

Definition of a Role:

Aroleis a collection ofpermissionsthat grant access to different parts of the system.

Example:Theadminrole grants full access, while theitilrole allows incident management access.

sys_user_role Table:

This tablestores role recordsand their associated metadata.

Every role has aunique sys_id, aname, and may be associated withparent roles(role inheritance).

Users are linked to roles through thesys_user_has_roletable.

How Roles Work in ServiceNow:

A user assigned a role gainsall the permissionsassociated with that role.

Roles can behierarchical(one role can inherit permissions from another).

Example:Theitil_adminrole includes all the permissions of theitilrole, plus additional privileges.

Key Details About Roles and sys_user_role Table:Why Option D (sys_user_role) Is Correct?sys_user_role→ The correct table where roles are recorded in ServiceNow.

Why Other Options Are Incorrect?A. sys_user→ Incorrect; this table stores user records, not roles.

B. sys_user_profile→ Incorrect; this table does not exist in ServiceNow.

C. sys_user_record→ Incorrect; this is not a valid table in ServiceNow.

ServiceNow Docs – Roles and Role Managementhttps://docs.servicenow.com

ServiceNow Table Schema – sys_user_role

ServiceNow Developer Portal – Role Hierarchy & Best Practices

References from Certified System Administrator (CSA) Documentation:

Theconversational bot platforminServiceNowthat helps usersobtain information, make decisions, and perform common tasksis calledVirtual Agent.

What is Virtual Agent?Virtual Agent is achatbot frameworkin ServiceNow that allows users to interact with the system usingnatural language processing (NLP). It automates responses, guides users through processes, and integrates with ServiceNow workflows to resolve requests efficiently.

Conversational AI & Automation

Uses AI andNatural Language Understanding (NLU)to interpret user input and provide relevant responses.

Predefined Topics & Custom Topics

Comes with pre-built conversation topics (e.g., resetting passwords, requesting IT help) and allows organizations to create custom topics.

Multi-Channel Support

Works with platforms likeMicrosoft Teams, Slack, ServiceNow Chat, and web portals.

Self-Service Capabilities

Enables users to resolve issueswithoutcontacting the Service Desk, improving efficiency.

Integration with ServiceNow Workflows

Can trigger workflows tocreate incidents, update records, retrieve knowledge articles, or complete approvals.

A. Answer Agent

Incorrect: There is no feature named "Answer Agent" in ServiceNow.

B. Live Feed

Incorrect:Live Feedis a social collaboration tool in ServiceNow that allows users to post updates and interact with others, similar to a message board. It does not provide AI-based conversational assistance.

D. Connect Chat

Incorrect:Connect Chatis ServiceNow’s real-timecollaborative chat system, used for direct communication between users and support agents, but it isnot an AI-driven Virtual Agent.

Key Features of Virtual Agent:Why Other Options Are Incorrect?

ServiceNow Product Documentation - Virtual Agent

Virtual Agent Overview

Setting Up Virtual Agent

ServiceNow Conversational Interfaces

Virtual Agent vs. Connect Chat

References from ServiceNow CSA Documentation:

ServiceNow providesover 25 report typesto visually represent data for analysis and decision-making. Reports can becharts, tables, or trend graphs, depending on the data set.

A. Pie

A circular chart thatshows proportionswithin a whole.

Example:Distribution of Incidentsby category (Hardware, Software, Network).

B. Speedometer

Agauge-style reportthat represents values within a range (low to high).

Example:Incident SLA Compliance Percentage.

C. Odometer

A report type similar to aSpeedometer, but shows asingle metric value.

Example:Number of Open Tickets in a Queue.

E. Horizontal Bar

Displaysbars horizontally, ideal for comparingmultiple categories.

Example:Number of Incidents per Assignment Group.

G. Donut

Similar to aPie Chart, but with ahole in the middle.

Example:Percentage of Change Requests by Risk Level (Low, Medium, High).

D. Thermometer

Not a standard ServiceNow report type.

No officialthermometer-stylereports exist.

F. Semi-Donut

Not a standard report type in ServiceNow.

ServiceNow supportsPie, Donut, and Speedometer, but not "Semi-Donut".

UI Policiesin ServiceNow allow administrators to dynamically control the behavior of form fieldsbased on user input or conditions. If you want aUI Policy to apply to all form views, you must set theGlobalfield totrue.

D. Global

When theGlobalfield is set totrue, the UI Policy appliesto all viewsof the form.

This ensures that fields remainconsistentacross different layouts, regardless of the view being used.

Example:

AUI Policyhides the "Resolution Notes" fieldunlessthe "State" isResolved.

SettingGlobal = trueensures this rule appliesin all form views(Default, Mobile, or Workspace).

A. Inherit

Not a standard UI Policy fieldin ServiceNow.

Likely confused withrole inheritancein security settings.

B. Reverse if false

"Reverse if false"onlyreverses the policy's actionwhen the condition isnot met.

It doesnotcontrol whether the UI Policy applies to all views.

C. On lowed

Incorrect and not a valid ServiceNow UI Policy field.

Possibly atypoor misunderstanding of "Allowed Roles".