Lesson 4
4. Personalize users
personalizing users in ServiceNow means customizing the platform experience for individual users or groups so that the interface, forms, dashboards, and data are tailored to their needs and roles.
Personalizing Forms:
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1. Access the Personalize Form feature:Navigate to any record (e.g., Incident, Knowledge) and locate the “Personalize Form” button at the top right of the form.
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2. Select/deselect fields:Uncheck the box next to any field you wish to hide. Mandatory fields (greyed out) cannot be hidden.
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3. Save changes:Click outside the Personalize Form menu to save your changes. The hidden fields will be removed from your view.
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4. Reset to default:
To restore the default view, click the “Personalize Form” button and then “Reset”.
Personalizing Lists:
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1. Access the Personalize List feature:Right-click on the list header and select “Personalize > List Layout” or “Personalize > Configure > List Layout”.
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2. Select and reorder columns:Choose the desired columns from the “Available” slushbucket and move them to the “Selected” slushbucket. Reorder the columns using the “Up” and “Down” buttons.
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3. Save the personalized list:Click “Save” to apply the changes.
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4. Reset to default:
To revert to the default list layout, right-click on the list and select “Personalize > Reset to column defaults”.
Key Differences:
- Personalized forms: apply to the specific record view for the logged-in user.
- Personalized lists: are specific to the user and the list they are viewing.
- Administrators: can configure forms and lists for all users, while individual users can personalize their own views.
- Personalization is per user, meaning changes made by one user do not affect others.
