Hi, I'm taking the Micro-Certification - Welcome to ServiceNow (Course) and I'm in the second task which is: Favorite a Filtered List. This is asking for the following steps:
Task Instructions:
1. Impersonate Platform User.
2. Personalize the list of Open (Service Desk>Incidents, not Self-Service) Incidents to show Priority as the 2nd column in the list.
3. Build a Filter and run the list of Open incidents to show incidents for which the "assigned to" field is empty and the Assignment Group is Service Desk.
4. Use the List Editor to assign all incidents in the list to Platform User (7 incidents).
5. Filter a new list of Open incidents for which the assigned field is Platform User, and the Assignment Group is Service Desk (10 incidents).
6. Make the list a favorite and name it My Incidents. Select a color and icon of your choice.
But when I complete step #6, I have an error, it seems like I'm doing this wrong. Here's what I do:
- I apply the Assigned to and Assignment group filter, I click on the star in the Service Operations Workspace (first image) and then I rename it to My Incidents, and it is saved in the favorites tab (second image); I apply the favorite and load normally, but when I click the task result back in the task page, says "failed" and: "Did you mark the Incidents list as a Favorite and rename it 'My Incidents'?"
Can somebody please help me? Thank you!
Hi @gabrielasig
yes, you need to do these steps on native view not on WS. So repeat these steps in natiev view:
Hi @gabrielasig
Did you follow all steps properly?
Just helping with all steps again.
1. Impersonate Platform User.
-> This is done as I see your screenshot showing PU in profile area.
2. Personalize the list of Open (Service Desk>Incidents, not Self-Service) Incidents to show Priority as the 2nd column in the list.
-> You need to first open module as per below snip.
Once you click it a below list view will open, now here the highlighted cog button you need to click.
Once it clicked you will get below window, and you need to shift the field “Priority” over Selected column just below “Number” field and click ok button.
Now you will see below change in list view, Priority column highlighted one is just beside Number column.
Tip - If List is personalized then under cog button a small dot appears and easy to identity whether list view is personalized by you.
3. Build a Filter and run the list of Open incidents to show incidents for which the assigned to field is empty and the Assignment Group is Service Desk. ->
This step will look like below.
4. Use the List Editor to assign all incidents in the list to Platform User (7 incidents).
-> Once you use above filter, you will see 7 incidents and you need to get all this assigned to Platform User, you can go in list view highlight one record under column Assigned to and just set user as asked. If need to do multiple highlight one record field under same column and follow combination on keyboard as "Shift + Down Arrow Key" all rows will get highlighted and double click anyone and set value. Below snip might be helpful.
5. Filter a new list of Open incidents for which the assigned to field is Platform User and the Assignment Group is Service Desk (10 incidents). ->
The filter should be as below, and count of records must be 10.
6. Make the list a favorite and name it My Incidents. Select a color and icon of your choice.
-> Now in step 5, the list opened you need to click on Hamburger Button to top left (highlighted in snip) and click on Create Favorite button.
Now you will see below snip. Just rename Name "Incidents" to "My Incidents" and click Done.
Now all steps done and validate the step, I believe this will get validated and will mark as complete if not then raise a support ticket.
Hi, I don't see the hamburger list option. There is a hamburger button to the top left but none that take you to the "Create Favorite" option.
