Navigating Applications

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Note
Note: This article applies to Fuji and earlier releases. For more current information, see Application Navigator at http://docs.servicenow.com

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Navigation and User Interface
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1 Overview

An application is a group of modules, or pages, that provide related information and functionality in a ServiceNow instance. For example, the Incident application contains modules for creating and viewing incidents; the Configuration Management application contains modules for configuring servers, databases, and networks.

The application navigator, or left-navigation bar, provides links to all applications and the modules they contain, enabling users to quickly find information and services. To hide the application navigator:

  • UI15 and UI14: click the Toggle Navigator button (AppNavToggleUI14.png) in the Edge.
  • UI11 and Classic: click the Toggle Navigator button (NavToggle.png) in the banner frame.

Administrators can customize the application navigator to provide different modules by user role, modify or define applications and modules, and change its appearance.

2 Using the Application Navigator

The application navigator comprises a list of application labels and the application navigator header. Each application appears as a section in the application navigator denoted by an application label. Modules are listed by name under each application label.

To expand or collapse an application section, click the application label. To open a module in the content frame, click the module name.

If you cannot find an item in the application navigator, consider the following reasons:

  • You may not have access rights. The applications and modules available to a user may depend on the user's role. For example, the Finance department may not have access to change management modules.
  • You may have applied a filter or switched roles (perspectives in UI11 or classic).
  • The application may be deactivated in your company's ServiceNow implementation. Contact the system administrator to activate it, if necessary.
  • The application that contains the module you are looking for may be collapsed.


2.1 Module Icons

In addition to names, modules in the application navigator also have icons.

  • UI15 and UI14: each module has a star icon to the left of the module name. Use these stars to identify and view frequently used modules. For more information, see Using Favorites.
  • UI11 and Classic: each module is represented by an icon that can be customized.

2.2 Application Navigator Header

The application navigator header provides the following tools, depending on the version of the interface currently in use. All tools available in UI11 are available in UI15 and UI14, but the button and icon placement may be different.

2.2.1 UI15 and UI14

  • Navigation Filter (AppNavHeaderUI14.png): filters the applications and modules that appear in the navigator based on the filter text. To learn more, see Using the Navigation Filter.
  • Favorites Filter (AppNavStarUI14.png): filters the modules displayed in the application navigator, showing either all modules or the modules marked as favorites.
  • Menu (Application Navigator Menu Icon.png in UI15, AppNavMenuUI14.png in UI14): lists the following menu options.
    • Roles: similar to the Switch Perspectives option in UI11. Selecting a role filters the available applications by that role (for example, select ITIL to show only ITIL items such as Incidents, and filter out Asset Management items such as Asset Portfolio). You must have access rights to the items to see a perspective in the list. Administrators can customize perspectives. To see all available applications, click All.
    • Automatically Add Favorites: when enabled, any module that the user selects is automatically marked as a favorite.
    • Refresh Navigator: refreshes the list of applications and modules. Administrators who are customizing the navigator can test their work without refreshing the whole browser session.
    • Collapse All Applications: collapses all applications so that only application labels appear.
    • Expand All Applications: expands all applications so that all available modules appear.
Note
Note: To increase or decrease font size on pages and menus in UI15, use the browser's zoom controls. In UI14, click the gear icon in the banner frame.


2.2.2 UI11 and Classic

  • Navigation Filter (Nav header.png ): filters the applications and modules that appear in the navigator based on the filter text. To learn more, see Using the Navigation Filter.
  • Increase (IncreaseFont.png) and Decrease Font Size (DecreaseFont.png): changes the font size on all pages and menus.
  • Refresh Navigator (RefreshNav.png): refreshes the list of applications and modules. Administrators who are customizing the navigator can test their work without refreshing the whole browser session.
  • Collapse All (Collapse.png) and Expand All Applications (Expand.png): collapses all applications so that only application labels appear, or expands all applications so that all available modules appear.
  • Switch Perspective (SwitchPerspective.png): filters the available items by role (for example, select ITIL to show only ITIL items such as Incidents, and filter out Asset Management items such as Asset Portfolio). You must have access rights to the items to see a perspective in the list. Administrators can customize perspectives. To see all available applications, click the arrow and select All.

3 Using Favorites

In UI15 and UI14, the application navigator has a star icon beside each module name that can be selected (ModuleStarSelect.png) or deselected (ModuleStarDeselect.png). Use these icons to select frequently used modules and then display only the favorites in the application navigator.

  • Click the star icons to select and deselect modules as favorites.
  • Click the favorites filter icon (AppNavStarUI14.png) beside the navigation filter to turn on and off favorite modules. Selecting this icon shows the favorite modules; deselecting shows all modules.

By default, a module is automatically selected as a favorite when you open the module. To disable this setting, click the menu icon (AppNavMenuUI14.png) in the application navigator header and select Automatically Add Favorites from the list to remove the check mark.

4 Using the Navigation Filter

The navigation filter helps users quickly access information and services by filtering the items in the application navigator or opening forms and lists directly.

  • If a module name contains the text, the application label expands to show that module.
  • If an application name contains the text, the application label expands to show all modules in that application.

To use the navigation filter:

  1. Click the filter text entry field in the application navigator header, or press Access Key + F. A text entry field appears.
  2. Begin typing the filter text (for example, inc for Incidents). The list of items available in the application navigator is filtered as you type.
    • To open a module, click the module name, or press the Down Arrow to highlight and then Enter.
    • If you know the table name and wish to open a list or form directly, enter the table name followed by .list or .form (.LIST or .FORM for a new tab or window). For example:
      • incident.LIST opens the incident list in a new tab or window.
      • incident.form opens a new incident form in the content frame.

5 Tutorials

The following video demonstrates the UI11 application navigator. For more e-Learning videos, see Tutorials.


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