Configure user experiences

Learn more about accessibility preferences in Next Experience, organized by persona: visual, physical, cognitive/neurodiverse, and universal design. These settings help reduce barriers and create an inclusive experience for all users.

Learn about the components in UI Builder that enable admins to create and customize the Compose section for a Configurable Workspace.

Learn about the components in UI Builder that enable admins to create and customize the Activity stream for a Configurable Workspace.

Expand Activity stream tiles by default across records and sessions.

Send a file from your computer or related record to a requester or agent from the mini email composer by attaching it to an email.

Send a file from your computer or related record to a requester or agent from the full email composer by attaching it to an email.

Add a new style such as bold or italic to your custom font family in Theme Builder.

Add assets to your Next Experience themes and styles to store extra information associated with a theme, including fonts and images.

Insert predefined content into email messages from the full email composer.

Add records to a related list to provide information related to the record.

Use keyboard shortcuts to view response templates, drafts, and email templates.

Configure the Unified Navigation to display a workspace in the Workspaces menu.

Administer Activity stream features that aren't configured in UI Builder with components.

Administer email features that aren't configured in UI Builder with components.

Administer form features that aren't configured in UI Builder with components.

Administer list features that aren't configured in UI Builder with components.

Admins can enable additional features and make changes that affect the Configurable Workspace experience.

If you have an administrator role, you can configure and manage all tags, even tags created by other users. You can also configure notifications, auto-assignment, and Zing indexing for tags.

Learn about the Agent assist component in the tabs sidebar for a Configurable Workspace record page.

Use AI field recommendations for a list of top recommendations or to fill fields automatically.

Assign fonts to specific component categories to create a clearer visual hierarchy and ensure consistent typography across related UI elements.

Learn about the Attachments component in the tabs sidebar for a Configurable Workspace record page.

Banner illustrations are used to increase user engagement or announce overall product experiences.

Browser support varies for each version of the user interface (UI). Some features have additional browser requirements, which are noted in the appropriate documentation.

An activity stream is a list of entries in records and conversations, such as journal fields, comments, and work notes that display in task records and Sidebar conversations. Activity streams are available Core UI.

The Request Manager allows users to cancel any navigation action they select from the application navigator by clicking another application navigator link. System properties work with settings for the table to allow navigation action cancellation.

Checklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task].

A condition builder constructs a condition statement with a series of contextually generated fields. Condition builders are used in many operations, such as creating filters, administering surveys, and administering access control.

By default, the help link available in the product opens the welcome page of the help system, allowing you to enter search criteria for the information you want to find. With context-sensitive help, you can set a base URL for an external help system. The context-sensitive system properties define the base URLs for the default and custom help systems.

Themes give the user interface a specific look and feel by using different color combinations.

Properties are available to control the URL and target frame used when clicking the banner logo.

Stream live activity information for all records on the current list.

Dot-walking provides access to fields on related tables from a form, list, or script.

Some forms may show related lists as embedded. Changes to embedded lists are saved when the form is saved.

An encoded query string represents a complex filter on a list of records.

There are various ways that you can modify the banner on your instances.

A filter restricts what records appear in a list by providing a set of conditions each record must meet to be included in the list.

The form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.

A field represents an individual item of data on a record.

Grouping aggregates a list by a field and displays the record count per group. Grouping can help you find data quickly by organizing and providing a summary of search or filter results.

Lanes, markers, and panels are the fundamental elements of a timeline visualization appear in the 3D view only.

Map pages display ServiceNow data graphically on a Google map page based on location data that you provide.

The banner is displayed at the top of the page and is rendered using certain system properties.

Interact with ServiceNow AI Platform applications and data in the way that works best for you.

A navigation handler is a scripted view rule and runs each time data from the specified table is requested in the form view.

The navigation stack is the portion of the ServiceNow suite of applications that determines where a user is redirected after the update of a record.

You can create personal lists to customize which columns appear and the order in which they appear. Personal lists modify a specific list view according to your individual preferences.

Before creating a timeline visualization, you should have a clear idea of the information that you want to display.

To quickly filter a list using a value in a field, right-click in the field and select Show Matching or Filter Out. For date fields, choose from Show Before, Show After, and Filter Out.

Related lists appear on forms and show records in tables that have relationships to the current record.

A response time indicator icon may appear at the bottom right of forms and in the list view in the classic environment.

Configure a Configurable Workspace using UI Builder.

You can configure accessibility features globally or for specific users. Users can also individually enable user preferences for themselves to meet their specific accessibility needs.

Administrators and users with the image_admin or content_admin role can upload and store images in the database. These images are saved in the Images [db_image] table. Uploading an image to the database allows it to be referenced from HTML fields by appending the name of the image to the URL of the instance.

The system user guide enables you to create end user help documentation that is specific to the policies and procedures of your organization. A default help page is provided in the base system that displays Core UI help documents for system navigation and other basic operations.

You can assign tags to records from the form or list view. You can also add tags to a homepage. Tags enable you to group and organize the items.

Tags are text labels that you can associate with items like records and pages. Tags enable you to group and organize the items. Tags can be visible to any user (global), visible only to specific groups or users (shared), or visible to a single user (private).

A timeline visualization is a representation of an organization's activities over time.

The tree picker is a special reference lookup that you can add as an attribute to a form. Add the tree picker to the classic environment or to workspaces.

The Core UI predates the Next Experience UI.

The Core UI application navigator appears at the left of the interface and provides access to all available applications and modules, favorites, and recently viewed items.

A list displays a set of records from a table.

Users can configure many UI features, such as the number of rows per page in a list or whether the response time displays at the bottom of a list or form. Administrators can modify or delete these preferences as needed.

User presence is a Core UI feature that lets you see who is online when you are working in an instance.

The slider and slider track are useful for quickly navigating to any point in time on a visualization.

Timeline Visualization provides a high-level view of an organization's strategic and operational activities over time.

A filter is a set of conditions applied to a table to help you find and work with a subset of the data in that table.

A form displays information from one record in a data table.

The condition builder uses two different types of OR conditions: top-level and dependent.

When you filter on fields of type date/time, such as the Created field on any task record, several time-related options are available, such as Today, This week, Last 3 months, and so on.

The welcome page contains instructions and any important information you would like to convey to your customers each time they log in to use the system.

Card illustrations are used to improve the clarity or scannability of a feature.

Change the instance banner logo displayed on the Unified Navigation and the login page to reflect your company logo.

Create and send an email from a separate workspace tab.

Create and send and send emails without leaving the record.

Quickly compose emails for common issues by selecting an email template in the record view instead of manually drafting an email.

Configure a rich text editor for journal fields in the Activity stream.

Configure a browser warning to display when you navigate away from a Configurable Workspace page with unsaved changes.

Create an action configuration record for a form or list action and copy the action configuration record's sys_id.

Configure a global list action to display only on a specified workspace page.

Configure emails that send a digital signature to verify you as an authentic sender and an email encryption to certify authentic recipients.

Configure custom icons for tiles in the Activity stream.

Theming in Next Experience applies to individual experiences. As an admin user, you can configure the variables for colors, shapes, fonts, and other aspects of the user experience.

Create a form header and add it to a workspace's form configuration.

Configure a highlighted value for a form header in a workspace.

Learn about the terms and concepts used in Configurable Workspace.

Find additional details and support about creating, customizing, and using your Configurable Workspace.

Define your page variant to appear as a modal using UI Builder configurations. This steps acts as part of the process to configure an action button to open a custom modal.

Configure which roles can access the Personalize Form menu.

The activity formatter contains a filter that lets users select which of the available fields to show in the activity list.

Configure Activity stream tiles to display avatars by using the glide.activity.show_tile_icons system property.

Configure a stacked view option for journal fields in the Activity stream.

Use client scripts to determine who can view a form variant in your workspace.

Configure a background color for fields with highlighted values.

Configure a background color to display on unsaved fields across the entire workspace experience.

Configure and control the colors automatically applied to banner illustrations to keep your visual experience engaging while maintaining brand recognition.

Configure and control the colors automatically applied to card illustrations images to keep your visual experience engaging while maintaining brand recognition.

Configure email templates with collapsed content by hiding it behind an ellipsis.

Create custom menus in the Next Experience Unified Navigation that contain just what the users need to increase productivity and efficiency.

Add a UX Form Actions Layout to a workspace page in UI Builder.

Upgrade an existing form action layout group to manage all actions in a single list and customize the order, label, and icons for declarative actions without altering the base action.

Trigger a UI interaction from a declarative action to extend a page without taking ownership.

Configure email templates to quickly create emails for common issues.

Customize the appearance of a form action and control how it appears relative to other actions in a table layout.

Configure AI-powered semantic search for form templates.

Configure toolbar options for the HTML editor within journal input fields.

Configure a text command that can be applied by a keyboard shortcut for emails, journal input fields, and HTML fields.

Determine which shortcut key pairings users can use to access elements in an instance.

Administrators can configure which keyboard shortcuts are available to users.

Configure the Activity stream to reduce visual clutter by displaying the most recent reply first.

Use a system property to disable AI indicators for lists.

Create a row action for a Configurable Workspace.

User presence includes several new live form features for Core UI. You can show or hide these features using the glide.ui16.live_forms.enabled property.

Add map data items to render data on your Map Page using the Classic Environment.

Add a map marker icon and define the click behavior to differentiate between data on your Map Page using the Classic Environmentlis.

Configure and control the colors automatically applied to modal illustrations to keep your visual experience engaging while maintaining brand recognition.

Display useful links in the footer of your Next Experience landing pages. The footer contains two fully configurable link set components.

Add the styles that you have created to your Next Experience theme to modify the look and feel of the user experience.

Configure your user experience preferences for your Next Experience instance.

Users on new Next Experience instances see the Next Experience landing page. Users on upgraded instances see the landing pages that they had before, in the Next Experience UI. You can also configure user-specific landing pages.

Publish multiple themes and set the order of your Next Experience custom and Theme Builder themes to configure how they’re displayed in the user's Theme preferences.

Configure a related list to group by a field.

Disable response templates for journal fields.

Configure access to create filter sets in the Activity stream by restricting specified users.

Configure and control the colors automatically applied to tile icon illustrations to keep your visual experience engaging while maintaining brand recognition.

User presence shows that users are viewing a record sometimes after they have already left. The system only checks for user presence every two minutes by default. You can allow the system to check more frequently by configuring some system properties.

Customize your interface to create an efficient, unique experience for users and customers.

Configure the unsaved field indicator for an entire workspace experience.

All users can interact with lists for the tables their role permits them to access. Some list and column header menu options are controlled by permissions grated to the user role.

Configure a user-selected start page to override the administrator‑configured default landing page to appear when you log in to ServiceNow.

Configure a watch list where you can add yourself, remove yourself, add multiple users, and add multiple records.

Configure a form action to open a custom modal that provides information or interactive elements without navigating away from the current page.

Configure declarative action buttons to perform actions.

Reflect your company's brand on your ServiceNow instance by managing, editing, and implementing Next Experience themes in an easy, efficient, and upgrade-safe way using Theme Builder. Theme Builder is included as a core plugin with the Next Experience and is available by default.

Customize Next Experience search settings. Add searchable tables, modify the fields displayed for search results from a table, or add workspace applications to the search context menu.

Learn about the components in UI Builder that enable admins to create and customize the tabs sidebar for a Configurable Workspace.

Administrators can create rules that determine the conditions for when the system should display a form or list in a specified view. Administrators can also restrict views by user role.

Create an attachment action and add the button to a workspace.

Create a field decorator action and add the button to a workspace.

Create a form action button for a Configurable Workspace.

Create a list or related list action and add the button to a workspace.

Connect a button to a modal using UX add-on event mapping in order for an action button to open a custom modal.

Use advanced configuration to set up Map Pages without scripting.

A condition builder constructs a condition statement with a series of contextually generated fields. Condition builders are used in many operations, such as creating filters, administering surveys, and administering access control.

Create a Configurable Workspace experience from scratch using UI Builder and the Workspace App Shell.

Create a Configurable Workspace page from scratch or with a page template in UI Builder.

Provide better context and information about users' work by creating custom content for in-product notifications in Next Experience.

You can edit existing overview help pages to display your own custom panels to selected users.

Create a custom theme in the Next Experience more efficiently using a published Theme Builder theme record.

Administrators can create views and delete any views they have created. You can create or delete views from either the list view or the form view.

Create and save filter sets with custom conditions in the Activity stream.

You can create a new application module for desktop or smartphone users to display a Google map page.

Provide users the information that they need to start working by creating custom Next Experience landing pages for different audiences.

When you create or modify a Next Experience theme, you create and edit one or more styles. Styles include typefaces, colors, images, and shapes and forms. The new style records you create override the default Polaris or default Coral theme in Next Experience.

Related list conditions allow you to include a relationship with another table in the filter. Related list conditions are supported in both List v3 and the Report interface.

Use ServiceNow Otto to generate themes from your brand image or brand guidelines. Color palettes are extracted automatically, producing visually consistent themes without requiring brand color codes.

Create a declarative action and add the button to a workspace.

Configure and control the colors automatically applied to empty state illustrations to keep your visual experience engaging while maintaining brand recognition.

Use the glide.product.icon property to change the icon that appears in bookmarks and the browser address bar.

Customize Next Experience keyboard shortcuts to streamline your workflow and boost productivity. Keyboard shortcuts can also improve accessibility by reducing reliance on cursor navigation.

Customize and change the background illustration applied to your Next Experience login page.

Use menu categories to apply CSS styles to application labels.

Customize and change the background color applied to your Next Experience login page.

Customize default theme-able empty state images for your Next Experience and Theme Builder themes using the theme's Imagery record.

An administrator can change global CSS or system properties to alter the look and feel of the default instance interface. Functionality is not affected.

Configure global actions to exclude specified tables, views, pages, workspaces, or experiences.

Learn how to switch to dark mode in Theme Builder.

Refer to this glossary for definitions to terminology associated with declarative actions.

Add custom actions to forms, fields, lists, and related list pages in a Configurable Workspace.

Set your action button to open a custom modal by defining the payload parameters.

Delete and remove a custom font family or font face you no longer need from your Theme Builder theme.

Configure a UI Builder page variant to pass from a workspace modal into the variant. This step acts as part of the process to configure an action button to open a custom modal.

You can tailor the look and feel of the Next Experience UI for different users by configuring the core styles, variants, and alternate color palettes. Core styles define the base theme, variants support accessibility needs, and alternate color palettes provide cosmetic customization options for end users.

Disable reflow for an instance, experience, or page.

Disable Document Viewer at the instance level to disable it or at table level to disable it for specific tables within the instance.

Keyboard shortcuts are enabled by default. You can disable all keyboard shortcuts globally or disable certain shortcuts using different user preferences.

Configure a list or related list action to perform an action only when it satisfies dynamic conditions.

Configure the Post button in the Activity stream to display and function continuously.

Disable text commands that can be applied by keyboard shortcuts for emails, journal input fields, and HTML fields.

Learn more about the Do not auto-dismiss page alerts accessibility preference.

With Document Viewer, you can view documents directly in the ServiceNow Platform rather than having to download them. Two new plugins enhance the experience and provide more options for document viewing. You can collaborate with other people, copy, delete, restore, and view version history directly in a ServiceNow instance.

Document Viewer enables you to view documents directly in the ServiceNow AI Platform rather than having to download them.

Access fields on a related table from a form, list, or script by dot-walking. This topic includes examples of the different ways that you can dot-walk.

Edit and move recipients across the To, Cc, and Bcc email fields instead of manually removing and adding individual recipients.

Edit and change the corner shapes applied globally to components such as buttons, modals, and drop-down menus throughout your Theme Builder theme.

Adjust font sizes at the theme or component category level to refine default or custom fonts and keep your brand consistent across all experiences.

Edit your default font family and choose from the predefined options in Theme Builder or your own custom fonts.

Configure Next Experience login illustrations and welcome text to provide a login experience that reflects your branding.

Edit and update your theme's core colors to create visual consistency and align with your brand.

Align your experience more closely with your brand by editing the Unified Navigation component and its subcomponents.

You can edit tags that you created from the list and form views, the My Tags module, and the Tagged Documents page. You can also merge tags from the My Tags module.

Empty state illustrations in Theme Builder provide visually engaging placeholders for situations when content is missing.

Learn more about the Enable accessibility in Classic preference accessibility preference.

Learn more about the Enable auto-focus on page alerts accessibility preference.

Learn more about the Enable data table for charts and graphs accessibility preference.

Enable Document Viewer to view documents directly rather than download them to view them in their native applications.

Learn more about the Enable keyboard focus on text that displays tooltip accessibility preference.

Learn more about the Enable keyboard shortcuts accessibility preference.

You can enable or disable keyboard shortcuts from the system settings menu.

Access email features from the Next Experience in the Core UI.

Learn more about the Enable voice input for the Now Assist panel accessibility preference.

Configure a property in UI Builder to resize all modals on a record page.

This example adds panels to the existing overview help page that display only for users with specific roles and when a specific plugin is activated.

Configure fields to display multiple lines of content automatically without scrolling.

Access the Next Experience default landing page to see your work at a glance and identify where you can start.

Configure lists in Configurable Workspace to export directly to Google Sheets.

Configure lists created from large tables to load the list record count in the background.

Administrators can work with filters in the Filters table [sys_filter], including creating, editing, and deleting filters.

Get notified when a work note or comment is added to a record by following it in the classic environment in Next Experience.

Learn about the components in UI Builder that enable admins to create and customize forms for a Configurable Workspace.

Core UI and UI15 each have a different form header that offers different navigation icons.

Learn about the Form Templates component in the tabs sidebar for a Configurable Workspace record page.

Configure guidance text to display in string fields with format requirements such as account ID, SSN, or SIN. Use regular expression inline validation to display an error message if the input doesn't meet format requirements.

Learn about Theme Builder guided tours, including how to access and take them to build your knowledge of Theme Builder.

Configure a global form or list action to exclude a specified table or view.

Configure a global form action to exclude a specified page or experience.

Disable the Personalize Form menu by using the glide.ui.personalize_form system property.

Hide journal fields for forms so that work notes and comments only appear in the Activity stream.

Accessibility features include keyboard navigation, color and style settings, using a screen reader, and search methods.

Add and remove recipients in the To, Cc, and Bcc email fields by using keyboard and mouse device shortcuts instead of adding individual recipients.

Get an overview of Configurable Workspace so you can understand how to configure and use it for your organization.

List of all workspaces ServiceNow offers to target specific users and issues.

Learn about the components in UI Builder that enable admins to create and customize lists and list pages for a Configurable Workspace.

Add a system property that enables you to configure live updates for lists.

Configure live updates at the list page level without affecting other lists in your Configurable Workspace.

Favorites help you quickly find and go to your most used Next Experience pages.

View the performance-based information, including the UI loading times, for any recently accessed Next Experience page by using the client interaction table.

Modal illustrations accompany user guidance or support messaging about added features.

Next Experience multi-theme management offers a more personalized experience by enabling users to choose a theme that aligns with their personal preferences.

Users can navigate to a record or module directly by using a URL. This topic explains the URL schema by which the system renders pages.

As an administrator, you can configure where users start when they log in to ServiceNow.

As a user, you can specify where you want to start when you log in to ServiceNow.

Configure Next Experience display preferences to achieve the UI that works best for you.

Next Experience global variables are used in client scripts to determine whether Next Experience is applied to a page.

Set up Next Experience accessibility preferences to achieve a UI that's most accessible to you.

Use the default admin landing page to see your admin-specific work at a glance and identify items that need attention including open tasks, security issues, and approvals.

Next Experience delivers a next generation, intuitive, personalized experience to drive productivity, improve engagement, and surface insights across the ServiceNow AI Platform. Your path to activating Next Experience may depend on your instance's level of customization.

Create and edit application menus and modules directly in the Platform All menu.

Banner announcements enable you to communicate planned maintenance, unplanned outages, or important events like ESPP stock plans or benefits enrollment to those affected or to everyone. You can target specific experiences or all experiences.

Create and configure application menus and modules directly within the All menu.

Create custom dashboards for the All menu using the Next Experience All Menu Editor.

Debug your Next Experience instance to detect and remove existing and potential errors in your Next Experience components and scripts.

To get help with Next Experience, your ServiceNow instance, plugins, permissions, and more, watch a short video to contact the ServiceNow admin who works in your company.

Providing instructions that display in your Next Experience UI can help orient your users to the UI and provide information about their tasks.