loc string | api string | lastmod string | changefreq string | priority float64 | sitemappart string | locale string | bundle string | page_id string | release string | title string | description string | keywords list | breadcrumbs list | html_content string | page_content dict | clean_text string | rich_text string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-install-cust-ser-mgmt.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-install-cust-ser-mgmt.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-install-cust-ser-mgmt.html | zurich | Installing Customer Service Management for MCO | Set up and install your Customer Service Management environment with data models, customer data, product data, user management, and case management tools to go live. | [] | [
"Manufacturing Commercial Operations",
"Configuring Manufacturing Commercial Operations",
"Set up your environment",
"Set up additional requirements (optional)"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-install-cust-ser-mgmt.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-install-cust-ser-mgmt.html"><body id="mco-install-cust-ser-mgmt"><main role="main"><article role="article" cla... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Con... | # Installing Customer Service Management for MCO
Set up and install your Customer Service Management environment with data models, customer data, product data, user management, and
case management tools to go live.
Table 1. Basic setup
| Tasks | Description |
| --- | --- |
| Create an internal business location | Cre... | ---
title: Installing Customer Service Management for MCO
description: Set up and install your Customer Service Management environment with
data models, customer data, product data, user management, and case management tools
to go live.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Configuring M... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-install-som.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-install-som.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-install-som.html | zurich | Installing Order Management for MCO | Set up the Order Management (Order Management) applications for Manufacturing Commercial Operations to optimize the lead-to-cash cycle and allow your agents can work on various stages of the manufacturing sales life cycle, such as order and fulfillment and entitlements. | [] | [
"Manufacturing Commercial Operations",
"Configuring Manufacturing Commercial Operations",
"Set up your environment",
"Set up additional requirements (optional)"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-install-som.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-install-som.html"><body id="mco-install-som"><main role="main"><article role="article" class="dita" id="mco-install-som"... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Con... | # Installing Order Management for MCO
Set up the Order Management (Order Management) applications for Manufacturing Commercial Operations to optimize the lead-to-cash cycle and allow your agents can work on various stages of the manufacturing sales life cycle, such as order and fulfillment and entitlements.
## Instal... | ---
title: Installing Order Management for MCO
description: Set up the Order Management (Order Management) applications for Manufacturing
Commercial Operations to optimize the lead-to-cash cycle and allow your agents can
work on various stages of the manufacturing sales life cycle, such as order and
fulfillment a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-internal-business-location.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-internal-business-location.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-internal-business-location.html | zurich | Add members to an internal business location | Add users as staff members to an internal business location to support accounts, contacts, consumers, and households. | [] | [
"Manufacturing Commercial Operations",
"Configuring Manufacturing Commercial Operations",
"Set up dealer",
"Create a dealer",
"Adding staff members"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-internal-business-location.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-internal-business-location.html"><body id="mco-internal-business-location"><main role="main"><article rol... | {
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"breadcrumbs": [
{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Con... | # Add members to an internal business location
Add users as staff members to an internal business location to support accounts, contacts, consumers, and households.
## Before you begin
Role required: admin
## Procedure
1. Navigate to All > Customer Service > Service Organizations > Business Locations > Internal Bu... | ---
title: Add members to an internal business location
description: Add users as staff members to an internal business location to support
accounts, contacts, consumers, and households.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Configuring Manufacturing Commercial Operations
- Set up dealer
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-partially-approve-claims.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-partially-approve-claims.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-partially-approve-claims.html | zurich | Partially approve a claim | As an OEM claims agent, partially approve the claims job expenses raised by a dealer. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Agent management",
"Repair claim",
"Reviewing and approving repair claims"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-partially-approve-claims.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-partially-approve-claims.html"><body id="mco-partially-approve-claims"><main role="main"><article role="art... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Usi... | # Partially approve a claim
As an OEM claims agent, partially
approve the claims job expenses raised by
a dealer.
## Before you begin
Role required: claims agent
## Procedure
1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Repair.
Note: To learn how to create and navigate to the Review & ap... | ---
title: Partially approve a claim
description: As an OEM claims agent, partially approve the claims job expenses raised
by a dealer.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Agent management
- Repair claim
- Reviewing and approving repair claims
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-partially-approve-spclaims.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-partially-approve-spclaims.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-partially-approve-spclaims.html | zurich | Partially approve a claims | Partially approve a sales promotion claim by updating the approved amount, which is less than the claimed amount. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Agent management",
"Sales promotion claim management",
"Reviewing and approving the sales promotion claims"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-partially-approve-spclaims.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-partially-approve-spclaims.html"><body id="mco-partially-approve-spclaims"><main role="main"><article rol... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Usi... | # Partially approve a claims
Partially approve a
sales promotion claim by updating the approved amount, which is less than the claimed amount.
## Before you begin
Role required: manufacturing operations admin (sn\_mfg\_cmn.manufacturing\_operations\_admin) or claims agent (sn\_claim\_cmn.claims\_agent)
## Procedure... | ---
title: Partially approve a claims
description: Partially approve a sales promotion claim by updating the approved amount,
which is less than the claimed amount.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Agent management
- Sales promotion claim ma... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-phase-task.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-phase-task.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-phase-task.html | zurich | Phase task | Agents workspace enables the manufacturers to add the phase task details for the recall campaigns. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Agent management",
"Recall management",
"My campaign phases"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-phase-task.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-phase-task.html"><body id="mco-phase-task"><main role="main"><article role="article" class="dita" id="mco-phase-task" ari... | {
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{
"title": "Usi... | # Phase task
Agents workspace enables the
manufacturers to add the phase task details for the recall campaigns.
## Before you begin
Role required: admin
## Procedure
1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Recall Management > My Campaign phases > Phase task.
2. Select New.
3. Fill on t... | ---
title: Phase task
description: Agents workspace enables the manufacturers to add the phase task details
for the recall campaigns.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Agent management
- Recall management
- My campaign phases
---
# Phase tas... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-recall-campaign-phases.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-recall-campaign-phases.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-recall-campaign-phases.html | zurich | Recall a campaign phase | Agents workspace enables the manufacturers to create a recall campaigns for a specific geography or a dealership. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Agent management",
"Recall management",
"My campaigns",
"Related lists for my campaigns"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-recall-campaign-phases.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-recall-campaign-phases.html"><body id="mco-recall-campaign-phases"><main role="main"><article role="article" ... | {
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{
"title": "Usi... | # Recall a campaign phase
Agents workspace enables the
manufacturers to create a recall campaigns for a specific geography or a dealership.
## Before you begin
Role required: admin
## Procedure
1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Recall Management > My Campaigns > Recall Campaign P... | ---
title: Recall a campaign phase
description: Agents workspace enables the manufacturers to create a recall campaigns
for a specific geography or a dealership.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Agent management
- Recall management
- My camp... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-reject-all-sp-claims.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-reject-all-sp-claims.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-reject-all-sp-claims.html | zurich | Reject a claims | Reject a claims that was raised by the dealer. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Agent management",
"Sales promotion claim management",
"Reviewing and approving the sales promotion claims"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-reject-all-sp-claims.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-reject-all-sp-claims.html"><body id="mco-reject-all-sp-claims"><main role="main"><article role="article" class=... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Usi... | # Reject a claims
Reject
a claims that was raised by the dealer.
## Before you begin
Role required: manufacturing operations admin (sn\_mfg\_cmn.manufacturing\_operations\_admin) or claims agent (sn\_claim\_cmn.claims\_agent)
## Procedure
1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales p... | ---
title: Reject a claims
description: Reject a claims that was raised by the dealer.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Agent management
- Sales promotion claim management
- Reviewing and approving the sales promotion claims
---
# Reject a cl... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-sales-promotion-bulk-upload.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-sales-promotion-bulk-upload.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-sales-promotion-bulk-upload.html | zurich | Upload a bulk sales promotion claim request | Upload a bulk sales promotion claim request. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Dealer management",
"Sales promotion for the dealer"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-sales-promotion-bulk-upload.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-sales-promotion-bulk-upload.html"><body id="mco-sales-promotion-bulk-upload"><main role="main"><article ... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Usi... | # Upload a bulk sales promotion claim request
Upload
a bulk sales promotion claim request.
## Before you begin
Role required: manufacturing operations admin (sn\_mfg\_cmn.manufacturing\_operations\_admin) or dealer sales agent (sn\_dealer\_mgmt.dealer\_sales\_agent)
## Procedure
1. Navigate to Dealer Portal > Cata... | ---
title: Upload a bulk sales promotion claim request
description: Upload a bulk sales promotion claim request.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Dealer management
- Sales promotion for the dealer
---
# Upload a bulk sales promotion claim req... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-sales-promotion-single-claim.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-sales-promotion-single-claim.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-sales-promotion-single-claim.html | zurich | Submit a sales promotion single claim | As a dealer, submit a single sales promotion claim request. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Dealer management",
"Sales promotion for the dealer"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-sales-promotion-single-claim.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-sales-promotion-single-claim.html"><body id="mco-sales-promotion-single-claim"><main role="main"><artic... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Usi... | # Submit a sales promotion single claim
As a dealer,
submit a single sales promotion claim request.
## Before you begin
Role required: manufacturing operations admin (sn\_mfg\_cmn.manufacturing\_operations\_admin) or dealer sales agent (sn\_dealer\_mgmt.dealer\_sales\_agent)
## Procedure
1. Navigate to Dealer Port... | ---
title: Submit a sales promotion single claim
description: As a dealer, submit a single sales promotion claim request.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Dealer management
- Sales promotion for the dealer
---
# Submit a sales promotion singl... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-send-back-claims.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-send-back-claims.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-send-back-claims.html | zurich | Send back a claim | As an OEM claims agent, send back the claims request to the dealer for additional information. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Agent management",
"Repair claim",
"Reviewing and approving repair claims"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-send-back-claims.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-send-back-claims.html"><body id="mco-send-back-claims"><main role="main"><article role="article" class="dita" id="m... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Usi... | # Send back a claim
As an OEM claims agent,
send back the claims request to the dealer for additional information.
## Before you begin
Role required: admin
## Procedure
1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Repair.
Note: To learn how to create and navigate to the Review & approve ... | ---
title: Send back a claim
description: As an OEM claims agent, send back the claims request to the dealer for
additional information.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Agent management
- Repair claim
- Reviewing and approving repair claims... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-submit-repair-claim-for-recall.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-submit-repair-claim-for-recall.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-submit-repair-claim-for-recall.html | zurich | Submit a repair claim for recall | Create a recall claim and submit it for approval. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Dealer management",
"Repair claim for the dealer"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-submit-repair-claim-for-recall.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-submit-repair-claim-for-recall.html"><body id="mco-submit-repair-claim-for-recall"><main role="main">... | {
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{
"title": "Manufacturing Commercial Operations",
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},
{
"title": "Usi... | # Submit a repair claim for recall
Create
a recall claim
and submit it for approval.
## Before you begin
Role required: admin
## Procedure
1. Navigate to Dealer Portal > Catalogs > Customer operations > Repair claim.
2. On the Claim details
form, fill in the fields
.
For a description of the field values,... | ---
title: Submit a repair claim for recall
description: Create a recall claim and submit it for approval.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Dealer management
- Repair claim for the dealer
---
# Submit a repair claim for recall
Create
a recal... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-submit-repair-claim.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-submit-repair-claim.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-submit-repair-claim.html | zurich | Submit a repair claim for warranty | Create a warranty claim and submit it for approval. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Dealer management",
"Repair claim for the dealer"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-submit-repair-claim.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-submit-repair-claim.html"><body id="mco-submit-repair-claim"><main role="main"><article role="article" class="di... | {
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{
"title": "Manufacturing Commercial Operations",
"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
},
{
"title": "Usi... | # Submit a repair claim for warranty
Create
a warranty claim
and submit it for approval.
## Before you begin
Role required: admin
## Procedure
1. Navigate to Dealer Portal > Catalogs > Customer operations > Repair claim.
2. On the Claim
details form, fill in the
fields.
For a description of the field valu... | ---
title: Submit a repair claim for warranty
description: Create a warranty claim and submit it for approval.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Dealer management
- Repair claim for the dealer
---
# Submit a repair claim for warranty
Create
a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-view-repair-cc.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/mco-view-repair-cc.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/mco-view-repair-cc.html | zurich | View a repair claim case | View the repair claim cases. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Agent management",
"Repair claim"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-view-repair-cc.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/mco-view-repair-cc.html"><body id="mco-view-repair-cc"><main role="main"><article role="article" class="dita" id="mco-vie... | {
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"topic_id": "product/mftg-manufacturing/concept/manufacturing-overview.html"
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"title": "Usi... | # View a repair claim case
View
the repair claim cases.
## Before you begin
Role required: claim agent or manufacturing operations admin
## Procedure
1. Navigate to All > Repair Claims.
2. Choose a list of cases to view.
* My Cases:
Cases assigned to
them
* All:
Cases
that belong to that ... | ---
title: View a repair claim case
description: View the repair claim cases.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Agent management
- Repair claim
---
# View a repair claim case
View
the repair claim cases.
## Before you begin
Role required: c... |
https://www.servicenow.com/docs/en-US/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/reject-all-claims.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-manufacturing/page/product/mftg-manufacturing/task/reject-all-claims.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-manufacturing | product/mftg-manufacturing/task/reject-all-claims.html | zurich | Reject all claims | Rejects all the claims job expenses raised by a dealer. | [] | [
"Manufacturing Commercial Operations",
"Using Manufacturing Commercial Operations",
"Agent management",
"Repair claim",
"Reviewing and approving repair claims"
] | <article class="hascomments" data-page="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/reject-all-claims.html" id="bundle:zurich-manufacturing/enus/product/mftg-manufacturing/task/reject-all-claims.html"><body id="reject-all-claims"><main role="main"><article role="article" class="dita" id="reject-all... | {
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"title": "Usi... | # Reject all claims
Rejects all the claims job
expenses raised by a dealer.
## Before you begin
Role required: claims agent
## Procedure
1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Repair.
Note: To learn how to create and navigate to the Review & approve form, see Create repair claim.
2... | ---
title: Reject all claims
description: Rejects all the claims job expenses raised by a dealer.
keywords: []
breadcrumbs:
- Manufacturing Commercial Operations
- Using Manufacturing Commercial Operations
- Agent management
- Repair claim
- Reviewing and approving repair claims
---
# Reject all claims
Rejects all th... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/config-ne-theming.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/config-ne-theming.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/config-ne-theming.html | zurich | Configure Next Experience theming for mobile | Learn how to enable Next Experience theming, and create and apply themes for your mobile apps. | [] | [
"Mobile Platform",
"Configuring the Mobile Platform",
"Next Experience theming for mobile"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/config-ne-theming.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/config-ne-theming.html"><body id="config-ne-theming"><main role="main"><article role="article" class="dita" id="config-ne-themin... | {
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"title": "Configuring the Mobi... | # Configure Next Experience theming for mobile
Learn how to enable Next Experience theming, and create and apply themes for your
mobile apps.
## Enable Next Experience
Important: Use Next Experience theming on Utah and later versions of ServiceNow® instances.
To use Next Experience theming, you must have Next Exper... | ---
title: Configure Next Experience theming for mobile
description: Learn how to enable Next Experience theming, and create and apply themes
for your mobile apps.
keywords: []
breadcrumbs:
- Mobile Platform
- Configuring the Mobile Platform
- Next Experience theming for mobile
---
# Configure Next Experience themin... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/explore-mobile-platform-landing.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/explore-mobile-platform-landing.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/explore-mobile-platform-landing.html | zurich | Exploring the Mobile Platform | Learn about the ServiceNow® Mobile Platform and how you can give your users the ability to access resources by using Now Mobile and Mobile Agent mobile apps. | [] | [
"Mobile Platform"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/explore-mobile-platform-landing.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/explore-mobile-platform-landing.html"><body id="explore-mobile-platform-landing"><main role="main"><article role="... | {
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"breadcrumbs_html": "<a href=\"https... | # Exploring the Mobile Platform
Learn about the ServiceNow®
Mobile Platform and how you can give your users the ability to access resources by using Now Mobile and Mobile Agent mobile apps.
## Get started
Select one of the tiles to learn about these ServiceNow mobile apps and how you can use them in your organizatio... | ---
title: Exploring the Mobile Platform
description: "Learn about the ServiceNow\xAE Mobile Platform and how you can give\
\ your users the ability to access resources by using Now Mobile and Mobile Agent\
\ mobile apps."
keywords: []
breadcrumbs:
- Mobile Platform
---
# Exploring the Mobile Platform
Learn about... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/explore-ne-theming.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/explore-ne-theming.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/explore-ne-theming.html | zurich | Next Experience theming for mobile | Use Next Experience theming to give your mobile apps color scheme consistent with your instance web experience. | [] | [
"Mobile Platform",
"Configuring the Mobile Platform"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/explore-ne-theming.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/explore-ne-theming.html"><body id="explore-ne-theming"><main role="main"><article role="article" class="dita" id="explore-ne-th... | {
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"title": "Configuring the Mobi... | # Next Experience theming for mobile
Use Next Experience theming to give your mobile apps color scheme consistent with
your instance web experience.
## Use colors from your existing Next Experience theme
Important: Use Next Experience theming on Utah and later versions of ServiceNow® instances.
| Next Experience th... | ---
title: Next Experience theming for mobile
description: Use Next Experience theming to give your mobile apps color scheme consistent
with your instance web experience.
keywords: []
breadcrumbs:
- Mobile Platform
- Configuring the Mobile Platform
---
# Next Experience theming for mobile
Use Next Experience themin... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/guidelines-navigation-bar.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/guidelines-navigation-bar.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/guidelines-navigation-bar.html | zurich | General guidelines for a navigation bar | When creating a navigation bar, keep these general guidelines in mind for usability and a good user experience. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Navigation bar"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/guidelines-navigation-bar.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/guidelines-navigation-bar.html"><body id="guidelines-navigation-bar"><main role="main"><article role="article" class="di... | {
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"title": "Building mobile apps... | # General guidelines for a navigation bar
When creating a navigation bar, keep these general guidelines in mind for usability and a good user experience.
#### Number of tabs
* The navigation bar displays up to five tabs. When there are more than five tabs an overflow tab, known as the more tab, () is added.
* Try to... | ---
title: General guidelines for a navigation bar
description: When creating a navigation bar, keep these general guidelines in mind
for usability and a good user experience.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app components
- Navigation bar
---
# General guidelines for a na... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/mab-studio-integration.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/mab-studio-integration.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/mab-studio-integration.html | zurich | Mobile App Builder and Mobile Card Builder integration with ServiceNow Studio | Mobile App Builder and Mobile Card Builder are both available within ServiceNow Studio, allowing you to do all of your development work in one place. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app building tools"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/mab-studio-integration.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/mab-studio-integration.html"><body id="mab-studio-integration"><main role="main"><article role="article" class="dita" id="m... | {
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"title": "Building mobile apps... | # Mobile App Builder and Mobile Card Builder integration with ServiceNow Studio
Mobile App Builder and Mobile Card Builder are both available within ServiceNow Studio, allowing you to do all of your development work in one place.
ServiceNow Studio offers a streamlined platform for ServiceNow® development, allowing ad... | ---
title: Mobile App Builder and Mobile Card Builder integration with ServiceNow Studio
description: Mobile App Builder and Mobile Card Builder are both available within
ServiceNow Studio, allowing you to do all of your development work in one place.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/mcb-dark-mode.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/mcb-dark-mode.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/mcb-dark-mode.html | zurich | Light and dark modes in Mobile App Builder and Mobile Card Builder | The Mobile App Builder and Mobile Card Builder tools can configure both light and dark mode options, allowing users to easily switch between a bright or subdued interface, enhancing comfort, readability, and battery efficiency. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app building tools"
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"title": "Building mobile apps... | # Light and dark modes in Mobile App Builder and Mobile Card Builder
The Mobile App Builder and Mobile Card Builder tools can configure both light and dark mode options, allowing users to easily switch between a bright or subdued interface, enhancing comfort, readability, and battery efficiency.
## Light and dark mod... | ---
title: Light and dark modes in Mobile App Builder and Mobile Card Builder
description: The Mobile App Builder and Mobile Card Builder tools can configure both
light and dark mode options, allowing users to easily switch between a bright or
subdued interface, enhancing comfort, readability, and battery efficienc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/now-assist-skill-kit-for-mobile.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/now-assist-skill-kit-for-mobile.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/now-assist-skill-kit-for-mobile.html | zurich | Now Assist Skill Kit for mobile | The Now Assist Skill Kit plugin lets you create and activate custom prompts and skills for Now Assist on your mobile device. | [] | [
"Mobile Platform",
"Now Assist for Mobile",
"Exploring Now Assist for Mobile"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/now-assist-skill-kit-for-mobile.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/now-assist-skill-kit-for-mobile.html"><body id="now-assist-skill-kit-for-mobile"><main role="main"><article role="... | {
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"title": "Now Assist for Mobil... | # Now Assist Skill Kit for mobile
The Now Assist Skill Kit plugin lets you create and activate custom prompts and skills for Now Assist on your mobile device.
If the default Now Assist skills aren't sufficient, you can use the Now Assist Skill Kit to build custom skills and leverage more personalized generative AI fe... | ---
title: Now Assist Skill Kit for mobile
description: The Now Assist Skill Kit plugin lets you create and activate custom prompts
and skills for Now Assist on your mobile device.
keywords: []
breadcrumbs:
- Mobile Platform
- Now Assist for Mobile
- Exploring Now Assist for Mobile
---
# Now Assist Skill Kit for mob... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/servicenow-lens-mobile.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/servicenow-lens-mobile.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/servicenow-lens-mobile.html | zurich | ServiceNow Lens for mobile | ServiceNow Lens enables you to harness generative AI to scan, extract, understand, and synthesize data directly from your phone or tablet, making it easy to optimize your workflows on the go. | [] | [
"Mobile Platform",
"Now Assist for Mobile",
"Exploring Now Assist for Mobile"
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"title": "Now Assist for Mobil... | # ServiceNow Lens for mobile
ServiceNow Lens enables you to harness generative AI to scan, extract, understand, and synthesize data directly from your phone or tablet, making it easy to optimize your workflows on the go.
Figure 1. ServiceNow Lens on mobile
By capturing data from a variety of visual sources—including... | ---
title: ServiceNow Lens for mobile
description: ServiceNow Lens enables you to harness generative AI to scan, extract,
understand, and synthesize data directly from your phone or tablet, making it easy
to optimize your workflows on the go.
keywords: []
breadcrumbs:
- Mobile Platform
- Now Assist for Mobile
- Exp... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/url-screen.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/url-screen.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/url-screen.html | zurich | Mobile web screen | Mobile web screens open an external URL or a relative URL within your instance. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/url-screen.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/url-screen.html"><body id="url-screen"><main role="main"><article role="article" class="dita" id="url-screen" aria-labelledby="title_ur... | {
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"title": "Building mobile apps... | # Mobile web screen
Mobile web screens open an external URL or a relative URL within your
instance.
| Use a mobile web screen to Open a URL from within the ServiceNow app. You can configure relative URLs to open pages within the ServiceNow platform, or an external link. For example, a user can see a knowledge article... | ---
title: Mobile web screen
description: Mobile web screens open an external URL or a relative URL within your
instance.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app components
- Mobile screens
- Mobile screen types
---
# Mobile web screen
Mobile web screens open an external URL ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/using-enhanced-chat-mobile.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/using-enhanced-chat-mobile.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/using-enhanced-chat-mobile.html | zurich | Using enhanced chat on mobile | Enhanced Chat on mobile offers a dynamic conversational support experience that integrates powerful AI-driven search and chat capabilities. You can seamlessly switch between multiple conversations, receive synthesized responses with inline citations, and access both knowledge articles and catalog items. | [] | [
"Mobile Platform",
"Now Assist for Mobile",
"Using Now Assist for Mobile"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/using-enhanced-chat-mobile.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/using-enhanced-chat-mobile.html"><body class="genai-2025-08" id="using-enhanced-chat-mobile"><main role="main"><article... | {
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"title": "Now Assist for Mobil... | # Using enhanced chat on mobile
Enhanced Chat on mobile offers a dynamic conversational support experience that integrates powerful AI-driven search and chat capabilities. You can seamlessly switch between multiple conversations, receive synthesized responses
with inline citations, and access both knowledge articles a... | ---
title: Using enhanced chat on mobile
description: Enhanced Chat on mobile offers a dynamic conversational support experience
that integrates powerful AI-driven search and chat capabilities. You can seamlessly
switch between multiple conversations, receive synthesized responses with inline
citations, and acces... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/using-na-web-search-mobile.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/using-na-web-search-mobile.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/using-na-web-search-mobile.html | zurich | Using Now Assist web search on mobile | Web search mode for Now Assist lets you perform an internet search from within Now Assist, showing external results from outside your organization. | [] | [
"Mobile Platform",
"Now Assist for Mobile",
"Using Now Assist for Mobile"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/using-na-web-search-mobile.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/using-na-web-search-mobile.html"><body id="using-na-web-search-mobile"><main role="main"><article role="article" class=... | {
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"title": "Now Assist for Mobil... | # Using Now Assist web search on mobile
Web search mode for Now Assist lets you perform an internet search from within Now Assist, showing external results from outside your organization.
Figure 1. Web search mode on mobile
Web search mode is available for both standard and enhanced chat conversations as an opt-in f... | ---
title: Using Now Assist web search on mobile
description: Web search mode for Now Assist lets you perform an internet search from
within Now Assist, showing external results from outside your organization.
keywords: []
breadcrumbs:
- Mobile Platform
- Now Assist for Mobile
- Using Now Assist for Mobile
---
# Usi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/using-standard-chat-mobile.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/using-standard-chat-mobile.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/using-standard-chat-mobile.html | zurich | Using standard chat on mobile | Standard chat on mobile delivers an intuitive, text-based support experience within a static chat window, enhanced by AI-powered responses and integrated knowledge resources. You can interact with a Virtual Agent to resolve issues, access knowledge articles, and request catalog items | [] | [
"Mobile Platform",
"Now Assist for Mobile",
"Using Now Assist for Mobile"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/using-standard-chat-mobile.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/using-standard-chat-mobile.html"><body id="using-standard-chat-mobile"><main role="main"><article role="article" class=... | {
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"title": "Now Assist for Mobil... | # Using standard chat on mobile
Standard chat on mobile delivers an intuitive, text-based support experience within a static chat window, enhanced by AI-powered responses and integrated knowledge resources. You can interact with a Virtual Agent to resolve issues, access knowledge articles, and request catalog items al... | ---
title: Using standard chat on mobile
description: Standard chat on mobile delivers an intuitive, text-based support experience
within a static chat window, enhanced by AI-powered responses and integrated knowledge
resources. You can interact with a Virtual Agent to resolve issues, access knowledge
articles, a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/web-mobile-component-conversion.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/concept/web-mobile-component-conversion.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/concept/web-mobile-component-conversion.html | zurich | Web to mobile component conversion | Use guided UI to configure native mobile components using an existing web component as a starting reference. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app building tools",
"Mobile App Builder",
"Using the Mobile App Builder"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/web-mobile-component-conversion.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/concept/web-mobile-component-conversion.html"><body id="web-mobile-component-conversion"><main role="main"><article role="... | {
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"title": "Building mobile apps... | # Web to mobile component conversion
Use guided UI to configure native mobile components using an existing web component as a starting reference.
Figure 1. Web to mobile
Web
to mobile streamlines the component creation process by enabling you to select an existing web component to serve as a template instead of crea... | ---
title: Web to mobile component conversion
description: Use guided UI to configure native mobile components using an existing
web component as a starting reference.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app building tools
- Mobile App Builder
- Using the Mobile App Builder
---... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/reference/configure-activity-stream-guidelines.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/reference/configure-activity-stream-guidelines.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/reference/configure-activity-stream-guidelines.html | zurich | General guidelines for activity stream | Consider these general guidelines when configuring your activity stream. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Record screen",
"Configure an activity stream screen for a record screen"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/reference/configure-activity-stream-guidelines.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/reference/configure-activity-stream-guidelines.html"><body id="configure-activity-stream-guidelines"><main role="ma... | {
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{
"title": "Building mobile apps... | # General guidelines for activity stream
Consider these general guidelines when configuring your activity stream.
Note: For design considerations and user experience general guidelines when configuring your activity stream, refer to the Activity stream screen section in the Horizon design system website.
#### Add ac... | ---
title: General guidelines for activity stream
description: Consider these general guidelines when configuring your activity stream.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app components
- Mobile screens
- Mobile screen types
- Record screen
- Configure an activity stream screen ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/reference/mab-record-example-panel.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/reference/mab-record-example-panel.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/reference/mab-record-example-panel.html | zurich | Mobile interface preview panel within a record screen | The mobile interface preview panel helps you to identify the UI element you’re working on in the configuration panel within your mobile device. Record types with preview support display a live preview of how the components will appear on a | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app building tools",
"Mobile App Builder",
"Mobile App Builder record screen"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/reference/mab-record-example-panel.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/reference/mab-record-example-panel.html"><body id="mab-record-example-panel"><main role="main"><article role="article" class="d... | {
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{
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{
"title": "Building mobile apps... | # Mobile interface preview panel within a record screen
The mobile interface preview panel helps you to identify the UI element you’re working on in the configuration panel within your mobile device. Record types with preview support display a live preview of how the components
will appear on a mobile device instead o... | ---
title: Mobile interface preview panel within a record screen
description: "The mobile interface preview panel helps you to identify the UI element\
\ you\u2019re working on in the configuration panel within your mobile device. Record\
\ types with preview support display a live preview of how the components wil... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/reference/number-compatible-input-attributes.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/reference/number-compatible-input-attributes.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/reference/number-compatible-input-attributes.html | zurich | Number render types and compatible input attributes | Use the table to determine which input attributes are compatible with different number render types. The available number render types are integer, line, percentage, and slider. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Input form screen",
"Configure an input form screen",
"Configure input form screen inputs",
"Input form screen attributes for inputs"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/reference/number-compatible-input-attributes.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/reference/number-compatible-input-attributes.html"><body id="number-compatible-input-attributes"><main role="main"><a... | {
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"title": "Building mobile apps... | # Number render types and compatible input attributes
Use the table to determine which input attributes are compatible with different number render types. The available number render types are integer, line, percentage, and slider.
Use the table to see which input attributes you can use for selected RenderType input ... | ---
title: Number render types and compatible input attributes
description: Use the table to determine which input attributes are compatible with
different number render types. The available number render types are integer, line,
percentage, and slider.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/reference/slider-input-attributes.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/reference/slider-input-attributes.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/reference/slider-input-attributes.html | zurich | Slider types and their input attributes | Use the table to view the slider types available and learn which input attributes are used to create them. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Input form screen",
"Configure an input form screen",
"Configure input form screen inputs",
"Input form screen attributes for inputs",
"Number render types and compatible input attributes"... | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/reference/slider-input-attributes.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/reference/slider-input-attributes.html"><body id="slider-input-attributes"><main role="main"><article role="article" class="dita... | {
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"title": "Building mobile apps... | # Slider types and their input attributes
Use the table to view the slider types available and learn which input attributes are used to create them.
The table shows examples of the sliders types you can create. The columns information in the columns list which input attributes are used to create the displayed slider.... | ---
title: Slider types and their input attributes
description: Use the table to view the slider types available and learn which input
attributes are used to create them.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app components
- Mobile screens
- Mobile screen types
- Input form scre... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/attachment-source-define.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/attachment-source-define.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/attachment-source-define.html | zurich | Define attachment sources available to users | Control the origin of where images and files are sourced from, including a phone's gallery, camera, or file system. This capability confirms that images can’t be reused and verifies that they aren't AI-generated. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Working with images and attachments in mobile"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/attachment-source-define.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/attachment-source-define.html"><body id="attachment-source-define"><main role="main"><article role="article" class="dita" id="a... | {
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{
"title": "Mobile Platform",
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{
"title": "Building mobile apps... | # Define attachment sources available to users
Control the origin of where images and files are sourced from, including a phone's gallery, camera, or file system. This capability confirms that images can’t be reused and verifies that they aren't AI-generated.
## Before you begin
Role required: admin
## About this t... | ---
title: Define attachment sources available to users
description: "Control the origin of where images and files are sourced from, including\
\ a phone's gallery, camera, or file system. This capability confirms that images\
\ can\u2019t be reused and verifies that they aren't AI-generated."
keywords: []
breadcru... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/configure-slider.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/configure-slider.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/configure-slider.html | zurich | Configure a slider option for a number input | Create a slider option for a number input on your input form screen. Sliders help users visualize the input range and reduce errors by limiting choices to defined minimum and maximum values. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Input form screen",
"Configure an input form screen",
"Configure input form screen inputs",
"Input form screen attributes for inputs",
"Number render types and compatible input attributes"... | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/configure-slider.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/configure-slider.html"><body id="configure-slider"><main role="main"><article role="article" class="dita" id="configure-slider" aria-la... | {
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"title": "Building mobile apps... | # Configure a slider option for a number input
Create a slider option for a number input on your input form screen. Sliders help users visualize the input range and reduce errors by limiting choices to defined minimum and maximum values.
## Before you begin
Role required: admin
This task assumes that you already ha... | ---
title: Configure a slider option for a number input
description: Create a slider option for a number input on your input form screen.
Sliders help users visualize the input range and reduce errors by limiting choices
to defined minimum and maximum values.
keywords: []
breadcrumbs:
- Mobile Platform
- Building m... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/decorative-slider-translation.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/decorative-slider-translation.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/decorative-slider-translation.html | zurich | Configure translated values for decorative slider | Add translated values to your decorative slider. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Input form screen",
"Configure an input form screen",
"Configure input form screen inputs",
"Input form screen attributes for inputs",
"Number render types and compatible input attributes"... | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/decorative-slider-translation.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/decorative-slider-translation.html"><body id="decorative-slider-translation"><main role="main"><article role="article" cla... | {
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{
"title": "Building mobile apps... | # Configure translated values for decorative slider
Add translated values to your decorative slider.
## Before you begin
Role required: admin
You first need to create a decorative slider before you can add translated values. For more information, see Configure a decorative slider.
Access your decorative slider rec... | ---
title: Configure translated values for decorative slider
description: Add translated values to your decorative slider.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app components
- Mobile screens
- Mobile screen types
- Input form screen
- Configure an input form screen
- Configure in... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/decorative-slider.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/decorative-slider.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/decorative-slider.html | zurich | Configure a decorative slider | Create a colored slider option for a number input on your input form screen. Decorative sliders contain sections that can be associated with a specific color and label to aid visual representation. These labels are translatable. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Input form screen",
"Configure an input form screen",
"Configure input form screen inputs",
"Input form screen attributes for inputs",
"Number render types and compatible input attributes"... | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/decorative-slider.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/decorative-slider.html"><body id="decorative-slider"><main role="main"><article role="article" class="dita" id="decorative-slider" ari... | {
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{
"title": "Mobile Platform",
"topic_id": "administer/tablet-mobile-ui/concept/mobile-config-navigation.html"
},
{
"title": "Building mobile apps... | # Configure a decorative slider
Create a colored slider option for a number input on your input form screen. Decorative sliders contain sections that can be associated with a specific color and label to aid visual representation. These labels are
translatable.
## Before you begin
Role required: admin
This task assu... | ---
title: Configure a decorative slider
description: Create a colored slider option for a number input on your input form
screen. Decorative sliders contain sections that can be associated with a specific
color and label to aid visual representation. These labels are translatable.
keywords: []
breadcrumbs:
- Mobil... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/descriptive-elements-card.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/descriptive-elements-card.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/descriptive-elements-card.html | zurich | Configure a card descriptive element for input form screens | Add a card descriptive element before an input field, within an input form screen. This additional on-screen information provides a context to your users, enabling them to better understand what is required as they enter data into an input form. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Input form screen",
"Configure an input form screen",
"Data sources",
"Configure descriptive elements for input form screens"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/descriptive-elements-card.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/descriptive-elements-card.html"><body id="descriptive-elements-card"><main role="main"><article role="article" class="dita" id... | {
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{
"title": "Mobile Platform",
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{
"title": "Building mobile apps... | # Configure a card descriptive element for input form screens
Add a card descriptive element before an input field, within an input form screen. This additional on-screen information provides a context to your users, enabling them to better understand what is required as they enter data
into an input form.
## Before y... | ---
title: Configure a card descriptive element for input form screens
description: "Add a card descriptive element before an input \uFB01eld, within an\
\ input form screen. This additional on-screen information provides a context to\
\ your users, enabling them to better understand what is required as they enter\... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/media-saving-mobile-apps.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/media-saving-mobile-apps.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/media-saving-mobile-apps.html | zurich | Storing media locally when taken from ServiceNow mobile apps | Provide users with the option to save and retrieve pictures and videos taken with the camera on their mobile app, onto their device. By default, these images are saved for 24 hours on the phone’s local storage. You can set | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Working with images and attachments in mobile"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/media-saving-mobile-apps.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/media-saving-mobile-apps.html"><body id="media-saving-mobile-apps"><main role="main"><article role="article" class="dita" id="m... | {
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{
"title": "Mobile Platform",
"topic_id": "administer/tablet-mobile-ui/concept/mobile-config-navigation.html"
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{
"title": "Building mobile apps... | # Storing media locally when taken from ServiceNow mobile apps
Provide users with the option to save and retrieve pictures and videos taken with the camera on their mobile app, onto their device. By default, these images are saved for 24 hours on the phone’s local storage. You can set
the storage time to be from 1 to ... | ---
title: Storing media locally when taken from ServiceNow mobile apps
description: "Provide users with the option to save and retrieve pictures and videos\
\ taken with the camera on their mobile app, onto their device. By default, these\
\ images are saved for 24 hours on the phone\u2019s local storage. You can ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/mobwebscreen-add-button-virtagent.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/mobwebscreen-add-button-virtagent.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/mobwebscreen-add-button-virtagent.html | zurich | Add a button to your mobile web screen that launches Virtual Agent | Admins can configure a button on a mobile web screen that end users can use to launch Virtual Agent from their mobile device. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Mobile web screen"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/mobwebscreen-add-button-virtagent.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/mobwebscreen-add-button-virtagent.html"><body id="mobwebscreen-add-button-virtagent"><main role="main"><article role="... | {
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{
"title": "Mobile Platform",
"topic_id": "administer/tablet-mobile-ui/concept/mobile-config-navigation.html"
},
{
"title": "Building mobile apps... | # Add a button to your mobile web screen that launches Virtual Agent
Admins can configure a button on a mobile web screen that end users can use to launch Virtual Agent from their mobile device.
## Before you begin
Role required: admin
## About this task
To add a button to your mobile web screen, you must use UI B... | ---
title: Add a button to your mobile web screen that launches Virtual Agent
description: Admins can configure a button on a mobile web screen that end users can
use to launch Virtual Agent from their mobile device.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app components
- Mobile s... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/parameter-screen-config.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/parameter-screen-config.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/parameter-screen-config.html | zurich | Configure an input form screen | Configure an input parameter so that your users can see a list of records from their mobile app. To access a record from the list, a user just has to tap the record name. | [] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Input form screen"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/parameter-screen-config.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/parameter-screen-config.html"><body id="parameter-screen-config"><main role="main"><article role="article" class="dita" id="para... | {
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{
"title": "Mobile Platform",
"topic_id": "administer/tablet-mobile-ui/concept/mobile-config-navigation.html"
},
{
"title": "Building mobile apps... | # Configure an input form screen
Configure an input parameter so that your users can see a list of records from their mobile app. To access a record from the list, a user just has to tap the record name.
## Before you begin
Role required: admin
## Procedure
1. Navigate to All > System Mobile > Mobile App Builder.
... | ---
title: Configure an input form screen
description: Configure an input parameter so that your users can see a list of records
from their mobile app. To access a record from the list, a user just has to tap
the record name.
keywords: []
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app components... |
https://www.servicenow.com/docs/en-US/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/sg-configure-url-screen.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-mobile/page/administer/tablet-mobile-ui/task/sg-configure-url-screen.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-mobile | administer/tablet-mobile-ui/task/sg-configure-url-screen.html | zurich | Configure a mobile web screen | Use a mobile web screen to open a URL from within a ServiceNow mobile application. You can configure relative URLs to open pages within the ServiceNow platform. | [
"mobile",
"URL applet"
] | [
"Mobile Platform",
"Building mobile apps",
"Mobile app components",
"Mobile screens",
"Mobile screen types",
"Mobile web screen"
] | <article class="hascomments" data-page="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/sg-configure-url-screen.html" id="bundle:zurich-mobile/enus/administer/tablet-mobile-ui/task/sg-configure-url-screen.html"><body id="sg-configure-url-screen"><main role="main"><article role="article" class="dita" id="sg-c... | {
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{
"title": "Mobile Platform",
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{
"title": "Building mobile apps... | # Configure a mobile web screen
Use a mobile web screen to open a URL from within a ServiceNow
mobile application. You can configure relative URLs to open pages within the ServiceNow platform.
## Before you begin
Role required: admin
## About this task
Starting with the Zurich release, end-users whose mobile web sc... | ---
title: Configure a mobile web screen
description: Use a mobile web screen to open a URL from within a ServiceNow mobile
application. You can configure relative URLs to open pages within the ServiceNow
platform.
keywords:
- mobile
- URL applet
breadcrumbs:
- Mobile Platform
- Building mobile apps
- Mobile app co... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/analyst-workbench-dashboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/analyst-workbench-dashboard.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/analyst-workbench-dashboard.html | zurich | Analyst workbench page | View the visualized process map with tools for managing visualizations and performing analysis tasks from a project's page. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Exploring Process Mining",
"Process Mining workspace",
"Process details page"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/analyst-workbench-dashboard.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/analyst-workbench-dashboard.html"><body id="analyst-workbench-dashboard"><main role="main"><article ro... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Analyst workbench page
View the visualized process map with tools for managing visualizations and performing analysis tasks from a project's page.
## Access the Analyst workbench
From Analyst workbench, you can access visualized process workflow data and tools for analyzing the data.
To access Analyst workbench:
... | ---
title: Analyst workbench page
description: View the visualized process map with tools for managing visualizations
and performing analysis tasks from a project's page.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Exploring Process Mining
- Process Mining workspace
- Proces... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/csm-po-sla-breach-analysis.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/csm-po-sla-breach-analysis.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/csm-po-sla-breach-analysis.html | zurich | SLA Breach Analysis project | Use the SLA breach analysis project in Process Mining to identify and analyze cases where service level agreements (SLAs) have been violated. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Activating Process Mining",
"Activate Process Mining content packs",
"Content pack for Customer Service Management"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/csm-po-sla-breach-analysis.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/csm-po-sla-breach-analysis.html"><body id="csm-po-sla-breach-analysis"><main role="main"><article role=... | {
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... | # SLA Breach Analysis project
Use the SLA breach analysis project in Process Mining to identify and analyze cases where service level agreements (SLAs) have been violated.
The SLA breach analysis project provides insights into the root causes of breaches, highlights bottlenecks, and recommends improvements to optimiz... | ---
title: SLA Breach Analysis project
description: Use the SLA breach analysis project in Process Mining to identify and
analyze cases where service level agreements (SLAs) have been violated.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Activating Process Mining
- Activate ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/data-cleanup.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/data-cleanup.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/data-cleanup.html | zurich | Process Mining properties | The Process Mining properties page provides configuration options for Process Mining. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Configuring Process Mining"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/data-cleanup.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/data-cleanup.html"><body><main role="main"><article role="article" class="dita" aria-labelledby="title_data-cleanup">... | {
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{
... | # Process Mining properties
The Process Mining properties page provides configuration options
for Process Mining.
## Data cleanup properties
Set properties that determine how long Process Mining projects are maintained before being deleted by the scheduled cleanup job.
Table 1. Properties for Process Mining data cl... | ---
title: Process Mining properties
description: The Process Mining properties page provides configuration options for
Process Mining.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Configuring Process Mining
---
# Process Mining properties
The Process Mining properties page... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/evaluation-pm-csm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/evaluation-pm-csm.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/evaluation-pm-csm.html | zurich | Process Mining evaluation project for Customer Service Management | Process Mining evaluation project for Customer Service Management (CSM) is a limited version of Process Mining. It’s shipped as part of the Process Mining plugin and available for customers that aren’t entitled for Process Mining for CSM. It enables you | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Exploring Process Mining",
"Evaluating Process Mining"
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... | # Process Mining evaluation project for Customer Service Management
Process Mining evaluation project for Customer Service Management (CSM) is a limited version of Process Mining. It’s shipped as part of the Process Mining plugin and available for customers that aren’t entitled for Process Mining for CSM. It enables y... | ---
title: Process Mining evaluation project for Customer Service Management
description: "Process Mining evaluation project for Customer Service Management (CSM)\
\ is a limited version of Process Mining. It\u2019s shipped as part of the Process\
\ Mining plugin and available for customers that aren\u2019t entitle... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/evaluation-pm-inci-manag.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/evaluation-pm-inci-manag.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/evaluation-pm-inci-manag.html | zurich | Process Mining evaluation project for Incident Management | Process Mining evaluation project for Incident Management is a limited version of Process Mining. It’s shipped as part of the Process Mining plugin and available for customers that aren’t entitled for Process Mining for ITSM. It enables you to familiarize | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Exploring Process Mining",
"Evaluating Process Mining"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/evaluation-pm-inci-manag.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/evaluation-pm-inci-manag.html"><body id="evaluation-pm-inci-manag"><main role="main"><article role="artic... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
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... | # Process Mining evaluation project for Incident Management
Process Mining evaluation project for Incident Management is a limited version of Process Mining. It’s shipped as part of the Process Mining plugin and available for customers that aren’t entitled for Process Mining for ITSM. It enables you to familiarize wit... | ---
title: Process Mining evaluation project for Incident Management
description: "Process Mining evaluation project for Incident Management is a limited\
\ version of Process Mining. It\u2019s shipped as part of the Process Mining plugin\
\ and available for customers that aren\u2019t entitled for Process Mining f... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/exp-na-process-mining.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/exp-na-process-mining.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/exp-na-process-mining.html | zurich | Exploring Now Assist for Process Mining | Use ServiceNow Now Assist for Process Mining to minimize time, maximize effort, and reduce complexity in project setup, identifying bottlenecks and retrieving process inefficiencies. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Now Assist for Process Mining"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/exp-na-process-mining.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/exp-na-process-mining.html"><body id="exp-na-process-mining"><main role="main"><article role="article" class... | {
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},
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... | # Exploring Now Assist for Process Mining
Use ServiceNow
Now Assist for Process Mining to minimize time, maximize effort, and reduce complexity in project setup, identifying bottlenecks and retrieving process inefficiencies.
## Now Assist for Process Mining overview
Identifying the root cause of inefficient transiti... | ---
title: Exploring Now Assist for Process Mining
description: Use ServiceNow Now Assist for Process Mining to minimize time, maximize
effort, and reduce complexity in project setup, identifying bottlenecks and retrieving
process inefficiencies.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/idle-time-analysis.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/idle-time-analysis.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/idle-time-analysis.html | zurich | Idle time analysis | Idle time analysis focuses on the periods when a case is assigned to a team but not yet assigned to a specific resource. This is the time during which the case remains inactive, waiting for someone to take action. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Analyzing and getting process insights"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/idle-time-analysis.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/idle-time-analysis.html"><body id="idle-time-analysis"><main role="main"><article role="article" class="dita" i... | {
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... | # Idle time analysis
Idle time analysis focuses on the periods when a case is assigned to a team but not yet assigned to a specific resource. This is the time during which the case remains inactive, waiting for someone to take action.
To enable idle time analysis for a project, set it in the process configuration for... | ---
title: Idle time analysis
description: Idle time analysis focuses on the periods when a case is assigned to
a team but not yet assigned to a specific resource. This is the time during which
the case remains inactive, waiting for someone to take action.
keywords: []
breadcrumbs:
- Analyze and optimize business p... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/landing-page.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/landing-page.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/landing-page.html | zurich | Projects landing page | From the projects landing page for Process Mining, you can access generated projects, business process insights, and Analyst workbench. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Exploring Process Mining",
"Process Mining workspace"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/landing-page.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/landing-page.html"><body id="landing-page"><main role="main"><article role="article" class="dita" id="landing-page" a... | {
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... | # Projects landing page
From the projects landing page for Process Mining, you can access generated projects, business process insights, and Analyst workbench.
The projects landing page shows project cards for projects that have been created by or shared with you for viewing. A project that has been created but not y... | ---
title: Projects landing page
description: From the projects landing page for Process Mining, you can access generated
projects, business process insights, and Analyst workbench.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Exploring Process Mining
- Process Mining workspa... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/opportunity-details.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/opportunity-details.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/opportunity-details.html | zurich | Opportunity details page | The Opportunity details page displays details about the improvement opportunities for a project. Access the page from a Process Mining project. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Exploring Process Mining",
"Process Mining workspace",
"Process details page"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/opportunity-details.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/opportunity-details.html"><body id="opportunity-details"><main role="main"><article role="article" class="dita... | {
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... | # Opportunity details page
The Opportunity details page displays details about the improvement opportunities for a project. Access the page from a Process Mining project.
The Opportunity details page displays all details about improvement opportunities for the project that you’re viewing.
From the Improvement Opport... | ---
title: Opportunity details page
description: The Opportunity details page displays details about the improvement opportunities
for a project. Access the page from a Process Mining project.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Exploring Process Mining
- Process Min... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/touchpoint-analysis.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/touchpoint-analysis.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/touchpoint-analysis.html | zurich | Touchpoint analysis | Touchpoint analysis studies specific record updates within a process to identify areas of high interaction. This enables process optimization by surfacing opportunities for automation, ultimately improving performance and lowering operational costs. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Analyzing and getting process insights"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/touchpoint-analysis.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/touchpoint-analysis.html"><body id="touchpoint-analysis"><main role="main"><article role="article" class="dita... | {
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... | # Touchpoint analysis
Touchpoint analysis studies specific record updates within a process to identify areas of high interaction. This enables process optimization by surfacing opportunities for automation, ultimately improving performance and
lowering operational costs.
Touchpoint analysis is calculated after consid... | ---
title: Touchpoint analysis
description: Touchpoint analysis studies specific record updates within a process
to identify areas of high interaction. This enables process optimization by surfacing
opportunities for automation, ultimately improving performance and lowering operational
costs.
keywords: []
breadcr... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/use-na-process-mining.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/use-na-process-mining.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/use-na-process-mining.html | zurich | Using Now Assist for Process Mining | Use Now Assist for Process Mining to run work notes analysis on a transition and generate highlights on improvement opportunities. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Now Assist for Process Mining"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/use-na-process-mining.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/use-na-process-mining.html"><body id="use-na-process-mining"><main role="main"><article role="article" class... | {
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... | # Using Now Assist for Process Mining
Use Now Assist for Process Mining to run work notes analysis on a transition and generate highlights on improvement opportunities.
This section covers the following topic:
| ---
title: Using Now Assist for Process Mining
description: Use Now Assist for Process Mining to run work notes analysis on a transition
and generate highlights on improvement opportunities.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
- Now Assist for Pr... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/concept/worknotes-analysis.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/concept/worknotes-analysis.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/concept/worknotes-analysis.html | zurich | Work notes analysis | Work notes analysis helps you understand the operational reasons behind activity transitions, as recorded in work notes and comments. Typical examples include transitions from resolved to work in progress or changes in assignment groups, such as from service desk to | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Analyzing and getting process insights"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/worknotes-analysis.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/concept/worknotes-analysis.html"><body id="worknotes-analysis"><main role="main"><article role="article" class="dita" i... | {
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... | # Work notes analysis
Work notes analysis helps you understand the operational reasons behind activity transitions, as recorded in work notes and comments. Typical examples include transitions from resolved to work in progress or changes in
assignment groups, such as from service desk to specialist group.
To better u... | ---
title: Work notes analysis
description: Work notes analysis helps you understand the operational reasons behind
activity transitions, as recorded in work notes and comments. Typical examples include
transitions from resolved to work in progress or changes in assignment groups, such
as from service desk to
key... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/export-to-playbook.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/export-to-playbook.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/export-to-playbook.html | zurich | Export a process to Playbook | Export a process to Playbooks to use the advanced features available from Workflow Studio to improve your processes. This feature works with Now Assist. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Analyzing and getting process insights"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/export-to-playbook.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/export-to-playbook.html"><body id="export-to-playbook"><main role="main"><article role="article" class="dita" id="exp... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Export a process to Playbook
Export a process to Playbooks to use the advanced features available from Workflow Studio to improve your processes. This feature works with Now Assist.
## Before you begin
Role required: sn\_process\_optimization\_analyst, sn\_process\_optimization\_power\_user, or sn\_process\_optimi... | ---
title: Export a process to Playbook
description: Export a process to Playbooks to use the advanced features available
from Workflow Studio to improve your processes. This feature works with Now Assist.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
- An... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/impact-metrics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/impact-metrics.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/impact-metrics.html | zurich | Configure impact metrics | Configure the Key Performance Indicators (KPIs) for this process. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Create process configuration using Process Configuration Builder"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/impact-metrics.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/impact-metrics.html"><body id="impact-metrics"><main role="main"><article role="article" class="dita" id="impact-metrics"... | {
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"enus"
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Configure impact metrics
Configure the Key Performance Indicators (KPIs) for this process.
## Before you begin
Role required: sn\_process\_optimization\_power\_user or sn\_process\_optimization\_admin
## Procedure
1. Navigate to Workspaces > Process Mining Workspace.
2. On the side of the page, select the Proces... | ---
title: Configure impact metrics
description: Configure the Key Performance Indicators (KPIs) for this process.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
- Create process configuration using Process Configuration Builder
---
# Configure impact metric... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/investigative-features.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/investigative-features.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/investigative-features.html | zurich | Configure investigative features | Configure investigative features to set advanced analytics features for a process. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Create process configuration using Process Configuration Builder"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/investigative-features.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/investigative-features.html"><body id="investigative-features"><main role="main"><article role="article" class="d... | {
"attachments": {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Configure investigative features
Configure investigative features to set advanced analytics features for a process.
## Before you begin
Role required: sn\_process\_optimization\_power\_user or sn\_process\_optimization\_admin
## Procedure
1. Navigate to Workspaces > Process Mining Workspace.
2. On the side of th... | ---
title: Configure investigative features
description: Configure investigative features to set advanced analytics features for
a process.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
- Create process configuration using Process Configuration Builder
---... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/metrics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/metrics.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/metrics.html | zurich | Set metrics | Set the metrics to evaluate the process better and improve the process efficiency. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Create a project or template using Project Builder",
"Scoping your analysis"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/metrics.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/metrics.html"><body id="metrics"><main role="main"><article role="article" class="dita" id="metrics" aria-labelledby="title_metr... | {
"attachments": {
"all_attachments": null,
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Set metrics
Set the metrics to evaluate the process better and improve the process efficiency.
## Before you begin
Role required: sn\_process\_optimization\_analyst, sn\_process\_optimization\_power\_user, or sn\_process\_optimization\_admin
## Procedure
1. Navigate to Workspaces > Process Mining Workspace.
I... | ---
title: Set metrics
description: Set the metrics to evaluate the process better and improve the process
efficiency.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
- Create a project or template using Project Builder
- Scoping your analysis
---
# Set met... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/process-details.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/process-details.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/process-details.html | zurich | Configure process details | Describe the process to get help with further configuration and enhance the quality of the project setup and analysis. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Create process configuration using Process Configuration Builder"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/process-details.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/process-details.html"><body id="process-details"><main role="main"><article role="article" class="dita" id="process-deta... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
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"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Configure process details
Describe the process to get help with further configuration and enhance the quality of the project setup and analysis.
## Before you begin
Role required: sn\_process\_optimization\_power\_user or sn\_process\_optimization\_admin
## About this task
Providing the information in the Proces... | ---
title: Configure process details
description: Describe the process to get help with further configuration and enhance
the quality of the project setup and analysis.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
- Create process configuration using Proc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/reco-setup.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/reco-setup.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/reco-setup.html | zurich | Configure recommendations setup | Set up recommendations to simplify project creation and get help in the analysis. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Create process configuration using Process Configuration Builder"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/reco-setup.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/reco-setup.html"><body id="reco-setup"><main role="main"><article role="article" class="dita" id="reco-setup" aria-labelledby... | {
"attachments": {
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"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Configure recommendations setup
Set up recommendations to simplify project creation and get help in the analysis.
## Before you begin
Role required: sn\_process\_optimization\_power\_user or sn\_process\_optimization\_admin
## Procedure
1. Navigate to Workspaces > Process Mining Workspace.
2. On the side of the ... | ---
title: Configure recommendations setup
description: Set up recommendations to simplify project creation and get help in the
analysis.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
- Create process configuration using Process Configuration Builder
---
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/run-worknotes-analysis.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/run-worknotes-analysis.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/run-worknotes-analysis.html | zurich | Run work notes analysis | Generate a work notes analysis on a transition. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Now Assist for Process Mining",
"Using Now Assist for Process Mining"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/run-worknotes-analysis.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/run-worknotes-analysis.html"><body id="run-worknotes-analysis"><main role="main"><article role="article" class="d... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
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"available_languages": [
"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Run work notes analysis
Generate a work notes analysis on a transition.
## Before you begin
Role required: sn\_process\_optimization\_analyst, sn\_process\_optimization\_power\_user, or sn\_process\_optimization\_admin and you must have the `now.assist.creator` role.
Note: Work notes
with more than 5 words and fe... | ---
title: Run work notes analysis
description: Generate a work notes analysis on a transition.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
- Now Assist for Process Mining
- Using Now Assist for Process Mining
---
# Run work notes analysis
Generate a wor... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/set-objectives.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/set-objectives.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/set-objectives.html | zurich | Set objectives for Process Mining projects | Define the kind of data or process that you want to view and analyze in your graph. You must select a specific table (parent table) that has the data that you want to analyze. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining",
"Create a project or template using Project Builder"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/set-objectives.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/set-objectives.html"><body id="set-objectives"><main role="main"><article role="article" class="dita" id="set-objectives"... | {
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{
"title": "Analyze and optimize business processes",
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},
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... | # Set objectives for Process Mining projects
Define the kind of data or process that you want to view and analyze in your graph. You must select a specific table (parent table) that has the data that you want to analyze.
## Before you begin
Role required: sn\_process\_optimization\_analyst, sn\_process\_optimization... | ---
title: Set objectives for Process Mining projects
description: Define the kind of data or process that you want to view and analyze
in your graph. You must select a specific table (parent table) that has the data
that you want to analyze.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Pro... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/share-project.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/share-project.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/share-project.html | zurich | Share a Process Mining project | Share a project so that other have access to the data, and enable a process owner to analyze further. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Using Process Mining"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/share-project.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/share-project.html"><body id="share-project"><main role="main"><article role="article" class="dita" id="share-project" ari... | {
"attachments": {
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"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Share a Process Mining project
Share a project so that other have access to the data, and enable a process owner to analyze further.
## Before you begin
Role required: sn\_process\_optimization\_analyst, sn\_process\_optimization\_power\_user, or sn\_process\_optimization\_admin
Note: If the user doesn’t have acc... | ---
title: Share a Process Mining project
description: Share a project so that other have access to the data, and enable a process
owner to analyze further.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Using Process Mining
---
# Share a Process Mining project
Share a projec... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/process-mining/task/submit-automation-idea.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/process-mining/task/submit-automation-idea.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/process-mining/task/submit-automation-idea.html | zurich | Submit an automation idea | Discover, prioritize, and manage automation requests from different sources from the Process Mining workspace. | [] | [
"Analyze and optimize business processes",
"Process Mining",
"Activating Process Mining",
"Integrating Process Mining",
"Integration with Automation Center"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/process-mining/task/submit-automation-idea.html" id="bundle:zurich-now-intelligence/enus/administer/process-mining/task/submit-automation-idea.html"><body id="submit-automation-idea"><main role="main"><article role="article" class="d... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Submit an automation idea
Discover, prioritize, and manage automation requests from different sources from the Process Mining workspace.
## Before you begin
You must install and configure the Automation Center plugin before configuring. See
Install Automation Center for more information.
Role required: sn\_proces... | ---
title: Submit an automation idea
description: Discover, prioritize, and manage automation requests from different sources
from the Process Mining workspace.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Process Mining
- Activating Process Mining
- Integrating Process Mining
- Integration w... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/concept/user-exp-analytics-dashboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/concept/user-exp-analytics-dashboard.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/concept/user-exp-analytics-dashboard.html | zurich | Navigating the User Experience Analytics application | Understand how to navigate the User Experience Analytics application, including the All Applications and individual application views. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Exploring User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/concept/user-exp-analytics-dashboard.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/concept/user-exp-analytics-dashboard.html"><body id="user-exp-analytics-dashboard"><main role="main">... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
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... | # Navigating the User Experience Analytics application
Understand how to navigate the User Experience Analytics application, including the All Applications and individual application views.
Users with any User Experience Analytics viewer role can access the application by navigating to All > Platform Analytics > User... | ---
title: Navigating the User Experience Analytics application
description: Understand how to navigate the User Experience Analytics application,
including the All Applications and individual application views.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- User Experience Analytics
- Explorin... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/concept/user-exp-analytics-track-options.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/concept/user-exp-analytics-track-options.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/concept/user-exp-analytics-track-options.html | zurich | User privacy, tracking, and user consent management in User Experience Analytics | User Experience Analytics relies on tracking user activity to measure the adoption, retention, and usage of KPIs to help you make better product and implementation decisions. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Configuring User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/concept/user-exp-analytics-track-options.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/concept/user-exp-analytics-track-options.html"><body id="user-exp-analytics-track-options"><main ... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # User privacy, tracking, and user consent management in User Experience Analytics
User Experience Analytics relies on tracking user activity to measure the adoption, retention, and usage of KPIs to help you make better product and implementation decisions.
## Tracking users in User Experience Analytics
User Experie... | ---
title: User privacy, tracking, and user consent management in User Experience Analytics
description: User Experience Analytics relies on tracking user activity to measure
the adoption, retention, and usage of KPIs to help you make better product and implementation
decisions.
keywords: []
breadcrumbs:
- Analyze ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/concept/uxa-cohorts.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/concept/uxa-cohorts.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/concept/uxa-cohorts.html | zurich | Cohort analysis in User Experience Analytics | A cohort is a group of users separated from other users by similar traits or actions. Cohorts enable you to group users together based on common behavior to analyze how many users complete certain predetermined actions in a given time | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Using User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/concept/uxa-cohorts.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/concept/uxa-cohorts.html"><body id="uxa-cohorts"><main role="main"><article role="article" class="dita" id="uxa-cohort... | {
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... | # Cohort analysis in User Experience Analytics
A cohort is a group of users separated from other users by similar traits or actions. Cohorts enable you to group users together based on common behavior to analyze how many users complete certain predetermined actions in a given time frame.
Cohort analysis reports provi... | ---
title: Cohort analysis in User Experience Analytics
description: A cohort is a group of users separated from other users by similar traits
or actions. Cohorts enable you to group users together based on common behavior
to analyze how many users complete certain predetermined actions in a given time
keywords: []... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/content-framework/concept/exploring-user-exp-analytics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/content-framework/concept/exploring-user-exp-analytics.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/content-framework/concept/exploring-user-exp-analytics.html | zurich | Exploring User Experience Analytics | The ServiceNow® User Experience Analytics application enables you to monitor how users interact with your ServiceNow Core UI, Next Experience, Mobile, and Service Portal applications, allowing product managers and applications owners to gain insight into usage and adoption. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/content-framework/concept/exploring-user-exp-analytics.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/content-framework/concept/exploring-user-exp-analytics.html"><body id="exploring-us... | {
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{
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{
... | # Exploring User Experience Analytics
The ServiceNow®
User Experience Analytics application enables you to monitor how users interact with your ServiceNow
Core UI, Next Experience, Mobile, and Service Portal applications, allowing product managers and applications owners to gain insight into usage and adoption.
## Us... | ---
title: Exploring User Experience Analytics
description: "The ServiceNow\xAE User Experience Analytics application enables you\
\ to monitor how users interact with your ServiceNow Core UI, Next Experience, Mobile,\
\ and Service Portal applications, allowing product managers and applications owners\
\ to gain... |
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"Analyze and optimize business processes",
"User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/content-framework/concept/using-uxa.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/content-framework/concept/using-uxa.html"><body id="using-uxa"><main role="main"><article role="articl... | {
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... | # Using User Experience Analytics
Monitor how users interact in your ServiceNow web and mobile applications.
## Get started
Learn how you can use User Experience Analytics to track retention, cohorts, and conversion rates, and to interpret how users navigate your applications.
| ---
title: Using User Experience Analytics
description: Monitor how users interact in your ServiceNow web and mobile applications.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- User Experience Analytics
---
# Using User Experience Analytics
Monitor how users interact in your ServiceNow web an... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/content-framework/create/configuring-user-exp-analytics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/content-framework/create/configuring-user-exp-analytics.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/content-framework/create/configuring-user-exp-analytics.html | zurich | Configuring User Experience Analytics | An admin can configure which ServiceNow applications to track in the User Experience Analytics application as well as user tracking consent policies. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/content-framework/create/configuring-user-exp-analytics.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/content-framework/create/configuring-user-exp-analytics.html"><body id="configurin... | {
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... | # Configuring User Experience Analytics
An admin can configure which ServiceNow applications to track in the User Experience Analytics application as well as user tracking consent policies.
## Configuration overview
Tracking is enabled by default for Next Experience, Mobile, and Core UI applications. On Service Port... | ---
title: Configuring User Experience Analytics
description: An admin can configure which ServiceNow applications to track in the
User Experience Analytics application as well as user tracking consent policies.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- User Experience Analytics
---
# Con... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/content-framework/landing-page/user-exp-analytics-landing.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/content-framework/landing-page/user-exp-analytics-landing.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/content-framework/landing-page/user-exp-analytics-landing.html | zurich | User Experience Analytics | The ServiceNow® User Experience Analytics application enables you to monitor how users interact with your ServiceNow Core UI, Next Experience, Portal, and Mobile applications. Knowing how your users interact with these applications enables you to improve how you manage your | [] | [
"Analyze and optimize business processes"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/content-framework/landing-page/user-exp-analytics-landing.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/content-framework/landing-page/user-exp-analytics-landing.html"><body id="user-e... | {
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"bre... | # User Experience Analytics
The ServiceNow®
User Experience Analytics application enables you to monitor how users interact with your ServiceNow Core UI, Next Experience, Portal, and Mobile applications. Knowing how your users interact with these applications enables you to improve how you manage your ServiceNow insta... | ---
title: User Experience Analytics
description: "The ServiceNow\xAE User Experience Analytics application enables you\
\ to monitor how users interact with your ServiceNow Core UI, Next Experience, Portal,\
\ and Mobile applications. Knowing how your users interact with these applications\
\ enables you to impr... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/enable-user-experience-analytics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/enable-user-experience-analytics.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/task/enable-user-experience-analytics.html | zurich | Enable User Experience Analytics | You can enable or turn off User Experience Analytics for all applications in User Experience Analytics Properties. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Configuring User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/enable-user-experience-analytics.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/enable-user-experience-analytics.html"><body><main role="main"><article role="article" class="d... | {
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... | # Enable User Experience Analytics
You can enable or turn off User Experience Analytics for all applications in User Experience Analytics Properties.
## Before you begin
Role required: analytics\_admin, mobile\_analytics\_admin, web\_analytics\_admin, or portal\_analytics\_admin
User Experience Analytics is enabled... | ---
title: Enable User Experience Analytics
description: You can enable or turn off User Experience Analytics for all applications
in User Experience Analytics Properties.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- User Experience Analytics
- Configuring User Experience Analytics
---
# Ena... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/install-user-exp-analytics-par-integration.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/install-user-exp-analytics-par-integration.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/task/install-user-exp-analytics-par-integration.html | zurich | View User Experience Analytics data in custom data visualizations | You can graphically represent User Experience Analytics data in your custom Next Experience pages and inline dashboards once you install the User Experience Analytics Performance Analytics Integration plugin from the ServiceNow Store. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Exploring User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/install-user-exp-analytics-par-integration.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/install-user-exp-analytics-par-integration.html"><body id="install-user-exp-analytics... | {
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... | # View User Experience Analytics data in custom data visualizations
You can graphically represent User Experience Analytics data in your custom Next Experience pages and inline dashboards once you install the User Experience Analytics Performance Analytics Integration plugin from the ServiceNow Store.
## Before you... | ---
title: View User Experience Analytics data in custom data visualizations
description: You can graphically represent User Experience Analytics data in your
custom Next Experience pages and inline dashboards once you install the User Experience
Analytics Performance Analytics Integration plugin from the ServiceNo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/user-exp-analytics-user-set.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/user-exp-analytics-user-set.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/task/user-exp-analytics-user-set.html | zurich | How users consent to tracking in User Experience Analytics | An individual can select to opt in or opt out of User Experience Analytics advanced tracking at any time. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Configuring User Experience Analytics",
"User privacy, tracking, and consent"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/user-exp-analytics-user-set.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/user-exp-analytics-user-set.html"><body id="user-exp-analytics-user-set"><main role="main"><article ... | {
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... | # How users consent to tracking in User Experience Analytics
An individual can select to opt in or opt out of User Experience Analytics advanced tracking at any time.
## Before you begin
Role required: user
## About this task
You can opt in or opt out of advanced tracking on a mobile device, in the Service Portal,... | ---
title: How users consent to tracking in User Experience Analytics
description: An individual can select to opt in or opt out of User Experience Analytics
advanced tracking at any time.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- User Experience Analytics
- Configuring User Experience Ana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-access-analytics-overlay.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-access-analytics-overlay.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/task/uxa-access-analytics-overlay.html | zurich | Access analytics overlay | Use the utility icon for quick, in-context page usage metrics, offering faster access to analytics without leaving the page. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Using User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-access-analytics-overlay.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-access-analytics-overlay.html"><body id="uxa-access-analytics-overlay"><main role="main"><artic... | {
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{
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},
{
... | # Access analytics overlay
Use the utility icon for quick, in-context page usage metrics, offering faster access to analytics without leaving the page.
## Before you begin
Role required: You need one of the following roles to use the utility icon
* analytics\_admin
* analytics\_viewer
Note: Only a user with one of... | ---
title: Access analytics overlay
description: Use the utility icon for quick, in-context page usage metrics, offering
faster access to analytics without leaving the page.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- User Experience Analytics
- Using User Experience Analytics
---
# Access ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-config-link-privacy-policy.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-config-link-privacy-policy.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/task/uxa-config-link-privacy-policy.html | zurich | Configure link to your privacy policy | When User Experience Analytics is enabled, the ServiceNow Services Privacy Statement is linked by default. However, administrators can update the link to point to the organization privacy policy. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Configuring User Experience Analytics",
"User privacy, tracking, and consent",
"How users consent to tracking in User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-config-link-privacy-policy.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-config-link-privacy-policy.html"><body id="uxa-config-link-privacy-policy"><main role="main">... | {
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{
... | # Configure link to your privacy policy
When User Experience Analytics is enabled, the ServiceNow Services Privacy Statement is linked by default. However, administrators can update the link to point to the organization privacy policy.
## Before you begin
Role required: admin
Users can choose to enable or turn off ... | ---
title: Configure link to your privacy policy
description: When User Experience Analytics is enabled, the ServiceNow Services Privacy
Statement is linked by default. However, administrators can update the link to point
to the organization privacy policy.
keywords: []
breadcrumbs:
- Analyze and optimize business ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-define-text-policies.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-define-text-policies.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/task/uxa-define-text-policies.html | zurich | Define texts for Notice and Explicit Opt-in messages | Administrators can edit the text that is displayed in the modal window when a user’s location is assigned to a Notice or Explicit Opt-In consent policy. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Configuring User Experience Analytics",
"User privacy, tracking, and consent",
"How users consent to tracking in User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-define-text-policies.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-define-text-policies.html"><body id="uxa-define-text-policies"><main role="main"><article role="art... | {
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},
{
... | # Define texts for Notice and Explicit Opt-in messages
Administrators can edit the text that is displayed in the modal window when a user’s location is assigned to a Notice or Explicit Opt-In consent policy.
## Before you begin
Role required: admin
## Procedure
1. Navigate to All.
2. In the navigator, enter `sys_u... | ---
title: Define texts for Notice and Explicit Opt-in messages
description: "Administrators can edit the text that is displayed in the modal window\
\ when a user\u2019s location is assigned to a Notice or Explicit Opt-In consent\
\ policy."
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Use... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-view-policy-country.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-view-policy-country.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/task/uxa-view-policy-country.html | zurich | View and update an individual country’s consent policy | View a list of all countries with their assigned consent policies and select a country to update its existing policy. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Configuring User Experience Analytics",
"User privacy, tracking, and consent",
"Types of tracking consent policies"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-view-policy-country.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-view-policy-country.html"><body id="uxa-view-policy-country"><main role="main"><article role="articl... | {
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{
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},
{
... | # View and update an individual country’s consent policy
View a list of all countries with their assigned consent policies and select a country to update its existing policy.
## Before you begin
Role required: admin
## Procedure
1. Navigate to All > User Administration > Countries.
The Countries page displays.
... | ---
title: "View and update an individual country\u2019s consent policy"
description: View a list of all countries with their assigned consent policies and
select a country to update its existing policy.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- User Experience Analytics
- Configuring User... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-view-user-decision.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/administer/user-exp-analytics/task/uxa-view-user-decision.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | administer/user-exp-analytics/task/uxa-view-user-decision.html | zurich | View users’ consent tracking selections | View and analyze details regarding users and their tracking selection preferences. | [] | [
"Analyze and optimize business processes",
"User Experience Analytics",
"Configuring User Experience Analytics",
"User privacy, tracking, and consent",
"How users consent to tracking in User Experience Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-view-user-decision.html" id="bundle:zurich-now-intelligence/enus/administer/user-exp-analytics/task/uxa-view-user-decision.html"><body id="uxa-view-user-decision"><main role="main"><article role="article" ... | {
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{
"title": "Analyze and optimize business processes",
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},
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... | # View users’ consent tracking selections
View and analyze details regarding users and their tracking selection preferences.
## Before you begin
Role required: analytics\_admin
## Procedure
1. Navigate to All.
2. In the navigator, enter `sys_analytics_user_consent_decision.list` to open the User Experience Analyti... | ---
title: "View users\u2019 consent tracking selections"
description: View and analyze details regarding users and their tracking selection
preferences.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- User Experience Analytics
- Configuring User Experience Analytics
- User privacy, tracking, an... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/concept/dashboard-elements.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/concept/dashboard-elements.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/concept/dashboard-elements.html | zurich | Dashboard elements | Elements refer to the visual objects you can place on a dashboard, including filters. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics",
"Exploring Platform Analytics dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/concept/dashboard-elements.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/concept/dashboard-elements.html"><body id="dashboard-elements"><main role="main"><article role="article" class="dita" id="dashboard-elements"... | {
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},
{
... | # Dashboard elements
Elements refer to the visual objects you can place on a dashboard, including filters.
Dashboards contain a combination of visual elements to show data.
#### Data visualization
Data visualizations enable you to present a visual representation of current instance data or temporary data that you’v... | ---
title: Dashboard elements
description: Elements refer to the visual objects you can place on a dashboard, including
filters.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Dashboards in Platform Analytics
- Exploring Platform Analytics dashboards
---
# Dashb... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/concept/dashboards-for-admin-users.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/concept/dashboards-for-admin-users.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/concept/dashboards-for-admin-users.html | zurich | Dashboards for users with admin roles | Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics",
"Exploring Platform Analytics dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/concept/dashboards-for-admin-users.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/concept/dashboards-for-admin-users.html"><body id="dashboards-for-admin-users"><main role="main"><article role="article" class="dita"... | {
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},
{
... | # Dashboards for users with admin roles
Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements.
## Dashboard overview
To find dashboards in Platform Analytics, navigate to All > Platform Analytics > Library ... | ---
title: Dashboards for users with admin roles
description: Use Platform Analytics dashboards to access, organize, and share data
in a visual format. Dashboards contain data visualizations, filters, and other visual
elements.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/concept/exploring-dashboards.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/concept/exploring-dashboards.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/concept/exploring-dashboards.html | zurich | Exploring Responsive dashboards | Learn more about dashboards with a sample workflow and reviewing the benefits it can provide for different users. | [] | [
"Analyze and optimize business processes",
"Reporting, dashboards, and Performance Analytics in the Core UI",
"Responsive dashboards in the Core UI"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/concept/exploring-dashboards.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/concept/exploring-dashboards.html"><body id="exploring-dashboards"><main role="main"><article role="article" class="dita" id="exploring-das... | {
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{
"title": "Analyze and optimize business processes",
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... | # Exploring Responsive dashboards
Learn more about dashboards with a sample workflow and reviewing the benefits it can provide for different users.
## Dashboards overview
Core UI Responsive Dashboards show reports, Performance Analytics indicator widgets, interactive filters, and other Core UI components of the stor... | ---
title: Exploring Responsive dashboards
description: Learn more about dashboards with a sample workflow and reviewing the
benefits it can provide for different users.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Reporting, dashboards, and Performance Analytics in the Core UI
- Responsive d... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/concept/find-dashboard-library.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/concept/find-dashboard-library.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/concept/find-dashboard-library.html | zurich | Dashboards in the library | Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics",
"Exploring Platform Analytics dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/concept/find-dashboard-library.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/concept/find-dashboard-library.html"><body id="find-dashboard-library"><main role="main"><article role="article" class="dita" id="find-da... | {
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{
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... | # Dashboards in the library
Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements.
## Dashboards overview
To find dashboards in Platform Analytics, navigate to All > Platform Analytics > Library > Dashboard... | ---
title: Dashboards in the library
description: Use Platform Analytics dashboards to access, organize, and share data
in a visual format. Dashboards contain data visualizations, filters, and other visual
elements.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/concept/homepage-deprecation-help-tool.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/concept/homepage-deprecation-help-tool.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/concept/homepage-deprecation-help-tool.html | zurich | Homepage deprecation | Support for homepage functionality has been phased out. It is not possible to create or edit homepages at all when Next Experience is enabled. | [] | [
"Analyze and optimize business processes",
"Reporting, dashboards, and Performance Analytics in the Core UI",
"Responsive dashboards in the Core UI",
"Administering dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/concept/homepage-deprecation-help-tool.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/concept/homepage-deprecation-help-tool.html"><body id="homepage-deprecation-help-tool"><main role="main"><article role="article" ... | {
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{
... | # Homepage deprecation
Support for homepage functionality has been phased out. It is not possible to create or edit homepages at all when Next Experience is enabled.
On upgrade to Zurich, active homepages are converted to Core UI responsive dashboards, with these exceptions:
* Homepages that do not have an Active fi... | ---
title: Homepage deprecation
description: Support for homepage functionality has been phased out. It is not possible
to create or edit homepages at all when Next Experience is enabled.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Reporting, dashboards, and Performance Analytics in the Core... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/reference/ac-elements.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/reference/ac-elements.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/reference/ac-elements.html | zurich | Exploring Platform Analytics dashboards | Use Platform Analytics dashboards to access, organize, and share data in a visual format. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/reference/ac-elements.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/reference/ac-elements.html"><body id="ac-elements"><main role="main"><article role="article" class="dita" id="ac-elements" aria-labelledby="title_... | {
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{
"title": "Analyze and optimize business processes",
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},
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... | # Exploring Platform Analytics dashboards
Use Platform Analytics dashboards to access, organize, and share data in a visual format.
## Dashboard overview
You can find all the dashboards that you have permission to access, dashboards that you own, dashboards that you've bookmarked, and dashboards that have been share... | ---
title: Exploring Platform Analytics dashboards
description: Use Platform Analytics dashboards to access, organize, and share data
in a visual format.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Dashboards in Platform Analytics
---
# Exploring Platform Ana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/reference/available-in-form-analytics.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/reference/available-in-form-analytics.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/reference/available-in-form-analytics.html | zurich | Preconfigured in-form analytics | Preconfigured in-form analytics are available as plugins for several applications and their associated tables and forms. | [] | [
"Analyze and optimize business processes",
"Performance Analytics (Indicator data sources)",
"Configuring fundamentals",
"In-form analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/reference/available-in-form-analytics.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/reference/available-in-form-analytics.html"><body id="available-in-form-analytics"><main role="main"><article role="article" class... | {
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{
"title": "Analyze and optimize business processes",
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},
{
... | # Preconfigured in-form analytics
Preconfigured in-form analytics are available as plugins for several applications and
their associated tables and forms.
Table 1. In-form analytics plugins and associated tables
| Plugin name | Plugin ID | Table and forms |
| --- | --- | --- |
| Performance Analytics - Context Sensit... | ---
title: Preconfigured in-form analytics
description: Preconfigured in-form analytics are available as plugins for several
applications and their associated tables and forms.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Performance Analytics (Indicator data sources)
- Configuring fundamenta... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/reference/differences-between-core-ui-ne-dbs.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/reference/differences-between-core-ui-ne-dbs.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/reference/differences-between-core-ui-ne-dbs.html | zurich | Differences between Core UI and Platform Analytics dashboards | When the unified analytics property is enabled, Core UI dashboards and dashboards in Platform Analytics can coexist in your instance. Use this reference to distinguish between them. | [
"What's the difference between old and new dashboards"
] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics",
"Exploring Platform Analytics dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/reference/differences-between-core-ui-ne-dbs.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/reference/differences-between-core-ui-ne-dbs.html"><body id="differences-between-core-ui-ne-dbs"><main role="main"><article... | {
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},
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... | # Differences between Core UI and Platform Analytics dashboards
When the unified analytics property is enabled, Core UI dashboards and dashboards in Platform Analytics can coexist in your instance. Use this reference to distinguish between them.
Both Core UI and Platform Analytics dashboards enable you to show visual... | ---
title: Differences between Core UI and Platform Analytics dashboards
description: When the unified analytics property is enabled, Core UI dashboards and
dashboards in Platform Analytics can coexist in your instance. Use this reference
to distinguish between them.
keywords:
- What's the difference between old an... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/reference/visualization-drilldown-in-config-ws.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/reference/visualization-drilldown-in-config-ws.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/reference/visualization-drilldown-in-config-ws.html | zurich | Data views for different data sources | When the chart interaction for a data visualization is set to Go to data, interacting with a data value on the visualization opens different pages depending on the data source. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics",
"Configuring data visualizations",
"Chart interactions in a data visualization"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/reference/visualization-drilldown-in-config-ws.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/reference/visualization-drilldown-in-config-ws.html"><body id="visualization-drilldown-in-config-ws"><main role="main"><a... | {
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Data views for different data sources
When the chart interaction for a data visualization is set to Go to data, interacting with a data value on the visualization opens different pages depending on the data source.
Note: For an overview of the data sources that are available for data visualizations, see Data source... | ---
title: Data views for different data sources
description: When the chart interaction for a data visualization is set to Go to data,
interacting with a data value on the visualization opens different pages depending
on the data source.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platfor... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/task/add-elements-to-a-dashboard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/task/add-elements-to-a-dashboard.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/task/add-elements-to-a-dashboard.html | zurich | Add visual elements to an inline dashboard | Populate your dashboard with a selection of widgets, including data visualizations and filters. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics",
"Create, share, edit, export, or delete dashboards",
"Edit Platform Analytics dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/task/add-elements-to-a-dashboard.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/task/add-elements-to-a-dashboard.html"><body id="add-elements-to-a-dashboard"><main role="main"><article role="article" class="dita" id... | {
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"title": "Analyze and optimize business processes",
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{
... | # Add visual elements to an inline dashboard
Populate your dashboard with a selection of widgets, including data visualizations and filters.
## Before you begin
Role required: dashboard\_admin for all dashboards, or any role for dashboards that you own or ones that you have been given the right to edit. See Platform... | ---
title: Add visual elements to an inline dashboard
description: Populate your dashboard with a selection of widgets, including data visualizations
and filters.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Dashboards in Platform Analytics
- Create, share, edi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/task/db-categories.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/task/db-categories.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/task/db-categories.html | zurich | Platform Analytics experience dashboard categories | Dashboard categories enable searching and filtering dashboards using general terms assigned to multiple dashboards. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics",
"Configuring dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/task/db-categories.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/task/db-categories.html"><body><main role="main"><article role="article" class="dita" aria-labelledby="title_db-categories"><article class="nested0" ... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Platform Analytics experience dashboard categories
Dashboard categories enable searching and filtering dashboards using general terms assigned to multiple dashboards.
Note: Core UI dashboard groups are migrated into categories.
Users with the platform\_analytics\_admin or analytics\_categories\_admin can create, e... | ---
title: Platform Analytics experience dashboard categories
description: Dashboard categories enable searching and filtering dashboards using
general terms assigned to multiple dashboards.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Dashboards in Platform An... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/task/edit-db-elements-in-ac.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/task/edit-db-elements-in-ac.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/task/edit-db-elements-in-ac.html | zurich | Edit inline Platform Analytics dashboard elements | You can edit the contents of a dashboard or dashboard tab, including data visualizations and filters. Because dashboards are shared, any changes you make are applied globally. | [
"Performance Analytics widgets",
"add Performance Analytics widgets",
"reports",
"add reports to dashboard"
] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics",
"Create, share, edit, export, or delete dashboards",
"Edit Platform Analytics dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/task/edit-db-elements-in-ac.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/task/edit-db-elements-in-ac.html"><body id="edit-db-elements-in-ac"><main role="main"><article role="article" class="dita" id="edit-db-eleme... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Edit inline Platform Analytics dashboard elements
You can edit the contents of a dashboard or dashboard tab, including data visualizations and filters. Because dashboards are shared, any changes you make are applied globally.
## Before you begin
Role required: dashboard\_admin for all dashboards, or any role for d... | ---
title: Edit inline Platform Analytics dashboard elements
description: You can edit the contents of a dashboard or dashboard tab, including
data visualizations and filters. Because dashboards are shared, any changes you
make are applied globally.
keywords:
- Performance Analytics widgets
- add Performance Analyt... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/task/editing-dv-in-line-db.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/task/editing-dv-in-line-db.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/task/editing-dv-in-line-db.html | zurich | Edit a data visualization in an inline dashboard | You can create and edit a data visualization from within the inline dashboard editor. Not all the options are the same as in the Visualization Designer. You can move between the inline editor and the Visualization Designer. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics",
"Sharing, editing, and deleting data visualizations"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/task/editing-dv-in-line-db.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/task/editing-dv-in-line-db.html"><body id="editing-dv-in-line-db"><main role="main"><article role="article" class="dita" id="editing-dv-in-li... | {
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"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Edit a data visualization in an inline dashboard
You can create and edit a data visualization from within the inline dashboard editor. Not all the options are the same as in the Visualization Designer. You can move between the inline editor and the Visualization Designer.
You can add a data visualization to a dashb... | ---
title: Edit a data visualization in an inline dashboard
description: You can create and edit a data visualization from within the inline dashboard
editor. Not all the options are the same as in the Visualization Designer. You can
move between the inline editor and the Visualization Designer.
keywords: []
breadc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/dashboards/task/editing-local-copy-saved-dv.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/dashboards/task/editing-local-copy-saved-dv.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/dashboards/task/editing-local-copy-saved-dv.html | zurich | Edit a copy of a shared dashboard element | To configure a shared element that you added to a dashboard from a library, make a local copy that is not linked to a library. You only have to do this if you do not have permission to edit the | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Dashboards in Platform Analytics",
"Create, share, edit, export, or delete dashboards",
"Edit Platform Analytics dashboards"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/dashboards/task/editing-local-copy-saved-dv.html" id="bundle:zurich-now-intelligence/enus/use/dashboards/task/editing-local-copy-saved-dv.html"><body id="editing-local-copy-saved-dv"><main role="main"><article role="article" class="dita" id... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Edit a copy of a shared dashboard element
To configure a shared element that you added to a dashboard from a library, make a local copy that is not linked to a library. You only have to do this if you do not have permission to edit the version in the
library.
## Before you begin
Role required: Any
## About this t... | ---
title: Edit a copy of a shared dashboard element
description: To configure a shared element that you added to a dashboard from a library,
make a local copy that is not linked to a library. You only have to do this if you
do not have permission to edit the
keywords: []
breadcrumbs:
- Analyze and optimize busines... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/concept/data-migration.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/concept/data-migration.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/concept/data-migration.html | zurich | Platform Analytics Migration Center | When you migrate your Core UI data, your existing dashboards, reports, interactive filters, and Performance Analytics widgets are moved to Platform Analytics. When you activate the migration, the result is a single set of visualizations and unified filters for all | [
"Migrate a dashboard",
"migrate a Core UI dashboard",
"migrate a responsive dashboard"
] | [
"Analyze and optimize business processes",
"Platform Analytics experience"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/concept/data-migration.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/concept/data-migration.html"><body id="data-migration"><main role="main"><article role="article" class="dita" id="data-migration" a... | {
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Platform Analytics Migration Center
When you migrate your Core UI data, your existing dashboards, reports, interactive filters, and Performance Analytics widgets are moved to Platform Analytics. When you activate the migration, the result is a single set of visualizations and unified filters for all data sources.
N... | ---
title: Platform Analytics Migration Center
description: When you migrate your Core UI data, your existing dashboards, reports,
interactive filters, and Performance Analytics widgets are moved to Platform Analytics.
When you activate the migration, the result is a single set of visualizations and
unified filte... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/concept/interactive-filters-workspace.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/concept/interactive-filters-workspace.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/concept/interactive-filters-workspace.html | zurich | Filters in Platform Analytics | Filter lists and data visualizations on an inline or technical dashboard. Filter by possible data value, by whether the value is true or false, or by date. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/concept/interactive-filters-workspace.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/concept/interactive-filters-workspace.html"><body id="interactive-filters-workspace"><main role="main"><article role... | {
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{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Filters in Platform Analytics
Filter lists and data visualizations on an inline or technical dashboard. Filter by possible data value, by whether the value is true or false, or by date.
The preceding video illustrates how to create a filter, in this case a multi-select filter for table data.
You can create a fi... | ---
title: Filters in Platform Analytics
description: Filter lists and data visualizations on an inline or technical dashboard.
Filter by possible data value, by whether the value is true or false, or by date.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
---
# F... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/reference/data-mig-unmigrated-content.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/reference/data-mig-unmigrated-content.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/reference/data-mig-unmigrated-content.html | zurich | Content not migrated or migrated in compatibility mode | Most dashboard content is migrated to the new Platform Analytics experience. However, some visualizations, aspects of visualizations, filters, and configurations cannot be migrated. Dashboards with this content are migrated as embedded content (iframes), also known as compatibility mode. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Platform Analytics Migration Center"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/reference/data-mig-unmigrated-content.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/reference/data-mig-unmigrated-content.html"><body id="data-mig-unmigrated-content"><main role="main"><article role="... | {
"attachments": {
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"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Content not migrated or migrated in compatibility mode
Most dashboard content is migrated to the new Platform Analytics experience. However, some visualizations, aspects of visualizations, filters, and configurations cannot be migrated. Dashboards with this content are migrated as embedded content (iframes), also kn... | ---
title: Content not migrated or migrated in compatibility mode
description: Most dashboard content is migrated to the new Platform Analytics experience.
However, some visualizations, aspects of visualizations, filters, and configurations
cannot be migrated. Dashboards with this content are migrated as embedded c... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/reference/data-visualization-properties.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/reference/data-visualization-properties.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/reference/data-visualization-properties.html | zurich | Data Visualization properties | Several properties that limit what can be displayed in data visualizations. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics",
"Data visualization reference"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/reference/data-visualization-properties.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/reference/data-visualization-properties.html"><body id="data-visualization-properties"><main role="main"><article ... | {
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"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Data Visualization properties
Several properties that limit what can be displayed in data visualizations.
These Platform Analytics data visualization properties are available in the System Properties [sys\_properties]
table.Note: To open the System
Properties table, enter `sys_properties.list.do` in the navigation ... | ---
title: Data Visualization properties
description: Several properties that limit what can be displayed in data visualizations.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Data visualizations in Platform Analytics
- Data visualization reference
---
# Data Vis... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/reference/par-filter-tables.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/reference/par-filter-tables.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/reference/par-filter-tables.html | zurich | Platform Analytics filter tables | The following tables relate to Platform Analytics filters and can be accessed through scripts. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Filters in Platform Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/reference/par-filter-tables.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/reference/par-filter-tables.html"><body id="par-filter-tables"><main role="main"><article role="article" class="dita" id="par-... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Platform Analytics filter tables
The following tables relate to Platform Analytics filters and can be accessed through scripts.
| Table | Description |
| --- | --- |
| par\_component | Contains all data visualizations in the visualization library and all filters in the filter library. |
| par\_component\_filter | C... | ---
title: Platform Analytics filter tables
description: The following tables relate to Platform Analytics filters and can be
accessed through scripts.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Filters in Platform Analytics
---
# Platform Analytics filter t... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/reference/par-migration-tables.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/reference/par-migration-tables.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/reference/par-migration-tables.html | zurich | Platform Analytics migration tables | The following tables are used in the process of migrating to Platform Analytics. Each row of the bridging tables states the migration type: bulk, owner, list, or upgrade. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Platform Analytics Migration Center"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/reference/par-migration-tables.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/reference/par-migration-tables.html"><body id="par-migration-tables"><main role="main"><article role="article" class="dita"... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Platform Analytics migration tables
The following tables are used in the process of migrating to Platform Analytics. Each row of the bridging tables states the migration type: bulk, owner, list, or upgrade.
| Table | Description |
| --- | --- |
| par\_coreui\_migration\_bridge\_component | Lists reports, PA widgets... | ---
title: Platform Analytics migration tables
description: 'The following tables are used in the process of migrating to Platform
Analytics. Each row of the bridging tables states the migration type: bulk, owner,
list, or upgrade.'
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Anal... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/add-filter-library.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/add-filter-library.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/task/add-filter-library.html | zurich | Create a filter in the Filter Designer | Create a Platform Analytics filter in the Filter Designer and add it to the library for reuse. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Filters in Platform Analytics"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/add-filter-library.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/add-filter-library.html"><body id="add-filter-library"><main role="main"><article role="article" class="dita" id="add-filter-... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Create a filter in the Filter Designer
Create a Platform Analytics filter in the Filter Designer and add it to the library for reuse.
## Before you begin
Note: Filters that are saved to the filter library are not accessible in the technical editor (UI Builder).
Role required: analytics\_filter\_admin, admin
## P... | ---
title: Create a filter in the Filter Designer
description: Create a Platform Analytics filter in the Filter Designer and add it
to the library for reuse.
keywords: []
breadcrumbs:
- Analyze and optimize business processes
- Platform Analytics experience
- Filters in Platform Analytics
---
# Create a filter in th... |
https://www.servicenow.com/docs/en-US/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/configure-dv-follow-filters-or-not.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-now-intelligence/page/use/par-for-workspace/task/configure-dv-follow-filters-or-not.html | 2025-08-02 | daily | 0.5 | 268.xml | en-US | zurich-now-intelligence | use/par-for-workspace/task/configure-dv-follow-filters-or-not.html | zurich | Configure a data visualization to follow filters or not | Data visualizations follow filters by default. A data visualization follows filters in the same dashboard tab as itself or above the tabs. Data visualizations either follow all such tabs that target their data sources, or none. | [] | [
"Analyze and optimize business processes",
"Platform Analytics experience",
"Data visualizations in Platform Analytics",
"Configuring data visualizations"
] | <article class="hascomments" data-page="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/configure-dv-follow-filters-or-not.html" id="bundle:zurich-now-intelligence/enus/use/par-for-workspace/task/configure-dv-follow-filters-or-not.html"><body id="configure-dv-follow-filters-or-not"><main role="main"><art... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
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"breadcrumbs": [
{
"title": "Analyze and optimize business processes",
"topic_id": "use/performance-analytics/concept/c_performanceAnalyticsAndReporting.html"
},
{
... | # Configure a data visualization to follow filters or not
Data visualizations follow filters by default. A data visualization follows filters in the same dashboard tab as itself or above the tabs. Data visualizations either follow all such tabs that target their data sources, or
none.
## Before you begin
Role requir... | ---
title: Configure a data visualization to follow filters or not
description: Data visualizations follow filters by default. A data visualization follows
filters in the same dashboard tab as itself or above the tabs. Data visualizations
either follow all such tabs that target their data sources, or none.
keywords... |
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