Which one of the following statements is a recommendation from ServiceNow about Update Sets?
Avoid using the Default Update set as an Update Set for moving customizations from instance to instance
Before moving customizations from instance to instance with Update Sets, ensure that both instances are different versions
Use the Baseline Update Set to store the contents of items after they are changed the first time
Once an Update Set is closed as “Complete”, change it back to “In Progress” until it is applied to another instance
The Answer Is:
AExplanation:
Update Setsin ServiceNow are used tocapture customizations and configurationsmade in an instance, allowing these changes to be moved between instances (e.g., from development to test or production). ServiceNow provides best practices to ensure smooth migration and avoid issues with missing or conflicting updates.
What is an Update Set?
AnUpdate Setis a collection of customizations (e.g., changes to forms, scripts, workflows, business rules) that can be moved from one instance to another.
Ittracks changesin a controlled way, preventing accidental loss of configurations.
Why Avoid Using the Default Update Set?
TheDefault Update Setis automatically used when no other update set is selected.
It captures changesbut should never be used for instance-to-instance migrationsbecause:
Itcannot be exported.
It contains system changes that arenot logically grouped.
It can causeinconsistencies and missing dependencieswhen moving updates.
Instead, administrators shouldcreate a named Update Setfor specific development work.
Understanding Update Sets in ServiceNow:
Why Answer "A" is Correct:✔️"Avoid using the Default Update Set as an Update Set for moving customizations from instance to instance."
This follows ServiceNow’sbest practicesfor managing Update Sets.
Using theDefault Update Setcan lead tomissing updates, conflicts, and untracked changes, making migrations unreliable.
Why the Other Answers Are Incorrect:B. "Before moving customizations from instance to instance with Update Sets, ensure that both instances are different versions."
Incorrectbecause ServiceNowrecommends that instances be on the same versionbefore applying Update Sets.
If instances are ondifferent versions, the Update Set may includeincompatible changes, causing failures.
C. "Use the Baseline Update Set to store the contents of items after they are changed the first time."
Incorrectbecause there is no such thing as a "Baseline Update Set" in ServiceNow.
ServiceNowdoes not automatically create a backup of original configurations—administrators should manually create an Update Set before making changes.
D. "Once an Update Set is closed as 'Complete,' change it back to 'In Progress' until it is applied to another instance."
Incorrectbecausea completed Update Set should not be reopened.
Once markedComplete, an Update Set isready for export and migration. Reopening it can causedata integrity issuesand confusion in version control.
ServiceNow CSA Study Guide – Update Sets & Configuration Management
ServiceNow Docs: Best Practices for Update Sets(ServiceNow Documentation)
ServiceNow Docs: Moving Customizations with Update Sets
References from the Certified System Administrator (CSA) Documentation:
Which statement is true about business rules?
A business rule must run before a database action occurs
A business rule can be a piece of Javascript
A business rule must not run before a database action occurs
A business rule monitors fields on a form
The Answer Is:
BExplanation:
Abusiness rulein ServiceNow is a server-side script written inJavaScriptthat executes when a record is inserted, updated, deleted, or queried. Business rules allow for automation and enforcement of business logic without requiring manual intervention.
Business rules arenot tied to formsbut instead runon the server-sidewhen a database operation occurs. They can be configured to execute:
Beforea record is saved (Before Business Rule)
Aftera record is saved (After Business Rule)
Asynchronously(Async Business Rule)
Before a query is run on the database(Query Business Rule)
Explanation of the Correct Answer:B. A business rule can be a piece of JavaScript(Correct)
Business rules are written inJavaScript, allowing administrators to define custom logic that executes on the server.
These scripts can modify data, enforce rules, validate fields, or trigger other workflows.
Example JavaScript snippet for a business rule:
if(current.state=='3'&& current.priority!='1') {
current.priority='1';
gs.addInfoMessage("Priority set to High because state is Resolved.");
}
This rule ensures that if an incident's state is changed toResolved, its priority is automatically set to High.
Why the Other Options Are Incorrect:A. A business rule must run before a database action occurs (Incorrect)
Business rulescan run before a database action occurs, but they can also executeafterorasynchronously.
Business rules have four execution types:
Before– Runs before the record is inserted/updated in the database.
After– Runs after the record is committed to the database.
Async– Runs in the background after the transaction completes.
Query– Runs before data is returned to a user (modifies query results).
C. A business rule must not run before a database action occurs (Incorrect)
This is false because some business rulesdo run beforea database action (e.g., aBefore Business Rulecan validate data before saving).
D. A business rule monitors fields on a form (Incorrect)
Business rulesdo not monitor form fields directly. Instead, they execute based on database operations.
If real-time monitoring of form fields is needed,Client Scripts(not Business Rules) are used for this purpose.
Automaticallyassigning prioritybased on ticket severity.
Preventing updates to certain records if a condition is not met.
Sending email notifications when a record changes.
Modifying data before it is saved to enforce business policies.
Example Use Cases for Business Rules:
Data Policy can enforce mandatory data on import.
True
False
The Answer Is:
AExplanation:
AData Policyin ServiceNow is used to enforcemandatory and read-only field conditionsfor data that isentered manually through forms or imported into the system.
Data Policies apply to data coming from external sources, such asimports, web services (API), and integrations.
If a field is set asmandatoryin a Data Policy, recordscannot be imported unless that field contains a value.
This ensuresdata integrityby preventing incomplete or invalid data from entering the system.
If an administrator configures a Data Policy to make the "Caller" fieldmandatoryon theIncidenttable, any imported incidentswithout a Caller value will be rejected.
How Data Policies Enforce Mandatory Data on Import:Example Scenario:
Why "True" is the Correct Answer:Data Policies enforce mandatory fields for both UI entry and imports.
Why "False" is Incorrect:If Data Policies didnotenforce mandatory fields on imports, incomplete records could enter the system, leading to data integrity issues.
ServiceNow Documentation:Data Policies
CSA Exam Guide:CoversData Policy enforcement for UI forms and imports.
Reference from CSA Documentation:Thus, the correct answer is:
A. True
What is (are) best practice(s) regarding users/groups/roles? Choose 2 answers
You should never assign roles to groups.
You should assign roles to users.
You should assign roles to groups
You should add users to groups
The Answer Is:
C, DExplanation:
InServiceNow, the best practice for managingusers, groups, and rolesis based onrole-based access control (RBAC).
Assign Roles to Groups (Correct)
Instead of assigning roles directly to users, it is abest practice to assign roles to groups.
This ensuresbetter role management, easier administration, and scalability.
Example:
The"IT Support"group has the"itil"role.
All users in this group automatically get theitilrole.
Add Users to Groups (Correct)
Users should be assigned togroupsrather thanroles directly.
Groups inherit roles, so when a user is added to a group, they automatically receivethe appropriate access.
Example:
A new Service Desk agent joins the"Service Desk"group and immediately gets the associated roles (itil,incident_manager, etc.).
A. You should never assign roles to groups(Incorrect)
Incorrect: Assigning roles to groups is therecommended best practice.
Managing roles at thegroup levelmakesaccess control more efficient and scalable.
B. You should assign roles to users(Incorrect)
Incorrect: Assigning roles directly to users isnot a best practicebecause it becomes difficult to manage as the organization grows.
Instead, users should beadded to groupsthat have the necessary roles.
Best Practices for Users, Groups, and Roles:Why Other Options Are Incorrect?
Managing Users, Groups, and Roles
ServiceNow Best Practices for Roles & Groups
Role-Based Access Control (RBAC)
User Administration
References from ServiceNow CSA Documentation:
What is the Import Set Table?
A table where data will be placed, post-transformation
A table that determines relationships
A staging area for imported records
A repository for Update Set information
The Answer Is:
CExplanation:
InServiceNow, anImport Set Tableis atemporary staging areawhere raw data is storedbefore it is transformed and moved into a target table. It is primarily used indata import processesto ensure data integrity and allow transformation before committing data to production tables.
Stores incoming data from external sources(e.g., CSV files, Excel files, APIs, LDAP, etc.).
Acts as a temporary staging areabefore records are mapped and transformed into atarget table(e.g.,incident,cmdb_ci,problem).
Allows validation and error handlingbefore final data migration.
Uses Transform Mapsto determine how fields in the import set relate to fields in the target table.
Key Functions of an Import Set Table:
Data is importedinto anImport Set Tablefrom an external source.
TheImport Set Table temporarily stores the datawithout affecting existing records.
ATransform Mapis applied to move and modify the data before inserting it into the correct table.
Once transformation is complete, the data is transferred to thetarget table, and the Import Set Table can be cleared.
Example Workflow of an Import Set:
(A) A table where data will be placed, post-transformation – Incorrect
Thetarget table(e.g.,incident,cmdb_ci,problem) holds the dataaftertransformation.
TheImport Set Table is only a temporary staging areabefore transformation occurs.
(B) A table that determines relationships – Incorrect
Relationship tables(e.g.,cmdb_rel_ci) definedependencies between recordsbut are not used for data import.
Import Set Tables do not determine relationships between records.
(C) A staging area for imported records – Correct
Import Set Tables temporarily store incoming recordsbefore processing.
The data is transformed and mappedbefore being inserted into the final target table.
This ensuresdata integrity and consistency.
(D) A repository for Update Set information – Incorrect
Update Sets (sys_update_set) store changes to configurations, such as scripts, workflows, and UI policies.
Import Set Tables are used for data imports, not Update Sets.
Explanation of Each Option:
Always review data in the Import Set Table before applying transformationsto avoid incorrect data entry.
Use Transform Mapsto define field mappings between Import Set Tables and target tables.
Monitor Import Logs(sys_import_set_run) for errors or incomplete data.
Delete old Import Set dataperiodically to improve performance and avoid unnecessary storage usage.
Additional Notes & Best Practices:
ServiceNow Docs: Import Set Overview
https://docs.servicenow.com
ServiceNow Community: Best Practices for Import Set Management
https://community.servicenow.com
References from Certified System Administrator (CSA) Documentation:
Which of the following is true of Service Catalog Items in relation to the Service Catalog?
They run behind the scenes.
They are the building blocks.
They are optional.
They provide options.
The Answer Is:
BExplanation:
InServiceNow, theService Catalogis a centralized portal where users can request IT services, hardware, software, and other business-related items. Within theService Catalog, the fundamental components are known asService Catalog Items.
Definition of Service Catalog Items:
AService Catalog Itemrepresents a specific service, product, or action that a user can request from theService Catalog.
It is thecore componentthat defines what users can request.
Examples include:
Requesting anew laptop
Submitting anaccess request
Ordering asoftware installation
Why They Are the "Building Blocks" of the Service Catalog:
All Service Catalog requests are based on catalog items—without them, the catalog has no offerings.
Each item has associated workflows, approvals, and fulfillment processesthat define how the request is handled.
They form the foundationof the Service Catalog because every service request must be tied to an item.
Understanding Service Catalog Items
Why Answer "B" is Correct:✔️"They are the building blocks."
Service Catalog Itemsserve as the fundamental componentsof the catalog.
They define what services and products are available for request.
Withoutcatalog items, the Service Catalog would not function as intended.
Why the Other Answers Are Incorrect:A. "They run behind the scenes."
Incorrectbecause Service Catalog Items arevisible to usersin the Service Catalog portal.
While workflows and fulfillment processes may operate in the background, the items themselves arenot hidden.
C. "They are optional."
Incorrectbecause Service Catalog Items aremandatoryfor a functioning Service Catalog.
Thecatalog is useless without catalog items, making them essential, not optional.
D. "They provide options."
Incorrectbecause while Service Catalog Items can havevariables(such as dropdown selections or checkboxes), their primary role isnot just to provide options but to define the services available.
ServiceNow CSA Study Guide – Service Catalog & Request Management
ServiceNow Docs: Service Catalog Overview(ServiceNow Documentation)
ServiceNow Tables & Data Model (sc_catalog, sc_cat_item, sc_request, sc_task)
References from the Certified System Administrator (CSA) Documentation:
What is generated from the Service Catalog once a user places an order for an item or service?
A change request
An Order Guide
A request
An SLA
The Answer Is:
CExplanation:
When a user places an order for an item or service from theService Catalogin ServiceNow, the system generates aRequest (REQ). This is a core component ofRequest Managementwithin the IT Service Management (ITSM) module.
User Places an Order:
The user selects an item from theService Catalog(e.g., a laptop, software, or an access request).
The order may consist of multiple items, depending on the selection.
ServiceNow Generates a Request (REQ):
ThisRequest (REQ#)acts as the umbrella record that tracks the order as a whole.
It is stored in thesc_requesttable.
Creation of Requested Items (RITM#):
Each item within the request generates aRequested Item (RITM#), stored in thesc_req_itemtable.
For example, if the user orders a laptop and a software license, two RITM records are created under the same Request.
Tasks (SCTASK#) Are Created:
Each Requested Item (RITM) may trigger one or moreCatalog Tasks (SCTASK#)in thesc_tasktable.
These tasks define the steps required to fulfill the request (e.g., procurement, approval, and configuration).
A. A Change Request– Incorrect. AChange Request (CHG#)is created only if the requested item involves changes to the infrastructure, such as a server upgrade. Not all catalog items require a change request.
B. An Order Guide– Incorrect. AnOrder Guideis a tool within the Service Catalog that helps users order multiple related items at once. However, it does not get generated when an order is placed.
D. An SLA– Incorrect. AService Level Agreement (SLA)may be associated with the request or tasks, but it is not automatically generated when a request is placed.
ServiceNow Product Documentation → Service Catalog → Request Fulfillment
ServiceNow CSA Study Guide → Service Catalog and Request Management
ServiceNow Tables Reference → sc_request, sc_req_item, sc_task
Understanding the Request Process in ServiceNow:Explanation of Incorrect Answers:References from Certified System Administrator (CSA) Documentation:
A Service Catalog may include which of the following components?
Order Guides, Exchange Rates, Calendars
Order Guides, Catalog Items, and Interceptors
Catalog Items, Asset Contracts, Task Surveys
Record Producers, Order Guides, and Catalog Items
The Answer Is:
DExplanation:
In ServiceNow, theService Catalogis a structured collection of IT and business services that users can request. It is designed to provide a self-service experience for end-users, streamlining service requests and automating fulfillment processes. The main components of a Service Catalog include:
Record Producers– These are simplified forms that allow users to create records in various tables without requiring direct access to those tables. They enable users to submit requests or incidents through the catalog in a user-friendly manner.
Order Guides– These facilitate the ordering of multiple related catalog items in a single request. For example, when a new employee is onboarded, an order guide can group multiple items such as a laptop, software access, and a phone.
Catalog Items– These are the individual items or services that users can request through the Service Catalog. Examples include hardware (like laptops and monitors), software access, and other business services.
Option A (Order Guides, Exchange Rates, Calendars)–
Exchange RatesandCalendarsare not part of the Service Catalog framework in ServiceNow.
While Exchange Rates may be relevant in financial applications, they do not define the core components of the Service Catalog.
Calendars are used for scheduling, but they do not form part of the Service Catalog structure.
Option B (Order Guides, Catalog Items, and Interceptors)–
Interceptorsare used to guide users through form-based submissions, but they are not a fundamental component of the Service Catalog.
Order Guides and Catalog Items are correct, but the presence of Interceptors makes this option incorrect.
Option C (Catalog Items, Asset Contracts, Task Surveys)–
Asset Contractsrelate to IT Asset Management (ITAM) and are not core Service Catalog components.
Task Surveysare used for feedback collection but are not part of the core structure of a Service Catalog.
The display sequence is controlled in a Service Catalog Item using which of the following?
The Default Value field in the Catalog Item form
The Sequence field in the Catalog Item form
The Order field in the Variable form
The Choice field in the Variable form
The Answer Is:
CExplanation:
In ServiceNow’sService Catalog, the display sequence of variables within aCatalog Itemis controlled by theOrder field in the Variable form. TheOrder fielddetermines the position in which the variables appear when a user fills out a catalog item. Lower values appear first, and higher values appear later.
(A) The Default Value field in the Catalog Item form – Incorrect
TheDefault Valuefield sets an initial value for a variable but doesnotcontrol the display sequence. It is used to pre-fill a value when the form loads.
(B) The Sequence field in the Catalog Item form – Incorrect
There isno such fieldcalled "Sequence" in the Catalog Item form. The field that determines the sequence of variables is theOrderfield in the Variable form.
(C) The Order field in the Variable form – Correct
Each variable in a catalog item has anOrder field.
Variables with a lower order number are displayedbeforethose with a higher order number.
If multiple variables have the same order value, ServiceNow orders them based oninternal system processing order.
(D) The Choice field in the Variable form – Incorrect
TheChoice fieldapplies only toMultiple Choice, Select Box, and Radio Buttonvariables, determining the selectable options for users. It doesnotcontrol the display sequence of variables in a catalog item form.
Explanation of Each Option:
It is a best practice to useincremental numbering (e.g., 100, 200, 300, etc.)for order values instead of consecutive numbers (e.g., 1, 2, 3). This makes it easier to insert new variables later without having to renumber existing ones.
The order values are respectedunless a layout configuration (e.g., multi-column form layout)changes the positioning.
ServiceNow Docs: Creating and Configuring Service Catalog Variables
https://docs.servicenow.com
ServiceNow Community Best Practices for Service Catalog Variables
https://community.servicenow.com
Additional Notes & Best Practices:References from Certified System Administrator (CSA) Documentation:
Which one of the following statements best describes the purpose of an Update Set?
An Update Set allows administrators to group a series of changes into a named set and then move this set as a unit to other systems
By default, an Update Set includes customizations, Business Rules, and homepages
An Update Set is a group of customizations that is moved from Production to Development
By default, the changes included in an Update Set are visible only in the instance to which they are applied
The Answer Is:
AExplanation:
AnUpdate Setin ServiceNow is a mechanism thattracks and packages customizations and configuration changesso they can be transferred between instances (e.g., fromDevelopmenttoTestorProduction).
It is primarily used ininstance migrationandchange management, ensuring that changes made in one environment can beapplied consistentlyin another.
Tracks Customizations– Records changes to system configurations, such as Business Rules, Client Scripts, UI Policies, and Workflows.
Facilitates Deployment– Enables controlled migration of changes from one ServiceNow instance to another.
Reduces Manual Effort– Instead of manually reconfiguring settings in different environments, administrators can package updates into asingle unit.
Version Control– Ensures that onlyintended changesare moved between instances.
Key Features of Update Sets:
Why the Correct Answer is A:A. An Update Set allows administrators to group a series of changes into a named set and then move this set as a unit to other systems(Correct)
This accurately describes the primary function of anUpdate Set.
Administratorsgroupmultiple changes into anUpdate Set, export it, and apply it to another instance.
Example Workflow:
Admin makes configuration changes(e.g., modifies a Business Rule, updates a Workflow).
Update Set captures those changesin a structured format.
The Update Set is exportedfrom the Development instance.
The Update Set is importedinto the Testing/Production instance and applied.
Why the Other Options Are Incorrect:B. By default, an Update Set includes customizations, Business Rules, and homepages(Incorrect)
Update Setsdo include customizations and Business Rules, but theydo notinclude homepages by default.
Dashboards and homepagesrequire a separate process usingsys_portal_page and sys_ui_page tables.
C. An Update Set is a group of customizations that is moved from Production to Development(Incorrect)
Update Sets are typically movedfrom Development to Test/Production, not the other way around.
Best practice is to make changes inDevelopment, test them inTest/UAT, and then deploy them toProduction.
D. By default, the changes included in an Update Set are visible only in the instance to which they are applied(Incorrect)
This is misleading becausean Update Set can be exported and applied to multiple instances.
Once an Update Set isimported and committed, its changes become active in that instance.
Best Practices for Using Update Sets:✔Always preview an Update Set before committing itto ensure it contains the correct changes.
✔Use Named Update Sets, not the default "Default Update Set," to track changes effectively.
✔Ensure all related changes are included(e.g., dependencies such as script includes and tables).
✔Test Update Sets in a sub-production instancebefore applying them inProduction.