Efficiently Configuring Display Values for Reference Fields in ServiceNow- A Comprehensive Guide

How to Set Display Value for Reference Field in ServiceNow

In the world of IT service management, ServiceNow has emerged as a powerful platform that helps organizations streamline their workflows and improve efficiency. One of the key features of ServiceNow is the ability to create reference fields, which allow users to link records from one table to another. However, setting the display value for these reference fields can sometimes be a bit tricky. In this article, we will guide you through the process of how to set display value for reference fields in ServiceNow.

Understanding Reference Fields

Before diving into the process of setting display values, it is important to have a clear understanding of what reference fields are. A reference field is a field that links records from one table to another. For example, if you have a “Customer” table and a “Ticket” table, you can create a reference field in the “Ticket” table that links each ticket to its corresponding customer. This allows users to easily view and access related information.

Setting Display Value for Reference Fields

To set the display value for a reference field in ServiceNow, follow these steps:

1. Navigate to the table where you want to set the display value for the reference field.
2. Click on the “Fields” tab to view the list of fields in the table.
3. Find the reference field you want to modify and click on the “Edit” button.
4. In the “Field Properties” section, you will see an option called “Display Value.” This is where you can set the display value for the reference field.
5. Click on the “Display Value” field and select the appropriate option. You can choose to display the value as a link, a text field, or a dropdown list.
6. If you choose to display the value as a link, you can specify the URL that will be used to open the linked record.
7. If you choose to display the value as a text field or a dropdown list, you can specify the field that will be used to display the value.
8. Save your changes and test the reference field to ensure that the display value is set correctly.

Best Practices

When setting the display value for reference fields in ServiceNow, it is important to keep the following best practices in mind:

– Choose a display value that is easy to understand and relevant to the users.
– Make sure that the display value is consistent across the platform.
– Consider the user experience and ensure that the display value is user-friendly.
– Regularly review and update the display values to ensure they remain accurate and relevant.

Conclusion

Setting the display value for reference fields in ServiceNow is a crucial step in creating a user-friendly and efficient platform. By following the steps outlined in this article, you can easily set the display value for your reference fields and improve the overall user experience. Remember to keep best practices in mind to ensure that your display values are accurate, consistent, and user-friendly.