logo

NJP

ServiceNow Custom Help Content

Import · Aug 30, 2022 · video

[Music] hey everyone it's justin this is going to be a quick one in this video i'm going to talk to you about embedded help this came up i was in an agile demo and i was showing somebody how to come in and groom a story right what i'm showing you is going to apply to any area of the platform any space that is a page that someone's looking at the question i got was well how do we define what how many points to put on a story or what is acceptance criteria i was like well that's something that your organization would decide and what we could do is we could put some help text like you know right by acceptance criteria like a little banner or something kind of hey do this do that when you do fill out this particular field right so again this doesn't have to be agile or stories it could be an incident a problem a change a case whatever it is in service now what i'm about to show you will work so what i did is i made a custom embedded help page right so look at this little thing right up here we've got a number one showing next world's question mark with the circle and if i click on that it's gonna show custom help that i made specifically specifically for this page so i said hey this is how we define a story at this company this is how we define the points we assign to a story at this company this is how we define the acceptance criteria and then oh if you still have questions go watch justin's youtube channel right so i was able to embed a video into the help context over here into the help i was able to show that right there when somebody's working on it so because i have san diego in the next experience i can click on this i can pin it so it stays there while i'm filling out this form in service now or i can unpin it and it'll go away and it hides and i don't see it anymore so how did i do this you asked well i hope you would ask all i did is created some help content so you can see the help that's formatted right here i specified what page it applies to i specified a role that can actually see that so you can you know have help different kinds of help for different kinds of roles so maybe who's reading the story versus who's creating the story who's putting in the incident versus who's resolving the incident who is filling out a form versus who's viewing the form right you get the idea we can change how that actually looks so it was really simple in this wysiwyg editor to come in put my content in you'll notice we're a bit limited on the amount of formatting we can do but that's just also that theming and all that works within the platform and it is so easy to use i'll leave it here as i make my head bigger over there on the left hand side right hand side making help available anywhere in the platform there's platform help so servicenow defines their own but you could define help that's specific to your organization and how you want your teams using the tool putting the data and information into the records in servicenow i hope you found this video helpful if you did please like please subscribe or share it with somebody who you think might be interested in making service now easy to use for all of your users and until next time don't forget to always be learning [Music] you

View original source

https://www.youtube.com/watch?v=-oHkhCdTbyg