Welcome page keyboard commands

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
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    Summary of Welcome page keyboard commands

    This guide details keyboard commands to efficiently navigate and operate the Workflow Editor Welcome page in ServiceNow. These commands enable users to select, open, create, and manage workflows, as well as access help resources and add activities, all without using a mouse. Understanding these shortcuts improves accessibility and productivity within the Workflow Editor interface.

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    Key Commands for Navigation and Workflow Management

    • Access main content panel: After opening the Workflow Editor, press Tab to focus the panel, then Enter to select the first workflow record in the Published tab. Use Tab to navigate down the list and Enter to open a workflow.
    • Switch between tabs (Published, Checked Out, Help): Use Tab to highlight the Published tab, then arrow keys (left/right) to switch tabs. Navigate records or help options with Tab, and open selections with Enter.
    • Create a new workflow: Tab until the New Workflow option is highlighted, then press Enter to open the creation dialog.
    • Jump to top: When at the bottom of a list, press Enter on the “Jump to Top” control to return to the Welcome tab.
    • Page controls navigation: After tabbing through records and controls, press Tab to reach page selection controls, then Enter to operate them.
    • Side panel navigation: Press Tab twice to focus the side panel, then Enter to position the cursor in the Workflows tab. Use Tab and Enter to open help, create new workflows, or open existing workflows with filtering and selection options.

    Adding Core Activities

    • When a checked out workflow is open, core activities appear in the Core tab of the side panel.
    • Press Shift + Tab to focus the side panel, then Enter to position within the Workflows tab.
    • Navigate right arrow to the Core tab, and use arrow keys or Tab to browse and select core activities.
    • Open folders within core activities using the right arrow key; navigate up with left or up arrows.
    • Press Tab on a core activity to open the New Activity dialog for specifying properties.
    • Remember to link new activities appropriately in the workflow after creation.

    Practical Benefits for ServiceNow Customers

    Using these keyboard shortcuts enhances navigation speed and accessibility in the Workflow Editor Welcome page. Customers can quickly open, create, and modify workflows, access help resources, and manage core activities without relying on mouse input. This streamlined workflow supports efficient automation design and maintenance within ServiceNow.

    Use keyboard commands to navigate and operate the Workflow Editor Welcome page.


    Workflow Editor Welcome page - Tab Sequences
    Task or Action Keyboard Commands
    Navigate to main content (left) panel, and select a workflow
    1. After accessing the Workflow Editor from a menu, press Tab. The Skip to Main Content button appears in the upper left corner.
    2. Press Enter to position the cursor in the first record displayed in the Published tab.
    3. Press Tab to navigate down the listing of workflow records.

      Press Enter to select and open a workflow record in the Workflow drawing canvas.
    Select a checked out workflow or a help function in main content panel
    1. After accessing the Workflow Editor from a menu, press Tab until the Published tab is highlighted.
      Note:
      Do not select The Skip to Main Content button or The Skip to Workflow Side Panel button.
    2. Press the right or left arrow keys to navigate between the Published, Checked Out, or Help tabs.
    3. Press Tab to navigate across the columns and down the listing of checked out workflow records or help selections.

      Press Enter to select and open a checked out workflow record in the Workflow drawing canvas, or open a help selection (work or orchestration videos, documentation, community discussions, knowledge base, or Live Feed).
    Create a workflow
    1. After accessing the Workflow Editor from a menu, press Tab until The New Workflow button is highlighted.
    2. Press Enter to open New Workflow
    Jump to Top After tabbing through the displayed records in a tab in the main panel (for example, within the Published tab), The Jump to top buttonappears at the bottom of the listing. Press Enter to return to the Welcome tab at the top of the Workflow Editor.
    Navigate to page selection controls
    1. After tabbing through the displayed records in a tab in the main panel (for example, within the Published tab), including The Jump to top button, press Tab to access the page selection controls. Continue to press Tab until you access the desired one.
    2. Press Enter to operate the selected page control.
    Navigate directly to side (right) panel to open help, create a new workflow, or open an existing one
    1. After accessing the Workflow Editor from a menu, press Tab two times. Do not select The Skip to Main Content button. The Skip to Workflow Side Panel button appears in the upper left corner.
    2. Press Enter to position the cursor in the Workflows tab in the side panel.
    3. To open help, press Tab to navigate to Question mark icon. Press Enter to open help, or press Tab to skip.
    4. To create a new workflow, press Tab to navigate toPlus sign icon. Press Enter to open New Workflow, or press Tab to skip.
    5. To open an existing workflow:
      • As needed, stop at the filter field to filter workflows.
      • Press Tab to navigate down the workflow list.
      • Press Enter to select and open a workflow record in the Workflow drawing canvas,
    Add a core activity to a checked out workflow in the Workflow drawing canvas If a checked out workflow is open in the Workflow drawing canvas, core activity records display in the Core tab. To select a core activity and place it in the checked out workflow:
    Note:
    Core activity records only display when a checked out workflow is open in the Workflow drawing canvas. Other tabs display in the side panel only if Orchestration functions are enabled.
    1. In the Workflow drawing canvas, press Shift Tab until The Skip to Workflow Side Panel button appears in the upper left corner.
    2. Press Enter to position the cursor in the Workflows tab in the side panel.
    3. Press the right arrow key to navigate to the Core tab.
    4. Press Tab or the down arrow key to navigate down the listing of core activities.
      • To open a core activities folder (for example, Approvals), press the right arrow key.
      • To navigate up the list, press the left or up arrow keys.
    5. Press Tab to select a core activity and open the New Activity dialog to specify properties for it.
    6. After creating the activity, remember to link it to another activity in the workflow. See Create a connection from a condition on one activity to the next activity that follows in Workflow drawing canvas keyboard commands.