Utah Now Platform Administration

Configure group types for assignment groups, table of contents.

  • How the Now Platform works
  • Activate a plugin on a personal developer instance
  • Request a plugin
  • List of plugins (Utah)
  • Find components installed with an application
  • Add a system property
  • Create a system properties module
  • Handle HTTP 500 errors
  • Query join and complexity size limits
  • NTLM authentication
  • Proxy servers for SOAP clients
  • Bypass the proxy server
  • Select your adoption blueprint
  • Install applications for an adoption blueprint
  • Subscription Management overview
  • Configure the color-code threshold
  • Domain separation and Subscription Management
  • Analytics and Reporting Solutions for Subscription Management
  • Types of subscriptions
  • Subscription form
  • Why a subscription might not appear in the list
  • Monitor Capacity subscription calculations to stay in compliance
  • View subscription history reports
  • View subscription roles
  • View subscription applications and plugins
  • View a subscription's users
  • View user subscription history
  • Allocate a group to a subscription
  • Remove a group from a subscription
  • Grandfathered and exempted tables
  • Map your custom applications
  • Map your custom tables
  • Remove individual user access to a custom table by role or group
  • Remove access to a custom table for large numbers of users
  • View App Engine V2 subscription compliance
  • Managing your subscription compliance
  • User preferences
  • Security jump start - ACL rules
  • Create a user
  • Deactivate the validation script during user creation
  • User self-registration
  • Add a new company
  • Add a department
  • Create a user group
  • Add a user to a group
  • Remove a user from a group
  • Hide groups
  • Special administrative roles
  • Read-only role
  • Create a role
  • Add a role to an existing role
  • Assign a role to a group
  • Assign a role to a user
  • Audit user roles
  • Define role delegators and delegate roles
  • Prevent a role from being delegated
  • Modify user administration system properties
  • Impersonate a user
  • Manage user sessions
  • Non-interactive sessions
  • Application Usage Overview dashboard
  • ServiceNow Store Usage Overview dashboard
  • Implementing Normalization Data Services using guided setup
  • Normalized Company Names table
  • Normalized Mappings table
  • Normalization Properties
  • Change a normalized company name
  • Table extension and classes
  • Global default fields
  • Tables module
  • Delete a custom table
  • Delete all records from a table
  • Roll back patch upgrades or plugin activations
  • Use the Deleted Records module to restore a deleted record
  • Use the Delete Recovery module to restore a deleted record
  • Use the Script Execution History module to roll back a Scripts-Background execution
  • Create a table index
  • Create a task
  • Assignment lookup rules example
  • Assignment rules module
  • Condition editor example
  • Data lookup rules
  • Precedence between data lookup, assignment, and business rules
  • Workflow assignments
  • Baseline assignment rules example
  • Create an assignment rule
  • Important Task table fields
  • Journal fields
  • Create a planned task
  • Create a baseline
  • Measure time and effort
  • Important planned task table fields
  • Planned task scripts
  • Planned task hierarchy
  • Configure rollup for planned task fields
  • Reminder table
  • Task table modifications
  • Tasks workflow
  • Activate Time Card Management
  • Create a time sheet policy
  • Set a time sheet policy as default policy
  • Assign a time sheet policy to a user
  • Create a rate type
  • Create time cards and log time through Time Sheet Portal
  • Submit time sheet through Time Sheet Portal
  • Log time and submit time sheets of your resources
  • Create a time sheet
  • Submit a time sheet
  • Approve or reject a time sheet
  • Copy time cards from a previous time sheet
  • Auto-generate time cards
  • Submit a time card
  • Approve or reject a time card
  • Record time worked
  • Manage costs
  • Domain separation and Time Card
  • Tools for driving tasks
  • Request many to many task relations
  • Plugin manifest
  • Define a relationship type
  • Define a task relationship allowed from the task relationship type record
  • Modify the displayed field
  • Mark as Solution button
  • Define task relationships with UI actions
  • Define a dictionary override
  • Dictionary entry form
  • Dictionary attributes
  • Modify the Glide durations format
  • Generate a schema map
  • View the schema map
  • Reference default many-to-many relationships
  • Create a database view
  • Add a table to the database view
  • Example left join in creating a database view
  • Specify a field to return
  • Relabel a column
  • Specify the number of records to return
  • Test the database view
  • Create a function field to perform a database function
  • Display function results in a database view
  • Use disjunctions in complex queries
  • Database views in the base system
  • Unique record identifier (sys_id)
  • Create an archive rule
  • Create a destroy rule
  • Archive rule and destroy rule properties
  • Manage archived data
  • Stop an active archive rule
  • Data archive table size limits
  • Data migration process for archiving table data from non-reference fields to reference fields
  • Export limits
  • Form export
  • Determining which list fields are exported
  • Use a URL query to filter a list result
  • Query parameters for display value and header
  • Export Set fields for display value and header
  • System properties for display value and header
  • Field types affected by export controls
  • Default values for column headers and column values
  • Exporting currency fields to Excel
  • Call URL export programmatically
  • Break up a large export
  • Enable export debug logging
  • Import an XML file
  • Create a clone target
  • Exclude a table from cloning
  • Data preservation on cloning target instances
  • Clone profiles for clone requests
  • Cancel a clone
  • Schedule cloning
  • Modify cloning schedules
  • View clone status
  • View clone history
  • Roll back a clone
  • Post-clone cleanup scripts
  • Activate database rotation
  • Activate table cleanup
  • Mark records for deletion
  • Preview affected records for deletion
  • Schedule or execute a job to delete records
  • Rollback a delete job
  • Mark records for updating
  • Schedule or execute a job to update records
  • Rollback an update job
  • Domain separation and Data Management
  • Using the form designer
  • Configuring the form layout
  • Administering form personalization
  • Administering form annotations
  • Configure attachment system properties
  • Disable attachments on a table
  • Index attachments on a table
  • Hide the attachment [view] link
  • Configure attachment icons
  • Create a UI macro for a formatter
  • Create a formatter and add it to a form
  • Activity formatter
  • Process flow formatter
  • Parent breadcrumbs formatter
  • Approval summarizer formatter
  • Override a formatter with macros
  • Limit the number of activity stream entries
  • Create a template using the Template form
  • Create templates for related task records
  • Create a template by saving a form
  • Create records based on a template
  • Create a module for a template
  • Template bar
  • Toggle the template bar
  • Scripted templates
  • Create a UI action
  • Override a UI action for an extended table
  • UI policies
  • Advanced form configuration
  • Choice list security
  • Values to associate with choice labels for scripting
  • Integer values for default choice lists
  • Configure state field choice values
  • View choice list definitions
  • Add the condition count to a condition field
  • Update a conditions field to use condition builder v2
  • Database field type
  • Dictionary entry data types
  • Document ID field
  • Function field
  • Configure TinyMCE to allow deprecated tags
  • Configure TinyMCE to allow JavaScript in URLs
  • Formatting icons for the HTML field editors
  • Extended functions
  • Table functions in TinyMCE
  • Customize TinyMCE attributes
  • Highlight text in TinyMCE
  • Insert a line break in the HTML editor
  • Add a table to the HTML field
  • Embed images in HTML fields
  • Link to a website in HTML fields
  • Embed videos in HTML fields
  • Define video file types for HTML fields
  • Disable user access to the image library
  • Paste content into the HTML editor
  • Image field type
  • IP address field type
  • Restrict the CODE tag in journal fields
  • Validate HTML in journal fields
  • Journal field display limits
  • Enable the text field character counter
  • Name-value pairs field type
  • Target threshold colors attribute
  • Territories assigned
  • Dependent fields
  • E.164 phone number field configuration
  • Configure a territory phone display rule
  • Enable dynamic creation for reference fields
  • Configure cascade delete rules
  • Define the reference key
  • Display a reference field as a choice list
  • Select a field as the table display value
  • Tree picker lookup
  • Reference field icon
  • Configure the related incidents icon
  • Configure the show workflow icon
  • Constrain the assigned to field by role
  • Constrain the assignment group field
  • The INSTANCEOF operator in reference qualifiers
  • Auto-complete for reference fields
  • Recent selections
  • Configure suggested text for string fields
  • Configure suggested text for journal fields
  • Supported wiki tags
  • Create a Wikitext field
  • Extend the functionality of a Wikitext field
  • Make a field mandatory
  • Change the field label or hint
  • Delete a field from a table
  • Hide email addresses in a watch list
  • Configure order buttons on the watch list slushbucket
  • Highlight list fields
  • Modify string field length
  • Specify a default field value
  • Make a field dependent
  • Require unique values for a field
  • Define field styles
  • Add auto-numbering records in a table
  • Configure left padding of a system number in a table
  • Prevent numbering gaps
  • Enforcing unique numbering
  • Installed with field normalization
  • Enable a field type for normalization or transformation
  • Create a raw field
  • Run a single data job
  • Run multiple data jobs
  • Rollback a data job
  • Create the normalization record
  • Create a normal value
  • Create aliases
  • Apply aliases
  • Create rules
  • Coalesce records on a normal value
  • Transform a field
  • Create a transform definition
  • Create a transform variable for a transform definition
  • Create a script for a transform definition
  • Create a transform category
  • Pattern matching
  • Domain separation and Field Normalization
  • Installed with data policy
  • Data policy fields
  • Convert a UI policy to a data policy
  • Convert a data policy to a UI policy
  • Data policy debugging
  • Create custom data lookups
  • Configure the list layout
  • Configure list calculations
  • Omit record count in a list
  • Configure list controls
  • Advanced list control with scripts
  • Controlling the sort sequence used to display lists
  • Configure list editor properties
  • Configure list control settings for the list editor
  • Example - Restrict a table
  • Example - Restrict a field
  • Example - Restrict a field with a script
  • Example - Restrict a field with a condition
  • User preferences for list editing
  • Enable or disable personal lists
  • Control which roles can personalize lists
  • Manage personal lists
  • Administer detail rows
  • Suppress filters and breadcrumbs with list controls
  • Use script includes to suppress filters and breadcrumbs
  • Increase the allowed number of breadcrumb entries
  • Use list controls in hierarchical lists
  • Activate context ranking
  • Create a ranking definition
  • Apply a new sort order to a list
  • Rank stories in a related list
  • Action script for list context menus
  • Dynamic actions script for list context menus
  • onShow script for list context menus
  • Predictive Intelligence for Contextual Search
  • Features of Search administration
  • Schedule the Build Search Suggestions script
  • Test regular expression patterns in Search Suggestion Exclusion List entries
  • Schedule suggestion pruning
  • Setting historical limitations for generating suggestions
  • Search Suggestions tables
  • Use the GraphQL REST API to view suggestions created from external user searches
  • Domain separation and Search Suggestions
  • Search signal tables
  • Features of Zing text indexing and search engine
  • Global search displays a page of matching results
  • Default display fields for global search tables
  • Search settings filter and group global search results by table
  • Global search displays exact matching records
  • Global search displays your most recent search queries and results in Next Experience UI
  • Configure parallel processing of search groups
  • Revert to the legacy global search UI
  • Set the preview limit for global or workspace search in Next Experience UI
  • Hide per-table search result counts in Next Experience UI
  • Add a workspace application to the Unified Navigation search context menu
  • Update a type-ahead suggestion
  • Configure "Did you mean?" suggestions
  • List search finds records from the current table
  • Boolean operators allow conditional search results
  • Quotation marks allow exact phrase searches
  • Wildcard characters allow searching for patterns and variations
  • Enable or disable the Zing junk filter
  • Zing generates search results in four phases
  • Zing filters search results with access controls
  • Score search terms by inverse document frequency (IDF)
  • Set the relative weight of a field
  • Zing indexes punctuation as part of some words
  • Zing indexes some HTML elements
  • Configure a table for indexing and searching
  • Configure a text index group to search across multiple tables
  • Zing index and search dictionary attributes
  • Reindex a table without impacting text search results
  • Regenerate the text index for a single record
  • Remove an index
  • Remove an index for a specific field
  • Remove the text index for a child table
  • Change the query mode of an indexed table
  • Text indexing statistics and status
  • Configure tables to use the Japanese tokenizer
  • Configure a global stop word
  • Configure a table-specific stop word
  • Enable automatic stop words for a table
  • Disable a stop word in Zing
  • Zing matches derived words with stemming
  • Enable search synonyms
  • Create synonym dictionaries
  • Select synonym dictionaries for a table
  • Disable synonyms for a table
  • Debug synonym searches
  • Enable and disable Search Suggestions in Zing
  • Set the maximum number of suggestions Zing displays
  • Installed with Zing
  • Exploring AI Search
  • Assign roles to AI Search administrators and users
  • Create an indexed source
  • Indexed source retention policies and filter conditions
  • Indexed source attributes
  • Field settings
  • Perform a full table index or reindex for a single indexed source
  • Perform a full table index or reindex for multiple indexed sources
  • Create a search source
  • Preview matching records for a search source
  • Create a search profile
  • Link a search source to a search profile
  • Publish a search profile
  • Create a synonym dictionary linked to a search profile
  • Create synonyms
  • Clone a synonym dictionary
  • Link a synonym dictionary to a search profile
  • Unlink a synonym dictionary from a search profile
  • Delete a synonym dictionary
  • Create a stop word dictionary linked to a search profile
  • Create stop words
  • Clone a stop word dictionary
  • Link a stop word dictionary to a search profile
  • Unlink a stop word dictionary from a search profile
  • Delete a stop word dictionary
  • Modify settings for a typo handling dictionary
  • Exclude a term from a typo handling dictionary
  • Default Genius Result configurations
  • Activate Q&A Genius Results
  • Activate People Genius Results
  • Link a Genius Result configuration to a search profile
  • Set the evaluation order for Genius Result configurations in a search profile
  • Create a Genius Result configuration
  • Link an NLU model and intents to a Genius Result configuration
  • Create a result improvement rule
  • Boost search results using a result improvement rule
  • Block search results and Genius Results using a result improvement rule
  • Promote search results using a result improvement rule
  • Create a search application configuration for AI Search
  • Create a facet in an AI Search application configuration
  • Configure navigation tabs in an AI Search application configuration
  • Auto-complete suggestions in AI Search applications
  • Using search scripted post-processors in AI Search application configurations
  • Search result sort options in AI Search application configurations
  • Enabling and configuring AI Search in Now Platform applications
  • Create a custom search matcher for global search
  • Enable automatic domain updates for a referenced table
  • Request the External Content for AI Search plugin
  • Create an external content schema table
  • Defining access permissions for external documents
  • Mapping external users and groups to Now Platform users
  • Components installed with External Content for AI Search
  • Configure AI Search Assist for a record producer
  • AI Search Assist admin role
  • AI Search Assist properties
  • Domain separation and AI Search Assist
  • Using AI Search
  • Lemma and Unicode normalization
  • Internationalization support for AI Search
  • Machine learning relevancy in AI Search
  • Content security in AI Search
  • Encrypted fields in AI Search
  • View AI Search ingestion log messages
  • View all AI Search log messages
  • Review ingestion history for an indexed source
  • Enable session debugging for AI Search
  • Diagnose search result access issues using the Search Preview UI
  • Debug search source and content security filters
  • Debug external content security filters for a Now Platform user
  • Review record counts for indexed sources
  • Plugins installed with AI Search
  • Components installed with AI Search
  • AI Search system properties
  • Now Platform tables excluded from AI Search indexing
  • Variable types supported by AI Search indexing
  • AI Search index fields
  • AI Search External Search User Mapping Table Data Source Relationship form
  • AI Search Genius Result Configuration form
  • AI Search Genius Result Configuration NLU Model Mapping form
  • AI Search Results Improvement Rule form
  • Child Table form
  • Custom Matcher form
  • Dictionary and AI Search Dictionary forms
  • Dictionary Term form
  • Field Setting form
  • Indexed Source form
  • Indexed Source Attribute form
  • Indexed Source History form
  • Navigation Tab form
  • Record Producer Configuration form
  • Rule - Action Mapping form
  • Search Application Configuration form
  • Search Profile form
  • Search Profile - Dictionary Mapping form
  • Search Profile - Genius Result Mapping form
  • Search Profile - Search Source Mapping form
  • Search Scripted Post-processors form
  • Search Source form
  • Sort Option form
  • Suggestion Reader Group form
  • Activate the Platform Analytics Solution for Advanced AI Search Management Tools
  • AI Search Profile dashboard
  • AI Search dashboard
  • Create a cross-scope access privilege for the AI Search dashboards
  • Customize the banner logo for the AI Search Analytics dashboard
  • Configure Service Portal to send analytics data
  • Search Preview UI for AI Search
  • Advanced AI Search Management Tools reference
  • Install AI Search for Next Experience
  • Verify that your instance meets the prerequisites for AI Search for Next Experience
  • Migrate Zing search application configurations to AI Search
  • Enable AI Search for Next Experience
  • Add a new Unified Navigation workspace search configuration to AI Search for Next Experience
  • Revert to Zing as the Unified Navigation search engine
  • Repair AI Search for Next Experience after activating a new Now Platform language
  • Enable search-based auto-complete suggestions in AI Search for Next Experience
  • Using AI Search for Next Experience
  • AI Search for Next Experience reference
  • Components installed with Contextual Search
  • Contextual search concepts
  • Contextual search components diagram
  • Contextual search properties
  • Define a search context
  • Configure table for a contextual search
  • Create a filter configuration using mapping
  • Create a filter configuration using scripts
  • Configure search resource context properties
  • Set a search context as default
  • Set the default source for search context
  • View a searcher
  • Show the related search box in a form
  • Add multiple search fields for contextual search
  • Add additional resources to the source selector of a form
  • Edit search resource display field record
  • Specify fields for the Cxs_popup view
  • Modify or disable search actions available for contextual search
  • Enable viewing of search results for the current and another selected user
  • Define contextual search for record producer
  • Provide knowledge in incident email notification
  • Edit an email notification for the search results
  • Specify field for attached Knowledge article links
  • Run a report on contextual search usage
  • Domain separation and Contextual Search
  • Intelligent Search for CMDB
  • Personalize the system date format
  • Personalize the system time format
  • Configure the date picker for the list editor
  • Time worked
  • Display resolve time as a duration
  • Export date and time formats
  • Default schedules
  • Create a holiday schedule for multiple regions
  • Parent and child schedules
  • Schedule fields
  • Schedule entry fields
  • Schedule for the fifth instance of a week date
  • Repeat a monthly schedule
  • Invoke the Schedule page and view a calendar
  • Schedule calendar
  • Domain support and schedules
  • Automate generation and distribution of a report
  • Automatically generate something from a template
  • Automatically run a script of your choosing
  • Special cases in job schedules
  • View a schedule item
  • Event registry
  • Register an event
  • Escalation intervals and pause conditions
  • Create a business calendar
  • Create a business calendar group
  • Define business calendar entries
  • Define business calendar filtering options
  • Pair business calendars with packages
  • Activate Fiscal Calendar plugin
  • Generate a fiscal calendar
  • View, modify, and validate fiscal periods
  • Set a system time zone
  • Change the time zone choice list
  • Change a time zone in a scheduled report
  • Change a time zone in a scheduled data import
  • Define a relative duration
  • Use a relative duration
  • Metric definitions
  • Time configuration SLAs
  • Time worked fields
  • Create a timeline page
  • Customize the timeline page span style
  • Timeline sub item
  • Display a metric as a timeline
  • Make a timeline visible to a selected user
  • Range calculator scripts
  • Changes in perspective
  • Managing spans
  • Components installed with Client Transaction Timings
  • Timing values
  • Locale settings
  • Session and reference currency
  • Single-currency mode
  • Price fields
  • Default currency values in forms
  • Default currency values in reports
  • Default currency values in lists
  • Default currency values in import and export
  • Default currency values in scripts
  • Understanding FX Currency values in forms
  • Understanding how FX Currency field conversions work
  • Understanding FX Currency values in lists and reports
  • FX Currency values in import and export
  • Control default currency field configuration and use in an instance
  • Change default currency decimal places
  • Configure default currency fields in audit records
  • Configure the currency optimizer
  • Schedule the rate update job
  • Use your own currency-conversion rates
  • Add conversion rates using a custom rate table
  • Configuring FX Currency global settings
  • Add an FX Currency field to a table
  • Identify the FX Currency field and its display parameters
  • Set the reference currency
  • Specify the rate table and date source for currency conversions
  • Select the rate and target table fields used for filtering
  • Updating the Currency Instance record
  • Life cycle of records containing FX Currency fields
  • Dot-walkable Currency Instance fields
  • Activate Localization Framework
  • Components installed with Localization Framework
  • Localization Framework support for catalog builder in Service Catalog
  • Virtual Agent Designer integration with Localization Framework
  • Localization Framework support for Natural Language Understanding models
  • Localization Framework support for Surveys
  • Localization Framework support for Knowledge Base
  • Localization Framework support for email notifications
  • Localization Framework support for HR Service Delivery
  • Create and configure a custom artifact
  • Create a processor script
  • Processor script functions
  • Create a UI action for the custom artifact
  • Read script helper functions for LFDocumentContentBuilder
  • Create a custom email subflow
  • RWS Translation Management System spoke
  • Configure RWS TMS in the Localization Framework
  • XTM Translation Management System spoke
  • Configure XTM TMS in the Localization Framework
  • Integrate with a translation management system
  • Create a custom translation management system
  • Configure the Localization Framework preferences
  • Localization Framework Roles
  • Workflows in the Localization Framework
  • Creating Localization Project
  • Adding localization request items to a project
  • Request translations for Service Catalog items
  • Request adhoc translation for Service Catalog items
  • States of localization projects and tasks
  • Translation modes
  • Fulfill a localization task
  • Approve a localization task
  • Error messages in the Localization Framework
  • Request translations from Insights Dashboard
  • Define locales
  • Activate a language
  • Set the default language for an instance
  • Set a fallback language
  • Configure a language as reading from right to left
  • Ensure that translated choices appear for applications added by plugins
  • Map languages and regions with the language selector widget
  • User specific language
  • Languages table
  • Translated Name / Field table
  • Message table
  • Field Label table
  • Choices table
  • Translated text table
  • Debug translations
  • Localize price fields
  • Set up locations
  • System localization properties
  • List non-translated items
  • Create a new choice record
  • Create a new language record
  • Translate a client script message
  • Translate a field label
  • Translate a field value
  • Translating text fields
  • Translate a related list name
  • Import a translation from an Excel spreadsheet
  • Translate to an unsupported language
  • Translating the knowledge base
  • Translating Service Catalog cart labels
  • Activate Dynamic Translation
  • Dynamic Translation properties
  • DynamicTranslation API
  • Create a credential for the MicrosoftTranslation alias
  • Create a connection for the MicrosoftTranslation alias
  • Activate the Microsoft translator configuration
  • Create a credential for the IBMTranslation alias
  • Create a connection for the IBMTranslation alias
  • Activate the IBM translator configuration
  • Create a Java KeyStore certificate
  • Attach a Java KeyStore certificate to Google Cloud Translator Service spoke
  • Create a JWT signing key for Google Cloud Translator Service spoke
  • Create a JWT provider for Google Cloud Translator Service spoke
  • Configure the credential for the GoogleTranslation alias
  • Configure the connection attributes for the GoogleTranslation alias
  • Access Dynamic Translation spoke actions from the Flow Designer
  • Actions in Dynamic Translation spoke
  • Language Detection spoke
  • Create a translator configuration
  • Create a language code mapping
  • Migrate to version v3 of a translator configuration
  • Limitations in Dynamic Translation
  • Enable dynamic translation for a field
  • Error messages in Dynamic Translation
  • Translate a knowledge article from a translation task
  • Dynamic Translation for Agent Chat overview
  • Request for domain separation in Dynamic Translation
  • Set up Google Maps API
  • Activate a supported Microsoft SCCM plugin
  • SCCM data import process and source tables
  • Configure the SCCM integration and schedule an import
  • Activate SCCM Asset Intelligence scheduled imports
  • Upgrade the SCCM integration version
  • Migrate the Verizon eBonding Integration to a Production System
  • Request Google custom search integration
  • Legacy Import set data for Altiris
  • Legacy: Web services import set tables for Altiris
  • Computer Telephony Integration
  • Integrating ServiceNow with your Intranet
  • Direct JDBC Probe
  • JDBC Probes via Data Source
  • Select * JDBC Probe short cut
  • Using the Work Element
  • Build a search provider for your instance
  • Syslog probe
  • Domain separation in third-party application and data source integration
  • System mailboxes
  • Enable basic email
  • Enable using your own SMTP server
  • Enable using your own POP3 server
  • Enable using your own SMTP and POP3 servers
  • Activate the OAuth email authentication plugin
  • Enable OAuth 2.0 for email
  • Set email address filters
  • Create a system address filter
  • Activate S/MIME Email
  • Import an S/MIME key pair
  • Upload a CA certificate
  • Upload an email certificate
  • Enable S/MIME
  • Create an email account
  • Create email account groups
  • Enable email account group processing
  • Monitor email account groups
  • Create an email reader job
  • Outbound mail configuration
  • Inbound mail configuration
  • Email image filtering properties
  • Email digest properties
  • Advanced email properties
  • Message body size limit properties
  • Attachment limit properties
  • Activate email filters
  • Create an email filter
  • Activate Email Service
  • Grant access to the Email API
  • Create notification categories
  • Convert legacy email notifications to rich HTML
  • Control visibility to email records generated by notifications
  • Advanced conditions for email notifications
  • Edit HTML content in an email notification
  • Document attachments on an email notification
  • Line breaks in email notifications and rich HTML
  • Preview email notifications
  • Time zone for email notifications
  • Specify alternative outbound email addresses for notifications
  • Specify an outbound email address for a particular language
  • Notification variables
  • Enable links to records
  • Change the link text
  • Link to related records
  • Content page links in email notifications
  • Email unsubscribe
  • JavaScript in emails
  • Mail script API
  • Example scripting for email notifications
  • Useful attachment scripts
  • Baseline email notifications
  • Notification example: notify an assignment group of updates to Priority 1 Incidents
  • Notification example: notify task assignees
  • Create an email template
  • Apply a template to an email notification
  • Convert an email template to rich HTML
  • Add blank lines in an email template
  • Map date fields to iCalendar variables
  • Create iCalendar invitations for custom tables
  • Create an email layout
  • Activate the Email Retention plugin
  • Archive email manually
  • Create a custom watermark prefix for email notifications
  • Omit an email notification watermark
  • Hide email watermarks globally
  • Create or modify email digest intervals
  • Configure email digests
  • Enable email digest in Next Experience
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  • Release version :  Utah Washington DC Vancouver Tokyo San Diego
  • Updated Feb 2, 2023
  • 2 minutes to read
  • User Administration

Use the Type field to define categories of groups. Once defined, you can use these categories to filter assignment groups based on the group type using a reference qualifier.

For example, when selecting an assignment group from the Incident form, Type can be used to filter groups based on whether they are typically involved in the Incident management process. Groups such as Network or Help Desk are displayed as they are typically involved. Groups such as HR or New York are omitted.

The following items are provided in the base system.

  • The types catalog , itil , and survey .
  • The reference qualifier on [task.assignment_group] filters on [Type] [equals] [null] .
  • A reference qualifier named GetGroupFilter is available to filter for group types using Create a dynamic filter option .

Add a new group type

You can add additional group types to filter assignment groups for tasks.

Before you begin

About this task

You may need to configure the form to display the Type field.

  • Navigate to All > User Administration > Groups .
  • Select a group record.
  • Click the lock icon beside Type .
  • Click the lookup icon beside the selection field. The Group Types dialog opens.
  • Click New .
  • Enter the group type name and description. For example, to define a type for a group as incident and problem , enter: incident,problem . Click Submit .
  • (Optional) Add additional group types if needed.
  • Click Update .

Assign a group type

You can assign group types to filter assignment groups for tasks.

  • Navigate to All > User Administration > Groups and select the desired group.
  • Click the lookup icon beside the selection field and select one or more group types. Note: Because the default behavior of task.assignment_group is to filter out groups with group types defined, adding a type to a group filters it out of the Assignment Group field on tasks. To change the behavior, set up the reference qualifier.

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Assigned to and Assignment group

The Assigned to [assigned_to] field is a reference  field type that points to the Users [sys_user] table. This field is generally used to designate a user to work on, or be responsible for the task. By default, this field has a reference qualifier (role=itil) set on its dictionary record that prevents any non-itil user from being assigned to a task. You can override this reference qualifier on tables that extend task though, as the Project Task and Service Order tables do, if you have the relevant plugins installed.

The Assignment group [assignment_group] field serves pretty much the same purpose. The reason for having both, is that a workflow might automatically assign a certain type of task ticket to a group, ...

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servicenow assignment group vs group

ServiceNerd

ServiceNow Advanced Reference Qualifier | How to filter the Assignment group based on Assigned To

Been in a predicament in ServiceNow, where you know the person a task needs to be assigned to, but don’t know the right group? I got you!

In this video, we add an advanced reference qualifier on a dictionary override on the assignment group fields (for incidents) that calls a server side script include to run some funky glideRecord queries and return as back a refined list of group sys_id’s. Its then these groups that are shown when you click the Assignment Group magnifying glass.

https://docs.servicenow.com/en-US/bundle/tokyo-platform-administration/page/script/server-scripting/concept/c_ReferenceQualifiers.html

https://www.servicenow.com/community/developer-forum/dynamic-advanced-reference-qualifier-examples/m-p/1386576

Reference Qualifier bit:

javascript:new global.AssignmentGroupFilter().refineAssignmentGroup(current.assigned_to)

Script Include:

Tags: advanced reference qualifier beth anglin GlideRecord reference field reference qualifier script include servicenerd servicenow admin servicenow demo servicenow tutorial sysid in

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Create an assignment rule

Create an assignment rule and apply it to a single table. Assignment rules are\n designed to run at the time you open a record.

  • \n Navigate to All > System Policy > Rules > Assignment and click New . \n
  • Assignment lookup rules example
  • Assignment rules module
  • Condition editor example
  • Data lookup rules
  • Precedence between data lookup, assignment, and business rules
  • Workflow assignments
  • Define assignment rules
  • Configuring the form layout
  • Baseline assignment rules example

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Populate Reporting Entity based on assignment group on SC Task table

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How we implemented Assignment Groups

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IMAGES

  1. How to Create an Incident Report Based on Assignment Group in

    servicenow assignment group vs group

  2. Introduction to Users, Groups, and Roles

    servicenow assignment group vs group

  3. ServiceNow

    servicenow assignment group vs group

  4. How to Assign a User to a Group in ServiceNow

    servicenow assignment group vs group

  5. ServiceNow User and Groups administration

    servicenow assignment group vs group

  6. How to create a Reports in ServiceNow || Reports || Assignment groups

    servicenow assignment group vs group

VIDEO

  1. PSA Assignment Group 6

  2. Why should you join our ServiceNow Training program?

  3. Assignment Group BCD 1073

  4. GROUP ASSIGNMENT (GROUP 2)

  5. GROUP ASSIGNMENT GROUP 4, UBI2022 FHPK19

  6. VIDEO ASSIGNMENT (GROUP 2)

COMMENTS

  1. Configure group types for assignment groups

    Configure group types for assignment groups - Product Documentation: Tokyo - Now Support Portal. Use the Type field to define categories of groups. Once defined, you can use these categories to filter assignment groups based on the group type using a reference qualifier. For example, when selecting.

  2. Configure the group type for assignment groups

    Skip to page content. Skip to page content

  3. Approval Groups vs Assignment Groups : r/servicenow

    You can use groups for both, but set the "type" differently. E.g an approval group would have the type of "approval" and the resolver groups can have a type of "resolver". This then distinguishes them. Then in your "assignment_group" column on your table you can set a reference qualifier to ONLY filter down on the type of ...

  4. ServiceNow Group Best Practices

    5) Don't Hardcode groups. Besides the cloning aspect, in general it's still not a good practice to hard code groups into things like UI actions, ACLs, and yes even flows. For security, you should be coding in Roles, and for routing, you should leverage assignment rules or a reference field on a table.

  5. Groups

    A group is a set of users who share a common purpose. Groups may perform tasks such as approving change requests, resolving incidents, receiving email notifications, or performing work order tasks. Groups are a shortcut way of assigning roles to users. Rather than adding a role individually to each user, assign a role to a group.

  6. Auto-assign assignment groups

    Mega Expert. 08-09-2007 06:47 PM. Yes, we accomplished this by creating a relationship between the Location and the Group. Add a new reference field on the location record referencing the Assignment Groups. Once the Group is associated to the Location, then there was a simple Assignment rule with this code: Table: Catalog Task (sc_task ...

  7. Assignment group of record

    The assignment group change on the change of the group membership of the user assigned to the record.

  8. Product Documentation

    Navigate to All > User Administration > Groups. Select a group record. Click the lock icon beside Type. Click the lookup icon beside the selection field. The Group Types dialog opens. Complete the following steps. Click New. Enter the group type name and description. For example, to define a type for a group as incident and problem , enter ...

  9. Users and Groups

    Groups are collections of users who need the same permissions and are a shortcut way of assigning roles to users. For example, a System Administrator might create a group. Rather than adding a role individually to each user, System Administrators assign roles to groups. Group members have all of the roles assigned to a group. To see a group ...

  10. Add users to assignment groups

    Add users to assignment groups - Product Documentation: Tokyo - Now Support Portal. Add users to Proactive Service Experience Workflows assignment groups so that they have the necessary role and can be assigned to resolve network-initiated issues at the appropriate escalation level.

  11. Assignment group types : r/servicenow

    In our installation we use the following: security ( privledge assignment ), task ( visible for all tasks ), incident, problem, change, service request, approval ( differen CABs ), team ( project / development ) pnbloem. •. HR and Facilities might use the type field, but we've used it for a bunch of reporting purposes as well. captbarbe_rouge

  12. Technical Service Offerings with Support Group or Change Group

    Get Well Playbook Playbook Technical Service Offerings without Support Group or Change Group Populated A step-by-step guide to analyze and remediate CMDB Data Table of Contents Summary Goal of this Playbook

  13. Assigned to and Assignment group

    Assigned to and Assignment group. The Assigned to [assigned_to] field is a reference field type that points to the Users [sys_user] table. This field is generally used to designate a user to work on, or be responsible for the task. By default, this field has a reference qualifier (role=itil) set on its dictionary record that prevents any non-itil user from being assigned to a task.

  14. Handling assignment groups across multiple domains

    When there are multiple domains under a parent domain, assignment groups may need to be shared across these child domains. For example, say there are four parallel domains: TOP/A, TOP/B, TOP/C, TOP/D.

  15. The Assignment Group Manager Role

    User management - Assignment group managers can add roles and modules to users, and add and remove users from their assignment group (s). This is done through the ServiceNow request forms on the Service Hub. The Add a new user form is used to add a user to ServiceNow under your organization. Assignment group managers can update the members of ...

  16. ServiceNow Advanced Reference Qualifier

    In this video, we add an advanced reference qualifier on a dictionary override on the assignment group fields (for incidents) that calls a server side script include to run some funky glideRecord queries and return as back a refined list of group sys_id's. Its then these groups that are shown when you click the Assignment Group magnifying glass.

  17. Create an assignment rule

    Skip to page content. Skip to page content

  18. Populate Reporting Entity based on assignment group on SC ...

    abhilash potla. Mega Contributor. Options. yesterday. Hi Everyone, I have a requirement to Populate Reporting Entity based on assignment group on SC Task table. If assignment group contains "MPG NO" and for that tasks Reporting Entity should be "Norway". Please suggest best method for this.

  19. r/servicenow on Reddit: Is it possible to send email to all group

    Then have that iterate through the group members and send the messages in a loop. Build a custom Flow Action to do the same. The subflow would be the best way to basically nail down the logic and operation, and would be ServiceNow's no-code preferred path for making a reusable solution.

  20. How we implemented Assignment Groups

    In summary, assignment groups are configured in three places: User management: groups. Assignment group custom field options. Insight object schema: Assignment group objects (Optional) Users only ever interact with the Assignment group custom field. The automation rule keeps the other two custom fields aligned.

  21. What is Assignment group? and its purpose?? and how ci's are mapped

    CIs can be mapped to assignment groups in various ways. You could simply Mass Update a big group of CIs which you know should be managed by Assignment Group A. You could automatically trigger an Assignment Group A mapping if a CI is added that matches the Group A criteria (e.g. Location A, Data Center Z, etc.).