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In the recent Yokohama Store release, we've made moving custom models in ERP Canvas easier. Whether you're moving a model from a non-production instance to production or just shuffling things around, we've got the steps covered.
Why Move Custom Models?
Imagine you've just created a fantastic custom ERP model in your development environment. Now, it's time to bring it to the real world, that is, the production instance. Until now, you didn't have an easy way to accomplish this. Now, you can develop, export, and import custom models for productive consumption.
Getting Started
Before you dive in, make sure you have the sn_erp_integration.erp_admin
role. Also, double-check that the application scope for your custom model exists on the target instance. And don't forget to ensure that the glide.attachment.extensions
system property doesn't restrict the XML file extension. (For more information, see Configure attachment system properties in the ServiceNow product documentation.)
Exporting Your Custom Model
- Navigate to All > ERP Canvas > ERP Canvas Home.
- On the Models page, select the custom model you want to export.
- Select Export.
- Wait for the export process to complete and confirm that the XML file is saved (usually in the Downloads folder).
Importing Your Custom Model
- Open the instance to which you want to import the custom model.
- Navigate to All > System Update Sets > Retrieved Update Sets.
- In Related Links, select Import Update Set from XML.
- Select the exported XML file and upload it.
- Preview the update set for any errors and resolve them.
- Commit the update set to create a local copy.
- Navigate to All > ERP Canvas > ERP Canvas Home, select the Model icon, and open the imported model.
- Confirm you're in the correct application scope.
- Specify an ERP system and make any necessary changes to the model.
And that's it! You've successfully moved your custom ERP model from one instance to another. This straightforward process ensures that your models are consistent and ready for action.
For more information, see Export and Import custom models in ERP Canvas on the ServiceNow documentation site.
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