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Data Manager policy's instruction in the Task

paulamrowcz
Tera Contributor

I'm planning to utilize the Data Manager to certify some of the data within our CMDB. I created a policy, scheduled it all works perfectly. Tasks are generating to the group/people I defined. That part is clear and works as it should. But my question is, how to populate instructions I've added to the Policy in the tasks? For the users who will receive a task it might be hard to understand what is actually required from them. I've added to the Policy form in native UI the field that refers to instruction but from the task form I'm unable to do it. For reference I work on the Yokohama release. 

1 REPLY 1

Tony Branton
ServiceNow Employee
ServiceNow Employee

Using Data Manager in CMDB Workspace, you can provide instructions in the Options section of the Certification policy as shown below:

Screenshot 2025-09-24 at 10.22.36 AM.png

When tasks are created for the policy, the instructions appear on the task overview page:

Screenshot 2025-09-24 at 10.26.56 AM.png

 

Note that the Data Manager experience in UI16 has been replaced with the experience in CMDB Workspace.  This includes significantly more functionality for defining and managing Data Manager policies and settings.