How to restore the modified built-in business role content of the system before the system upgrade

[shiz]

I have modified the built-in business role 'getMyApprovers' in the system, which is recorded in the update set, but the previous version has not been modified. Now facing a system upgrade, in order to restore the content I modified to the previous version. How to operate without affecting the upgrade effect.

The update version in the screenshot above does not include the original version. How should we restore this business role to its original version.

[iekosmadakis · Accepted solution]

Hello again @shiz !
If the XML you import is truly identical to the vendor’s base version for your current release, the upgrade behavior is typically clean. However, if ServiceNow modifies that same rule in the new release, you may be prompted to review or merge the change because the platform sees that record as having been touched locally.

Also, the suggestion about “Replace on upgrade” is valid and a very good idea: Setting Replace on upgrade = true for that customized Business rule causes the platform to overwrite your local/customized version with the ServiceNow-delivered version during the next upgrade or patch, so it’s a good option if your intent is “always take the vendor version going forward” (just be aware it will discard any local changes to that item).

You can read more about this approach in the official ServiceNow docs here: https://www.servicenow.com/docs/r/application-development/system-update-sets/t_OverwriteCustomizsDur...

Please consider marking my answer as helpful and accepting it as the solution if it assisted you in any way.

[iekosmadakis]

Hello @shiz !

You can restore the OOTB record from a clean instance on the same release (even your PDI is a good source for this). Export the OOTB Business Rule from that clean source and import it into your target instance via XML.

Please consider marking my answer as helpful and accepting it as the solution if it assisted you in any way.

[shiz]

Will this operation not affect the results of the next version update?

[shiz]

But if we do this, when importing into the target instance, we need to create an update set to import the clean business role's XML. This will generate a record of modifying the current business role. Will the system consider it customized during the upgrade and skip the update?

[iekosmadakis · Accepted solution]

Hello again @shiz !
If the XML you import is truly identical to the vendor’s base version for your current release, the upgrade behavior is typically clean. However, if ServiceNow modifies that same rule in the new release, you may be prompted to review or merge the change because the platform sees that record as having been touched locally.

Also, the suggestion about “Replace on upgrade” is valid and a very good idea: Setting Replace on upgrade = true for that customized Business rule causes the platform to overwrite your local/customized version with the ServiceNow-delivered version during the next upgrade or patch, so it’s a good option if your intent is “always take the vendor version going forward” (just be aware it will discard any local changes to that item).

You can read more about this approach in the official ServiceNow docs here: https://www.servicenow.com/docs/r/application-development/system-update-sets/t_OverwriteCustomizsDur...

Please consider marking my answer as helpful and accepting it as the solution if it assisted you in any way.