Hi there - a relative newbie SN administrator, so apologies if I ask trivial question to ya'll experts. I've used ServiceNow extensively from a process perspective but it's my first time taking a shot at administrating this beast (SNOW).
So here's the question I have:
I am wanting to auto set a field called "RISK" on the Change form which will be driven based on values selected in two other fields, "IMPACT" and "COMPLEXITY". I've consulted some friends and they told me that the 'easiest' way to do this would be via 'Data Lookup Definitions". I've been doing readings on SN Wiki, forums, YouTube, and other website so I understand how this works. When I get to actually building it out, I am failing and I wanted to know if my steps are correct.
Here are the steps taken:
CHANGE FORM UI
- Created a new choice field called 'Complexity' with values (1 - Complex, 2 - Somewhat Complex, 3 - Not Complex)
- Created a second choice field called 'Impact' with values (1 - High, 2 - Medium, 3 - Low)
- Created a third choice field called 'Risk' with values (1 - High, 2 - Medium, 3 - Low)
CREATED NEW TABLE
- Created a new table called 'Risk Data Lookup' which extends the [dl_matcher] table.
- I then preceded to create fields called 'Risk', 'Complexity', and 'Impact' and set them as 'Choice'.
- Then I populated the 'Risk', 'Complexity', and 'Impact' choices in the newly created table [Risk Data Lookup] with the same choices as #2, #3, & #4
- I then clicked on the 'show list' link under the 'related links' in the [Risk Data Lookup] table
- I set the Complexity + Impact = Risk in accordance to the below matrix:
CREATED NEW DATA LOOKUP DEFINITION
- Created a new data lookup definition called 'Risk Lookup'
- 'Source table' set to [Change Request] and 'Matcher table' set to [Risk Data Lookup]
- 'Matcher Field Definitions' and 'Setter Field Definitions' set as below:
... but for whatever reason, when I get to the Change UI form and try to see if this works (when I set the Complexity = High and Impact = High), the Risk field doesn't change. I am sure I missed 'something' and wondering if ya'll can have a look and let me know where I 'messed up'. I've been at this for the past 3 days (for a few hrs).
Appreciate your help very much.
Cheers!
Noel
Well something got messed up because those should map to the appropriate field (Impact, Urgency, and Priority)
As for the name, no, mine doesn't start with dl and works just fine. What's important is that it's extended:
Hi sorry for the delayed response... life!
So, I re-did the whole thing again and still no go. Here are exactly the steps I took.
Creating Table
- Created a tabled called 'Risk Data Lookup' and extends the 'Data Lookup Matcher Rules' table
- Create 3 new columns - Complexity, Impact, and Risk.
- All 3 columns were set to grab choices from the Change Request table which had the same fields.
- Set the 'show list' to:
Created a Data Lookup Definition
- Created a new Data Lookup Definition called 'Risk Lookup'
- Source table set to 'Change Request'
- Matcher Table set to 'Risk Data Lookup'
- Matcher Field Definitions set to:
- Setter Field Definitions set to:
Changes to the Change Form
- Introduced a new field called 'Complexity'
- Introduced a new field called 'Impact' (didn't use the existing one as it was set to type = Integer)
- Introduced a new field called 'Risk'
Still no go
