Form views for different catalog items

[davidb2000]

Hi all,

I have attempted to build out a new custom application that captures user details for Employee Administration

Reason we are not using the inbuilt hr functionality is a long story.

Category / Application Menu:

        Employee Changes

Catalog Items / Modules:

        Onboarding

        Offboarding

Tables:

        Employee Administration Changes

        Employee Administration Tasks

Ideally a user will be presented with a form view when they click on 'Onboarding' and a different form view for when they click on 'Offboarding' - is that possible?

Is there some comprehensive documentation on how to go about creating an application from scratch?

forgive my lack of knowledge

[Chuck Tomasi]

Hi David,

Are you talking about the data entry for the catalog item request or the resulting RITM record.

For the data entry, no. You would need a different catalog item for each one.

For the resulting RITM form, yes, you can use different views and define a View Rule based on the item that spawned it.

View Management - ServiceNow Wiki

[davidb2000]

Hi Chuck,

This is what i have:

When a user clicks on Onboarding i want them to be presented with one form, and when a user clicks on Offboarding   i want them to be presented with another.

Right now that works for my admin user

onboarding

offboarding

But when i impersonate a user i see this

In the studio i see this:

[Jim Coyne]

Have you registered for your own developer instance?   If not, you might want to head over to https://developer.servicenow.com and sign up.   You'll get your own instance (limited quantities) that you can play with an learn more about the platform.   There is also some great learning materials on that same site - https://developer.servicenow.com/app.do#!/training/landing?v=geneva.

Also, you need to be aware that building/using a custom application could incur extra licensing costs - you'll want to discuss with your internal or ServiceNow contact what the repercussions may be based on what you've already purchased.

The issue you seem to be having is the person you are impersonating does not have the proper permissions to access the records on the new tables.   The fields do not even show up on the form because they cannot read the fields.   The fields would be read-only if they could read but not write to them.   You'll have to add some more Access Controls giving your users access to create new records.

Question - who is allowed to create new records?   If everyone can create a new record, but only certain groups of users can modify them, you might want to consider creating Record Producers to allow everyone to create the records without requiring a license, and only give fulfillers roles that would enable them to work on the records.

[Chuck Tomasi · Accepted solution]

It would appear that the user you are impersonating does not have x_orin_employee_ad_employee_administration role. By default that role is required for your custom app & table. Without read access they won't have access to the record or the fields. Two options:

• Grant the role to the users you want to access the table
  • Be careful - this role also may allow delete access!
• Update the read, write, and create ACL on the table to include public along with your app's custom role

Short answer - review the roles the user has and understand the ACLs on that table!

References:

http://wiki.servicenow.com/index.php?title=Using_Control_Rules

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