HR Lifecycle Event Help!

Arthika
Tera Contributor

‎09-05-2023 01:58 PM

Trying to configure a lifecycle event activity sets and show them in timeline view on the portal.

Having issues to display to subject person set to true. However, we would like the timeline to be visible for users assigned on the custom field u_it_contact.

We do have Display to opened for set to true and Display to subject person set to true. Would be good to have for users set in the custom field. Please advice.

 

#Lifecycleevent #HR

#Lifecycleevent #HR

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JamesEcoStratus
Mega Guru

‎09-05-2023 02:52 PM

Hi, based on my understanding of your question from the information you’ve provided, see my answer below.

 

To configure a lifecycle event activity set in ServiceNow and display it in the timeline view on the portal, you'll need to set up the activity set correctly and configure the timeline settings. It sounds like you want the timeline to be visible to users assigned to a custom field called "u_it_contact" but are having issues with the "Display to subject person" option.

 

Here are the steps to achieve this:

  1. Create an Activity Set:
    • Log in to your ServiceNow instance as an administrator or a user with the necessary permissions.
    • Go to the "Service Catalog" module or wherever you manage your lifecycle events.
    • Create a new Lifecycle Event or edit an existing one.
    • In the Lifecycle Event, create or edit an Activity Set that contains the tasks or activities you want to track in the timeline.
  2. Configure Activity Set Properties:
    • Within the Activity Set, make sure that the "Display to opened for" option is set to true. This ensures that the timeline will be visible to the user who opened the lifecycle event.
  3. Custom Field Configuration:
    • You mentioned that you want the timeline to be visible to users assigned to a custom field "u_it_contact." To achieve this, you'll need to customize the activity set's logic to show it to users in the "u_it_contact" field. This may involve writing a script or a condition to check if the current user is in the "u_it_contact" field.
  4. Configure "Display to Subject Person":
    • The "Display to subject person" option is typically used to show the timeline to the person assigned to the task or activity within the Activity Set. If you want the timeline to be visible to users in the "u_it_contact" field, you may need to customize this behavior in your script or business rules. Ensure that you're overriding this behavior according to your requirements.
  5. Test and Troubleshoot:
    • After configuring the Activity Set and customizing it to display to users in the "u_it_contact" field, test it thoroughly to ensure it works as expected. Use different user profiles to verify that the timeline is visible to the right individuals.
  6. Portal Configuration:
    • Ensure that the Service Portal is configured to display the timeline for the specific Lifecycle Event or Activity Set. You may need to customize the Service Portal widget or page to include the timeline view.
  7. Documentation and Training:
    • Document your configuration and any custom scripting or logic you implemented. Additionally, provide training to the users who will interact with the portal and the timeline.

Remember that ServiceNow is highly customizable, so the specific steps may vary depending on your instance's configuration and version. Be sure to consult the ServiceNow documentation and consider seeking assistance from ServiceNow support or a certified ServiceNow developer if you encounter issues with custom scripting or advanced customization.

 

Good Luck!

 

James @Ecostratus

 

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