question Re: Import Software Entitlements with work notes/ comments in SAM forum

Import Software Entitlements with work notes/ comments

Serkan Yilmaz — Thu, 02 Feb 2023 08:54:11 GMT

Hi SNC,

We are using the Software Entitlement import capability in SAM Pro and want to extend the Import Excel sheet (template) with work notes/ comments to get it in the Activity stream.

How can we achieve this?

Cheers,

Serkan

Re: Import Software Entitlements with work notes/ comments

dreinhardt — Thu, 02 Feb 2023 22:41:02 GMT

Hello @Serkan Yilmaz,

the attached white pager should help you to fulfill your request (Page 16, Appendix 3 – Importing custom fields, Source - ServiceNow HighSpot).

Best, Dennis

Re: Import Software Entitlements with work notes/ comments

Serkan Yilmaz — Tue, 21 Feb 2023 12:36:56 GMT

Hi Dennis,

Thanks for the shared document. This is explaining how to import data into a custom field called "notes". This can be a solution if we can't get the info in the Work notes/ Comments activity flow.

Thanks,

Serkan

Re: Import Software Entitlements with work notes/ comments

Community Alums — Mon, 16 Sep 2024 12:11:18 GMT

Hi, @Serkan Yilmaz

Have you got solution to update WorkNotes Activity. I have similar requirement.

Thanks,

Re: Import Software Entitlements with work notes/ comments

dreinhardt — Mon, 16 Sep 2024 20:16:30 GMT

Hi,

as already mentioned by @Serkan Yilmaz, the field "Work notes" isn't a classic text field it part of the activity stream and can't be filled by the upload engine.

A workaround could be a hidden field to store the work notes and an additional business rule/script to add the field content into a work note.

Best, Dennis

Re: Import Software Entitlements with work notes/ comments

Community Alums — Tue, 17 Sep 2024 03:15:32 GMT

Thank you, Is it possible to have Custom field Name on 1st row by default in template while downloading.

Currently, I'm adding field name manually after downloading template

Regards,

Re: Import Software Entitlements with work notes/ comments

dreinhardt — Tue, 17 Sep 2024 20:04:15 GMT

Hi, I would say maybe, but you've to edit OOTB functions which will cause skipped update records for each platform upgrade/patching.

My Recommendation

Disable the UI action to download the template for any user
Provide a KB article about the upload process
Attach your own template to the KB article (easy to update)

some Technical insights

The responsible UI action to provide the template is called "Download template"
The included script handover the following parameter to get the latest template

var ga = new GlideAjax('global.SAMPAjaxProcessor'); ga.addParam('sysparm_name', 'getLatestEntitlementImportTemplate');

- The script include "SAMPAjaxProcessor" returns the sys_id of the "hard coded" upload template

var template = new GlideQuery('sys_attachment') .where('table_name', 'sys_poll') .where('file_name', 'samp_entitlement_import.xlsx') .orderByDesc('sys_created_on')

Best, Dennis

Re: Import Software Entitlements with work notes/ comments

Community Alums — Wed, 18 Sep 2024 04:53:30 GMT

Hello,

I think changing the template will through you an error also you need configure the field map for the workmates & this OOB transform map is not visible to admins for any kind of edit if i am not wrong.

Thanks

Thanks!

Re: Import Software Entitlements with work notes/ comments

dreinhardt — Wed, 18 Sep 2024 19:00:36 GMT

Hi @Community Alums,

I think that this change will work without problems, because you can also extend the current template and the Entitlement Upload Engine recognizes new columns automatically and can map them directly if the field with the same name already exists.

Best, Dennis