Add a notes field to the Software Workspace

norm kalish
Tera Contributor

can you add a free form notes tab to the Software workspace so when we work on a software title we can write notes and others would be able to see what is already be worked on and know what follow-up is requeired.

3 REPLIES 3

shloke04
Kilo Patron

Hi @norm kalish ,

Why would you customize the tool to achieve this? You can make use of a feature named "Success Portal" within Software Asset Workspace to achieve this where you can list down your completed activities and also create and assign activities which requires follow up or needs to be completed by someone else.

 

To do this, follow the steps below:

1. Navigate to Software Asset Workspace

2. Click on Success portal from left menu in Workspace

3. Click on the button named "Create Success Goal" and enter mandate attributes and Save the form.

4. Tab named "SAM Success Activity" will be available and click on New and add the required details and Save the form where you can assign this activity to a group or to an individual to better track this.

https://docs.servicenow.com/bundle/washingtondc-it-asset-management/page/product/software-asset-mana...

 

Hope this helps. Please mark the answer as correct/helpful based on impact.

Regards,
Shloke

yes, I agree that I can go to the success portal, but it would be much easier to see the notes for the publisher or software title in one place. you would eliminate people going to another tab to check the work someone has done. By adding it to software title if I contacted someone about a problem the next person to who goes to that software title would see the notes right there instead of opening a different tab. 

If I want to Notify to a user on completion of a goal, So I need to reference field like to be notify, Then how to achive it.