Import Software Entitlements with work notes/ comments

Serkan Yilmaz
Tera Expert

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

1 ACCEPTED SOLUTION

dreinhardt
Tera Sage

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

Should my response prove helpful, please consider marking it as the Accepted Solution/Helpful to assist closing this thread.

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8 REPLIES 8

Community Alums
Not applicable

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,

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');

 

  • dreinhardt_1-1726602558833.png

 

    • 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')​

 

  • dreinhardt_2-1726602772232.png

     

Best, Dennis

 

Should my response prove helpful, please consider marking it as the Accepted Solution/Helpful to assist closing this thread.

Community Alums
Not applicable

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!

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

 

Should my response prove helpful, please consider marking it as the Accepted Solution/Helpful to assist closing this thread.