local update sets solution.

[UdayKumarC]

Hi all,

I am working on developing stories in the Dev instance of ServiceNow but realized I didn't create a local update set to capture the changes. Instead, I have developed everything directly in the global update set. The contents I’ve developed include:

1. Incident and Problem Forms

2. Incident Templates

3. Tour Guides

4. Knowledge Articles

Is there a way to move these changes from the Dev instance to the Non-Prod instance via update sets? Can I use the Export XML option to retrieve them in another instance, and if so, are there any challenges I should be aware of?

Any advice or guidance on how to proceed would be greatly appreciated!

[Mohammed8 · Accepted solution]

Hi @UdayKumarC ,

To move your customizations, Go to your default Global update set:

Open the customization you want to move to your local update set and then change as shown below:

Almost everything can move through an update set except Knowledge Articles. The changes you made to the Incident and Problem forms, the Incident templates, and the Tour Guides are all configuration records, so they are captured as customer updates and can be reassigned to a proper update set.

Knowledge Articles is data instead of configuration, so they are not included in update sets.

You can refer this article for knowledge article

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0830666

https://www.servicenow.com/community/servicenow-ai-platform-forum/update-set-no-longer-capturing-upd...

If you find this answer useful please mark it as helpful/solution accepted

Thanks and Regards,

Mohammed Zakir

[rafaelramos0]

Hi @UdayKumarC !

The solution provided by @Mohammed8  is great and simple.

But if there are too many records you could go to sys_metadata table, query the desired records and use the "Add to update set" UI Action (It is part of app https://developer.servicenow.com/connect.do#!/share/contents/9824957_add_to_update_set_utility?v=8.9... available in share)

Mark helpful if makes sense.  🙂

[Ankur Bawiskar]

@UdayKumarC 

why not go to the Default update set and move those customer updates to your update set?

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏