Using Custom Tables Across Multiple Business Units in ServiceNow

[vs00884087]

In my organization, we have three distinct business units:

• Construction – Handles all construction-related projects
• Backoffice – Manages administrative and operational functions
• Upgradation of Equipment – Focuses on upgrading infrastructure, which includes construction activities

I have two custom tables:

• One extending pm_project
• Another extending pm_project_task

I want to use these two tables and their attributes/fields across all three business units, rather than creating additional custom tables. My goal is to ensure flexibility while maintaining a structured approach without redundancy.

What would be the best way to implement this within ServiceNow while keeping configurations clean and optimized? Are there specific best practices for handling shared tables across multiple business units while ensuring data integrity and access control?

Appreciate any insights from the community!

[YaswanthKurre]

Hi Vs,

Given what you provided and data has to be separated based on logged in user BU.

My suggestion would be:

1. Create a custom field called BU with choices you mentioned.

2. Write a Read ACL on table fields based on BU field to prevent other BU to read data.

3. Make sure ACL and data visibility is proper based on this field.

Mark this as correct, if this helps.

Thanks,

Yaswanth

[vs00884087]

Thanks ! But, how intention to have same table is same data is been accessed by three units. Except few groups( 4-5 management/ 1-2admin) will be part of all three business units while rest of the groups will be distinct but modify same data based on their department !

[YaswanthKurre]

Hi Vs,

Yes we can achieve that using ACL's, if you can provide more data on how exactly you want, I might be able to provide you.

Mark this as correct/helpful, if this helps.

Thanks,

Yaswanth

[yogesh41]

Hi,

You can achieve it by one or multiple platform frameworks such as 

Security data filters - Each BU user will access records related their Project/Task.

View management - Allows configuring dept specific forms 

In addition to above, you can have additional ACL or BR to define BU specific business logic. 

Yogesh