Here’s how to create a Change Risk Calendar in ServiceNow:
Create a Calendar Report:
- Start by generating a report in the Change Request table.
- Choose the report type as calendar and select the Risk field to display as events.
Customise Field Styles:
- Navigate to All > System UI > Field Styles.
- Create three field styles using different colours to represent High, Medium, and Low risk level. Below one is example for creation of one field style for low risk change requests.
- Similarly create field styles for High and Medium risk levels.
Enable Risk Field in Calendar Options:
- After creating the report, you may not initially see the Risk field as an option.
- By setting up the field styles as mentioned, the Risk field will become available in the calendar options.
Add the Report to a Dashboard:
- Locate the pa_dashboards table and open the desired dashboard.
- Find the tab where you want to add the report.
- Look for the portal dropzone at the bottom of the form.
- A new drop zone will be created for your report with its summary as the report name.
Configure Portal Preferences:
- Open the drop zone and access the related list for portal preferences.
- Create a new preference with name "sysparm_calstyle" and value "risk".
. - This sets the default calendar view when opening the dashboard.
Final output looks like: -
By following these steps, you can effectively set up a Change Risk Calendar in your ServiceNow environment, enhancing visibility and management of change requests based on their risk levels.
