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6 hours ago - edited 6 hours ago
Overview
Remote Tables in Zero Copy Connector for ERP allow you to surface live ERP data in ServiceNow without copying or staging data. While ServiceNow provides pre-built Remote Tables aligned with standard ERP models, customers can customize these tables to match their specific business requirements.
This guide explains the two primary customization approaches and provides step-by-step instructions for implementing each.
When to Customise vs Create New
|
Scenario |
Approach |
Reason |
|---|---|---|
|
Need additional fields from the same ERP model |
Adjust Fields |
Faster, leverages existing model |
|
Need fewer fields (reduce data exposure) |
Adjust Fields |
Simplifies interface, improves performance |
|
Standard ERP model doesn't match your instance structure |
Replace Model |
Maintains data integrity with custom models |
|
Custom ERP model with modified fields |
Replace Model |
Leverages organization-specific field structure |
|
Completely new ERP table not in ServiceNow catalog |
Create New RT |
Covered in separate creation guide |
Customization Approach 1: Adjust Remote Table Fields
Overview
Adjust which fields from the connected ERP model are exposed in the Remote Table. This is the most common customization scenario and does not require system-level changes.
Step-by-Step Instructions
Step 1: Navigate to the Remote Table
- In ServiceNow, navigate to Zero Copy Connector for ERP > Remote tables
- From the Remote tables list, select the Remote Table you wish to customize
- The Remote Table details page opens, displaying model name, model type, updated by, and more.
Step 2: Open the Manage Fields Dialog
- Locate the Manage fields button on the Remote Table details page
- Click Manage fields — a modal dialog opens displaying: Available fields (left column) and Selected fields (right column)
Step 3: Select or Deselect Fields
- To add a field: Check the checkbox next to the field you want to expose. The field moves to the Selected fields column on the right
- To remove a field: Click the × icon next to the field in Selected fields list. The field returns to the Available fields list
Step 4: Save Changes
- After selecting all desired fields, click OK at the bottom of the dialog
- ServiceNow updates the Remote Table field definitions
- A confirmation message appears, indicating fields will be updated
Customization Approach 2: Replace the ERP Model
Overview
When the standard ERP model does not match your instance's data structure, you can replace it with an alternative model — either a new pre-built model or a cloned and modified version of the existing one.
Step-by-Step Instructions
Step 1: Unlock ERP Model Field
- Navigate to the Remote Table details page
- Click the Unlock ERP model field button (red border)
- The “ERP model” field becomes editable
Step 2: Clear the Current Model, Select the New ERP Model
- In the ERP model field, clear the current value
- Click in the ERP model field to open the model picker
- Search for or select the desired ERP model from the list
Step 3: Re-configure Fields
- After changing the model, click Manage fields again
- The Available fields list now reflects fields from the new model
- Select the fields you want to expose from the new model
- Click OK to apply