Generate acceptance criteria for stories using ServiceNow Otto for Strategic Portfolio Management

Create clear, comprehensive, and testable acceptance criteria for user stories without writing them manually in Enterprise Agile Planning (EAP). Review and refine suggested options to ensure they meet your requirements.

Before you begin

Ensure that ServiceNow Otto for SPM is installed in your instance and that the following two skills are active:

• Acceptance criteria generation
• Refine records

For more information, see Configure ServiceNow Otto for Strategic Portfolio Management.

Role required: sn_apw_advanced.eap_user

About this task

For an EAP story, you can generate acceptance criteria by selecting Generate acceptance criteria from the story header or using the Now Assist context menu in the Acceptance criteria field.

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace.
2. Navigate to your story using one of the following options from the left navigation menu:
   • Enterprise Agile Planning: Select a team from the Agile structure and navigate to your story.
   • Lists: Select Planning items > Stories and navigate to your story.
3. Ensure that the story record is open in the Full details page.
4. Generate acceptance criteria for the story using one of the following options:
   • From the story form header: Select Generate acceptance criteria.
   • From the Acceptance criteria field:
     1. Place your mouse cursor in the field.
     2. Select the Refine with Now Assist menu ().
     3. Select Generate acceptance criteria.
   
5. Review the generated acceptance criteria.
6. You can choose to further refine the generated content using the Now Assist context menu () or generate a new criteria.
7. Save the Story form.