Upgrade History Task form

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Upgrade History Task form

    The Upgrade History Task form in ServiceNow enables you to update information about skipped record tasks during an upgrade. It is specifically designed to manage and modify tasks that were skipped to preserve customizations. You access the form by clicking a task number link on a task over the VTB (Version Task Board).

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    Key Features

    • Task Details: Includes fields such as short description, priority, disposition, type, state, and work notes, which help you understand and manage skipped record tasks effectively.
    • Priority Levels: Tasks are prioritized based on file type importance, ranging from Priority 1 (highest, e.g., UI pages and macros) to Priority 5 (lowest, e.g., other types).
    • State Tracking: Tracks the review and merge status of tasks, including states like Not reviewed, Reviewed, Merged, Retained, and Reverted.
    • Action Buttons:
      • Update: Apply changes to a skipped record task.
      • Resolve Conflicts: Review and resolve differences in the task.
      • Revert to Base System: Revert customizations to the base system version.
      • Delete: Remove the skipped record task.
    • Old Resolution Details Related List: Displays historical actions taken on the skipped files in previous upgrade versions, including disposition, priority, state, assigned user, and version details.

    Practical Use for ServiceNow Customers

    This form helps you maintain control over upgrade processes by managing skipped records that contain customizations. By prioritizing tasks and tracking their review state, you can systematically address upgrade conflicts and ensure critical customizations are preserved or appropriately reverted. The ability to resolve conflicts and revert changes directly from the form streamlines upgrade management and reduces potential downtime or errors.

    You can update information about a skipped record task using the Upgrade History Task form.

    To make changes on a skipped record task, click a task number link on a task over VTB.
    Table 1. Upgrade History task form details
    Field Description
    Short description Description about the task
    Priority Prioritization of the skipped records based on the importance of the file types. The prioritization is done as follows:
    • Priority 1 (highest priority): UI pages, UI macros, and more
    • Priority 2: Business Rules, Security ACLs, and more
    • Priority 3: Reports and more
    • Priority 4: Form Sections, Choice Sets, and more
    • Priority 5 (lowest priority): other
    Disposition Disposition is Skipped since the task board is only for skipped records. The system did not change this record in order to preserve customizations.
    Type Type of file which determines the priority level.
    State State of the files.
    • Not reviewed: Tasks which have not been reviewed
    • Reviewed: Tasks which have been reviewed
    • Merged: Tasks which have both the old and new changes
    • Retained: Tasks which have retained the updates from the latest upgrade
    • Reverted: Tasks which have reverted its changes to the base system
    Work notes Notes about the skipped record task
    Update Button to update the skipped record task
    Resolve Conflicts Button to resolve conflicts by reviewing the differences
    Revert to Base System Button to revert the customizations
    Delete Button to delete the skipped record task
    The Old Resolution Details related list shows the actions taken in the previous upgrade version.Image showing the Old Resolution Details related list
    Table 2. Old Resolution Details related list
    Field Description
    Number Task number of the skipped file where some actions were taken in the previous upgrade version.
    Short description Description about the task
    Disposition Action performed on this file during previous upgrade
    Priority Prioritization of the skipped records based on the importance of the file types. The prioritization is done as follows:
    1. (highest priority): xml content
    2. script or script_plain
    3. html content
    4. sys_ui_form_section, sys_ui_related_list, or sys_choice_set
    5. (lowest priority): other
    State State of the files.
    • Not reviewed: Tasks which have not been reviewed
    • Reviewed: Tasks which have been reviewed
    • Reviewed and Merged: Tasks which have been reviewed and have both the old and new changes
    • Reviewed and Retained: Tasks which have been reviewed and have retained the updates from the latest upgrade
    • Reviewed and Reverted: Tasks which have been reviewed and have reverted its changes to the base system
    Assigned to Name of the assigned user
    From Past previous version
    To Past current version