Team Contacts template

Build an application in App Engine Studio (AES) using the Team Contacts template to manage contact information for the people in your organization.

To use the Team Contacts template, install this application from the ServiceNow Store.

A team contacts app uses a mobile experience to view employee contact information, tag favorites, and add privacy notes. The app displays report information by default and lets an employee search for employees, view employee profiles, and create a list of favorite employee contacts.

For more information on creating an application using a template, see Create your app using an application template.

Team Contacts template contents

The following tables, experiences, automated workflows, and roles are included in the Team Contacts template for App Engine Studio (AES).

Tables in the Team Contacts app template

Table label [name]	Description
Relationship Contact Table [x_<company-code>_<team_contact>_relationship_contact]	Tracks employee contact information. For example, contact names, date created, favorites, and updates.
Reminder Table [x_<company-code>_<team_contact>_relationship_contact_reminders]	Tracks reminders created by your team. For example, when to send a reminder and the subject of a reminder.
Relationship Notes Table [x_<company-code>_<team_contact>_relationship_notes]	Tracks the notes that employees create for each other. For example, the employee name, reason for contact, HTML notes, and option to mark the contact as a favorite.

Experiences in the Team Contacts app template

Experience	Experience type	Description
Employees Mobile experience	Mobile experience	Provides employees access to an employee directory and relationship notes using your organization's iOS or Android app.
Team contact	Portal	Portal where employees and managers can view employee profiles, mark favorite contacts, and add relationship notes using a website. The team contacts portal includes a sign-in page, a home page, and a page to add relationship notes.
Note | Default view	Form	Form to add notes to contact information.
Relationship contact	Form	Form to view contact information.
Reminder | Portal	Form	Form for employees and managers to set reminders.
Reminder | Default view	Form	Form for employees and managers to set reminders.
Note | Portal	Form	Form for managers and employees to add notes to contacts.

Automated workflows in the Team Contacts app template

Workflow name	Workflow type	Description
Team Contact Reminder Push	Email	Sends a reminder push to employees.
Notify Contact Reminder	Flow - record	Sends a notification about a reminder that an employee sets up in a relationship note. The notification contains details from the relationship note.
Team Contact Reminder Notification	Email	Sends a reminder to employees.
Team Contact Reminder Ackn Notification	Email	Sends employees a reminder to acknowledge a notification.

Roles in the Team Contacts app template

Role title [name]	Description	Contains roles
Manager [x_<company-name>_ <app-name>.manager]	Managers can view profile info, add relationship notes, and see their direct reports.	Create, Read (own), Update (own), Delete (own)
Admin [x_<company-name>_ <app-name>.admin]	Managers can configure the team contacts app and grant access to the app.	Read (all), Update (all), Delete
Employee [x_<company-name>_ <app-name>.employee]	Employees can view information on their team, search for employees, view employee profiles, and mark favorite contacts.	Create, Read (own), Update (own), Delete (own)
Canvas user	User role for Canvas Core application