Build form and business logic
Summarize
Summary of Build form and business logic
Building form and business logic is a crucial step in designing ServiceNow applications. This involves determining what users can see and do on forms (form logic) and defining rules that manage data behavior when entered (business logic). ServiceNow encourages leveraging platform capabilities and low-code or no-code solutions before resorting to scripting, ensuring easier maintenance and upgrades.
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Best Practices for Scripting and Modifications
- Assess Requirements: Confirm if the logic is essential and cannot be met with existing configuration options.
- Use No-Code Solutions: Utilize Flow Designer, Virtual Agent, and UI Policies to implement logic without code, improving maintainability.
- When to Script: Appropriate for creating Flow Designer actions, Scripted REST APIs, scoped application logic, and Service Portal widgets.
- Stay Updated: Keep current with ServiceNow releases and certifications to leverage evolving platform capabilities and avoid unnecessary customization.
- Avoid Copy/Deactivate Customizations: Instead of duplicating and deactivating baseline artifacts, modify artifacts directly to maintain upgrade paths and visibility into changes.
Form Logic
Form logic controls the visibility, read-only status, and mandatory attributes of fields on forms, tailoring the user experience to show only relevant information and improve productivity.
Business Logic
Business rules are server-side scripts that execute during Create, Read, Update, and Delete (CRUD) operations to enforce data rules and automate processes.
Flow Designer
Flow Designer is a no-code automation tool within the ServiceNow AI Platform that allows process owners to create workflows for approvals, tasks, notifications, and record operations using natural language, reducing the need for custom coding.
The next step in designing an application is to build logic. Logic includes form logic (what people can and cannot see/use on a form) and business logic (rules that govern what happens to data when it is entered).
Agentic AI
Create applications with help from agentic AI. For more information, see Agentic development on the ServiceNow AI Platform.
Scripting and modifications
Before writing any code, be aware of the impact on upgrades and the adoption of new ServiceNow features. Particular care should be taken when modifying baseline artifacts and processes.
Consider the following before scripting:
- Assess the requirement. Is the logic critical to the functioning of the app?
- Determine if ServiceNow can be configured to fulfill the requirement without code.
- Leverage options, such as Flow Designer, Virtual Agent, and UI Policies to take advantage of platform capabilities without writing code.
- Low and no-code approaches to logic are easier to debug and upgrade.
Examples of when scripting is appropriate:
- Building Flow Designer actions
- Creating a Scripted REST API
- Creating logic for scoped applications in Script Includes
- Customizing and creating widgets for Service Portal
Evaluate the business requirement and consider a no-code route before using a scripted solution.
Be aware of ServiceNow enhancements. For example, in the orlando release, Virtual Agent conversations have more no-code options than London. Read release notes and other publications. Get certified and stay current with your certifications.
To better understand when to customize, review the Innovate at Scale Success Playbook on the Customer Success Center.
Modifying default behavior
In the past, one of the strategies used was to copy the artifact to update and to deactivate the original. The copy/deactivate approach is no longer recommended due to the following issues:
- Developers cannot tell if a deactivated artifact was upgraded without research.
- Two files, the original and the copy, need to be maintained. Maintenance doubles each time a customization is made.
- With each release, the customized record becomes older.
- Customers do not receive the enhancements included in a new release.
- A new release may rely on the original record being updated.
- Developers may make more changes to compensate for the original record being inactive.
A script where only the Active flag is changed will be updated, but the script does not appear on the skipped list. With the copy and deactivate strategy, a developer has less visibility into customizations and cannot easily assess or revert to the baseline version.
Rather than copying and deactivating the original artifact, edit the artifact directly. The ServiceNow Upgrade Engine will add the latest version to the version history and report that the artifact was skipped. Developers can see a new version is available with the upgrade.