Extend ServiceNow AI Platform capabilities
Configuration Management
Configuration Management Database (CMDB)
Explore
Overview
CMDB tables descriptions
CMDB schema model
Configuration Item [cmdb_ci] class
Hardware [cmdb_ci_hardware] class
Computer [cmdb_ci_computer] class
Server [cmdb_ci_server] class
VMware vCenter Object [cmdb_ci_vcenter_object] class
Cloud class
Data Model Navigator app features
CMDB classifications and class dependency
Dependent CIs management
CMDB record types
Related Lists of CI components
Teams related list
Create a CI class
Reclassify a CI
Delete CIs
View and edit class definitions and metadata
Principal Class filter
CI relationships in the CMDB
Suggested class relationships
Add a suggested relationship
Relationship governance rules
CI relations formatter
Domain separation
Create or edit a relationship filter
Exclude relationships from the relations formatter view
Legacy CI relations formatter
CI relationship editor
Create or edit a CI relationship
Delete a CI relationship
Legacy CI relationship builder
Relation qualifier
CI relationship security
Create a CI relation rollup
CMDB CI class models
API extension classes
Unmatched API
Avi load balancer
BYOL model of RDS
Cassandra
DNS resource classes
Class extensions for integrations
Firewall extension classes
IBM HMC classes
IoT extension classes
Kong extension classes
Kubernetes extension classes
NIDS CI class
Network Inventory classes
Nutanix classes
OpenStack classes
OT extension classes
RHV VDSM classes
TLS extension classes
VMware NSX load balancer
Baseline CMDB
Service Graph Workspace
Explore
Data Owner Home view
Ingestion view
Governance view
Explore and Search view
Insights view
CMDB Health
CMDB Data Foundation
CSDM Data Foundation
Feature adoption
Performance insights
Cloud vs Non-cloud
Service instances
CMDB 360
Tasks view
Lists view
Configuration identifiers framework
Configure
Set up Service Graph Workspace
Modify important actions
Configure datacenters for Cloud vs Non-cloud resources
Configure classes for Cloud vs Non-cloud resources
Request attributes for new CIs
Limit class list selection for new CIs
Create a custom list
Customize exploration contexts
Create a CI manually
Manage CI details using CI Form
Resume a disabled Cloud vs Non-cloud resources scheduled job
Edit a related table from CMDB performance insights
Edit a data source from CMDB performance insights
Edit a scheduled data import from CMDB performance insights
Reference
Criteria in Cloud vs Non-cloud resources
Components
CMDB Workspace
Explore
Home view in CMDB Workspace
Cloud vs Non-cloud resources chart
My Work view in CMDB Workspace
CMDB 360 view in CMDB Workspace
Insights view in CMDB Workspace
Management view in CMDB Workspace
Configuration identifiers framework
Configure
Set up CMDB Workspace
Modify important actions
Add a quick link
Configure datacenters for Cloud vs Non-cloud resources
Configure classes for Cloud vs Non-cloud resources
Request attributes for new CIs
Limit class list selection for new CIs
Create a CI manually in CMDB Workspace
Manage CI details using CI Form
Resume a disabled Cloud vs Non-cloud resources scheduled job
Edit a related table from CMDB performance insights in CMDB Workspace
Edit a data source from CMDB performance insights in CMDB Workspace
Edit a scheduled data import from CMDB performance insights in CMDB Workspace
Reference
Criteria in Cloud vs Non-cloud resources
Components
API Insights
Explore
Configure
System administrator tasks
Install
Assign
CMDB administrator tasks
Recommendation settings
API import settings
Tools, relationships, and workflows
API specification settings
Automate tag-based mapping
Enterprise architect administrator tasks
API action settings
Tools, relationships, and workflows
Administer and monitor API data
Administer
Monitor
Manage API data
View all
Search
Compare
Connect
Request access
Identify and remediate
Manage team's data
View details
Manage application service relationships
Automate tag-based mapping
Manage access requests
Received
Sent
Optimize clustering recommendations
View
Accept
Manage API data connections
View connection status
Monitor connections
View
Create
Explore
Reference
Components installed
Properties
Domain separation
CMDB Identification and Reconciliation (IRE)
Explore
Dynamic IRE
Components and process of Identification and Reconciliation
Identification and Reconciliation Engine (IRE)
Configure
Identification rules
Create a CI identification rule
Create an identification inclusion rule
General guidelines for using CMDB Identification
Reconciliation rules
Create a CI reconciliation rule
Create a data refresh rule
Exclude classes from Dynamic IRE
Configure CI reclassification during IRE processing
Create an IRE data source rule
CMDB dependent relationship rules
Create dependent relationship rules
Apply IRE to Import Sets
Detecting duplicate CIs
Identification simulation
View a reclassification task
IRE support for non-CMDB tables
Create an identification rule for a non-CMDB table
Create a reconciliation rule for a non-CMDB table
Create a data refresh rule for a non-CMDB table
Create an identification inclusion rule for a non-CMDB table
Create an IRE data source rule for non-CMDB tables
Reference
Domain separation and CMDB Identification and Reconciliation
Properties for Identification and Reconciliation
IRE error messages
Components installed with Identification and Reconciliation
Populating the CMDB
Backing up CMDB data
CMDB 360
CMDB 360 experience in a workspace
Configure the CMDB 360 dashboard in a workspace
Create a Get Records query
Create a Find Gap query
Create a Compare Attribute Values query
Schedule a query for a report
Exclude classes from CMDB 360
Recompute CI attribute values
Components related to CMDB 360
CMDB data management
Working with CMDB Data Manager
Retirement definitions
Notifications
CMDB Data Manager experience in a workspace
Administer CMDB Data Manager
Get started
Manage retirement definitions
Manage exclusion lists
Create a CMDB Data Manager policy
Publish a draft CMDB Data Manager policy
View CMDB Data Manager policies
View CMDB Data Manager analytics
Review CMDB Data Manager tasks
Duplicate CIs remediation
CI de-duplication experience in a workspace
Create a de-duplication template
Run a template to process de-duplication tasks
Remediate a single de-duplication task
Publish or unpublish a de-duplication template
Schedule a de-duplication template
Retire a de-duplication template
Review de-duplication tasks (manual)
Remediate a de-duplication task (manual)
Manually create a de-duplication task
Turn off workflows of related tables during remediation
Manage default related items list
Properties related to remediation of duplicate CIs
Components installed for duplicate CI remediation
CIs attestation
Review attestation tasks in a workspace
Data Certification
Data Certification experience in a workspace
Convert legacy certification schedules into Data Manager certification policies
Data Certification Dashboard
Review certification tasks
Review failed certification tasks
Components related to CMDB Data Manager
CMDB groups
CMDB Compliance
Compliance Activation
Installed with Compliance
Compliance Overview module
Architecture Compliance
Architecture Compliance Overview module
Desired State
Desired State Overview module
Desired State reporting
Certification audits
Create a compliance audit
Copy an audit
Schedule and run an audit
Certification audit results
View an audit result
Delete an audit result
View an audit result in the Compliance view
Results preview
Health windows
Certification filters
Compliance filter
Create a filter
Copy a filter
Delete a certification filter
Manage a filter version in a form
Certification follow-on tasks
Certification templates
Create or edit a certification template
Clone a Certification template
Manage Certification template versions
Delete a Certification template
Scripted audits
Create a scripted audit
Script methods
Managing proposed changes
Intelligent Search for CMDB
Unified Map
Explore
Administer
Manage shared filter settings
Configure node count
Configure number of levels
Configure endpoint de-dupe
Configure life cycle filter
Configure related items
Configure Attributes panel
Configure connections to a referenced class
Create a class profile
Configuration settings
Use
Configure map contents
Filter CIs
Manage a user preset
View a map summary
View CI attributes
View service instances
View service mapping data
View related items
Related items panel
Viewing related items on the timeline
View CI changes
Editing a map
Add a CI to a map
Remove a CI
Update a connection
Delete a connection
Dependency Views
Supported browsers
Domain separation
Dependency Views map
Map menus and controls
Cluster nodes in a map
Virtual grouping of nodes in a map
Use
View a map
Save or load a map
Delete a saved map view
Change the layout of a map
Filter map view
Perform actions on map nodes
Export map
View collapsed nodes
Administer
Create or modify map indicators
Create or modify map icons
Create a predefined filter
Set a predefined filter as default
Create or modify Map Related Items
Create or modify menu actions
Condition and script parameters for menu actions
Create or edit a dependency type
Properties
Components
CMDB Query Builder
Explore
Execution modes
Configure
Settings
Relationships to query on
Batch size for queries
Execution mode
Navigate
Build CMDB query
Build Service Mapping query
Run a partial CMDB query
Delete a CMDB query
Create report
Create a basic report
Create a dynamic report
Search for a saved query
Schedule a CMDB query
Export and import a CMDB query
Export and import a query as an update set
Reference
Domain separation and CMDB Query Builder
Property settings for CMDB Query Builder
Example queries
Sample 1
Sample 2
Sample 3
Sample 4
Sample 5
CMDB Health
Explore
Overview of CMDB Health
CMDB Health KPIs and metrics
Configure
Configure KPI and metrics preferences
Set a CI attribute to be mandatory
Set a CI field to be recommended
Create a CMDB Health orphan rule
Create a CMDB Health staleness rule
Create health inclusion rule
Configure aggregation weights
CMDB Health system properties
Enable and configure a CMDB Health Dashboard job
CMDB Health experience in a workspace
View CMDB Health Dashboard
View relationships health
View CI health
Create a CMDB remediation rule
Apply CMDB remediation
Tracking and troubleshooting
Process status: failure threshold reached
Process status: incomplete score
Reference
Domain separation
Components
CSDM and CMDB Data Foundations Dashboards
CMDB Data Foundations dashboard
CSDM Data Foundations dashboard
CMDB Coverage
Explore
Configure
Use
Create discovery schedules
Set up or review IPAM connectors
Review CMDB tables
Reference
Initialization
Scheduled jobs
Properties
Domain separation and CMDB Coverage
CMDB success advisor
Explore
Configure
Install
Assign
Manage upgrades
Access
View landing page
Supported business outcomes
Use Data Foundations advisor
About principal classes
CI class recommendations
Advisor setup
Monitor foundational data quality
Improve foundational data quality
Analyze data integrations
Review
Evaluate
Verify checklist
Analyze CMDB settings
Evaluate
Assess settings
Verify checklist
Data Foundations indicators
Reference
Components installed
Key concepts
CI Class Manager
CMDB CI Lifecycle Management (legacy)
Get started with CI Lifecycle Management
Lifecycle management APIs
Components installed by CI Lifecycle Management
Activate the CI Lifecycle Management scheduled job
Define a CI action
Define compatible CI actions
Define a not-allowed CI action
Set priority for an operational state
Define a non-allowed operational transition
View CMDB benchmarks
Useful related lists in CI forms
Platform Analytics Solution for CMDB (legacy)
Now Assist for Configuration Management Database (CMDB)
Explore
Supporting information
Configure
Set up Now Assist for CMDB 3.0
Set up Now Assist for CMDB before v3.0
Set up Search CMDB
Set up CI summarization
Activate the CMDB MCP server
Configure the CI form contextual help skill
Set up manage duplicate CIs skill
Set up SGC diagnosis
Use generative AI skills
Summarize CI data
Search the Service Graph database
View CI details on CI forms
View CI details on the Explore CI view
Manage de-duplication tasks
Resolve de-duplication tasks
Diagnose failed SGC import sets
Use agentic workflows
Create a CI
Advice on CMDB governance
Get advice on CMDB governance
Search the CMDB
Determine which SGC to use
Reference
Property settings
Reference
Domain separation and Configuration Management Database (CMDB)
List of classes added by the CMDB CI Class Models app
CMDB APIs (CMDB SDK)
Quick start tests for Configuration Management Database (CMDB)
CMDB glossary
CSDM
Explore
Products that benefit from CSDM
CSDM data domains
Foundation domain
Ideation & Strategy domain
Design & Planning domain
Build & Integration domain
Service Delivery domain
Service Consumption domain
Manage Portfolio domain
Configure
CSDM plugin
Configure Data Foundations dashboard
Synchronize existing data
Support for synchronization
Legacy status values
Implement
Synchronize life cycle
Dynamic CI group and service type
Group assignment attributes
Set groups for CIs
Groups for technology management offerings
Foundation stage
Crawl stage
Walk stage
Run stage
Fly stage
Navigate
CSDM Data Foundations dashboard
Service instance dashboard
Apply CSDM guidelines
Reference
CSDM resources
CSDM glossary
Mapping data to CMDB tables
CI relationships
Synchronizing life-cycle values
Asset status values aligned to CSDM life cycle values
Life cycle mapping form
Foundation tab on the dashboard
Auto-generate product models for logical CIs
Crawl tab on the dashboard
Walk tab on the dashboard
Run tab on the dashboard
Fly tab on the dashboard
Life-cycle terms
Document and contract life cycle
Life-cycle of contracts
Tangible/physical life cycle
Life cycle of tangible/physical CIs
Retiring a service instance
Tangible/physical tables
Location life cycle
Life-cycle of locations
Intangible/logical life cycle
Life-cycle of intangible/logical entities
Intangible/logical tables
Product life cycle
Life-cycle of product entities
Service instances (Application services)
Create a Service instance
top-down discovery
Dynamic CI Group
Tags
Manual
Dynamic Service
Service instance dashboard
Modify required attributes and relationships
Convert business services to application services
Convert legacy manual services to dynamic application services
Manually add CIs
Manually update an application service with changes from the CMDB
Link application services
Group application services
Control user access to application services
View an application service map in base system
View CI attributes in an application service map in classic Service Mapping
View the change history of application services in classic Service Mapping
Compare two versions of an application service in classic Service Mapping
Use application services APIs
Components installed with application services
Integrating third-party data into CMDB
Integration Commons for CMDB
CMDB Integrations Dashboard
Operation types
Template scripts
Configuring ADM adapter
Accessing connection details
Managing CMDB data deletion
Partition size computation
Quick start tests
IntegrationHub ETL
Create an ETL transform map
Add before and after scripts
Duplicate an ETL transform map
Getting started with Service Graph Connectors
Service Graph Connectors
Active Directory
Configure connections
Targeted CMDB classes
Akamai API Security
Configure using SGC Central
Targeted CMDB classes
Accessing connection details
Akamai API Security properties
AWS
Configure the AWS environment
AWS resources used by the connector
Download the AWS scripts
Prerequisites for executing scripts
Executing scripts required for setting up AWS
Configure using SGC Central
Configure using guided setup
Data mapping
Target CMDB classes
Quick start tests
Accessing connection details
Additional features
Enable optimized deletion
Enable optimized data source performance
Handling import failures
Handling memory utilization errors
Set partition size
Disable parallel loading
Handling parallel deletion
Enable mapping of Cloud Os Image
Reference
Supported resource types
AWS discovery solutions comparison
Life cycle management of AWS resources
Record removal process
Properties
ExtraHop
Configure
Targeted CMDB classes
GCP
Configure using SGC Central
Configure using guided setup
Data mapping
Target CMDB classes
Accessing connection details
Handling import failures for large resources
Reference
GCP discovery solutions comparison
Deep discovery for GCP
Life cycle management of GCP resources
Record removal process
Properties
Google Console
Configure connections
Targeted CMDB classes
Infoblox
Configure using SGC Central
Configure using guided setup
Data mapping
Target CMDB classes
Accessing connection details
Handling parallel data loading
Create table cleanup jobs
Reference
Life cycle management
Properties
Jamf
Configure using SGC Central
Configure using guided setup
Targeted CMDB classes
Accessing connection details
Configuring data synchronization
Properties
Microsoft Azure
Configure using SGC Central
Configure using guided setup
Data mapping
Target CMDB classes
Quick start tests
Accessing connection details
Additional features
Setting up multiple connections and workspaces
Set partition size for Microsoft Azure accounts
Configuring data synchronization
Enabling VM insights
Reference
Supported resource types
Microsoft Azure discovery solutions comparison
Life cycle management of Microsoft Azure resources
Record removal process
Properties
Microsoft Defender for Endpoint
Configure using SGC Central
Configure using guided setup
Targeted CMDB classes
Properties
Accessing connection details
Life cycle management of Microsoft Defender for Endpoint resources
Microsoft Intune
Configure using SGC Central
Configure using guided setup
Targeted CMDB classes
Accessing connection details
Properties
Microsoft SCCM
Configure using SGC Central
Configure using guided setup
Targeted CMDB classes
Upgrade to the latest version
Enable software editions
Accessing connection details
Configuring air gap connections
Air gap configuration in high-secure server
Air gap configuration in low-secure server
Air gap configuration in ServiceNow instance
Test data load for air gap solution
Full data load for air gap solution
Netskope
Configure
Observability-AppDynamics
Configure using SGC Central
Configure using guided setup
Targeted CMDB classes
Accessing connection details
Observability-Datadog
Configure the connector
Targeted CMDB classes
Accessing connection details
Observability-Dynatrace
Configure using SGC Central
Configure the connector using guided setup
Target CMDB classes
Set up push notifications
Properties
Accessing connection details
Observability - New Relic
Configure using SGC Central
Configure using guided setup
Targeted CMDB classes
Accessing connection details
OpenTelemetry
Configure
Target CMDB classes
Properties
Linking inferred services
Accessing connection details
Qualys
Configure connections
SGC for Qualys APIs
Targeted CMDB classes
Rapid7
Configure connections
Targeted CMDB classes
SentinelOne
Configure connections
Targeted CMDB classes
Splunk
Configure
SGC for Splunk add-on
Install SGC for Splunk add-on
Targeted CMDB tables
SolarWinds
Configure using SGC Central
Configure the connector using guided setup
Targeted CMDB classes
Accessing connection details
Configuring air gap connections
Air gap configuration in high-secure server
Air gap configuration in low-secure server
Air gap configuration in ServiceNow instance
Test data load for air gap solution
Full data load for air gap solution
Tanium
Configure using SGC Central
Configure using guided setup
Targeted CMDB classes
Accessing connection details
Trellix
Configure using SGC Central
Configure using guided setup
Targeted CMDB classes
Accessing connection details
VMware Workspace ONE UEM
Configure
Targeted CMDB classes
Accessing connection details
Wiz
Set up the Wiz environment
Configure using SGC Central
Configure using guided setup
Target tables
Properties
Supported Wiz types
Accessing connection details
Domain separation
Cloud discovery solutions comparison
Support Tools application
Install Service Graph Connector Support Tools
Resolving issues
API Service Graph Connectors
Apigee X
Configure using SGC Central
Target tables
Access connection details
AWS API Gateway
Configure using SGC Central
Target tables
Additional features
Set partition size
Set page size
Accessing connection details
Azure API Management
Configure using SGC Central
Target tables
Accessing connection details
Boomi Cloud API Management
Configure using SGC Central
Target tables
Accessing connection details
Kong Gateway
Configure using SGC Central
Target tables
Accessing connection details
Kong Konnect
Configure using SGC Central
Target tables
Accessing connection details
MuleSoft
Configure using SGC Central
Target tables
Accessing connection details
SGC Central
Exploring SGC Central
Configuring SGC Central
Install SGC Central
Configure scheduled jobs
Explore connectors
Update a connector
Install a connector using an entitlement
Install a connector from ServiceNow Store
Configure connector settings
Managing connections
Perform initial setup tasks
Create a connection
Update a connection
View a connection
Monitor and analyze connections
Diagnose a processing error
Access IntegrationHub ETL
SGC Central reference
Components installed with SGC Central
Domain separation and SGC Central
Manage instance data sources
Entity view action mapper
Exploring Entity View Action Mapper
View configurations, view templates, and configuration bundles
Configuring entity view action mapper
Define a data source
Define view template
Define configuration bundle
Managing Entity View Action Mapper
Create a multi-data source list display
Create an EVAM definition
Create action definition
Entity View Action Mapper reference
Roles required for EVAM
Domain separation and EVAM
Instance Data Replication
Explore
Continuous replication
Bidirectional replication
Discrete replication
Scheduled replication
Configure
Request a subscription
Preparing for IDR
Preserving table hierarchy
Upgrading legacy sets
Upgrade legacy sets
Rolling back
Upgrading your instance
Replicate data
Set up continuous replication
Set up bidirectional replication
Set up discrete replication
Set up scheduled replication
Cancel scheduled replication
Seed a consumer instance
Modifying replication behavior
Transform replication data
Warning and error messages
Reconfigure
Administer
Manage consumer access
Revoke access
Restore access
Comparing replicated data
Find missing or mismatched records
Reseed records
Deploying replication configuration
Deploy replication configuration
Cloning options
Monitoring replication status
Monitoring queues
Avoiding errors
Resolving errors
Run diagnostics
Review synchronization errors
Discover replication delays
Fix seeding errors
Identify errors
Configure notifications
Consumer replication set status
XML stats
Reference
Data privacy
Adapter descriptions
Excluded tables
Domain separation
System properties
Roles
MetricBase
Explore
Configure
Request the plugin
Working with demo data
View demo data
MetricBase APIs
Define and collect data
Create a time-series definition
Retention policy schedules
Retention policies
Accessing data
Access data from a list
Retrieving data
Detecting anomalies
Create and train a model
Trigger flows
Create a band trigger
Create a linear predictor trigger
Create a gap trigger
Create a model trigger
Execute triggers conditionally
Assign a trigger to a flow
View trigger logs
Manage
Reference
Developer resources
Domain separation
Roles
MID Server
Exploring MID Server
Configuring MID Server
Prepare network connections for MID Servers
Installing the MID Server
Install MID Server with the command line installer
Installing MID Server on Windows
Installing MID Server on Linux
Installing the MID Server with manual set up
Create the MID Server user and grant the role
Download the MID Server files
Install a MID Server on Linux
Install a MID Server on Windows
Validate the MID Server
Test MID Server connectivity
Install multiple MID Servers on a single system
Use MID Server guided setup
Configuring MID Servers
MID Server selection
Configure a default MID Server for each application
Configure an IP address range for the MID Server
Override the MID Server selection filter
Using MID Server IP range auto-assignment
File permission enforcement for Windows MID Servers
Map an IP address to a DNS name
Configure MID Server capabilities
Configure a MID Server cluster
Set MID Server thread use
Install and uninstall Nmap on a MID Server
Configure MID Server as WinRM trusted host
MID Server domain separation
Synchronize a JAR file to MID Servers
vCenter event collector
SNMP trap collector extension
MID Server Resource Reservation
Containerized MID Server
Build MID Server Docker Image for Linux
Containerized MID Server Deployment and Auto-configuration
MID Server Deployment Request
Containerized MID Server Autoscaling
Configure a MID Server for IPv6
Securing and encrypting MID Server data
MID Server certificate check policies
Encrypt or decrypt MID Server configuration file values
MID Server configuration file security
Encrypt MID Server configuration data with DPAPI
Use CyberArk as a secure configuration provider
Change MID Server configuration file security schemes
MID Server ISecuredConfigProvider interface
MID Server IMidServerEncrypter interface
MID Server authentication credentials and SOAP requests
MID Server unified key store
Enable MID Server mutual authentication
MID Server Azure Key Vault integration
MID Server command audit log
Rekey a MID Server
Add SSL certificates for the MID Server
Specify an external TrustStore for the MID Server
MID Server SSH cryptographic algorithms
Attach a script file to a file synchronized MID Server
MID Server FIPS Enforced Mode
MID Server Governance
MID Server reference
MID Server system requirements
MID Server upgrades
MID Server pre-upgrade check
Pinning a MID Server to a specific version
Upgrade the MID Server manually
Resolving MID Server issues
MID Server active issues
MID Server fails to start
Active MID Server post-cloning credential issues
MID Server resource threshold alerts
MID Server user connectivity issues
Interpreting MID Server user debugging output
MID Server Upgrade History
MID Server ECC Queue
MID Server dashboard
MID Server properties
MID Server parameters
MID Server Configuration Parameter settings and priority
MID Server File Cleaner
MID Server protected records and reserved characters
MID Server privileged commands
MIDSystem methods
Manually start, stop, and restart a MID Server
MID Server heartbeat
Set the MID Server JVM memory size
Pause the MID Server
Remote tables
Activate remote tables plugin
Create remote table
Create script definitions
Example 1
Example 2
Example 3
Example 4
Example 5
Create flow definition for remote table
Define flow logic
Debug script definitions
Domain separation remote tables
Manage content capabilities
Document Services
Document Management
Explore
Document Management plugin
Activate
Document security and access
Share documents with users
Share documents with groups
Share documents with roles
Share documents with user criteria
Use
Document repository
Create a document record
Document versions
Create
Compare document versions
Download a document
Share a document link
Modify a shared link access
Configure document permissions
Delete a document link
Delete documents
Document approval and publish process
Create a document approval revision rule
Add a reviewer
Add an approver
Send a document version for review and approval
Approve or reject a document version
Approve or reject through email
Publish a document
Digital signature for PDF documents using CAC or PIV smart cards
Install Document Template integration with digital signatures using a smart card
Set up a document template for signing documents
Assign a custom signing domain for CAC/PIV digital signatures
Property value for digital signature
Sign document templates for PDF documents
Review the digitally signed document
Document references
Create from document record
Create from references
Delete from document record
Linking documents to a parent record
Enable viewing related documents in a parent record
Create a document
Upload a document
Download a document
Link existing documents
Unlink documents
Delete a document
Document Management lists
Group document templates in a list for creating and linking documents to a target record
Add a document template to a document list
Create documents using document lists for a target table record
Document attachments in an activity stream
Include document actions
Redact sensitive data from documents
Redact data from documents
Document Management integration with external content providers
Configure system properties to access files and folders from external content providers
Attach a document from an external provider
Upload to a cloud
Download versions from cloud
Upload versions to an external cloud
Document Management in Workspace
Add documents in Workspace
Manage document files and folders in Workspace
Manage document versions in external cloud
Send a document version for approval
References
Components installed with Document Management
Document Management roles
Domain separation and Document Management
Granular admin roles in Document Management
Document Viewer
Enable Document Viewer
Plugins
Enable accessibility features for DOCX to PDF conversion
View attachments with Document Viewer
Disable Document Viewer
PDF generation and accessibility
Export to PDF
Guardrails for PDF generation and accessibility
Managed Documents
Features
Concepts
Defining Document Workflow
Defining Document Parameters
Defining Approval Rules
Defining Audiences
Defining Classifications
Defining Name Components
Defining Name Formats
Domain separation and Managed Documents
Plugin
Install plugin
Knowledge Document plugin
Installed with Knowledge Document plugin
Link documents to Knowledge articles
Create a document
Document approval
Review process
Enable electronic signature for approval
Publish an approved revision
Submit a revision for draft review
Create or request a new document
Specify an approver
Check in a document
Copy a document
Deactivate a document
Reopen a deactivated document
Roll back a document
Cancel a document
Check out a document
Create a document collection
Upload a document
Create a new managed document record
Check in a document after making changes
Check out a document to make changes
Publish a document in Managed Documents
Send a document out for review and approval
Upload a document as an attachment
Multi Provider Document Services Framework
Explore Multi Provider Document Services Framework
Activate Multi Provider Document Services Framework
Integrate with Document Services
Microsoft OneDrive integration with Document Services
Document Service Framework
Setup Microsoft OneDrive for Document Services
Register Microsoft OneDrive as an OAuth provider for Document Services
Google Drive integration with Document Services
Document service Framework
Set up Document Services framework
Personal authentication
Configure personal authentication for Multi Provider Document Services Framework
Authenticate Microsoft OneDrive account
Authenticate Google Drive account
Using Multi Provider Document Services Framework
Create provider details
Create document actions
Create provider permissions
Configure permissions
Reference Multi Provider Document Services framework
Installed with Multi Provider Document Services Framework
Framework roles
Now Assist in Document Management
Explore
Configure
Configure the Smart Documents Skill for Now Assist in Document Management
System property for Smart Documents skill
Use
Generate a document summary
Generate summary and ask questions
Knowledge Management
Exploring Knowledge Management
Sitemap Generator for the Knowledge Portal
I18N - Knowledge internationalization
Scoped knowledge bases
Machine learning solutions for Knowledge Management
Predictive Intelligence for Knowledge Management
Knowledge article templates
Knowledge blocks
Knowledge subscriptions
Knowledge demand insights
Self-Service Analytics
Self-Service Analytics concepts
Translation management
Knowledge-Centered Service configuration
Article quality index for knowledge management
Article versioning
Ownership groups
Automating feedback management to improve content
Migrate to Knowledge Management v3
Migration from workflow to flow
Enhancements to knowledge article view page
Configuring Knowledge Management
Activate the Knowledge Management Advanced plugin
Knowledge Management setup guide for admins
Knowledge base setup guide for knowledge admins and managers
Activate the sitemap configuration and definition records for the Knowledge Portal
Activate the knowledge management internationalization plugin
Activate knowledge blocks
Enable knowledge blocks for each knowledge base
Configure translation management
Activate translation management
Add a custom Localization Framework setting to enable bulk translations
Add a custom Localization Framework setting to enable machine translation
Activate Knowledge Management KCS Capabilities
Enable languages for a knowledge base
Configure the Knowledge Management Service Portal
Enable external or public users to view knowledge articles from the Knowledge Management Service Portal
Knowledge Management Service Portal widgets
Activate the Knowledge Management Service Portal plugin
Configure search widget instance options
Configure knowledge base tile widget instance options
Configure the home page widget instance options
Configure sort widget instance options
Configure article list widget instance options
Configure search results list widget instance options
Configure filter facet widget instance options
Configure a user action for the article view page
Configure article helpful widget instance options
Configure article comments instance options
Configure related catalog item widget instance options
Configure knowledge related articles widget instance options
Search using the Knowledge Management Service Portal
Integrating Knowledge Management features with the Service Portal
Configure custom SEO tags for canonical URLs and localized knowledge articles
Enable and configure AI Search for Knowledge Management Service Portal
Create a knowledge base
Configure knowledge bases for a portal
Configure knowledge subscriptions
Configuration tasks for knowledge managers
Add a knowledge article to featured content
Define a knowledge article category
Assign a knowledge base manager
Configure Self-Service Analytics
Activate Self-Service Analytics
Configure activity contexts for Self-Service Analytics
Configure pattern elements for Self-Service Analytics
Configure pattern element groups for Self-Service Analytics
Configure activity patterns for Self-Service Analytics
Set up the deflection configuration for Self-Service Analytics
Configure scheduled jobs for Self-Service Analytics
Managing access to knowledge bases and knowledge articles
Create user criteria for controlling access to knowledge bases and articles
Control access at the knowledge base level through user criteria
Control access at the knowledge article level through user criteria
Configure Knowledge Management - Add-in for Microsoft Word
Activate Knowledge Management - Add-in for Microsoft Word
Deploy Knowledge Management - Add-in for Microsoft Word
Configure the security for Knowledge Management add-in for Microsoft Word
Enable downloading of the source Microsoft Word document for a knowledge article
User criteria diagnostics for Knowledge Management
Diagnose user access to a knowledge base
Diagnose user access to an article
Configure access to knowledge bases for unauthenticated users
Collect knowledge usage metrics
Modify the data retention policy for knowledge usage metrics
Configure knowledge article templates
Create an article template and use it to create a knowledge article
Configure the preview text setting for a standard article template
Restrict access to fields in an article template
Generate SEO information for articles using article templates
Integration with external knowledge sources
Activate the External Content Integration plugin
Define an external knowledge source
Import content from an external knowledge source
Open knowledge search results in source system
Sample configuration for integrating external knowledge content
Duplicate knowledge article numbers
Create a custom knowledge homepage
View knowledge logs
Search Log fields and description
View Log fields and description
View the source of a knowledge article search
Modify the data retention policy for View logs
Use extension points for Knowledge Management
Train the similarity solution for Knowledge Management to find related articles
Enable actionable knowledge feedback
Create field mapping from an HR case to a knowledge article
Add a property to enable creating knowledge articles from HR cases
Create a UI action to enable creating knowledge articles from HR cases
Enable creating an article from a customer service case
Configuration tasks for knowledge demand insights
Configure Knowledge Demand Insights
Configure solution definitions to find gaps in a knowledge base
Configure the mapping of solution definitions with task tables
Set the frequency of knowledge gap analysis
Assign knowledge gap feedback tasks to content authors
Analyze knowledge gaps from a demand insights dashboard and create knowledge gap feedback tasks
Using Knowledge Management
Knowledge Management guide for users
Knowledge Management Service Portal homepage features
Using search in Knowledge Management Service Portal
Knowledge Management Service Portal article view page features
Knowledge article URL parameters
Managing email notifications in Knowledge Management
Set knowledge notification preferences
Using the homepage of Knowledge Management v3
Search using Knowledge Management v3
Import a Word document to a knowledge base using Knowledge Management v3
Request a knowledge base
Import a Word document to a knowledge base
Use knowledge on mobile devices
Using Now Mobile for Knowledge Management
View the most popular or recently viewed articles in the Now Mobile Information applet
Browse articles in the Now Mobile Information applet
Search for an article in the Now Mobile Information applet
View an article in the Now Mobile Information applet
Provide feedback for a knowledge article in the Now Mobile Information applet
Manage ownership groups
Use article versioning
Manually update customized files
Check out a published article and create a new version
Revert an outdated article to the current state
View all versions of an article
Compare two versions of an article
Retire a versioned article
Disable the article versioning feature
Using knowledge blocks
Create a knowledge block
Select user criteria for a knowledge block
Retire a knowledge block
Add knowledge blocks to a knowledge article
Preview a knowledge article with knowledge blocks
Knowledge blocks authoring in Agent Workspace
View a knowledge block in Agent Workspace
Knowledge block details displayed in Agent Workspace
Create a knowledge block in Agent Workspace
Edit a knowledge block in Agent Workspace
Publish a knowledge block in Agent Workspace
Approve a knowledge block in Agent Workspace
Add a knowledge block to a knowledge article in Agent Workspace
Preview a knowledge article with knowledge blocks in Agent Workspace
Retire a knowledge block in Agent Workspace
Integrating a custom search or knowledge article viewer with knowledge blocks
KBPortalServiceImpl - Global
KBBlock - Global
Use knowledge subscriptions
Subscribe to a knowledge base
Unsubscribe from a knowledge base
Subscribe to a knowledge article
Unsubscribe from a knowledge article
Manage knowledge subscriptions
Use translation management
Create translation assignments for knowledge articles
Auto-create translation tasks
Bulk Translation for knowledge articles
Use Bulk Translation for manual translation
Request bulk translations for multiple knowledge articles
Translate multiple knowledge articles into different languages
Use Bulk Translation for Dynamic Translation
Translate knowledge articles using Dynamic Translation
Translate a knowledge article from a translation task
Translate knowledge blocks within an article
Request missing translations for available languages
Work on a feedback task
Track the progress on a feedback task
Use Article Quality Index
Create an AQI checklist
Assign an AQI checklist to a knowledge base
Remove an AQI checklist from a knowledge base
Delete questions from an AQI checklist
Perform the Article Quality Index review
View all pending and completed AQI reviews
Delete AQI reviews
Managing KCS article states
Knowledge article creation from an incident
Create field mapping from an incident to a knowledge article
Add a property to enable creating knowledge article from incidents
Create a UI action to enable creating knowledge articles from incidents
Knowledge content migration from v2 to v3
Creating and maintaining articles
Create a knowledge article
Edit a knowledge article
Editing functions for knowledge articles in the HTML editor
Managing HTML content in knowledge articles
Formatting options for knowledge articles
Paste content without formatting into the knowledge article
Adding tables to knowledge articles
Insert an image in a knowledge article
Format a code snippet automatically in knowledge articles
Insert a table of contents in knowledge articles
Find and replace text in knowledge articles
Accessibility checker in the toolbar
Undo or redo typing actions or formatting while authoring knowledge articles
Map related articles
Map catalog items related to an article
Schedule a knowledge article for publishing
Recall an article that is being reviewed
Approve an article that is being reviewed
Retire a knowledge article
Republish a retired article
Move a knowledge article
Comment on a knowledge article
Create knowledge from incident or problem
Create an article version by importing a Word document
Using human readable URLs for the Knowledge article page
Enable Human Readable URLs for the Knowledge Article View page
Select a knowledge article category
Associate a knowledge article with a taxonomy category
Authoring a knowledge article in Agent Workspace
View a knowledge article in Agent Workspace
Viewing knowledge article details in Agent Workspace
Provide feedback for a knowledge article in Agent Workspace
Create a knowledge article in Agent Workspace
Publish a knowledge article in Agent Workspace
Edit a knowledge article in Agent Workspace
Map a related article in Agent Workspace
Map a related item in Agent Workspace
Add an affected product to a knowledge article in Agent Workspace
Schedule a knowledge article for publishing in Agent Workspace
Work on a feedback task in Agent Workspace
Create a knowledge article from a feedback task in Agent Workspace
Edit a knowledge article from a feedback task in Agent Workspace
Compare knowledge article versions in Agent Workspace
Recall an article that is being reviewed in Agent Workspace
Approve a knowledge article in Agent Workspace
Request translations for missing languages in Agent Workspace
Translate a knowledge article in Agent Workspace
Translate a knowledge article from a translation task in Agent Workspace
Authoring a knowledge article in Microsoft Word
Log in to your ServiceNow instance for authoring knowledge articles in Microsoft Word
View a knowledge article in Microsoft Word
Create a knowledge article in Microsoft Word
Edit a knowledge article in Microsoft Word
Unlink knowledge articles from linked Microsoft Word documents
Publish a knowledge article in Microsoft Word
Schedule a knowledge article for publishing in Microsoft Word
Recall an article that is being reviewed in Microsoft Word
Create a knowledge article from a customer service case
Provide feedback on knowledge articles
Knowledge Management reference
Domain separation and Knowledge Management
Additional plugins for Knowledge Management
Components installed with Knowledge Management Core
Components installed with knowledge blocks
Knowledge Management roles
Knowledge Management properties
Quick start tests for Knowledge Management
Understanding access to the Knowledge knowledge base
Knowledge Flow
Knowledge Management Service Portal properties
Knowledge Management v3 homepage and Knowledge Management Service Portal comparison
SEO for canonical URLs and localized versions of knowledge articles
Article versioning changes
Feedback on article versions
Knowledge article version numbers
Knowledge article version information
Validity of a knowledge article
Knowledge article states
Knowledge subscription email notification templates
Knowledge workflows
Analytics and Reporting Solutions for Knowledge Management
Knowledge Management Platform Analytics Solutions
Knowledge Management dashboard
Knowledge Management Overview dashboard
Update the navigation path for the Knowledge Management Overview dashboard
Pareto chart for Knowledge Demand Insights
Demand Insights for Cases dashboard
Demand Insights for Incidents dashboard
Demand Insights for HR Cases dashboard
Knowledge Center
Exploring Knowledge Center
Knowledge Center home page
Knowledge Center article editor
Knowledge Center Article Optimization
Potential knowledge gaps
Knowledge blocks in Knowledge Center
Configuring Knowledge Center
Enable system properties for Knowledge Center
Configuring Article Optimization jobs
Configure custom script based scans for Article Optimization
Enable knowledge blocks in the Knowledge Center
Using Knowledge Center
Search knowledge article
Check Knowledge Center insights
Manage potential knowledge gaps
Identify and resolve duplicate articles
Address items that requires attention
Generate and edit articles with the article editor
View article optimization analysis
Article optimization with article length scan
Review and optimize articles with Article Optimization
Using knowledge blocks in the Knowledge Center
Edit a knowledge block in a knowledge article
Add a knowledge block to a knowledge article
Create a knowledge block in the Knowledge Center
Now Assist in Knowledge Management
Explore Now Assist in Knowledge Management
Configure Now Assist in Knowledge Management
Configure the KB generation skill
Configure skill for context menu
Configure skills with custom prompts for knowledge article templates
Guidelines for creating prompts
Configure skill to identify duplicate articles
Configure Article Optimization skill and prompts
Activate Article Optimization skill
Configure custom AI-based scans for Article Optimization
Configure Now Assist Skills for potential gaps
Configure Now Assist skills for merging articles
Enable multilingual service in Now Assist
Use Now Assist in Knowledge Management
Generate a knowledge article from Now Assist panel
Generate knowledge article in classic environment
Generate article with multi-language
Edit article with context menu
Generate and edit articles using Now Assist in the Knowledge Center article editor
Identify and review articles
Merge duplicate articles
Response templates
Activate
Components installed with response templates
Create a response template
Manage service capabilities
Self-service
Self-Service
Service catalog requests
Add new request items
Amazon EC2 instance request from the Service Catalog
Request an instance
Terminate an instance
Check-out redirect property
Delete request items
Place a request
Create incidents and change requests from a requested item
View request status
Service Delegation
Add the Delegates related list to a user profile
Delegate approvals and tasks to another user
Service Administration
Exploring Service Administration
Assessments and Surveys
Explore Assessments and Surveys
Surveys
Use surveys
Survey questionnaires
Take a survey
Survey responses and results
View results for all surveys
View the results for a survey
View a survey scorecard
Survey scorecard category results
Survey scorecard question results
Survey scorecard average ratings
Survey scorecard history
Export a survey scorecard as an image
Export a quiz scorecard as an image
Request translations for surveys
Edit translations for surveys
Survey responses in a database view
Survey administration
View survey reports
Survey designer
Survey designer elements
Configure a survey in the survey designer
Survey categories
Create a category in the survey designer
Create a survey category
Create a question in the survey designer
Survey question data types
Create custom metric type
Edit a survey in the survey designer
Configure category weights for a survey
View a survey instance
Survey users and groups
Create a survey user group
Select survey recipients in the Survey Designer
Designate a survey user
Add or remove multiple users at a time
Allow recipients to retake a survey
Copy a survey
Publish a survey
Publish a survey in the Survey Designer
Customize the appearance of a survey
Survey definitions
Modify a survey definition
Schedule periods
Create a survey designer template question
Survey questions
Create or modify survey questions
Survey question data types
Survey question template
Create a survey question template
Update min and max values to match templates
Add a metric category and metric in the question bank for surveys
Configure metric categories or metrics for a survey using the question bank
Create or modify answer options
Change the order of survey questions
Survey trigger conditions
Configure a trigger condition for a survey
Trigger condition example
Survey distribution
Email notifications for surveys
Send survey invitations to users
Define a recipients list for surveys
Add a recipients list to a survey
Embed a survey within the Outlook email client
Enable localization for a survey
Survey URLs
Distribute a general survey URL
Deactivate auto-notification for surveys
Obtain a survey instance URL
Test a survey URL
Create a survey module
Share surveys
Export a survey
Import a survey
Use update sets for surveys and assessments
Configure a survey in the Connect chat support
Outlook Actionable Messages
Install Outlook Actionable Messages plugin
Customize fields for the approval message
Customize fields in the approval message for request
Customize fields in the approval message for change request
Enable Advanced view for Outlook Actionable Message definition
Sentiment analysis for surveys
Configure a sentiment connector
Sentiment analysis property
Sentiment analysis results
Surveys in Service Portal and the Now Mobile app
Surveys in ITSM Virtual Agent
Legacy survey migration
Migrate a legacy survey
Survey question migration
Migrated components
Migrated question review
Surveys reference
Survey roles
Key survey terms
Survey Overview dashboard
Metric Result form
Normalized value for an assessment
Domain separation in Surveys
Survey Designer Configuration form
Properties form
Custom Metric form
Survey Instance form
Survey Question form
Trigger Condition form for surveys
Recipients List form
Assessments
Using assessments
Assessment administrator tasks
Configure an assessment
Assessment generation
Assessment groups
View an assessment metric category
Assessment metric categories
Create a category for assessable records
Assessable record associations
Manage an assessable record automatically
Manage an assessable record manually
Delete a category
Assessment metrics
Create an assessment metric for a category
Create an assessment metric definition
Change the order of an answer
Metric types and assessable records
Create metric types and generate assessable records
Delete a metric type
Export an assessment
Import an assessment
Use update sets for surveys and assessments
Create an assessment signature
Assessable records
View an assessable record
Enforce a condition to delete an assessable record
Delete an assessable record
Add a metric category and metric in the question bank for assessments
Configure metric categories or metrics for an assessment using the question bank
Copy an assessment
Create a metric template
Metric templates
Update a metric minimum and maximum value to match a template
Category users and stakeholders
Create a category user
Create stakeholders automatically
Associate multiple category users to multiple assessable records
Delete a stakeholder for multiple assessable records
Associate one category user to one assessable record
Associate multiple category users to one assessable record
Delete a stakeholder for one assessable record
On-demand assessments
Generate an on-demand assessment
Generate an on-demand assessment for one assessable record
Generate an on-demand assessment for multiple assessable records
Generate an assessment with the on-demand API
Scheduled assessments
Schedule an assessment
Schedule types
Set an assessment generation schedule
Publish a metric type
Generate a scheduled assessment manually
Generate a vendor type assessment manually
Clean up assessment data
Assessment instances
View an assessment instance
Configure trigger conditions for an assessment
Assessment trigger conditions
Enable manager notifications
Assessment notifications
Assessment notification workflow
View a metric result
Assessment results
Assessment Overview dashboard
View assessment reports
Assessment results calculation
View a bubble chart for assessments
Bubble charts for assessments
Create a bubble chart
Bubble chart components
Assessable record score summaries
View an assessment scorecard
Create a link to a scorecard
Assessment scorecard averages
Assessment scorecard categories
Assessment scorecard category metrics
Assessment scorecard head-to-head compare view
Assessment scorecard history
Live feed view of assessable records
Assessment scorecard ratings
Create a decision matrix
Decision matrixes
Take an assessment
Assessments in Service Portal and the Now Mobile app
Assessment questionnaires
Metric types and assessable records
Delete an assessable record
View an assessable record
Assessments reference
Data types for assessments
Assessment Metric form
Metric Category form
Assessment Metric form for a category
Trigger Condition form for assessments
Domain separation and Assessments
Installed with Assessments and Surveys
Quick start tests for Assessments and Surveys
Quizzes
Using Quizzes
Set up and administer quizzes
Data types for quizzes
Activate the quiz designer
View quiz reports
Quiz designer
Create a quiz
Create quiz categories
Create quiz questions
Configure a template question
Configure a scored question
Configure a quiz
Select a quiz recipient
Publish a quiz
Copy a quiz
Edit a quiz
Configure a scored question
Configure a template question
Enable a quiz retake
View a quiz result
View a quiz designer scorecard
View a quiz scorecard
View an assessment category result
Quiz scorecards
Category results
Question results
Average ratings
Scorecard history
Modify the weight of a category
Take a quiz
View a quiz instance
Add a metric category and metric in the question bank for quizzes
Configure metric categories or metrics for a quiz using the question bank
Create quizzes with forms
Set up a category
Select a user for a category
Create questions
Create answers for questions
Distribute a quiz
Modify a published quiz
Quizzes reference
Quiz scorecards
Category results
Question results
Average ratings
Question Properties form
Quiz reports
Classic approvals
Approval engines
Set up an approval engine
Approval rules
Set automatic approval rules
Gating approvals
Set up a gating approval via an approval rule
Set up a gating approval based on the item being ordered
Process approvals
Approve with a process guide
Schematic of a hypothetical approval process
Approval summarizer formatter
Summarizers
Change an approval summarizer
Create a new custom approval summarizer
Approval with e-signature
Activate Approval with e-Signature plugin
De-activate e-signatures
Select an approval table
Set up an approval from a local database
SSO approval for a SAML 2.0 authentication
Installed with approval with e-signature
Approval status
Generate an approval using approval rules
Generate approvals using the approvers related list
Generate approvals using Workflow flows
Multiple approvers
Receive notifications
Embed an approval request within the Outlook email client
Dynamic approval forms
Scripts and engines execution order
State flows
Installed with state flows
Use state flows
Create a state flow
State flow cleanup
Work notes
Domain separation and State Flows
Geolocation
Activate geolocation
Installed with geolocation
Geolocation Google key
Geolocation history
Location tracking
Service Catalog
Explore
Explore Catalog Builder
Types of catalog items
Record Producer
Create a record producer
Create record producers from tables
Populate record producer data
Order guides
Create an order guide
Configure a sequence
Request an order guide
Create order guide rule to add catalog item
Create an order guide variable
Create an item variable assignment
Cascade an order guide variable
Avoid enforcement
Run order guides automatically
Define a content item
Configure a default width
Define a regular expression
Pass variables between tasks
Create or edit catalog item
Add a catalog item
Share catalog items across
Service Catalog customization
Cart layout
Configure the cart layout
Configure Service Catalog cart widgets
Configure Service Catalog preview screens
Configure Service Catalog status screens
Migrating to cart layouts
Migrate customizations and enable cart layouts
Legacy flexible checkout and delivery forms
Modifications in the delivery screen
Modifications in the checkout form
Define item quantity choices
Remove item restrictions
Using variables for price setup
Set recurring price
Extend the pricing model
Hiding prices in the service catalog
Create up to ten copies of a Service Catalog request
Create scripts
Create a custom cart
Service catalog home page configuration
Configure search and navigation
Refine search results
Configure keyword search for catalog items
Configure AI-based catalog search experience
Configure preview
Create a renderer
Customize a catalog homepage
Customize the multi-catalog homepage
Show item details in sections or pop-ups
Configure Classic Mobile devices
Define the mobile layout
Limit description sizes in the Classic Mobile UI
Using the content management system with the service catalog
Manage catalogs in CMS sites
Set up catalog portal pages
Manage catalog portal pages
Customization vs configuration
Service Catalog for managers and end users
Service Catalog home page
Service Catalog request screens
Clone a request
View catalog item audit history
Saving catalog items to a wish list
Service Catalog items
Specify related items and articles for a catalog item
Add an ordered item link to an item
Create a Service Catalog client script
Translation of Service Catalog items
Monitoring aggregated catalog item data
Configuring Service Catalog
Service catalog categories
Create a category
Configure dynamic categories
Service catalog setup
Set up a service catalog
Set up Platform URLs for catalog modules
Multiple service catalogs setup
Tables provided with multiple service catalogs
Service Catalog scoping
Scriptable service catalog variables
Define filters for My Requests
Delegated request experience
Configure default behavior to request items for users
Service Catalog request fulfillment
Service catalog workflows
Create a catalog workflow
Add an activity to a catalog workflow
Publish a catalog workflow
Execution Plans
Create an execution plan
Execution plan tasks
Creating execution plan tasks
Service catalog execution plans
Service Catalog checkout models
Create a catalog request from another flow
Configure a parent mapping for a request
State closure in the request fulfillment execution plan
View request notifications
Service Catalog security
Set security for items and categories
Create a user criteria record in Service Catalog
Apply user criteria to items and categories
Extend user criteria
User criteria migration
Legacy service catalog access controls
Service Catalog administration
Restrict access
Service Catalog and CSDM
Service Catalog and CSDM tables
Service Catalog use case
Service Catalog considerations
Creating a Service Catalog Wizard
Create declarative actions for Service Catalog Wizards
Integrating Service Catalog
Service Catalog in Employee Center portal
Associate a catalog item with a taxonomy topic in Employee Center
Enable Shopping Cart and Add to Wish List options in Employee Center
Add an item to the wish list in Employee Center
Add a catalog item to the shopping cart in Employee Center
Request a catalog item from Employee Center
Request an order guide from Employee Center
Save a draft of a catalog item
Service Catalog in Service Portal
Access Service Catalog categories in Service Portal
Add an item to the wish list in Service Portal
Add a catalog item to the shopping cart
Request a catalog item from Service Portal
Request an order guide from Service Portal
Service Catalog in mobile
Fulfiller experience in Mobile Agent
Get started with the mobile app for Approvals
Manage a catalog request approval
Request experience in Now Mobile
Configure catalogs
Browse catalog items using the catalog hierarchy
Submit and track a request
Create a quick action in your mobile applications
Enable notifications in Now Mobile
Enable the cart in Now Mobile
Edit the label of Submit button for a record producer
Configure Now Mobile properties
Service Catalog configuration for Universal Request
Configure all catalog items or record producers to create a universal request
Standard ticket page for a requested item
Generative AI summarization on the standard ticket page
Service Catalog Reference
Service Catalog terms and roles
Service Catalog properties
Installed with Service Catalog
Domain separation and Service Catalog
Request for domain separation in Service Catalog
Sample ATF tests for Service Catalog in Service Portal
Variables to collect data for record producer fields
Service catalog variables
Types of service catalog variables
Attachment
Break
Check box
Container start, container split, and container end
Date, Date and time, and Duration
Email
HTML
IP Address
Label
List collector
Lookup multiple choice
Lookup select box
Custom and Custom with label
Masked
Multi-line text
Multiple choice
Numeric scale
Reference
Requested for
Rich Text Label
Select box
Single-line text
UI page
URL
Wide single-line text
Yes/No
Variable support in various channels
Create a service catalog variable
Define help information for a service catalog variable
Service Catalog variable attributes
Define a question choice for a variable
Service catalog data lookup
Create a catalog lookup definition
Custom data lookup
Audit service catalog variables
Service Catalog variable editors
Configure the default variable editor for other tables
Prefilling variable values on the catalog item form in the portal and Next Experience UIs
Service catalog variable sets
Create a variable set and add it to an item
Variable set layout
Service Catalog parameters
Catalog Wizard form
Record Producer form
Order guide form
Catalog Item form
Service Catalog topic blocks in Virtual Agent powered by NLU
Submit a request topic conversation
Debugging Service Catalog
Debug actions on catalog item variables
Debug user criteria of a catalog item
Debug UI customizations for a Service Catalog page
Debug performance diagnostics of a catalog item
Debug a Service Catalog variable
Item diagnostic report
Run the Item Diagnostic Results report
Service catalog UI policy
Create a UI policy for catalog items
Catalog Builder
Setting up the Catalog Builder
Configure a step-based service fulfillment flow
Create a service fulfillment step type
Add a step, section, or question to a catalog item wizard
Creating or editing catalog item template
Create a catalog item using a template
Define a service fulfillment step
Catalog builder preview topic conversation
Create a question for a catalog item in Catalog Builder
Configure an auto-populate value for a question
Edit a question in Catalog Builder
Edit a catalog item in Catalog Builder
Add advanced capabilities to a catalog item
Create UI policies in Catalog Builder
UI policy form in Catalog Builder
Create client script in Catalog Builder
Catalog client script form
Discard a catalog item
Transfer catalog items using update sets
Localization Framework integration with Catalog Builder
Now Assist in Catalog Builder
Exploring Now Assist in Catalog Builder
Install Now Assist in Catalog Builder
Configuring Now Assist in Catalog Builder
Using Now Assist conversation to create and edit catalog items
Creating a catalog item conversationally using Now Assist
Edit already published catalog items using Now Assist
Catalog item generation reference
Now Assist: Location, catalog, category, and topic functions
Now Assist: Fulfillment, access, and portal setting functions
Now Assist: UI policy functions
Suggestions to describe catalog items
Catalog item generation skill
Refine content skill
Now Assist in Conversational Catalog Request
Configure Now Assist in Conversational Catalog Request
Prefill in conversational catalog request
Catalog item render types
Fulfillers can request catalog items for others
Conversational catalog request reference
Topic blocks to request catalog items through conversational experience
What makes catalog items non-conversational in premium chat
Hermes Messaging Service
Explore
Exchange data
Advanced High Availability transfer
Configure
Activating Hermes
Set up a secure connection
Revoke a certificate
Restricting access
Create an alert
Produce and consume messages
Prepare Kafka
Create a test topic
Produce test messages
Consume test messages
Manage namespaces and topics
Managing namespaces
Create a namespace
Delete a namespace
Managing topics
Create a topic
Update a topic
Delete a topic
Rescan topics
Monitoring topics
View a message
Administer
Check status and connection
Monitoring data usage
Tracking message usage
Cloning with Hermes enabled
View log messages
Reference
Components
Security model
System properties
Roles
Domain separation
Password Reset
Exploring Password Reset
Password Reset
Password Reset for Virtual Agent
Password Reset Windows Application
Request to reset the default admin password
Setting up Password Reset
Set up Microsoft Entra ID for Password Reset
Set up Microsoft Active Directory for Password Reset
Set up Password Reset integration with Okta
Set up Password Reset integration with Google Directory
Configuring Password Reset
Plan your Password Reset processes
Configure your Password Reset process
Calculating the security score for password reset process
Configure password expiration reminder
View scheduled jobs
View a password expiration table
Credential stores for Password Reset
Configure the connection to a credential store for the Password Reset processes
Credentials Store for Password Reset for Active Directory
Integrate Password Reset with your Active Directory service
Configure the connection to an AD credential store
Credential Store for Password Reset for Microsoft Entra ID
Integrate Password Reset with your Microsoft Entra ID
Configure the connection to the Microsoft Entra ID Credential Store
Test the connection to a credential store
Delete a connection to a credential store for Password Reset
Password Reset verifications
Personal data identification types and confirmation type verifications
SMS Code Verification type for Password Reset
Use Notify to send SMS codes for enrollment and verification
Specify the number of required security questions
Configure your Password Reset process to auto-enroll users
Enable users to enroll for Password Reset
Configure properties
Send email to remind users to enroll for Password Reset
Customize the Password Reset enrollment reminder email
Configure the required strength for passwords
Specify lockout for failed login attempts
Configure Google reCAPTCHA for the password reset process
Customizing Password Reset processes
Customize password reset processes and integrate third-party credential services
Add a custom question to the Security Questions verification
Add a custom header or footer to the user pages for Password Reset
Create a Password Reset verification from an existing verification
Create a custom Password Reset verification type
Create a custom Password Reset verification
Create a custom identification type for Password Reset
Configure a credential store type to support third-party password auto-generation
Asynchronous password reset subflow
Create a credential store type for Password Reset
Reset a password or unlock a user account with service desk assistance
View user requests for password reset
Unblock a Password Reset user
Integrate Password Reset with a Service Portal widget
Integrate Password Reset with a CMS integration
Installing and configuring Password Reset Windows Application
Password Reset Windows Application installation requirements
Download the Password Reset Windows Application installer
Install Password Reset Windows Application
Use an EXE file from the command line
Use an MSI file from the command line
Use a wizard
Configure security settings for the Password Reset Windows Application
Configure the Password Reset Windows Application to use a proxy server
Configure an exception policy on your proxy server
Configure a proxy server using client credentials method
Configure registry keys on your proxy server
Configure a proxy server using PAC file (automatic configuration script method)
PAC file with registry setting
Enable the Password Reset Windows Application to set the display language for the session
Integrate McAfee disk encryption with the Password Reset Windows Application
Customize the Password Reset Windows Application
Limitations of the Password Reset Windows Application
Uninstall the Password Reset Windows Application
Enrolling in the Password Reset application to reset your password
Enroll for the Password Reset program using an authenticator
Enroll for the Password Reset program using SMS codes
Enroll for the Password Reset program using emailed codes
Enroll for the Password Reset program using questions and answers
Enroll for the Password Reset program using Soft PIN
Reset your password on Windows systems
Password Reset reference
Installed with Password Reset
Domain separation and the Password Reset application
Password Reset Process form
Password Expiration Configuration form
System properties for password expiration
Password Reset Credential Store form
Password Reset global properties
Verification types in the base system
Password Reset Verification Type form
Password Reset Verification form
Password Reset script includes
Example custom scripts for Password Reset
Password Reset extension script categories
Password Reset extension scripts
Create a Password Reset extension script
Password Reset and Password Change reports and logs
Actions in Password Reset for Virtual Agent
Notify
Exploring Notify
Notify Twilio Direct driver
Notify Zoom connector
Notify voice and SMS capabilities
How Notify processes incoming calls
Notify Cisco Webex Connector
Configuring Notify
Activate Notify
Differences between Notify and Legacy Notify
Migrating from Legacy Notify
Configure Notify with Twilio
Twilio-Direct callback testing
Advanced configuration for SMS
Advanced configuration for voice
Disconnect from a Twilio account
Amazon Polly
Configure Notify Zoom connector in Notify
Set up Notify Zoom connector in Zoom
Disable Zoom meeting password
Configure a provider in Notify
Configure SMS opt-out preferences
Configure Notify Cisco Webex Connector
Install Notify Cisco Webex Connector
Create a Cisco Webex app
Configure OAuth entity for Notify Cisco Webex
Create an OAuth credential record for Notify with Cisco Webex
Create a connection and credential alias for Notify connector for Cisco Webex Spoke
Make Notify Cisco Webex Connector as default communication channel
Manage Notify properties
Using Notify
Using Notify with SMS
SMS Statuses
Send an SMS with Zoom meeting invite
Outbound communication requirements
Using Notify for making conference calls
Start a conference call
Add participants to a conference call
Mute or unmute all participants
Mute or remove a conference call participant
Send a message to conference call participants
Viewing conference call information
List of Notify calls
Using Notify with tasks
Start a conference call from a task
Manage conference calls on task
Send an SMS alert from a task
Using Notify with Incident Communications Management
Initiate a conference call from incident communication plan
Join and end conference call
Send communication updates
Using Notify with On-Call Scheduling
Set up Notify with On-Call Scheduling
Controlling the on-call communication channel with Notify
On-Call Assign by Acknowledgement workflow
Call a user from the WebRTC UI
Key differences
Using the Notify Cisco Webex Connector with a major incident
Create a collaborative communication task from MIM workbench
Initiate Notify Cisco Webex conference from MIM workbench
Add participants to a conference call
Join a conference call
Notify reference
Differences between Notify-Twilio and Notify-Twilio Direct
Migrate to Notify-Twilio Direct driver
Public URLs
Components installed with Twilio Direct driver
Business rules installed with Twilio Direct driver
Tables installed with Twilio Direct driver
Numbers and number groups
Create a number group
Associate a number to a number group
Notify flows
Create a custom Notify subflow
Notify workflow activities
Join conference call workflow activity
Call workflow activity
Send SMS workflow activity
Forward call workflow activity
Input workflow activity
Hangup workflow activity
Play workflow activity
Record workflow activity
Reject workflow
Say workflow activity
Forward to notify client workflow activity
Queue workflow activity
Notify activity event handlers
Creating Notify activities
Notify languages
Available Notify activity event handlers
Components installed with Notify
Roles installed with Notify
Tables installed with Notify
Properties installed with Notify
Business rules installed with Notify
Manage people and work capabilities
Skills Management
Exploring Skills Management
Configuring Skills Management
Define the skill taxonomy
Create skill categories using sample data
Define a skill level type
Add a skill
Using Skills Management
Assigning and Managing skills
Assign skill proficiency levels for skills
Assign skills to tasks
Routing work items to agents based on skills
Learn how Skill Determination works
Add a business rule for skill determination
Create rules to assign skills to work items
Qualify and rank users based on skills and skill levels
Translate text in Skills Management
Reference for Skills Management
Domain separation and Skills Management
Quick start tests for Skills Management
Extension points in Skills Management
Interaction Management
Activating the Interaction Management system
Configuring Interaction Management
Interaction states
Interaction context and channel metadata
Interaction wrap up
Interaction form
Interaction wrap up timer
Interaction wrap up scheduled job
Create an interaction wrap-up configuration
Create interaction wrap-up codes
Enable interaction wrap-up codes
Using Interaction Management
Create an interaction
Associate a record with an interaction
Interaction Management reference
Components installed with Interaction Management
Live Feed Core UI
Exploring Live Feed Core UI
Live Feed browser support
Activating Live Feed
Administering Live Feed
Document feeds
Add a Live Feed UI action on a table
Configure document feeds
Security configuration for document feeds
Disable a record feed
Disable a document feed
Business rule installed with Live Feed Document
Record feeds
Activate the Live Feed Document plugin
Configure record feeds
Add Live Feed to a form header
Add Live Feed to a context menu
Disable a record feed
Configure security
Live Feed table notifications
Set up table notifications for task tables
Set up table notifications for non-task tables
Live Feed table notification examples
Workaround posted
Problem resolved (advanced)
Opportunity won (non-task)
Related feeds table notification
Live Feed security and table access
Limit Live Feed access by role
Manage Live Feed message content
Live Feed team security
Restrict hashtag renaming
Provide access to Live Feed from CMS pages
Using Live Feed
Use hashtags in Live Feed
Tag messages
View an available hashtag
Change a hashtag name and merge a hashtag
Add an image to a hashtag
Follow and unfollow a hashtag
Remove a hashtag from a posted message
Use teams in Live Feed
Create a Live Feed team
Join a team
View a team feed
View a team member
Invite a new member
Remove a member
Subscribe to team and email notification
Subscribe a team to feed notification
Leave a team
Modify a team
Manage a membership request
Delete a team
Use Live Feed to work on records
Add Live Feed to a homepage
Modifying and deleting document feeds
Viewing Live Feed from records
Working with record feeds
Follow a record feed from a form
Follow a record feed from a list
Post a message to a record feed
Use feeds in Live Feed
Create a group feed
Create record feeds
Control how Live Feed is enabled for records
View the activity stream in record feeds
Participate in a feed
Mark a feed as a favorite
View a feed
View a feed member
Invite a new member to a group feed
Invite a new member to a record feed
Remove a member from a feed
Subscribe to a feed
Navigate between Live Feed and other modules
Leave a feed
Delete a feed
Live Feed UI overview
Update your Live Feed profile
Work with Live Feed messages
View another Live Feed user
Follow other Live Feed users
Select feeds
Follow feeds
Bookmark feeds and hashtags
Add Live Feed to your homepage
Post content in Live Feed
Post a Live Feed message
Reply to a Live Feed message
Attach a file to a post or reply
Copy an image from the clipboard
Add a link to a post or reply
Add a knowledge article link to a post or reply
Add a poll to a message
Add mentions to a message
Like a message
Delete a message
Live Feed reference
Domain separation in Live Feed
Components installed with Live Feed
Tables installed with Live Feed
User roles installed with Live Feed
Script includes installed with Live Feed
Business rules installed with Live Feed
Email notifications installed with Live Feed
E-signature
Activating e-signature
Using e-signature
Create or modify an e-signature template
Using e-signature template for non-HR tasks
E-signature reference
Components installed with e-signature
ServiceNow Voice
Exploring ServiceNow Voice
Setting up ServiceNow Voice
Install ServiceNow Voice applications
Domain separation and ServiceNow Voice
Configuring a phone PIN
Configure the E.164 format for a consumer phone number
Configuring CTI component logging
Configure Real Time Transcription for ServiceNow Voice Customer Service Management
Set up Real-Time Transcription for ServiceNow Voice
Configure Real Time Transcription for ServiceNow Voice for IT Service Management
Set up Real-Time Transcription for ServiceNow Voice for IT Service Management
Scripting for operation handlers
Provider configuration in Voice
Extension points in Voice
Using Voice
Integrating Voice with other applications
Integrate ServiceNow Voice with Amazon Connect
Configure a contact flow for an automated caller interaction
Configure a Virtual Desktop Infrastructure (VDI) for voice calls with Amazon Connect
Integrating ServiceNow Voice with ITSM
Install ServiceNow Voice for ITSM
Real time transcriptions for ServiceNow Voice for IT Service Management
Enable native voice control in Service Operations Workspace
Integrating ServiceNow Voice with CSM
Install ServiceNow Voice for CSM
Configuring the phone PIN settings for ServiceNow Voice
Real time transcriptions for ServiceNow Voice for Customer Service Management
Integrating ServiceNow Voice with Virtual Agent
Integrate Advanced Work Assignment AWA Voice routing
Integrating ServiceNow Voice for HR
Install ServiceNow Voice for HR
Add Interaction Related Records to HR Agent workspace
ServiceNow Voice reference
Components installed with ServiceNow Voice Core
Components installed with Amazon Connect Integration with ServiceNow Voice
Components installed with ServiceNow Voice for ITSM
Components installed with ServiceNow Voice for CSM
Components installed with ServiceNow Voice for HR Agent Workspace
ServiceNow AI Platform Additional Capabilities
Connect
Supported browsers for Connect Chat
Activate Connect
Activate Connect Support
Connect interface
Connect overlay
Connect workspace
Enable or disable Connect notifications globally
Edit which notifications you receive for a conversation
Upload a profile picture
Drag a file into a Connect conversation
Share a Visual Task Board in a Connect conversation
Mention a user in a Connect conversation
Connect administration
Properties for Connect
Configure the polling interval
Disable the Connect overlay
Customize the Connect audio notification sound
Administer Connect actions
Configure the fields on a record card in Connect
Disable specific URLs for Connect
Connect Chat
Connect Chat use
Start a direct or group conversation
Follow a record in Connect
Edit basic conversation details
Add or remove conversation members
Create a Connect conversation from a Visual Task Board
Connect Chat administration
Connect Support
Monitor incoming Connect Support conversations
Share knowledge in a Connect Support conversation
Transfer a Connect Support conversation to a different agent or queue
Add a user to a Connect Support conversation
Escalate a Connect Support conversation
Connect Support chat states
Connect Support administration
Migrate from legacy chat to Connect Support
Properties for Connect Support
Administer Connect Support queues
Make a Connect Support queue accessible to end users
Add a scripted extension point for Connect Support chats
Connect Support metrics
Configure the add support users property
Service Desk Chat Platform Analytics Solutions
Connect Support and Service Portal
Classic Orchestration
Introduction to Orchestration
Domain separation and Orchestration
Activate Orchestration
List of Orchestration plugins
Orchestration Runtime plugin
List of Orchestration activities
Available activity packs
Deprecated Orchestration activities
Reactivate a deprecated activity
SOAP Message workflow activity
Probes used by Orchestration
PowerShell activities
SSH activities
Orchestration applications
Orchestration ROI
Create Orchestration ROI labor rate cards
Create an Orchestration ROI automation entry record
Create an Orchestration ROI correlated task rule
Configure the time range for Orchestration ROI calculations
Installed with Orchestration ROI
Orchestration ROI reports
Orchestration ROI standard reports
Orchestration ROI premium reports
Client Software Distribution
Request client software distribution
Installed with client software distribution
Create licenses and counters for distributed software
Extend a software lease
Client software distribution from SCCM
Configuring SCCM
Configure the Application Administrator role on the SCCM server
Update the SCCM cmdlet libraries
Configure the MID Server for SCCM activities
Create Windows credentials for SCCM deployments
Retrieve SCCM data for client software distribution
Set up a software model for an SCCM application
Define an SCCM configuration
Create a catalog item for an SCCM application
SCCM deployment
Client software distribution validation process
SCCM software revocation
Client software distribution dashboard
Client software distribution extension framework
Configure client software distribution providers
Client software distribution extension keys
Client software distribution extension points
Orchestration examples
Active Directory automation example
Orchestration activity packs
Use an activity pack
Active Directory activity pack
Add User to Group AD activity
Change AD User Password activity
Create AD Object activity
Disable AD User Account activity
Enable AD User Account activity
Is AD Account Locked activity
Query AD activity
Remove AD Object activity
Remove User from Group AD activity
Reset AD User Password activity
Unlock AD Account activity
Update AD Object activity
Azure AD activity pack
Add User to Group Azure AD activity
Assign User License Azure AD activity
Create User Azure AD activity
Delete User Azure AD activity
Get User Info Azure AD activity
Remove User from Group Azure AD activity
Remove User License Azure AD activity
Reset User Password Azure AD activity
Exchange activity pack
Configure MID Server for Exchange
Pass multivalued properties with an Exchange activity
Create Address List activity
Delete Address List activity
Get Address List activity
Move Address List activity
Set Address List activity
Update Address List activity
Create Mailbox activity
Delete Mailbox activity
Disable Mailbox activity
Enable Mailbox activity
Get Mailbox activity
Set Mailbox activity
F5 Network Management activity pack
Add F5 Pool Member activity
Get F5 Pool Member activity
Delete F5 Virtual Server activity
Check F5 Pool activity
Add F5 Profile to Virtual Server activity
Modify F5 Virtual Server activity
Add F5 Virtual Server activity
Delete F5 Pool Member activity
Delete F5 Pool activity
Add F5 Pool activity
Infoblox DDI activity pack
Create a REST credential for Infoblox activities
Infoblox workflows
Infoblox roles and permissions
Infoblox DHCP activities
Infoblox DNS activities
Infoblox IPAM activities
Infoblox network activities
PowerShell activity pack
PowerShell activity designer
PowerShell protocols and troubleshooting
MID Server PowerShell files
PowerShell troubleshooting
Join Domain activity
Install Windows App activity
Change Service State activity
Restart Windows Server activity
Uninstall Windows App activity
Probe activity pack
SCCM activity pack
Request SCCM activities
Configure the MID Server for SCCM activities
Add to Device Collection activity
Add to User Collection activity
Get Applications activity
Get Deployments activity
Get Device Collections activity
Get User Collections activity
Is Device in Collection activity
Is User in Collection activity
Remove from Device Collection activity
Remove from User Collection activity
SFTP File Transfer activity pack
SFTP File Transfer workflow
Copy File activity
Create Directory activity
Get File List activity
Remove File or Directory activity
Rename File or Directory activity
Set File Attributes activity
SSH activity pack
Secure Copy activity
Files Compare activity
File Read activity
File Write activity
File Copy activity
File Replace String activity
Reset Linux User Password activity
Global activities
Orchestration activity designer
Introduction to credentials, connections, and aliases for Orchestration
Create custom activities using custom activity designer templates
General properties for activity designer templates
Create input variables
Data encryption for activity variables
Activity designer template pre-processing fields
Template post-processing fields
Auto-map activity output variables
Create an output variable
Create a parsing rule
Activity conditions
Orchestration custom activity templates
Create a JDBC activity
Create a SOAP web service activity
Auto-map SOAP activity output variables
Configure the SOAP execution command
SOAP template execution parameters
Create a JavaScript array in a SOAP template
SOAP template post-processing parameters
Create a JavaScript Probe activity
Create a PowerShell activity
Create a REST web service activity
Create an SFTP activity
Create a probe activity
Create an SSH activity
Create a run script activity
Create a JMS activity
Activity scoping
Publish a custom activity
Copy a custom activity
Orchestration databus
MID Servers for Orchestration
MID Server capabilities
Configure MID Server capabilities
Select the default MID Server for Orchestration
PowerShell probe version 2 system property
PowerShell log property
Use the Orchestration Usage dashboard
Task Communications Management
Task Communications Management process
Task Communications Management plugins
Activate Task Communications Management
Components installed with Task Communications Management
Install Collaboration Services for Task Communications Management
Components installed with Collaboration Services for Task Communications Management
Working with Task Communications Management
Define a communication plan
Define a communication task
Define a communication channel
Define a communication contact
Define a recipient list for communication contact
Create a plan type
Create a task type
Define contact responsibilities
View communication channel configuration
Configure Slack for a communication task
Classic Workflow
Getting started with workflows
Workflow editor
Workflow palette
Workflow editor title bar
Workflow editor keyboard navigation
Welcome page keyboard commands
Workflow drawing canvas keyboard commands
Workflow management
Create a workflow
Workflow properties
Create a workflow from a table
Create a workflow for a new service catalog item
Create a workflow for an SLA Definition
Ending workflows with multiple branches
Work on workflows
Workflows used as subflows
Pass a variable from a workflow to a subflow
Prepare a subflow
Using variables in a workflow
Workflow catalog variables
Workflow events
Workflow events in the base system
Glide events relative to workflows
Workflow event-specific functions
Event-specific workflow activities
Workflow stages
Use workflow stages
Add and translate stages
Workflow stage sets
Create a workflow stage field
Select a stage field
Display approvers in workflow stage fields
Workflow stage field icons and tooltips
Workflow stage renderers
Workflow fields with deleted records
Workflow validation
Workflow validator
ValidateTransitionOut
ValidateTransitionIn
ValidateDanglingTransition
ValidateSubflows
ValidateScriptForCurrentDotUpdate
ValidateLowestCommonTable
ValidateTableChange
ValidateParentFlow
ValidateSingleEnd
ValidateUpdateSetDependencies
ValidateUpdateSetParentDependencies
ValidateInputVarUpdateSetDependencies
ValidateWorkflowEndStages
ValidateWorkflowStageColumn
ValidateWorkflowStateValues
Workflow concepts
Workflow versions
Workflow scope
Domain separation and Workflow
Workflows and data separation
Workflow engine operation order
Workflow tables
Workflow administration
Workflow roles
Administering workflow contexts
Cancel a workflow
Scheduling a workflow
Workflow movement with update sets
Input variable movement
Input variable movement use case - two input variables
Input variable removal
Avoiding duplicate workflows
Workflow timelines
Workflow error handling
Workflow error tracking features
Create an error condition exit
Reconfigure an approval condition
Workflow run time metrics
Workflow pause utility
Request workflow pause utility
Pause and resume individual workflows
Pause and resume all or multiple workflows
Monitor workflow pause requests
Encrypted workflow scratchpad
Troubleshoot workflows
Use the Workflow Operations Dashboard
Workflow performance timing
Workflow activities
Workflow activities reference
Approval and rollback workflow activities
Approval Action workflow activity
Approval Coordinator workflow activity
Approval - Group workflow activity
Approval - User workflow activity
Generate workflow activity
Manual Approvals workflow activity
Rollback To workflow activity
Condition Workflow activities
If workflow activity
Switch workflow activity
Wait for condition workflow activity
Wait for WF Event workflow activity
Workflow notification activities
Create Event workflow activity
Notification workflow activity
Timer workflow activities
SLA Percentage Timer workflow activity
Timer workflow activity
Task workflow activities
Add Worknote workflow activity
Attachment Note workflow activity
Catalog Task workflow activity
Create Task workflow activity
Utility workflow activities
Branch workflow activity
Join workflow activity
Lock workflow activity
Log Message workflow activity
Log Trace Message workflow activity
REST Message legacy workflow activity
Return Value workflow activity
Run Script workflow activity
Set Values workflow activity
SOAP Message legacy workflow activity
Turnstile workflow activity
Unlock workflow activity
Subflow activities in workflow
Parallel Flow Launcher workflow activity
WorkflowCoordinator object
Completed subflow values in scripts
Parallel Flow Launcher example
View workflow activity descriptions
Add an activity to a workflow
Manage transitions between workflow activities
Manage workflow activity conditions
Edit the workflow activity properties form
Using workflow approval activities and rolling back workflows
Using variables in Notify workflow activities
Use multiple timer activities in one workflow
Publish a custom workflow activity
Workflow activity pinning
RaptorDB
ATF Test Generator and Cloud Runner
Exploring ATF Test Generator and Cloud Runner
Configuring ATF Test Generator and Cloud Runner
Operating ATF Test Generator and Cloud Runner
Generating the tests
Tests generation for flow and flow logic
Using ATF Test Generator and Cloud Runner
Executing the tests using Cloud Runner
Parallel testing using Cloud Runner
Scheduling test execution
ATF Test Generator and Cloud Runner reference
Log entries in the BOQ form
ATF Test Generator and Cloud Runner roles
System Administrator [admin]
HTTP Response Headers
Configure
Response templates
Activate
Components installed with response templates
Create a response template
Policy as Code Engine (PaCE)
Understanding PaCE
Key user personas and roles
PaCE life cycle
Install PaCE
Administer PaCE policies
Manage PaCE policies
View PaCE policies
Create PaCE policy
Activate or deactivate PaCE policy
Duplicate PaCE policy
Edit PaCE policy
Delete
Map PaCE policies
Define mapping inputs
Edit mapping inputs
PaCE mapping
Map policies using Static Mapping
Map policies using Dynamic Mapping
Request exception
Create PaCE policy template
Manage PaCE policy versions
PaCE version states
Create PaCE policy versions
Create PaCE policy version
Create PaCE policy version in low-code
Policy logic fields
Create copy of an existing PaCE policy version
Duplicate PaCE policy versions
Edit PaCE policy script
Publish
Edit draft policy version
Edit archived PaCE policy version
Compare PaCE policy versions
Delete PaCE policy version
Passing parameters to PaCE policies
Create new variables for policy
Data type descriptions
Create data collector
Data collector structure
Activate and build data collectors
Test data collectors
Add data collectors
Add nested policies
Use Test Playground
Test updates
Review output decision
Review execution log
Execute policies
Review
Manage categories and tags
Manage PaCE categories
Create
Edit or update
View
Manage PaCE tags
Add
Edit or remove
View
Write and test policies
Structure of a PaCE policy script
Policy invocation API
Sample PaCE API
PaCE API invocation parameters
Policy exceptions
Enable
Disable
Request
Withdraw
Integrate PaCE with other applications