Approval assignment scripts

  • Release version: Washingtondc
  • Updated February 1, 2024
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    Summary of Approval Assignment Scripts

    This document provides a collection of useful approval and assignment scripts for ServiceNow applications. These scripts can help automate the assignment of service catalog items and incidents based on specific criteria, improving efficiency in handling requests. Note that these customizations are provided as-is and should be thoroughly tested before implementation.

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    Key Features

    • Automatic Group Assignment for ESS Requests: Assigns the 'Network' group to all Employee Self-Service (ESS) requests when no roles are defined for the requester.
    • Catalog Item Assignment Based on Delivery Plan: This script links service catalog items to the appropriate group based on the delivery plan associated with them, particularly if it relates to the desktop group.
    • Single Task Catalog Item Assignment: Automatically assigns catalog items that have only one associated task to the relevant group.
    • Workload-Based Assignment: A business rule that assigns incidents to the group member with the least active incidents, optimizing workload distribution.
    • Dynamic Assignment on Category Change: A client script that triggers assignment rules when the category of an incident is modified, ensuring that the assignment reflects the current context.

    Key Outcomes

    By implementing these scripts, ServiceNow customers can expect enhanced efficiency in request handling, improved resource allocation based on workload, and dynamic updates to assignments based on changes in incident categories or delivery plans. This leads to a more streamlined and effective service management process.

    This is a searchable version of the useful approval and assignment scripts.

    Warning:
    The customization described here was developed for use in specific instances, and is not supported by Now Support. This method is provided as-is and should be tested thoroughly before implementation. Post all questions and comments regarding this customization to our community forum.

    For see Viewing my approvals.

    Assign a group for ESS requests
    The following Assignment Rulescript automatically assigns a group for all ESS Requests.
    if(current.opened_by.roles==""){
        current.assignment_group.setDisplayValue('Network');
        current.update();}
    Assign catalog item to group based on delivery plan task
    This assignment rule assigns a service catalog item to the database group if it uses a delivery plan that has a catalog task assigned to the desktop group.
    //Return catalog items that have no group but do have a delivery plan assigned
    var ri =new GlideRecord("sc_cat_item");
    ri.addQuery("group","=",null);
    ri.addQuery("delivery_plan","!=",null);
    ri.query();
    while(ri.next()){
        gs.log("Found an item");
        //Return tasks that point to the same delivery plan as the above item
        var dptask =new GlideRecord("sc_cat_item_delivery_task");
        dptask.addQuery("delivery_plan","=",ri.delivery_plan);
        dptask.query();while(dptask.next()){
            gs.log("Found a task");var gp = dptask.group.getDisplayValue();
            gs.log(gp);//If the task is assigned to desktop, assign the item's group to desktop
            if(dptask.group.getDisplayValue()=="Desktop"){
                ri.group.setDisplayValue("Desktop");
                gs.log("updating "+ ri.getDisplayValue());
                ri.update();break;}}}
    Assign items with one task
    This assignment rule automatically assigns any catalog items with only one task associated to a particular group.
    //Get the catalog item for the current requested item
    var scCatItem =new GlideRecord("sc_cat_item");
    if(scCatItem.get('sys_id', current.cat_item)){
    // If the catalog item already has an assignment group or if using workflow we don't need to make an assignment
      if(!scCatItem.delivery_plan.nil()&& scCatItem.group.nil()){
            var dpTask =new GlideRecord("sc_cat_item_delivery_task");
            dpTask.addQuery("delivery_plan","=",scCatItem.delivery_plan);
            dpTask.query();
            if(dpTask.getRowCount()==1&& dpTask.next()){
            // Check that there is only 1 record in the GlideRecord
                dpTask.group;}}}
    Assignment based on workload

    Type: Business Rule.

    Description: Populate the assigned to based on the assignment group member who has the least amount of active incidents.

    Parameters:
    • order: >1000 if you want to execute after assignment rules
    • condition: current.assigned_to == '' && current.assignment_group != ''
    • when: before, insert/update
    var assignTo = getLowestUser();
    gs.addInfoMessage("assigning to is "+ assignTo);
    current.assigned_to= assignTo;
     
    function getLowestUser(){
      var userList =new Array();
      var cg =new GlideRecord('sys_user_grmember');
      cg.addQuery('group', current.assignment_group);
      cg.query();
      while(cg.next()){
        var tech = cg.user.toString();
        var cnt = countTickets(tech);
        gs.addInfoMessage("Tech counts "+ cg.user.name+' '+ cnt +" "+ tech);
        userList.push({ sys_id: tech,name: cg.user.name, count: cnt });}
    
      for(var i=0; i < userList.length; i++){
        gs.addInfoMessage(userList[i].sys_id+" "+ userList[i].name+" "+ userList[i].count);}
      userList.sort(function(a, b){
        gs.addInfoMessage("Sorting: "+ a.sys_id+"("+ a.count+");
        "+ b.sys_id+"("+ b.count+")");
        return a.count- b.count;});
    
      if(userList.length<=0)return"";
      return userList[0].sys_id;}
     
    function countTickets(tech){
      var ct =new GlideRecord('incident');
      ct.addQuery('assigned_to',tech);
      ct.addQuery('active',true);
      ct.query();
      return ct.getRowCount();}
    Run assignment rules when category is changed

    Type: Client script.

    Table: Incident.

    Description: This example is an onChange client script on the category field within Incident. Note: this script used to use synchronous AJAX (asynchronous behavior is specified by the third parameter of the ajaxRequest call). The implementation below uses asynchronous AJAX. The drawback of using the synchronous version is that a network response problem could cause the browser to hang.
    // Make an AJAX request to the server to get who this incident would be
    // assigned to given the current values in the record. This runs the assignment 
    // rules thathave been defined in System Policy and returns the assigned_to and 
    // the assignment_group
     
    function onChange(control, oldValue, newValue, isLoading){
      if(isLoading){return;
      // No change, do not do anything
      }
    
       // Construct the URL to ask the server for the assignment
      var url ="xmlhttp.do?sysparm_processor=AJAXAssignment&sys_target=incident";
      var uv = gel('sys_uniqueValue');
      if(uv){
            url +="&sys_uniqueValue="+ uv.value;}
      // Make the AJAX request to the server and get the response
      var serial = g_form.serialize();
      // get all values currently assigned to the incident
      var response = ajaxRequest(url, serial,true, responseFunc);}
     
    // This callback function handles the AJAX response.
    function responseFunc(response){
      varitem= response.responseXML.getElementsByTagName("item")[0];
      // Process the item returned by the server
      if(item){
      // Get the assigned_to ID and its display value and put them on the form
        varname=item.getAttribute("name");
        var name_label =item.getAttribute("name_label");
        if(name_label &&name){
          g_form.setValue('assigned_to',name, name_label);}
        else{
          g_form.setValue('assigned_to','','');}
        // Get the assignment_group ID and its display value and put then on the form
        var group =item.getAttribute("group");
        var group_label =item.getAttribute("group_label");
        if(group_label && group){
          g_form.setValue('assignment_group', group, group_label);}
        else{
          g_form.setValue('assignment_group','','');}}}
    Custom approval UI macro
    For information on creating a custom approval UI macro, see UI macros.