Document Viewer plugins

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Document Viewer plugins

    The Document Viewer plugins enable users to view and collaborate on documents directly within the ServiceNow Platform without needing to download them. The recent enhancements allow for better document sharing and collaboration through integrations with Microsoft OneDrive and Microsoft 365 SharePoint.

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    Key Features

    • Collaboration: Users can edit and share documents using Microsoft OneDrive, and upload policy documents authored in ServiceNow as Microsoft 365 documents.
    • Link Sharing: Users can attach shared links to records that open documents in Microsoft 365 SharePoint, allowing real-time collaboration with co-workers.
    • Integration Plugins: To utilize these features, users must install specific plugins including Microsoft OneDrive Spoke, Microsoft Azure AD Spoke for Integration Hub, and the Multi Provider Document Service Framework.
    • Bi-directional Integration: Changes made in documents reflect instantly in both Microsoft OneDrive and ServiceNow, ensuring up-to-date content across platforms.

    Key Outcomes

    By leveraging these plugins, ServiceNow customers can enhance document management capabilities, streamline collaboration within teams, and integrate seamlessly with Microsoft tools, leading to improved productivity and efficiency in handling documents.

    With Document Viewer, you can view documents directly in the ServiceNow Platform rather than having to download them. Two new plugins enhance the experience and provide more options for document viewing. You can collaborate with other people, copy, delete, restore, and view version history directly in a ServiceNow instance.

    Overview

    In previous ServiceNow releases, not all documents could be shared and used for team collaboration. With new plugins for the Platform Document Viewer, now you can:

    • Collaborate (edit, share) with Microsoft OneDrive and copy documents to your ServiceNow instance. ​
    • Upload a policy document authored in your ServiceNow instance as a Microsoft 365 document in Microsoft 365 SharePoint.​
    • Attach shared links to a record. Clicking the link opens the document in Microsoft 365 SharePoint​.
      • The link can be shared with a co-worker, who can view and edit the document in real time.​
      • The current version is also viewable in the ServiceNow instance.​
    • Use collaboration tools such as Microsoft 365 for review and co-authoring documents.​

    Plugins

    To use this feature, install the following plugins:
    • Microsoft OneDrive Spoke​
    • Microsoft OneDrive document service Spoke
    • Microsoft Azure AD Spoke for Integration Hub
    • Multi Provider Document Service Framework
    ​

    See List of plugins (Rome) for a complete list of ServiceNow plugins.

    After installation, you can use the base system subflows or customize them.​ Configure the subflows in the Document actions table.​ Once configured, they can be invoked as UI actions from List views or can be invoked through Script Include APIs.​
    Microsoft OneDrive integration plugin
    Collaborate in Microsoft OneDrive and perform copy, delete, restore, and version actions on documents directly in a ServiceNow instance. This integration is bi-directional (performs in both directions): Changes are reflected in both Microsoft OneDrive and in the instance.
    Microsoft Azure AD Spoke for IntegrationHub
    The Microsoft Azure AD Spoke for Integration Hub provides actions that a Process Analyst can use when designing flows. The actions allow them to automate the management of users, security groups, and office groups. User management includes applying licenses that result in user provisioning into Office 365.
    Multi Provider Document Service Framework plugin (glide plugin)
    Plugin contains the data model needed to integrate with third-party document service providers.
    ​
    Note:
    To activate a plugin:
    1. Navigate to System Definition > Plugin.
    2. Enter the plugin name in the Search field.
    3. Select install.

    Tables

    mp_provider_details
    • Provider Details Name
    • Provider Name
    • Attributes
    mp_document_version
    • Version​ ​
    • Document
    • Version Modified By​
    • Version Last Modified​
    mp_document_activity​
    • Document Name​
    • Document sys_id​
    • Document Version sys_id
    • Document Action​
    • Provider Detail​
    • Notes
    mp_documents
    • Document name​
    • Provider Details
    • Attachment
    • URL
    • Description
    mp_document_action​
    • document_action_name​
    • provider_detail​
    • subflow
    • provider_permission​
    mp_permission_configuration​
    • Entity_type​
    • Entity_id
    • Attributes
    • Provider_group_id​
    • Provider_group_name​
    • permission
    mp_provider_permission​
    • permission
    • provider
    • Attributes
    • description
    mp_collaborator​
    • collaborator_attributes​
    • collaborator_email​
    • collaborator_id​
    • collaborator_name​
    • Provider_detail​
    • user