Smart button functions

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
  • Use smart buttons to interact with native applications on your mobile device, such as your phone, map, or email applications.

    Smart buttons

    Smart button functions

    Use smart buttons to quickly perform actions you specify outside the app. These actions can include navigating to a location on a map, sending a text message or email to a contact, placing a phone call, or opening a URL in a browser. You can choose from any of the following options.

    Smart button types

    Type Description
    Address

    Use the Address smart button type to navigate to an address on your instance using your mobile devices navigation software.

    For example, you can configure a button to direct your field technician to their next work location.

    Email

    Use the Email smart button type to send an email. The recipient can be a static email address, or an email address stored on a table on your instance.

    For example, you can configure a button to send a email with a preset subject from within an incident record.

    Phone

    Use the Phone smart button type to place a call or send an SMS text message. As with email, the recipient can be a static, or a number stored on an instance record.

    For example, you can configure a button on an incident record to call your customer. You can configure your smart button to automatically use the phone number in your customer's user record.

    URL

    Use the URL smart button to navigate to a web address. For example, you can configure a button to open your company's website.

    URLs can be relative or external. Relative URLs display within the app, while external URLs open in the mobile device's default browser.

    Smart button context

    Context determines whether a smart button uses information in a record, or static information you define when creating the smart button.

    Record Context
    Use record context when you want to use information from the record where you have included your smart button. For example, you want to create a smart button to call the user listed in the Caller field of an incident. In this case you would select Record in the smart button's context field. The number used for the phone call is specified by selecting a table and field where the caller's phone number is stored. Using this method, the number called changes dynamically when accessing incidents with different callers.
    Global Context
    Use global context when you want to create a button that does not depend on information in the record. For example, you want to create a smart button that calls your company's support number. This number remains the same no matter where the smart button is placed in your application. When creating a smart button with the global context, you have a Phone Number field where you can input the number.

    For examples of configuring smart buttons, see Configure a smart button.

    Smart button advanced configurations

    Use advanced configurations to control when your button appears, based on conditions or roles. You may, for example want to hide an email button for records that have no email address, or display a URL link only to your admin users.

    Configuration Description
    Display Conditions Conditions under which the smart button is visible.
    Roles Permission Roles that can see the smart button. If no roles are selected, the button is visible to all users.

    Deep linking to third party applications

    ServiceNow mobile supports deep linking to third party applications using the URL smart buttons. To make use of this feature, enter a properly formatted URI in the URL field. The format for a deep linking URI varies depending on the target app. For information on these URI formats, refer to deep linking documentation provided by the third party vendors.

    Administrators can use the glide.sg.allowed_external_deeplinks property to define which third party apps. For details on this property, see Configure which external apps are available for deep linking.