Upgrade History Task form

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Upgrade History Task form

    The Upgrade History Task form allows ServiceNow customers to manage and update skipped record tasks during an upgrade process. This form is essential for tracking, reviewing, and resolving tasks that the system skipped to preserve customizations. It enables you to view task details, prioritize tasks, and take actions such as updating, resolving conflicts, reverting changes, or deleting skipped tasks.

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    Key Features

    • Task Access: Access skipped record tasks by clicking the task number link on a task over the VTB (Versioned Task Board).
    • Task Details: Includes fields such as Short Description, Priority, Disposition, Type, State, and Work Notes to provide comprehensive information about each skipped task.
    • Priority Levels: Tasks are prioritized based on file types, ranging from Priority 1 (highest, e.g., UI pages and macros) to Priority 5 (lowest, other files).
    • Disposition: Always marked as “Skipped” indicating the system preserved customizations by not changing the record.
    • State Options: Tracks the review status of tasks, including Not Reviewed, Reviewed, Merged, Retained, and Reverted states.
    • Action Buttons: Includes Update (for editing task details), Resolve Conflicts (to review and resolve differences), Revert to Base System (to discard customizations), and Delete (to remove the skipped task).
    • Old Resolution Details Related List: Displays actions taken in previous upgrade versions for each skipped task, showing task number, description, disposition, priority, state, assigned user, and version history.

    Key Outcomes

    • Enables effective management of upgrade tasks by allowing detailed review and modification of skipped records to ensure customizations are preserved or appropriately updated.
    • Helps prioritize upgrade tasks based on file importance, streamlining upgrade efforts and focus.
    • Provides transparency on task history and previous actions, aiding in better decision-making during upgrades.
    • Facilitates conflict resolution and change management during the upgrade to maintain system integrity and customization consistency.

    You can update information about a skipped record task using the Upgrade History Task form.

    To make changes on a skipped record task, click a task number link on a task over VTB.
    Table 1. Upgrade History task form details
    Field Description
    Short description Description about the task
    Priority Prioritization of the skipped records based on the importance of the file types. The prioritization is done as follows:
    • Priority 1 (highest priority): UI pages, UI macros, and more
    • Priority 2: Business Rules, Security ACLs, and more
    • Priority 3: Reports and more
    • Priority 4: Form Sections, Choice Sets, and more
    • Priority 5 (lowest priority): other
    Disposition Disposition is Skipped since the task board is only for skipped records. The system did not change this record in order to preserve customizations.
    Type Type of file which determines the priority level.
    State State of the files.
    • Not reviewed: Tasks which have not been reviewed
    • Reviewed: Tasks which have been reviewed
    • Merged: Tasks which have both the old and new changes
    • Retained: Tasks which have retained the updates from the latest upgrade
    • Reverted: Tasks which have reverted its changes to the base system
    Work notes Notes about the skipped record task
    Update Button to update the skipped record task
    Resolve Conflicts Button to resolve conflicts by reviewing the differences
    Revert to Base System Button to revert the customizations
    Delete Button to delete the skipped record task
    The Old Resolution Details related list shows the actions taken in the previous upgrade version.Image showing the Old Resolution Details related list
    Table 2. Old Resolution Details related list
    Field Description
    Number Task number of the skipped file where some actions were taken in the previous upgrade version.
    Short description Description about the task
    Disposition Action performed on this file during previous upgrade
    Priority Prioritization of the skipped records based on the importance of the file types. The prioritization is done as follows:
    1. (highest priority): xml content
    2. script or script_plain
    3. html content
    4. sys_ui_form_section, sys_ui_related_list, or sys_choice_set
    5. (lowest priority): other
    State State of the files.
    • Not reviewed: Tasks which have not been reviewed
    • Reviewed: Tasks which have been reviewed
    • Reviewed and Merged: Tasks which have been reviewed and have both the old and new changes
    • Reviewed and Retained: Tasks which have been reviewed and have retained the updates from the latest upgrade
    • Reviewed and Reverted: Tasks which have been reviewed and have reverted its changes to the base system
    Assigned to Name of the assigned user
    From Past previous version
    To Past current version