Upgrade History Task form

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Upgrade History Task form

    The Upgrade History Task form in ServiceNow allows customers to update and manage information about skipped record tasks during system upgrades. These skipped tasks represent customizations or records that the system did not automatically change, preserving customer-specific configurations. Access to modify these tasks is provided via task number links on the upgrade task board (VTB).

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    Key Features

    • Task Details: Each skipped record task includes fields such as short description, priority, disposition, type, state, and work notes.
    • Priority Levels: Tasks are prioritized based on the importance of file types, ranging from Priority 1 (highest, e.g., UI pages and macros) to Priority 5 (lowest, e.g., other files).
    • Disposition: Always marked as "Skipped" to indicate the system preserved customizations by not changing the record.
    • State Management: Tracks the review status of tasks, including Not Reviewed, Reviewed, Merged, Retained, and Reverted states.
    • Action Buttons: Provide options to update tasks, resolve conflicts by comparing differences, revert changes to the base system, or delete skipped record tasks.
    • Old Resolution Details Related List: Displays historic actions from previous upgrade versions, showing task numbers, descriptions, dispositions, priorities, states, and assigned users for traceability.

    Practical Use for ServiceNow Customers

    This form helps customers manage upgrade-related skipped tasks effectively by providing detailed tracking and control mechanisms. It enables prioritization based on file importance, facilitates conflict resolution during upgrades, and maintains a history of previous upgrade resolutions. This ensures that critical customizations are preserved, reviewed, or reverted as needed, supporting smoother upgrade processes and better customization management.

    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