45,59 €
Develop and extend efficient cloud-native applications with ServiceNow
If you are a ServiceNow administrator and developer and need to build and customize your service management solution (apps and workflows) with ServiceNow, then this book is for you.
ServiceNow provides service management for every department in the enterprise, including IT, Human Resources, Facilities, Field Service, and more.
This book focuses on all the steps required to develop apps and workflows for any of your business requirements using ServiceNow. You will start with the first module, which covers the basics of ServiceNow and how applications are structured; how you can customize the dashboard as required; and also how to create users. After you get used to the dashboard, you will move on to the next module, Applications and Tables, where you will learn about working with different tables and how you can create a scope other than the global scope for your application. The next module is Scripting and APIs, where you will learn Scripting in ServiceNow and use powerful APIs to develop applications. The final module, Administration Essentials, covers debugging, advanced database features, and scheduled script creation.
By the end of the book you will have mastered creating organized and customer-friendly applications
A step-by-step tutorial to designing applications and workflows with ServiceNow
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Seitenzahl: 305
Veröffentlichungsjahr: 2017
BIRMINGHAM - MUMBAI
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First published: September 2017
Production reference: 1210917
ISBN 978-1-78712-871-2
www.packtpub.com
Author
Sagar Gupta
Copy Editor
Safis Editing
Reviewers
Manoj Jain
Jonathan Jacob
Project Coordinator
Kinjal Bari
Commissioning Editor
Kartikey Pandey
Proofreader
Safis Editing
Acquisition Editor
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Indexer
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Sagar Gupta is the chief software architect and founder of Eworks Services Pvt. Ltd., central India's first ISO 27001-certified firm.
He leads a team of 50+ ServiceNow, BMC Remedy, AEM, Cloud, and BigData experts. He started his career building custom enterprise and service management applications in 2003 and has been working on the ServiceNow platform since the past 7 years. He has in-depth knowledge of the platform ranging from ITSM and ITOM to GRC, Security Operations, HR, Field Service, and IT Business Management.
Over the past several years, he has consulted numerous companies and conducted over 200 training sessions for Fortune 500 organizations such as GE, Dell, NetApp, IBM, Cognizant, Sapient, HCL, and EMC2.
He is also the lead engineer in the SnowEditor project and currently devotes most of his time helping companies improve their IT service delivery, modernize ITSM, automate processes, and build cloud-native applications on ServiceNow.
Manoj Jain is a technical architect and has over 10 years of IT experience. He has immense knowledge of ITSM processes and platforms, such as ServiceNow and BMC Remedy.
He is certified in ITIL V3 Foundation and ServiceNow System Administrator. He has conducted over 50 training in past 7 years in ITIL, BMC Remedy and ServiceNow for clients such as GE, Cognizant, CSS Corp, and Persistent.
During his career, he has consulted more than 100 clients to implement better ITSM solutions using ServiceNow and BMC Remedy. He is currently focused on helping companies create better custom applications on cloud platforms such as ServiceNow.
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
Introduction to ServiceNow
Creating a developer account
Requesting a new ServiceNow instance
Logging in to your instance
Understanding the ServiceNow platform user interface
Components of the user interface
System settings
Navigating through applications
Module UIs
Form UIs
Related List UI
Dot-walking
Service Management applications
ServiceNow application architecture
Single architecture
Shared resources
Single data model
Advanced High Availability architecture
Summary
User Administration
Creating a new user
Things to consider when creating a user
Creating a new group
Creating a new role
Associating a user to one or more groups
Assigning a role to a group
Best practices for managing groups
Task assignments
Approvals
Security
E-mail notifications
Impersonating a user
Companies, locations, and departments
Adding a department
Associating a user with a department
Managing user sessions
Terminating sessions of a logged in user
Locking out a user
Marking a user as inactive
Summary
Data Management
Database structure
Key table-management modules
Tables & Columns
Schema map
Tables
Columns and rows
Dictionary
Creating a table
Adding columns to table
Modifying column properties
Task table
Extending the Task table
Configuration management table
Extending the configuration table
Summary
Application Scopes
Application architecture
Structure of an application
Application scope
Private application scope
Global scope
Application versions
Application tables
Application dependencies
Application files
Fix scripts
ServiceNow applications
Application picker
Creating a new application
Creating application artifacts
Accessing information in different scopes
All application scopes
This application scope only
Summary
Modules, Forms, and Views
Creating a new module
Using Studio
Different module link types
New records
Running a report
Homepages
Portal pages
Change layout
Add content
Homepage modules
Separators
Managing module order
Summary
Introduction to ServiceNow Scripting
Different script types
Client-side scripts
Server-side scripts
Execution order of scripts
Client-side Glide API
GlideForm
GlideUser
GlideMenu
GlideList2
GlideDialogWindow
Using the GlideDialogWindow class
GlideAjax
Server-side Glide API
GlideRecord
addQuery
Available query operators
addNullQuery
addNotNullQuery
Applying multiple queries
Applying an OR query
Iterating over query records
GlideSystem
getCurrentScopeName()
log()
logError()
logWarning()
nil()
now()
print()
addInfoMessage()
addErrorMessage()
isInteractive()
isLoggedIn()
getUserID()
getUserName()
getUserNameByUserID()
eventQueue()
Scripting in scoped applications
Summary
Client-Side Scripting
Client scripts
onLoad client scripts
onChange client scripts
onSubmit client scripts
UI policies
UI scripts
Disabling client-side scripts
Creating a scope UI script
Summary
Server-Side Scripting
Business rules
Checking the booking requests by the same caller
When to execute business rules
Preventing recursive business rule execution
The scope problem
Script includes
UI actions
Summary
Jelly Scripting
Jelly scripts
Namespaces and phases
Jelly tags
j:if tag
j:choose, j:when, and j:otherwise
j:set
The j:set_if tag
The j:while tag
Glide tags
g:evaluate
g:breakpoint
g:macro_invoke
g:ui_form
g:ui_input_field and g:checkbox
g:dialog_buttons_ok_cancel
g:ui_reference
g:insert
g:inline
g:function and g:call
Special characters in Jelly
Ampersand--&
AND--&&
LESS THAN--<
Whitespace
Space
UI pages
Processing script
UI macros
UI formatters
Summary
Events and Notifications
Events
Registering events
Using a business rule to trigger events
Checking event logs
Script actions
Notifications
Testing notifications
Previewing notifications
Forward outgoing e-mails
Updating a travel-booking request
Summary
Workflow Development
Workflow basics
Using workflow editor
Workflow actions menu
Workflow development state
Workflow properties
Workflow transitions and activity exit conditions
Adding exit conditions
Adding activities to a workflow
Removing an activity from a workflow
Validating a workflow
Workflow activities
Approval and rollback activities
Condition workflow activities
Workflow notification activities
Subflow activity
Task activities
Timer activity
Utility workflow activities
REST calls using a workflow
Defining a REST endpoint
Making a REST request using a workflow
Summary
Debugging in ServiceNow
Syntax editor
Context-sensitive help
Syntax editor keyboard shortcuts
Scripting assistance
Period (.) key
Open parenthesis
Toggle full screen mode
Start search
Find next
Find previous
Replace
Replace all
Syntax editor macros
Available macros
Creating a custom macro
Script syntax error checking
Script Debugger
Launching Script Debugger
Script Debugger interface
Parts of Script Debugger
Debugging code
JavaScript Log
JavaScript Log window interface
Using jslog()
Difference between console.log() and jslog()
Field Watcher
Summary
Advanced Database Features
Relationships
Creating a new relationship
Configuring forms to show related lists
Modifying the list control options
Dictionary override
Database indexing
Full-text search
Table auditing
Excluding a field from being audited
Restoring deleted records
Limitations of the undelete feature
Database rotation
Data archiving
Creating an archive rule
Creating a destroy rule
Summary
Job Scheduling and Data Export-Import
Scheduled script execution
Exporting data
Form export
List export
Direct URL access
sysparam_view
sysparm_query
sysparm_record_count
sysparm_order_by
Building queries using a list of records filters
Export limits
Importing data using Import Sets
Importing data using CSV
Import set table
Checking the import log
Creating the transform map
Changing Field Map properties
Scripting to override field values
Transform map scripts
Running the transform
Monitoring transform progress
Summary
ServiceNow Application Development will focus on in-depth application development from designing forms to write business rules and client scripts to designing workflows on the world’s fastest growing enterprise cloud platform. Global organizations such as GE, NASA, Intel, and Dell EMC are using the ServiceNow platform to quickly build enterprise-ready custom applications that run on the cloud. GE Capital, the financing arm of GE, delivers financial, intellectual, and human capital to its customers, around the world and to meet growing challenges they used ServiceNow to build a new cloud-ready Risk Vulnerability Assessment Tool (RVAT) in only six weeks. This developer-focused book will serve as a road map for you and your team on how to build cloud-ready applications, manage data in single system of record, build standard-based applications, and win customers' and IT users' satisfaction.
Chapter 1, Introduction to ServiceNow, will help the reader get started with ServiceNow and gain access to a free developer instance from ServiceNow Developer Portal. The chapter is focused on getting the reader used to the platform and the basics of ServiceNow, such as UI, Login process, and some out-of-the box applications and features. The chapter will also help the reader brush up their knowledge about how ServiceNow is used within organizations.
Chapter 2, User Administration, explains how to create new users and associate them to a group. You will also learn how to assign roles to groups and users. Further, you will learn how to impersonate a user to test if our newly created users have access to correct applications and modules.
Chapter 3, Data Management, explains that managing tables and columns is one of the most common job administrators and developers have to perform when working on the ServiceNow platform. ServiceNow platform features various modules that can be used to create and manage tables and columns. In this chapter, you will learn how to create a new table from scratch, extend existing table and add fields (or columns) to new or existing tables. You will also understand the structure of existing tables such as task and cmdb.
Chapter 4, ApplicationScopes, explains that, when developing applications on the ServiceNow platform, developers need to take special care about the application scope they are working on. Applications help administrators and developers to combine different modules and features to deliver a relevant set of functionality. ServiceNow allows developers and administrators simple means to create and manage applications. In this chapter, you will learn how to create new applications. You will learn about the relationship between applications and scopes. You will also learn how to use applications to associate relevant information and access data from other applications.
Chapter 5, Modules, Forms, and Views, explains that ServiceNow platform easy-to-use features that allow administrators to create modules, and customize form and views. In this chapter, you will learn how to create different type of modules, customize the form layout, and quickly add new form fields to the table. You will also learn about various form field element types available in the platform including the reference field, journal field, date field and choice list. Furthermore, you will learn how to use form views to present same record in different manner to end-users based on their role.
Chapter 6, Introduction to ServiceNow Scripting, ServiceNow platform offers various scripting options to developers. This chapter, you will learn about different type of scripting options available in ServiceNow platform. You will learn about difference between server-side and client-side scripts. Furthermore, you will also learn how scripting works in scoped applications and get introduced to client-side and server-sideGlide APIs.
Chapter 7, Client-Side Scripting, will help you to learn how to create client-side scripts and what are the different ways to execute the client-side code. The readers will learn how to make use of the client-side Glide API and some of the most widely used functions available. You will learn how to create client scripts, UI policy, and UI script.
Chapter 8, Server-side Scripting, explains that server-side scripts and APIs can be employed to enhance server-side data processing and integration with different systems. Server-side scripts can also be used to perform database operations and perform large scripted imports. This chapter will help you learn how to create server-side scripts, and when and where the server side scripts comes in the scene when working with ServiceNow applications. The chapter will help you understand how to make use of the server-side Glide API and server-side artifacts like Business Rules, script-include, and data policy.
Chapter 9, Jelly Scripting, explains that in ServiceNow platform, Apache’s Jelly syntax is used to render forms and UI pages. Jelly is Java and XML-based scripting and a transformation engine used to turn XML into executable code. The output is usually HTML and JavaScript code that is used by the browser to render elements on a page. This chapter will help you learn how to create UI pages, UI macros and formatters. You will learn how to make use of Jelly scripts to enhance our UIs and create custom controls and application property page.
Chapter 10, Events and Notifications, explains that in ServiceNow, Events are used to monitor changes or events by event handlers just like in any other programming language. Events in the queue are consumed by script actions or notifications, which in turn execute scripts or trigger notifications. Notification on the other hand, is an approach to send out e-mail to the end-users or external end-points. Any form or script sending out an email relies on the Notification feature of the platform. This chapter will help you learn how to trigger events when data changes and send out e-mail based on events.
Chapter 11, Workflow Development, explains that the ServiceNow offers a web based visual workflow designer known as Workflow Editor. A workflow is made up of activities and always consists of begin and end activities that marks the start and end of the workflow. This chapter will help you learn how to use many of the different available standard workflow activities including the REST activity and how to design, run and test your own workflow.
Chapter 12, Debugging in ServiceNow, explains that within ServiceNow you write both server-side and client-side code. The ways to troubleshoot them more or less remain same but the approach differs. This chapter will cover many different troubleshooting and debugging techniques available within the platform. The chapter will help you how to use many features to debug and troubleshoot scripts in ServiceNow platform and cover various topics such as Syntax editor, launching and using the Script debugger, JavaScript log and Field watcher.
Chapter 13, Advanced Database Features, ServiceNow platform offers many features to improve the performance and overall functionalities of ServiceNow applications. This chapter will cover features like relationships, indexing, full-text search, and overriding field properties. You will also learn features such as enabling auditing, restoring deleted records and Table rotation and data archiving.
Chapter 14, Job Scheduling and Data Export-Import, explains that as a developer you will always to be tasked to ensure data from various external systems can be brought into the platform with ease and this may require you to create scripted controls that can perform pre- and post-processing of the imported data. This chapter includes some of advanced development and administrative tasks that a developer must be aware of like scheduled script execution (SSE), and data export and import. More specifically, you will help how to schedule a script to run in the background, export data, import data using import sets, configure transform maps and use scripts to process imported data.
As ServiceNow is a cloud-based SaaS application, it can be accessed using most standard browsers. These are browsers that are supported by the UI16 of the ServiceNow application:
Chrome Version: Latest public release
Firefox Version: Latest public release
Internet Explorer Version: 9 and above
Microsoft Edge Version: Latest public release
Apple Safari Version: 9.1 and above
There are some limitations when using Internet Explorer to access ServiceNow, including the following:
Compatibility mode is not supported
Setting security to
High
using
Internet Options
|
Security
tab is not supported and will make some ServiceNow applications and features inaccessible
Internet Explorer 11 may face memory leak issues especially in Windows 7
Notifications in Connect are only available in Safari, Chrome and Firefox. Internet Explorer doesn’t support notification feature.
Cookies must be enabled for the login feature to work. If you disable cookies, you will not be able to log in to the instance.
This book is indented for anyone who wants to learn how to develop software on the world's fastest growing enterprise cloud platform. Developers and administrator, who are already working on ServiceNow, can also use this book to brush up their knowledge of key development features.
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If you are reading this book, it is probably because your company is planning to implement and customize the ServiceNow platform or you want to build a career around the fastest growing enterprise cloud platform. ServiceNow is a SaaS platform offered by ServiceNow, Inc. and used by global corporations such as GE, Dell EMC, NetApp, Yahoo, Google, Aegis, Deutsche Bank, AstraZeneca, Red Hat, Siemens, University of San Francisco, Sony Pictures Entertainment, Intuit, Moody's, Diageo, and so on. For the purpose of this book, we are going to assume that you work at ABCD, Inc. and your company's management has asked you to build a custom application on top of the ServiceNow platform.
ServiceNow allows companies to manage processes and create custom applications using a single system of record framework - meaning every application and all data stored in the platform follows the same framework and basic structure. ServiceNow platform comprises key product features such as Service Management, IT Operations Management, Application Development, IT Business Management, Human Resources, Customer Service, and Security.
Service Management
: Offers features used by your IT Service Desk to manage ITIL processes
such as
Incident Management, Change and Release Management, Problem Management, Service Level Management, Service Catalog, Knowledge Management, and Configuration and Asset Management along with features like reporting and administration, which extend across other features as well.
IT Operations Management
: Includes applications
such as
Discovery, Service Mapping, Event Management, Orchestration and Cloud Management.
Application Development
: Includes the core Platform and app development features
such as
Custom Applications, APIs, Portal Designer and Integration tools.
IT Business Management
: It includes applications
such as
Performance Analytics, Financial Management, Project Portfolio Management, Demand Management, Resource Management and Application Portfolio Management.
Security
: It includes features and applications related to Security Operations and
Governance, Risk and Compliance
(
GRC
)
Customer Service
: It includes applications such as Customer Service Management, Field Service Management and Knowledge Management.
Human Resources
: It includes the HR Service Management application.
In this book, we will be covering topics related to application development and customizing and extending features of Service Management applications such as Incident Management. As ServiceNow is a cloud-based platform, we do not usually need to install any special software on a client system. We can access any ServiceNow instance easily from anywhere using a computer or mobile with internet connectivity and the latest browser such as Microsoft Edge, Internet Explorer, Firefox, or Google Chrome. For administration and Development purposes, it is recommended that you use a desktop with the latest version of Chrome, which is what we will be using throughout this book to access our instance.
This chapter will help you get started with ServiceNow and gain access to a free developer instance from ServiceNow developer portal and understand the basics of ServiceNow such as UI, Users, and out-of-the-box applications and features.
This chapter will cover the following topics:
Creating a ServiceNow developer account
Launching a developer instance
Understanding the ServiceNow platform login process
Understanding the ServiceNow user interface
An introduction to Service Management Applications
ServiceNow platform architecture
ServiceNow, Inc. offers developers a free instance of their cloud-based platform. To be able to develop a custom application, you first need to have your own instance of the ServiceNow platform. You can create a developer account and request a free instance by visiting the ServiceNow developer portal site at: https://developer.servicenow.com:
The registration process for the ServiceNow developer portal is fairly simple. You can click on the REGISTER link in the upper-right, if you are not already registered, and fill in your name, e-mail, and choose a password to complete your registration. Once you verify your email and are registered, you can log in to the ServiceNow developer portal and request an instance by clicking on the Request Instance button, as shown in the following screenshot:
You will be presented with a modal window, like the one shown in the following screenshot, to select a version of the ServiceNow instance you wish to launch. For the purpose of this book, we will be launching an instance running the Istanbul version of the ServiceNow platform. You can also select the latest version of the ServiceNow platform, which is Jakarta:
It may take a few minutes for the developer portal to assign you an instance. Once the instance is available, you will be presented with details of your instance - such as the URL of the instance, the System Administrator's username (by default admin), and an alphanumeric password. Make sure to save this information for future reference:
You will also be presented with the credentials to log in to your instance, as shown in the following screenshot:
Now that you have your own personal developer instance, in the ServiceNow developer portal, you can click on the instance URL link to open and log in to your instance using the admin user credentials, as shown in the following screenshot:
Enter your User name and Password to log in to your instance, and leave the Rememberme checkbox checked only if you trust others who share your computer. If you are logging in to your instance for the very first time, it will prompt you to change your password. Every ServiceNow instance's URL is different. Instance settings, users, passwords, roles, applications, modules, tables, UIs, scripts, and so on available for one instance are unique to that instance. They can, however, be copied from one instance to another.
The first time you log in as admin, you are taken to the System Administrator homepage (Dashboards), like the one shown in the following screenshot:
Just like any web-based application, we interact with the ServiceNow platform's application and modules through the user interface using a web browser. The version of UI that comes with the Istanbul release of ServiceNow is referred to as UI16. There are three main components of UI16: Banner Frame, Application Navigator, and Content Frame.
The various components of the user interface are explained here:
Banner Frame (top header)
: The banner frame appears at the top of the interface. This is where you see the logo, global navigation, logged-in user's info, search and other tools, and a settings (gear/cog) icon at the extreme right. This settings gear icon is extremely useful for developers as it is used quite frequently during development:
Application navigator (left navigation bar)
: This is where navigation links to different ServiceNow platform applications and modules are visible. It has a text filter box at the top, which allows us to filter through available navigation links. There are three tabs available in the left navigation bar:
The
Applications
tab contains a list of all of the applications and modules the logged in user has access to. Based on the user's role, each link has an edit icon and inactive star icon to its right. The edit link can be used to navigate to the edit module page, and the star icon can be clicked on to add or remove navigation entries to user favorites.
The
Favorites
tab lists all navigation links and items the logged in user has added to their favorites.
The
History
tab lists navigation links and items the logged in user has recently accessed.
Content Frame:
This is the main section of the user interface where pages, forms, list of records, dashboards,
Homepages
of all applications, and modules are loaded.
It is possible to switch back to an earlier version of the user interface (UI15) by clicking on the settings gear icon in the far right of the Banner Frame, which will open up the System Settings modal window (more on this on next page), and then clicking on the Switch to U15 button in the upper-right of the modal window. To switch back to U16, again click on the settings gear icon, and click on the Switch to U16 button:
Version 15 of the UI features The Edge, which has been replaced by the Favorites (left-navigation) tab in version 16 of the UI, as shown in the following screenshot:
The System Settings modal window is accessible (in UI16) by clicking on the settings gear icon in the Banner Frame. When you are logged in as System Administrator or a delegated developer, you will have the following settings available:
General
: Here you can change your time zone, view a printable version of the content frame, and change a few accessibility-related settings.
Theme
: Allows you to select and change your UI's theme color.
Lists
: Here you can change settings related to a list of records module pages:
Wrap longer text in list columns
: If enabled, breaks long text into lines in order to minimize horizontal scrolling in the list of records module pages.
Forms
: This tab allows you to change how your Form UI loads and work:
Tabbed forms
: If enabled, all related lists and sections on the form show up in tabs in all forms.
Related list loading
: Allows changing how related lists load in the form. We can choose to load related lists
With the Form
,
After the Form,
or
On-Demand
.
Notifications
: This tab allows users to enable or disable mobile, desktop (web), e-mail, and audio notifications.
Developer
: This tab is only available to users with an admin role or a delegated developer. This tab allows developers to select their current
Application
and working
Update Set
. The following settings are available under the
Developer
tab:
Application picker drop-down
: Allows selecting an application scope and marking it as active. This prevents developers from making modifications to any other application other than the one that is currently selected. One ServiceNow instance can have more than one application scope defined but a user can work only on one of the scopes at any given time.
Show application picker in header
: If enabled, shows application picker drop-down in the banner frame. We will keep this setting enabled for the rest of our chapters.
Update Set picker drop-down
: Allows selecting an
Update Set
and marking it as active.
Update Sets
are like containers, which record changes to the selected
Application
scope and allows easy migration of changes to other instances and rollbacks. One application scope can have more than one
Update Sets
defined but only one marked as active.
Show update set picker in header
: If enabled, shows the
Update Set
picker drop-down in the banner frame. Keep it enabled for the rest of our chapters.
JavaScript Log and Field Watcher
: If enabled, shows the JavaScript Log and Field Watcher frame within the Content Frame.
After enabling Show Applicationand theUpdate Setpicker in the header settings, both drop-down fields will appear in the banner frame, which will enable us to quickly change the activeApplicationscope andUpdate Set:
The ServiceNow platform comes with a default Application scope named Global and a default Update Set under the global application scope named Default [Global]. We will be covering how the Application scope and the Update Set
