ServiceNow Application Development - Sagar Gupta - E-Book

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Sagar Gupta

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Beschreibung

Develop and extend efficient cloud-native applications with ServiceNow

About This Book

  • Build and customize your apps and workflows to suit your organization's requirements
  • Perform in-depth application development from designing forms to writing business rules, client-scripts, and workflows
  • Comprehensive guide to the end-to-end implementation of designing and extending apps with ServiceNow

Who This Book Is For

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.

What You Will Learn

  • Customize the ServiceNow dashboard to meet your business requirements
  • Use Administration and Security Controls to add roles and ensure proper access
  • Manage tables and columns using data dictionaries
  • Learn how application scopes are defined within ServiceNow
  • Configure different types of table to design your application
  • Start using the different types of scripting options available in ServiceNow
  • Design and create workflows for task tables
  • Use debugging techniques available in ServiceNow to easily resolve script-related issues
  • Run scripts at regular time intervals using the Scheduled Script Execution module

In Detail

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

Style and approach

A step-by-step tutorial to designing applications and workflows with ServiceNow

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Veröffentlichungsjahr: 2017

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ServiceNow Application Development

 

 

 

 

 

 

 

 

 

 

Transform the way you build apps for enterprises

 

 

 

 

 

 

 

 

 

 

Sagar Gupta

 

 

 

 

BIRMINGHAM - MUMBAI

ServiceNow Application Development

Copyright © 2017 Packt Publishing

 

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

 

First published: September 2017

 

Production reference: 1210917

Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.

ISBN 978-1-78712-871-2

 

www.packtpub.com

Credits

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

 

Meeta Rajani

Indexer

 

Pratik Shirodkar

Content Development Editor

 

Trusha Shriyan

Graphics

 

Kirk D'Penha

Technical Editor

 

Akash Patel

Production Coordinator

 

Shantanu Zagade

About the Author

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.

About the Reviewer

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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Table of Contents

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

Preface

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.

What this book covers

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.

What you need for this book

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.

Who this book is for

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.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book-what you liked or disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of. To send us general feedback, simply e-mail [email protected], and mention the book's title in the subject of your message. If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide at www.packtpub.com/authors.

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Errata

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We appreciate your help in protecting our authors and our ability to bring you valuable content.

Questions

If you have a problem with any aspect of this book, you can contact us at [email protected], and we will do our best to address the problem.

Introduction to ServiceNow

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.

Companies using the ServiceNow platform deploy one or more of the aforementioned product features. Service Management, Application Development Platform, and IT Operations Management are the most widely deployed features among ServiceNow customers.

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.

Fred Luddy founded ServiceNow, Inc. in 2003 (as GlideSoft, Inc.) and in Jan 2016 ServiceNow announced total revenues of US $1.0 billion for the fiscal year, 2015. It is one of the fastest growing companies and has a target to reach a market size of US $60.0 billion by 2020. You may find people referring to ServiceNow as GlideSoft, SNC, SNOW or service-now.com.

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

Creating a developer account

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:

The link to request a new instance is visible on the left side of the dashboard page and is also accessible from the MANAGE | Instance menu link once you log in to the developer portal. You can only launch one instance per developer portal account.

Requesting a new ServiceNow instance

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:

Release notes on the Istanbul version can be found at: https://docs.servicenow.com/bundle/istanbul-release-notes/. Release notes on the Jakarta version can be found at: https://docs.servicenow.com/bundle/jakarta-release-notes/page/release-notes/jakarta-release-notes.html.

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:

It may take up to 60 seconds to launch your instance, so be patient. Your instance may sleep or be reclaimed if there's no activity/usage for a few days. However, it is always easy to wake or request a new instance by visiting the MANAGE | Instance page in the ServiceNow developer portal. Each developer instance URL is different, but always has the dev prefix, and uses the service-now.com domain instead of servicenow.com. In case you forget your admin user's password, you can always reset it from the MANAGE | Instance page.

Logging in to your instance

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:

Understanding the ServiceNow platform user interface

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.

Components of the user interface

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:

System settings

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