Thursday, Jul 29, 2010
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‘Copy’ UI action for Change requests (Part 2!)

A

few months ago I wrote about copying change requests using a UI action. While that method works great, it does require you to specify each and every field and value that you want to populate into the new change request. If you’ve got a lot of fields to copy over then you might end up with a pretty big script and a lot of items to copy over. You also need to be aware of any new fields that get added after you create the script and make sure that they get copied if necessary.

The following method works in much the same way, but it copies by performing an insert against the current record (rather than starting from a brand new change record and supplying each value). Because of this, you’re concerned about overriding any of the values (such as start and end dates) that you don’t want to be copied over from the record you are copying. This method works better if you know you want to copy over all (or the majority) of the field values from a given change.

Change Form View Client Script

Service-now allows administrators a lot of flexibility in defining which elements appear on a particular form or list. The set of fields and related lists that appear are collectively defined as a View. One common configuration task is to somehow limit access to a particular view based on a user role or some information on the record being viewed. Instructions for working in some of these scenarios can be found here…

View Rules
Restricting Form Views by Role

Neither of these methods work if you need to change the view of a form from a client script or a UI action. In order to do that, you can call the ‘switchView’ function as follows…

Automatically Filter Report Homepage

I

just figured out a cool little reporting feature today that might end up helping somebody. On the reports homepage (‘report_home.do’) in Service-now.com, users have the ability to type filter text to restrict the types of reports that they see. So, if I wanted to see just those reports on the ‘Change request’ table, I could simply type ‘change request’ for my filter text as shown below…

Now for the cool part…

Group Member Counts Reports

O

ver the last couple of weeks I’ve seen the same type of question a few times. The questions center on group membership reporting and usually look something like the following…

“How can I generate a report showing which groups in my system have no users?”
“How can I generate a report showing which groups have no active users?”
“Is it possible to report on the number of active users in a group?”

Re-using Choice List Options in Fields and Variables

C

hoice lists are one of the basic input elements available in Service-now.com. They are very simple to personalize and add or remove any options you need for your application. Something I see fairly often is the need to use the EXACT same choices in different tables that may not be directly related as extended database tables. Another scenario is where you have a choice list defined on a standard field and you want to use that same field and its choices in a service catalog ‘Select box’ variable. Service catalog record producers often have this requirement. In these cases, you may be tempted just to manually re-create the entire list of choice list options for the new field or ‘Select box’ variable. As long as the lists are the same, you can save yourself some setup time (not to mention the ongoing headache of maintaining the same information in 2 places) by making use of the ‘Choice table’ and ‘Choice field’ options.

 

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Recent Comments

  • Mark Stanger: No problem. Here’s a link to the article describing the other methods....
  • Mark Stanger: That’s great to hear Jim! Thanks for commenting.
  • Jim Uomini: This solution allowed me to reduce 21 assignment rules to 1 for one of my tables. It was easy to install...
  • Scott Hetzel: Thanks for the info and Help!
  • Mark Stanger: There isn’t with this method. There is another way of doing the same thing that would allow you...