TUESDAY, FEBRUARY 07, 2012

Posts Tagged ‘Approvals’

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ast day at Knowledge11! What a great conference! I’ve had a great time meeting with so many awesome people this week. Yesterday Ian Broz and I were helping Karen Lazarenko during a 1-on-1 (maybe 2-on-1 in this case) session. She had a cool idea to make approval request emails coming from her system a little bit more intuitive by replacing or modifying the ‘mailto’ reply text links for approval and rejection with images that more clearly distinguished the links and the purpose of the email.

The challenge that we faced was how to easily add those images while maintaining the mailto functionality and populating the correct information (including the watermark ID) on the reply email. Here’s a screenshot of the solution we came up with. Read on to see how we did it!

Approval Email Images

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S

ervice-now.com provides a really cool Graphical Workflow engine to help manage workflows for different tasks. This graphical workflow engine is particularly useful when working with approvals for Change Requests. As a Service-now.com consultant I’ve found that change approvals usually fall into just a few different types but new administrators and consultants sometimes don’t know the best way to implement approvals. In this post I’ll share some of the common change workflow approval methods and scripts I’ve seen used before. I wouldn’t be surprised to see this list grow over time and I know I haven’t seen all of the common methods. If you have something you’ve used before please comment on this post or use the ‘Contact’ link above to send in your suggestion to share.

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Defined Related Lists can be a very simple and useful tool to provide users with information in a related list directly on a form (even if that information is not directly associated with the record being viewed). The Service-now wiki contains documentation on this topic so I won’t cover that here. The point of this article is to point out something that often gets overlooked when working with Defined Related Lists and to share a few Defined Related Lists that I’ve used in the past.

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Activity formatters give you a way to present the audit history of a particular record. Out-of-box, there is an activity formatter set up for the ‘Task’ table (which is available to any of its extended tables). As long as the table is audited, you can use an activity formatter to show a personalized view of the history (and associated sent and received emails) for each record directly on the form.

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Latest Comments

  • Mark Stanger: This functionality doesn’t connect to an FTP server. See this line in the post above…...
  • Mark Stanger: The report page is back-end XML so there’s no way to directly manipulate the behavior of that...
  • Mark Stanger: Due to some ServiceNow limitations, the localhost MID server option had to be removed.
  • Matt Haak: Is it possible to use this with the local Mid Server (mid.server.localhost) It appears from this community...