TUESDAY, FEBRUARY 07, 2012

Posts Tagged ‘Change management’

O
ne common problem I encounter with Service-now deployments has to do with the sharing of a field between many tables extended off of the same parent table. Because the Task table and the Configuration Item table make heavy use of extended tables this is where I see the problem most often. What is the best way to make changes to a shared field for the table that I’m working on, but not impact other tables that may be using the same field?

Let’s say that I’m in the middle of a Change management deployment and I’m using the ‘Configuration item’ field on my Change form. At the same time, my company is trying to roll out Incident management so there’s also someone from another department trying to make configuration changes to the ‘Configuration item’ field on the Incident form. The Incident management process says that the Configuration item field is optional while Change management says that it should be mandatory. Incident management has a very complex reference qualifier for the field, but Change management doesn’t want a reference qualifier at all. Since there is only one dictionary entry for the Configuration item field, we can’t both have our way if we are making configuration changes on the dictionary entry. Below are a few of the common scenarios where you might see this problem and how you can make it work for all tables that access the shared field.

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S

ervice-now.com provides a very robust and simple way to manage your tasks and approvals (among other things) through its graphical workflow engine.  It is very common to use graphical workflow to help facilitate some change management process within your organization.  One common requirement in change management is to be able to cancel or close the change request at any time during the process.  “Simple”, you say.  “Just allow the user to change the value of the ‘State’ field to ‘Closed’.”

You would not be incorrect in saying something like that, but you would be forgetting about part of the problem with closing or canceling a change request or other task ticket.  What if the attached workflow(s) still think that the change request and its associated tasks and approvals are still in progress?  Should the attached workflow context(s) continue to run indefinitely?  If your workflow doesn’t have a way to know about the completion of the change request then it will continue to run (or more likely just sit and be forgotten).

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W

hen implementing the Change management process in Service-now you’ll probably encounter a scenario where your entire change workflow (including all tasks and approvals) needs to be reset.  The first option to consider (assuming you’re using the graphical workflow engine to manage the tasks and approvals) is the Rollback workflow activity.  The rollback activity works great for a lot of scenarios, but what if you don’t have a defined point in the workflow where everything should be rolled back?  What if the rollback (or reset) can happen at any point in time?  There’s not really an easy way to handle this within the workflow itself since you would need to check for a rollback condition at an infinite number of places.

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I

often see clients request the ability to copy task records.  There are a variety of ways to implement copying functionality and each method has its trade-offs.  Templates, a checkbox field combined with a business rule, or even activating the ‘Insert’ UI action buttons for the task table are all methods that I’ve seen.

In my experience, the best method is to create a brand new UI action button on the table in question.  Below is a script I created to add a ‘Copy’ button to the ‘Change request’ form. This script should be pretty complete for most implementations.  You may just have to customize a few lines to copy over the appropriate fields.  The main advantage that this script has over other methods is that it also copies all of the ‘Affected CI’ records, Change tasks, and attachments for both the Change request and all Change tasks.

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Latest Comments

  • Mark Stanger: This linkage all happens for you if you use the task survey plugin. You can look on the wiki for more...
  • Vineeth: I want a way in which if a survey is filled in by the user the response are stored in the survey response...
  • 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...