SATURDAY, MAY 19, 2012

Posts Tagged ‘GlideDialogWindow’

I‘ve seen a couple of requests recently for a capability to record actual, hand-drawn user signatures. There are probably several uses for this type of thing, but usually the requirement has something to do with a field service technician completing work in the field, and then being able to get a customer to sign indicating that some work was performed. This functionality doesn’t exist in ServiceNow, but it can be added thanks to a very cool jQuery plugin called ‘Signature Pad‘. I’ve incorporated this jQuery solution into a UI page/Dialog-based solution for use with regular ServiceNow records and forms. Read on for more information about the SNCGuru SignaturePad update set!

Signature Pad

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ServiceNow provides various methods for logging users into an instance. Local login, LDAP, SAML, and Digested Token are all used pretty regularly by customers. One thing that is often requested, but usually not successfully addressed, is the need to have the logged-in user accept some terms or conditions of use before they are allowed to use the system. The solutions attempted before usually suffered from a variety of issues ranging from overly-complex modification of one or more installation exits to being able to easily bypass the terms page entirely. In the end, these solutions seemed to be broken on some level. As we’ve seen requests for this type of functionality increase over the past few months, Jacob Andersen (who developed almost all of the integration and SSO information at SNCGuru) and I decided to collaborate to create a solution that actually works!

Login Terms Acceptance

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O

ne problem I’ve seen a few times is the need to create a new record on the fly in order to populate it into a reference field. This problem recently came up for me with a client I’m working with so I decided to come up with a good solution. An example scenario would be a technician filling out an incident record for a user that doesn’t yet exist in the system. At first glance, the solution seems simple enough…simply navigate to the user form and create the new user, then create your incident record. While that can be done, it’s not always so simple. What if the technician has just spent several minutes filling out the incident and then realizes the caller doesn’t exist? The user would then have to navigate away from that incident record and lose all of the changes, or open an entirely new browser window to create the user and then return and populate the field.

Fortunately, there is a better way if you know how to leverage UI Macros and GlideDialogWindow QuickForms. This article shows a solution that you can use for any ‘sys_user’ reference field in your system. It can also be easily modified and applied to other reference fields as well.

GlideDialogWindow-Add User

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H

appy New Year! Hopefully everybody had a great holiday. Mine was spent mostly helping my kids to break in some new toys :) . I did get some time to play with some new Service-now ideas as well. I’ll be sharing some very cool stuff here on SNCGuru over the next couple of weeks.
I’ve seen a couple requests recently for a way to allow users to select items from a slushbucket popup dialog. The most common reason for this is to help manage manual group approvals on a task record. If you’ve worked with group approvals at all, you’ve probably noticed that they work a little bit differently than regular approval records do. Group approval records are really just task records so you can’t just hit an ‘Edit’ button and add groups to be approvers on a task. Instead, you have to repeatedly click the ‘New’ button and create a new task record for each approval group. Normally this isn’t an issue because group approvals are typically managed in workflow but if you’re manually adding a lot of these, the process can be fairly tedious.
This article shows how you can provide a better UI by creating a slushbucket popup dialog that allows users to select one or many groups to add as approvers on a task. Even though the solution is designed for a specific use case, I’ve tried to make the example shown here generic enough so that you can easily modify it for other uses as well.

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H

ere’s a very cool (and simple) secret that allows you to show and hide loading dialog screens. These scripts can be run from anywhere in your system that supports client-side javascript.

You’ve probably seen these used in various places in your Service-now instance, most notably in List V2 rendering.


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L

ast week I had a request come in from a client where they wanted to require users to accept certain terms and conditions before ordering a specific catalog item. I have seen this type of request before, but I don’t think I’ve really seen an elegant solution to it…or anything that could really be called a solution at all :) . Usually you end up with some combination of a wizard, some custom form, and some crazy scripts that make no sense to anyone but the person who created it. Then I realized that I had just written about a solution a week or so ago when I wrote about how to create a UI Page popup using GlideDialogWindow! The specific application of the solution I wrote about was a little bit different, but the basic pieces were identical. By making some basic tweaks to a solution I already knew about, I was able to come up with what I think is a really nice way to require acceptance of some terms before a user orders a catalog item. This same method could also be used on other forms and tables in Service-now.com.

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T

his article is the 3rd in a series of posts explaining the use of ‘GlideDialog’ in Service-now. If you want to see all of the articles I’ve written about GlideDialogWindow and popups in Service-now just use the tags at the bottom of this article.

In this article I’ll show you how you can use GlideDialogWindow to pop open a dialog containing any custom UI Page information you want. I’ll also show how you can pass information into those dialogs, and how you can return information from those dialogs back to the standard form that initiated the dialog. These dialogs can be initiated from any place where you can use client scripts…client scripts, UI Macros, UI Actions, etc.

The only warning I’ll give here is this: While it’s very easy to pop open a dialog window using this method, the real work happens in the UI Page contained in the dialog. The purpose of this post is not to explain the complexities of creating your own UI Pages in Service-now. Until I get a chance to write about those, the best recommendation I can give you would be to take a look at the UI Pages you’ll find out-of-box in your system.

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A

couple of days ago I wrote about some cool ways that you can show system list information in GlideDialogWindow popups from a form. As promised, here’s another article showing some other ways that you can use GlideDialogWindow. If you want to see all of the articles I’ve written about GlideDialogWindow and popups in Service-now just use the tags at the bottom of this article.

In this article I’ll show you how you can use GlideDialogWindow to update records from a list with a multiple update or a form with an update or insert on a single record anywhere in the system.

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I

‘ve been meaning to write about the different kinds of Glide popups available in Service-now for a while but haven’t really figured out a good way to show all of the different pieces that make them work. Instead of putting all of the information in one article I’ve decided to publish 2 or 3 different articles showing some of the different things I’ve done in the past. Look for more articles on Glide popup windows in the future. If you want to see all of the articles I’ve written about GlideDialogWindow and popups in Service-now just use the tags at the bottom of this article.
This article shows how you can pop open a list of records in Service-now using a couple of different methods. It also shows you how you could use a UI Macro icon to invoke either of these popup types.

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