TUESDAY, FEBRUARY 07, 2012

Posts Tagged ‘Views’

What you may not know about Forms, Form Sections, and Views

Tuesday, 30 November, 2010 09:18 Written by Mark Stanger
0 Comments

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ne of the most basic things you learn as a Service-now.com administrator or consultant is how to personalize a form. I remember when I was first introduced to Service-now how cool it was that you could just right-click and manipulate the fields on a form or a view. Service-now added more flexibility later with the introduction of form sections and tabbed forms.
This ease of use didn’t really translate for me when it came to understanding what was really going on behind the scenes. If I ever ran into a problem with my form or needed to change the arrangement or labels of existing form sections it seemed to take me forever to find the correct place to make the change.
This post is written to hopefully eliminate some of the confusion with how forms, sections, and views relate and are stored in Service-now. I’m not going to go into any of the standard personalization details because those are all outlined in the wiki. Below is an outline of the table structure, relationships, and usage of forms, form sections, and views.

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Change Form View Client Script

Friday, 23 July, 2010 09:40 Written by Mark Stanger
15 Comments

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…

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Overriding the ess Checkout View for Catalog Requests

Monday, 08 March, 2010 08:43 Written by Mark Stanger
3 Comments

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ervice-now’s service catalog interface is designed to give users a more familiar “Amazon.com-like” ordering experience. While this interface meets the needs of most customers, there are areas where certain modifications may be desirable. One of these areas may be the catalog checkout page. The out-of-box setup always presents every user with a specific checkout or ‘ess’ view for the ‘sc_request’ (Request) table. This checkout page is forced every time any user attempts to view a request record using the ‘ess’ view.

Request Checkout View

But what if you would rather use the standard ‘ess’ view that is similar to the rest of the forms in the system? Something like this…?

Request ess View

While this isn’t a typical modification, this article shows how you could accomplish it.

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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...