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Book Description

Develop and extend efficient cloud-native applications with ServiceNow

About This Book

  • Build and customize your apps and workflows to suit your organization's requirements
  • Perform in-depth application development from designing forms to writing business rules, client-scripts, and workflows
  • Comprehensive guide to the end-to-end implementation of designing and extending apps with ServiceNow

Who This Book Is For

If you are a ServiceNow administrator and developer and need to build and customize your service management solution (apps and workflows) with ServiceNow, then this book is for you.

What You Will Learn

  • Customize the ServiceNow dashboard to meet your business requirements
  • Use Administration and Security Controls to add roles and ensure proper access
  • Manage tables and columns using data dictionaries
  • Learn how application scopes are defined within ServiceNow
  • Configure different types of table to design your application
  • Start using the different types of scripting options available in ServiceNow
  • Design and create workflows for task tables
  • Use debugging techniques available in ServiceNow to easily resolve script-related issues
  • Run scripts at regular time intervals using the Scheduled Script Execution module

In Detail

ServiceNow provides service management for every department in the enterprise, including IT, Human Resources, Facilities, Field Service, and more.

This book focuses on all the steps required to develop apps and workflows for any of your business requirements using ServiceNow. You will start with the first module, which covers the basics of ServiceNow and how applications are structured; how you can customize the dashboard as required; and also how to create users. After you get used to the dashboard, you will move on to the next module, Applications and Tables, where you will learn about working with different tables and how you can create a scope other than the global scope for your application. The next module is Scripting and APIs, where you will learn Scripting in ServiceNow and use powerful APIs to develop applications. The final module, Administration Essentials, covers debugging, advanced database features, and scheduled script creation.

By the end of the book you will have mastered creating organized and customer-friendly applications

Style and approach

A step-by-step tutorial to designing applications and workflows with ServiceNow

Table of Contents

  1. Preface
    1. What this book covers
    2. What you need for this book
    3. Who this book is for
    4. Conventions
    5. Reader feedback
    6. Customer support
      1. Errata
      2. Piracy
      3. Questions
  2. Introduction to ServiceNow
    1. Creating a developer account
      1. Requesting a new ServiceNow instance
      2. Logging in to your instance
      3. Understanding the ServiceNow platform user interface
        1. Components of the user interface
        2. System settings
        3. Navigating through applications
        4. Module UIs
        5. Form UIs
        6. Related List UI
        7. Dot-walking
      4. Service Management applications
      5. ServiceNow application architecture
      6. Single architecture
        1. Shared resources
        2. Single data model
        3. Advanced High Availability architecture
    2. Summary
  3. User Administration
    1. Creating a new user
      1. Things to consider when creating a user
      2. Creating a new group
        1. Creating a new role
        2. Associating a user to one or more groups
      3. Assigning a role to a group
    2. Best practices for managing groups
      1. Task assignments
      2. Approvals
      3. Security
      4. E-mail notifications
    3. Impersonating a user
      1. Companies, locations, and departments
        1. Adding a department
        2. Associating a user with a department
      2. Managing user sessions
        1. Terminating sessions of a logged in user
        2. Locking out a user
        3. Marking a user as inactive
    4. Summary
  4. Data Management
    1. Database structure
    2. Key table-management modules
      1. Tables & Columns
      2. Schema map
        1. Tables
        2. Columns and rows
      3. Dictionary
    3. Creating a table
      1. Adding columns to table
      2. Modifying column properties
    4. Task table
      1. Extending the Task table
    5. Configuration management table
    6. Extending the configuration table
    7. Summary
  5. Application Scopes
    1. Application architecture
      1. Structure of an application
        1. Application scope
          1. Private application scope
          2. Global scope
        2. Application versions
        3. Application tables
        4. Application dependencies
        5. Application files
        6. Fix scripts
    2. ServiceNow applications
      1. Application picker
    3. Creating a new application
    4. Creating application artifacts
    5. Accessing information in different scopes
      1. All application scopes
      2. This application scope only
    6. Summary
  6. Modules, Forms, and Views
    1. Creating a new module
      1. Using Studio
    2. Different module link types
      1. New records
      2. Running a report
      3. Homepages
        1. Portal pages
          1. Change layout
          2. Add content
        2. Homepage modules
      4. Separators
    3. Managing module order
    4. Summary
  7. Introduction to ServiceNow Scripting
    1. Different script types
      1. Client-side scripts
      2. Server-side scripts
    2. Execution order of scripts
    3. Client-side Glide API
      1. GlideForm
      2. GlideUser
      3. GlideMenu
      4. GlideList2
      5. GlideDialogWindow
        1. Using the GlideDialogWindow class
      6. GlideAjax
    4. Server-side Glide API
      1. GlideRecord
        1. addQuery
        2. Available query operators
        3. addNullQuery
        4. addNotNullQuery
        5. Applying multiple queries
        6. Applying an OR query
        7. Iterating over query records
      2. GlideSystem
        1. getCurrentScopeName()
        2. log()
        3. logError()
        4. logWarning()
        5. nil()
        6. now()
        7. print()
        8. addInfoMessage()
        9. addErrorMessage()
        10. isInteractive()
        11. isLoggedIn()
        12. getUserID()
        13. getUserName()
        14. getUserNameByUserID()
        15. eventQueue()
    5. Scripting in scoped applications
    6. Summary
  8. Client-Side Scripting
    1. Client scripts
      1. onLoad client scripts
      2. onChange client scripts
      3. onSubmit client scripts
    2. UI policies
    3. UI scripts
    4. Disabling client-side scripts
      1. Creating a scope UI script
    5. Summary
  9. Server-Side Scripting
    1. Business rules
      1. Checking the booking requests by the same caller
      2. When to execute business rules
      3. Preventing recursive business rule execution
      4. The scope problem
    2. Script includes
    3. UI actions
    4. Summary
  10. Jelly Scripting
    1. Jelly scripts
      1. Namespaces and phases
      2. Jelly tags
        1. j:if tag
        2. j:choose, j:when, and j:otherwise
        3. j:set
        4. The j:set_if tag
        5. The j:while tag
      3. Glide tags
        1. g:evaluate
        2. g:breakpoint
        3. g:macro_invoke
        4. g:ui_form
        5. g:ui_input_field and g:checkbox
        6. g:dialog_buttons_ok_cancel
        7. g:ui_reference
        8. g:insert
        9. g:inline
        10. g:function and g:call
      4. Special characters in Jelly
        1. Ampersand--&
        2. AND--&&
        3. LESS THAN--<
        4. Whitespace
        5. Space
    2. UI pages
      1. Processing script
    3. UI macros
      1. UI formatters
    4. Summary
  11. Events and Notifications
    1. Events
      1. Registering events
      2. Using a business rule to trigger events
      3. Checking event logs
    2. Script actions
    3. Notifications
      1. Testing notifications
        1. Previewing notifications
        2. Forward outgoing e-mails
        3. Updating a travel-booking request
    4. Summary
  12. Workflow Development
    1. Workflow basics
    2. Using workflow editor
      1. Workflow actions menu
      2. Workflow development state
      3. Workflow properties
      4. Workflow transitions and activity exit conditions
      5. Adding exit conditions
      6. Adding activities to a workflow
      7. Removing an activity from a workflow
      8. Validating a workflow
    3. Workflow activities
      1. Approval and rollback activities
      2. Condition workflow activities
      3. Workflow notification activities
      4. Subflow activity
      5. Task activities
      6. Timer activity
      7. Utility workflow activities
    4. REST calls using a workflow
      1. Defining a REST endpoint
      2. Making a REST request using a workflow
    5. Summary
  13. Debugging in ServiceNow
    1. Syntax editor
      1. Context-sensitive help
      2. Syntax editor keyboard shortcuts
        1. Scripting assistance
        2. Period (.) key
        3. Open parenthesis
        4. Toggle full screen mode
        5. Start search
        6. Find next
        7. Find previous
        8. Replace
        9. Replace all
      3. Syntax editor macros
        1. Available macros
        2. Creating a custom macro
        3. Script syntax error checking
    2. Script Debugger
      1. Launching Script Debugger
      2. Script Debugger interface
        1. Parts of Script Debugger
        2. Debugging code
    3. JavaScript Log
      1. JavaScript Log window interface
      2. Using jslog()
      3. Difference between console.log() and jslog()
    4. Field Watcher
    5. Summary
  14. Advanced Database Features
    1. Relationships
      1. Creating a new relationship
      2. Configuring forms to show related lists
        1. Modifying the list control options
    2. Dictionary override
    3. Database indexing
      1. Full-text search
    4. Table auditing
      1. Excluding a field from being audited
    5. Restoring deleted records
      1. Limitations of the undelete feature
    6. Database rotation
    7. Data archiving
      1. Creating an archive rule
      2. Creating a destroy rule
    8. Summary
  15. Job Scheduling and Data Export-Import
    1. Scheduled script execution
    2. Exporting data
      1. Form export
      2. List export
      3. Direct URL access
        1. sysparam_view
        2. sysparm_query
        3. sysparm_record_count
        4. sysparm_order_by
        5. Building queries using a list of records filters
        6. Export limits
    3. Importing data using Import Sets
      1. Importing data using CSV
        1. Import set table
          1. Checking the import log
        2. Creating the transform map
          1. Changing Field Map properties
          2. Scripting to override field values
          3. Transform map scripts
        3. Running the transform
        4. Monitoring transform progress
    4. Summary
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