Configure HTTP response headers
Washington DC ServiceNow AI Platform Capabilities
Release
washingtondc
ft:locale
en-US
ft:publication_title
Washington DC ServiceNow AI Platform Capabilities
ft:clusterId
platcap
bundleId
platcap
workflow
Platform
Extend ServiceNow AI Platform capabilities
Configuration Management
Configuration Management Database (CMDB)
Overview of CMDB
Domain separation and Configuration Management Database (CMDB)
CMDB classifications and class dependency
Dependent CIs management
CMDB record types
Related Lists of CI components
Teams related list
Create a CI class
Reclassify a CI
Delete CIs
View and edit class definitions and metadata
Update the list of classes in the Principal Class filter
CI relationships in the CMDB
Suggested class relationships
Add a suggested relationship
Relationship governance rules
CI relations formatter
Domain separation and the relations formatter and the CI relationship editor
Create or edit a relationship filter
Exclude relationships from the relations formatter view
Legacy CI relations formatter
CI relationship editor
Create or edit a CI relationship
Delete a CI relationship
Legacy CI relationship builder
Relation qualifier
CI relationship security
Create a CI relation rollup
CMDB schema model
CMDB tables descriptions
Configuration Item [cmdb_ci] class
Hardware [cmdb_ci_hardware] class
Computer [cmdb_ci_computer] class
Server [cmdb_ci_server] class
VMware vCenter Object [cmdb_ci_vcenter_object] class
Cloud class
CMDB CI Class Models store app
API extension classes
Unmatched API extension classes
Avi load balancer extension classes
BYOL model of RDS for Oracle extension classes
Firewall extension classes
IBM Hardware Management Console (HMC) extension classes
Internet of Things (IoT) extension classes
Kong extension classes
Kubernetes extension classes
Network Intrusion Detection System (NIDS) CI extension class
Network Inventory (NI) extension classes
Nutanix extension classes
OpenStack extension classes
Operational Technology (OT) extension classes
Red Hat Virtualization (RHV) extension classes
Transport Layer Security (TLS) extension classes
VMware NSX load balancer extension classes
Extend classes and rules
Baseline CMDB
CMDB Workspace store app
My Work view in CMDB Workspace
CMDB 360 view in CMDB Workspace
Management view in CMDB Workspace
Insights view in CMDB Workspace
Modify important actions in CMDB Workspace
Add a quick link to the CMDB Workspace
Configure datacenters for the Cloud vs Non-cloud resources chart
Resume a disabled scheduled job for the Cloud vs Non-cloud resources chart
Configure CI classes for the Cloud vs Non-cloud resources chart
Class-specific criteria for the Cloud vs Non-cloud resources chart
Edit a related table from CMDB performance insights
Edit a data source from CMDB performance insights
Edit a scheduled data import from CMDB performance insights
Components installed with CMDB Workspace
API Insights
Explore
Configure
System administrator tasks
Install
Assign
CMDB administrator tasks
Recommendation settings
API import settings
API specification settings
Enterprise architect administrator tasks
API action settings
API Insights settings
Administer and monitor API data
Administer
Monitor
Manage API data
View all
Search
Compare
Connect
Request access
Identify and remediate
Manage team's data
View details
Manage relationships
Manage access requests
Received
Sent
Optimize clustering recommendations
View
Accept
Manage API data connections
View connection status
Monitor connections
View
Create
Explore
Reference
Components installed
Properties
Domain separation
CMDB Identification and Reconciliation
Domain separation and CMDB Identification and Reconciliation
Components and process of Identification and Reconciliation
Identification and Reconciliation engine (IRE)
Apply CI Identification and Reconciliation to Import Sets
Identification rules
Create or edit a CI identification rule
Create an identification inclusion rule
Reconciliation rules
Create a CI reconciliation rule
Create a data refresh rule
Create an IRE data source rule
Detecting duplicate CIs
Generate and simulate payload execution using identification simulation
CI reclassification during IRE processing
CMDB dependent relationship rules
Create dependent relationship rules
IRE support for non-CMDB tables
Create an identification rule for a non-CMDB table
Create a reconciliation rule for a non-CMDB table
Create a data refresh rule for a non-CMDB table
Create an identification inclusion rule for a non-CMDB table
Create an IRE data source rule for non-CMDB tables
General guidelines for using CMDB Identification
Properties for Identification and Reconciliation
Components installed with Identification and Reconciliation
Populating the CMDB
CMDB 360/Multisource CMDB
CMDB 360 experience in CMDB Workspace
Configure the CMDB 360 dashboard
Create a CMDB 360 Get Records query
Create a CMDB 360 Find Gap query
Create a CMDB 360 Compare Attribute Values query
Schedule a CMDB 360 query for a report
Exclude classes from CMDB 360
Recompute CI attribute values
Multisource Report Builder (legacy)
Components related to CMDB 360
CMDB data management
Working with CMDB Data Manager
CMDB Data Manager experience in CMDB Workspace
Administer Data Manager in CMDB Workspace
Get started with CMDB Data Manager in CMDB Workspace
Manage retirement definitions for CMDB Data Manager
Manage exclusion lists for CMDB Data Manager in CMDB Workspace
Create a CMDB Data Manager policy in CMDB Workspace
Publish a draft Data Manager policy in CMDB Workspace
View CMDB Data Manager policies in CMDB Workspace
View CMDB Data Manager analytics in CMDB Workspace
Review CMDB Data Manager tasks in CMDB Workspace
CMDB Data Manager on Core UI (UI 16)
Create a CMDB Data Manager policy
Approve or reject a CMDB Data Manager task
Edit and activate a life-cycle rule (Core UI)
Manage exclusion lists of CMDB Data Manager
Life-cycle rules and retirement definitions
Duplicate CIs remediation
CI de-duplication experience in CMDB Workspace
Create a de-duplication template
Run a template to remediate de-duplication tasks
Remediate a single de-duplication task
Publish or unpublish a de-duplication template
Retire a template
Review de-duplication tasks (legacy)
Remediate a de-duplication task (legacy)
Manually create a de-duplication task
Manage default related items list
Properties related to remediation of duplicate CIs
Components installed for duplicate CI remediation
CIs attestation
Review CMDB Data Manager attestation tasks
Data Certification
Data Certification experience in CMDB Workspace
Convert legacy certification schedules into Data Manager Certification policies
Review certification tasks in CMDB Workspace
Review failed certification tasks in CMDB Workspace
Data Certification on Core UI
Activate Data Certification
Installed With Data Certification
Certification schedules
Certification tasks
Certification elements
Certification instances
Certification audit instances
Certification audit definition
Data Certification Overview module
Use the Data Certification Overview module
Data Certification planning
Create a certification filter
Define a certification schedule
Preview a certification task
Use a certification schedule notification
Define and create a certification audit
Track a certification audit instance
Data certification performance
View and resolve certification tasks
Certify an element
View an audit result
Export the certification list
Reset certifications
Track a task with a certification instance
Cancel a certification instance
Track a certification task
Escalate a certification task
Escalate a certification task from the certification task list
Reassign a certification task
Send certification task reminders
Send an email reminder from the certification task form
Send an email reminder from the certification task list
Mark a certification task as closed incomplete
Certification tasks cancellation
Cancel an individual task
Cancel all tasks in an instance
Domain separation and Data Certification
Components related to CMDB Data Manager
CMDB groups
CMDB Compliance
Compliance Activation
Installed with Compliance
Compliance Overview module
Architecture Compliance
Architecture Compliance Overview module
Desired State
Desired State Overview module
Desired State reporting
Certification audits
Create a compliance audit
Copy an audit
Schedule and run an audit
Certification audit results
View an audit result
Delete an audit result
View an audit result in the Compliance view
Results preview
Health windows
Certification filters
Compliance filter
Create a filter
Copy a filter
Delete a certification filter
Manage a filter version in a form
Certification follow-on tasks
Certification templates
Create or edit a certification template
Clone a Certification template
Manage Certification template versions
Delete a Certification template
Scripted audits
Create a scripted audit
Script methods
Managing proposed changes
Intelligent Search for CMDB
Unified Map
Administer Unified Map
Configure operational states of CIs
Configure related items
Configure extended properties for a class
Configure map references
Configure class profiles
Show a CI in a map
Show CI related items events on a timeline
Configure map filters
Manage filter presets
Show attributes for a CI or a relationship in a map
Show application services for a CI in a map
Show changes for a CI in a map
Show related items for a CI in a map
Configure options for the Related items module
Dependency Views
Supported browsers for Dependency Views
Domain separation and Dependency Views
Dependency Views map
Dependency Views map menus and controls
Cluster nodes in a Dependency Views map
Virtual grouping of nodes in a Dependency Views map
Use Dependency Views
View a Dependency Views map
Save or load a Dependency Views map
Delete a saved Dependency Views map view
Change the layout of Dependency Views map
Filter the view of a Dependency Views map
View metrics for CIs in a Dependency Views map
Perform actions on nodes in a Dependency Views map
Export a Dependency Views map
View collapsed nodes in a Dependency Views map
Administer Dependency Views
Create or modify map indicators
Create or modify map icons
Create a predefined filter
Set a predefined filter as default
Create or modify Map Related Items
Create or modify Dependency Views menu actions
Condition and script parameters for menu actions
Create or edit a dependency type
Properties for Dependency Views
Components installed with Dependency Views
Querying the CMDB
Domain separation and CMDB Query Builder
Build a CMDB query using the CMDB Query Builder
Build a Service Mapping query using the CMDB Query Builder
Sample queries
Run a partial CMDB query
Delete a CMDB query
Batch size for CMDB Query Builder queries
Navigation in CMDB Query Builder
Create reports in CMDB Query Builder
Search saved queries
Create a schedule for a CMDB query
Export and import a CMDB query
Export and import a query as an update set
Settings for CMDB Query Builder
Properties for CMDB Query Builder
Monitor system foundations in the CSDM and the CMDB Data Foundations Dashboards
CMDB Data Foundations dashboard
CSDM Data Foundations dashboard
CMDB Health
Domain separation in CMDB Health
Set up and configure CMDB Health
CMDB Health system properties
Enable and configure a CMDB Health Dashboard job
Configure CMDB Health scorecard thresholds
Configure CMDB groups scorecard thresholds
Configure KPI and metrics aggregation preferences
Set a CI attribute to be mandatory
Set a CI field to be recommended
Create or edit a CMDB Health orphan rule
Create or edit a CMDB Health staleness rule
Create health inclusion rule
CMDB Health KPIs and metrics
CMDB Health dashboards
View CMDB health reports
View services health reports
View CMDB groups health reports
View CI health
Customize the CI dashboard
View CI relationships health
Create CMDB remediation rule
Apply CMDB remediation
Components installed with CMDB Health
CMDB Health process tracking
CMDB Health process status: failure threshold reached
CMDB Health process status: incomplete score
CI Class Manager
CMDB CI Lifecycle Management (legacy)
Get started with CI Lifecycle Management
Lifecycle management APIs
Components installed by CI Lifecycle Management
Activate the CI Lifecycle Management scheduled job
Define a CI action
Define compatible CI actions
Define a not-allowed CI action
Set priority for an operational state
Define a non-allowed operational transition
View CMDB benchmarks
CMDB APIs (CMDB SDK)
Quick start tests for Configuration Management Database (CMDB) (CMDB)
Useful related lists in CI forms
Table form views
Platform Analytics Solution for Configuration Management (CMDB)
Common Service Data Model
Exploring the CSDM framework
Common Service Data Model — conceptual model
Foundation domain of the CSDM framework
Design domain of the CSDM framework
Build domain of the CSDM framework
Manage Technical Services domain of the CSDM framework
Sell/Consume domain of the CSDM framework
Manage Portfolio domain of the CSDM framework
Implementing the CSDM framework in stages
Configure the CSDM Data Foundations dashboard
First activation step — Map existing life cycle data to CSDM standards
Specify how to map legacy life-cycle states to CMDB states
Activate life cycle migration
Second activation step — Activate the CSDM plugin
Third activation step — Migrate existing data to the CSDM framework
CSDM migration tools
CSDM implementation stages — Foundation
CSDM implementation stages — Crawl
CSDM implementation stages — Walk
CSDM implementation stages — Run
CSDM implementation stages — Fly
Auto-generate product models for logical CIs
Managing the CSDM framework
CSDM Data Foundations dashboard
Specifying attributes and relationships for Application Services
Monitoring and managing application services
Synchronizing group assignment attributes
Set the group for a CI or an entire class of CIs
Synchronize data using a technical service offering
Applying the CSDM guidelines to your product
Problem Management product view
Problem Management and CSDM tables
Problem Management use case
Problem Management considerations
Service Catalog product view
Service Catalog and CSDM tables
Service Catalog use case
Service Catalog considerations
CSDM reference
CSDM terms
CI relationships in the CSDM
How CSDM concepts map to CMDB tables
'Foundation' stage reports on the CSDM Data Foundations dashboard
'Crawl' stage reports on the CSDM Data Foundations dashboard
'Walk' stage reports on the CSDM Data Foundations dashboard
'Run' stage reports on the CSDM Data Foundations dashboard
'Fly' stage reports on the CSDM Data Foundations dashboard
Document life cycle
Hardware life cycle
Location life cycle
Logical life cycle
Product life cycle
Life cycle mapping form
Application services
Create an application service
Populate application services using top-down discovery
Populate an application service using the Dynamic CI Group method
Populate application services using tags
Populate an application service using the Manual method
Populate an application service using the Dynamic Service method
Monitor the health of application services on the Application Service Dashboard
Modify the attributes and relationships required for application services
Convert business services to application services
Convert legacy manual services into dynamic application services
Manually add CIs to an application service
Manually update an application service with changes from the CMDB
Link application services
Group application services
Control user access to application services
View an application service map in base system
View CI attributes in an application service map in classic Service Mapping
View the change history of application services in classic Service Mapping
Compare two versions of an application service in classic Service Mapping
Use application services APIs
Components installed with application services
Integrating third-party data into CMDB
Integration Commons for CMDB
CMDB Integrations Dashboard
Operation types
Template scripts
Configuring ADM adapter
Accessing connection details
Managing CMDB data deletion
Partition size computation
Quick start tests for Integration Commons for CMDB
IntegrationHub ETL
Create an ETL transform map
Add before and after scripts
Duplicate an ETL transform map
Getting started with Service Graph Connectors
Service Graph Connectors
Service Graph Connector for Active Directory
Configure the connector
CMDB classes targeted
Service Graph Connector for AWS
Configure the AWS environment
AWS resources used by the connector
Download the AWS scripts
Prerequisites for executing scripts
Executing scripts required for setting up AWS
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Quick start tests
Accessing connection details
Additional features
Enable optimized deletion
Enable optimized data source performance
Handling import failures
Handling memory utilization errors
Set partition size for AWS accounts
Disable parallel loading
Handling parallel deletion
Enable mapping of Cloud Os Image
Reference
Supported resource types
Life cycle management of AWS resources
Record removal process
Service Graph Connector for ExtraHop
Configure the connector
CMDB classes targeted
Service Graph Connector for GCP
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Accessing connection details
Handling import failures for large resources
Deep discovery for GCP
Life cycle management of GCP resources
Record removal process
Service Graph Connector for Google Console
Configure the connector
CMDB classes targeted
Service Graph Connector for Infoblox
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Accessing connection details
Service Graph Connector for Jamf
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Accessing connection details
Configuring data synchronization
Properties
Service Graph Connector for Microsoft Azure
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Quick start tests
Accessing connection details
Additional features
Setting up multiple connections and workspaces
Set partition size for Azure accounts
Configuring data synchronization
Enabling VM insights
Reference
Supported resource types
Life cycle management of Azure resources
Properties
Service Graph Connector for Microsoft Defender Endpoint
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Properties
Accessing connection details
Life cycle management of Microsoft Defender for Endpoint resources
Service Graph Connector for Microsoft Intune
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Accessing connection details
Properties
Service Graph Connector for Microsoft SCCM
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Upgrade from the legacy plugin
Upgrade to the latest version
Enable software editions
Accessing connection details
Service Graph Connector for Netskope
Configure the Service Graph Connector for Netskope
Service Graph Connector for Observability - AppDynamics
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Accessing connection details
Service Graph Connector for Observability - Datadog
Configure the connector
CMDB classes targeted
Accessing connection details
Service Graph Connector for Observability - Dynatrace
Configure using SGC Central
Configure the connector
CMDB classes targeted
Set up push notifications
Properties
Accessing connection details
Service Graph Connector for Observability - New Relic
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Accessing connection details
Service Graph Connector for OpenTelemetry
Configure the connector
CMDB classes targeted
Properties
Linking inferred services
Accessing connection details
Service Graph Connector for Qualys
Configure the connector
Service Graph Connector for Qualys APIs
CMDB classes targeted
Service Graph Connector for Rapid7
Configure the connector
CMDB classes targeted
Service Graph Connector for SentinelOne
Configure the Service Graph Connector for SentinelOne
CMDB classes targeted
Service Graph Connector for Splunk
Configure the Service Graph Connector for Splunk
Service Graph Connector for Splunk add-on
Install the add-on for the Service Graph Connector for Splunk
CMDB classes targeted in the Service Graph Connector for Splunk
Service Graph Connector for SolarWinds
Configure using SGC Central
Configure the connector using guided setup
CMDB classes targeted
Accessing connection details
Configuring air gap connections
Air gap configuration in high-secure server
Air gap configuration in low-secure server
Air gap configuration in ServiceNow instance
Test data load for air gap solution
Full data load for air gap solution
Service Graph Connector for Tanium
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Accessing connection details
Service Graph Connector for Trellix
Configure using SGC Central
Configure using guided setup
CMDB classes targeted
Accessing connection details
Service Graph Connector for VMware Workspace ONE UEM
Configure the connector
CMDB classes targeted
Accessing connection details
Service Graph Connector for Wiz
Set up the Wiz environment
Configure using SGC Central
Configure using guided setup
Target tables
Properties
Supported Wiz types
Accessing connection details
Domain separation and Service Graph Connectors
Service Graph Connector Support Tools
Install Service Graph Connector Support Tools
Resolving Service Graph Connector issues
API Service Graph Connectors
Apigee X
Configure using SGC Central
Configure using guided setup
Target tables
Accessing connection details
AWS API Gateway
Configure using SGC Central
Target tables
Accessing connection details
Azure API Management
Configure using SGC Central
Configure using guided setup
Target tables
Accessing connection details
Kong Gateway
Configure using SGC Central
Configure using guided setup
Target tables
Accessing connection details
SGC Central
Exploring SGC Central
Configuring SGC Central
Install SGC Central
Configure scheduled jobs
Explore connectors
Update a connector
Install a connector using an entitlement
Install a connector from ServiceNow Store
Configure connector settings
Managing connections
Perform initial setup tasks
Create a connection
Update a connection
View a connection
Monitor and analyze connections
Access IntegrationHub ETL
SGC Central reference
Components installed with SGC Central
Domain separation and SGC Central
Conversational Interfaces
Conversational Interfaces Console
Exploring Conversational Interfaces Console
Monitoring and managing Conversational Interfaces applications
Channels in Conversational Interfaces
Disable live agent support for a channel
Using Asynchronous Chat in messaging channels
Configure asynchronous chat for the web channel
Installing Conversational Interfaces components
Configuring Conversational Interfaces
Finding configuration settings from earlier releases in Conversational Interfaces console
General chat settings
Manage LLM virtual agents on the Assistants screen
Add your bot to a portal
Branding your chat client
Create a new user for a branded bot
Set up your Virtual Agent bot's branding
Enable message preview on the web client
Enable public access to the web client
Configure context variables for storing chat-related information
Live agent chat context variables
Change Virtual Agent and Agent Chat system messages
URL navigation in Conversational Interfaces
Configure URL navigation for chat links
Create a smart link preference
Create chat surveys
Define pre-chat survey configurations
Define post-chat survey configurations
Using pre-chat surveys with context variables for topic discovery
Define topic context intent configurations
Conversational Interfaces Guided Setup
Conversational Interfaces reference
Data management in Conversational Interfaces
Activate table cleaning for Virtual Agent tables
Interaction Insights table
Virtual Agent
Exploring Virtual Agent
Virtual Agent web client interface
Quick start for Virtual Agent
Example Asset Refresh Virtual Agent conversation with notifications
Create the Asset Refresh topic in Virtual Agent Designer
Create the Open Incident workflow in the Asset Refresh topic
Create the More Information workflow in the Asset Refresh topic
Create the notification for the Asset Refresh topic
Associate content with the Asset Refresh notification
LLM topic discovery in Virtual Agent
Natural Language Understanding (NLU) topic discovery in Virtual Agent
Advantages of natural language models over keywords
Dialog Acts for Virtual Agent
Implement NLU in Virtual Agent
Virtual Agent Lite
Quick start for Virtual Agent Lite
Preview and test ITSM Virtual Agent Lite topics
Duplicate and publish Virtual Agent Lite topics
Configuring Virtual Agent
Activate Virtual Agent
Installed with Virtual Agent
Virtual Agent roles
Additional plugins for Virtual Agent
Prebuilt Virtual Agent topics, topic blocks, and ServiceNow NLU models
Setting up chat experiences for Virtual Agent users
Working with setup topics
Change text in the Show me everything button
Hide or reveal the Show me everything button
Change the Virtual Agent greeting messages in the Greeting setup topic
Configure a Virtual Agent chat experience
Test chat experiences
Configuring the Portable Virtual Agent Web Client
Configure the Portable Virtual Agent web client
Add the Portable Virtual Agent web client to a third-party website
Embed the Virtual Agent web client in an external web page (legacy method)
Configure Virtual Agent for a ServiceNow mobile application
Now Mobile notification of unread chat and Virtual Agent messages
View and modify Virtual Agent style templates
Multiple active conversations for Virtual Agent
Set NLU portal consumer context values for multiple active conversations
Set a default NLU context value for multiple active conversations
Activate multiple active conversations in Virtual Agent
Route Virtual Agent NLU notifications through multiple portals
Configuring Virtual Agent notifications
Create Virtual Agent notifications
Create additional recipients for Virtual Agent notifications
Define Virtual Agent notification contents
Configure a delivery channel for Virtual Agent notification
Define Virtual Agent notification actions
Define the Virtual Agent link actions to notification content
Enable Virtual Agent notifications
Create cross-scope access privileges for topic blocks and custom controls
Configure Natural Language Understanding in Virtual Agent
Configure IBM Watson Assistant as the NLU provider for Virtual Agent
Configure Microsoft LUIS as the NLU provider for Virtual Agent
Configure Google Dialogflow ES as the NLU provider for Virtual Agent
Create a service account and private key in Google Dialogflow ES
Generate a Java Keystore (JKS) file and configure security on your ServiceNow instance
Activate the Google Dialogflow ES service and enable it in your instance
Test Virtual Agent with Google Dialogflow ES NLU in Virtual Agent Designer
Enhanced natural language handling of user inputs in NLU topic discovery
Configure enhanced natural language user input handling
Create or modify custom categories
Building and deploying Virtual Agent
Using Virtual Agent Topic Recommendations
Update Topic Recommendations
Quick start for Topic Recommendations
Configure analysis reports for Topic Recommendations
Run a Topic Recommendation analysis
Add recommended topics and intents to Virtual Agent
Link a topic recommendation to an existing Virtual Agent topic
Unlink a topic recommendation from a Virtual Agent topic
Hide a topic recommendation
Troubleshoot issues with Topic Recommendations
Topic Recommendations interface reference
Topic Recommendations settings
Topic Recommendations page
Topic Recommendations cards
Using Issue Auto Resolution
Configure and run an Issue Auto Resolution simulation
Issue Auto Resolution configuration settings
Issue Auto Resolution diagnostic chat
Getting started with Virtual Agent Designer
Designing a Virtual Agent topic
Create a Virtual Agent topic
NLU model mapping in Virtual Agent Designer
Topic mapping to a multilingual NLU model group
Modify NLU utterances and entities for a Virtual Agent topic
Add NLU to an existing keyword topic
Add nodeless NLU entities as input variables to a topic
Branch a Virtual Agent conversation with a Decision utility
Insert a header card in a Static Choice or Dynamic Choice control
Change the application scope in Virtual Agent Designer
Define script variables for a topic
Create a small talk topic
Control topic discovery and visibility
Use system-derived entities in a topic
LLM topic migration
Migrate NLU topics to LLM topics
NLU to LLM migration log
LLM topic and node description examples
Duplicate a Virtual Agent topic
LLM topic testing
Testing NLU/Keyword topics
Train and test your NLU model in Virtual Agent Designer
Automated testing for Virtual Agent topics that use NLU topic discovery
Create an automated test in Virtual Agent Designer
Manage and run automated test cases in Virtual Agent Designer
Handle failures caused by dynamic inputs in user testing of Virtual Agent topics
Debug a Virtual Agent topic
Resolve Natural Language Understanding (NLU) topic discovery issues
Natural Language Understanding topic discovery logic in Virtual Agent
Publish a Virtual Agent topic
Delete a Virtual Agent topic
Promote or demote Virtual Agent LLM topics
Reorder promoted Virtual Agent LLM topics
Exploring other Virtual Agent features
Deploying Virtual Agent topics in other channels
Using link unfurling in Virtual Agent
Configure link unfurling using the Hostname allow list table
Improving the user experience with AI Search
Activate AI Search for Virtual Agent
Create a custom AI Search experience for Virtual Agent conversations
Maximizing code reuse with topic blocks
Create a reusable topic block
Add a reusable topic block to a calling topic or topic block
Maintain reusable topic blocks
Virtual Agent platform topic blocks
Using geolocation in Virtual Agent
Customizing Virtual Agent with custom controls
Create a custom control definition
Create a Virtual Agent custom control
Add a custom control to a Virtual Agent topic or topic block
Custom input properties sheet
Secure custom input properties sheet
Custom output properties sheet
Integrating Virtual Agent with Flow Designer workflows
Add workflows to topics
Virtual Agent secure password inputs
Flow Designer scoped application requirements for secure inputs
Test the action workflow
Specify the action workflow timeout
Using Virtual Agent with a live agent
Transferring Virtual Agent conversations to a live agent
Closing Virtual Agent and Agent Chat conversations
Tracking deflections in Virtual Agent using the deflection topic block
Create deflection configurations and patterns
Using Virtual Agent API
Virtual Agent API features
Virtual Agent API features available in Store release 2.0.x
Virtual Agent API features available in Store release 3.0.x
Install the Virtual Agent API
Review the inbound REST endpoint and configure inbound authentication
Configure Message Authentication for inbound communication
Configure the output response REST endpoint and outbound authentication for the Virtual Agent API
Virtual Agent bot-to-bot integration
Closing idle bot-to-bot conversations
Configure multiple provider applications
Transform Virtual Agent API request and response
Enable Now Assist experience in Virtual Agent API
Using Virtual Agent Bot Interconnect in your configuration
Install Virtual Agent Bot Interconnect
Using Google Dialogflow as a secondary bot with Virtual Agent Bot Interconnect
Create a new agent in Google Dialogflow
Create a service account and private key for the Google Dialogflow project
Generate a Java Keystore file from the JSON private key file
Configure connections to Google Dialogflow in your Virtual Agent Bot Interconnect instance
Create a Virtual Agent Bot Interconnect shell topic to call Google Dialogflow topics
Using Microsoft Power Virtual Agents as a secondary bot with Virtual Agent Bot Interconnect
Create a JavaScript function in Microsoft Azure using Visual Studio Code
Locate and copy the Direct Line secret key in Microsoft Power Virtual Agents
Add the Direct Line secret key to your Virtual Agent Bot Interconnect instance
Create a Virtual Agent Bot Interconnect shell topic to call Microsoft Power Virtual Agents topics
Using ServiceNow Virtual Agent as a secondary bot with Virtual Agent Bot Interconnect
Use ServiceNow Virtual Agent as a secondary bot in synchronous or asynchronous mode
Enable synchronous mode on the secondary ServiceNow Virtual Agent instance
Enable asynchronous mode on the secondary ServiceNow Virtual Agent instance
Create a connection and credential in Virtual Agent Bot Interconnect
Create a connection and credential in Virtual Agent Bot Interconnect
Create an auth token in the ServiceNow secondary instance
Create a Virtual Agent Bot Interconnect shell topic to call Virtual Agent secondary topics
Enable live agent connection on the primary instance
Debug Virtual Agent Bot Interconnect with a ServiceNow Virtual Agent secondary bot
Localization options for Virtual Agent
Using language detection and dynamic machine translation in Virtual Agent
Prerequisites for using Dynamic Translation in Virtual Agent
Configure Dynamic Translation service integration credentials
Activate your translation service in Dynamic Translation
Enable Dynamic Translation for languages in Virtual Agent
Enable Dynamic Translation for an unsupported language
Specify a fallback language for locale-specific languages and NLU prediction
Localizing Virtual Agent conversations
Enable NLU languages in Virtual Agent settings
Localize Virtual Agent topics that use keyword topic discovery
Localize Virtual Agent topics that use NLU topic discovery
Map a topic to a secondary NLU model
Test topic and NLU model translations
Edit translations for Virtual Agent topics
Request bulk translations for multiple topics
Authoring Virtual Agent conversations for localization
Language support for NLU services
Localization roles for Virtual Agent
Virtual Agent translation tables
Integrating Virtual Agent with other channels
Conversational custom chat integrations
Create a Virtual Agent conversational custom chat integration configuration
Create a new channel for your custom chat integration
Configure a provider for your custom chat integration
Set up message authentication for your custom chat configuration
Create a channel identifier for your custom chat integration
Map rich controls to the channel in your custom chat integration
Create and configure a scripted REST API for your custom chat integration
Create the action scripts for your custom chat integration
Default input and output rich controls for a custom chat integration
Modify adapter card styles for Virtual Agent
Supported Virtual Agent and Agent Chat features for custom chat integrations
Message delivery order
Virtual Agent action scripts
Set up trusted media domains for secure file upload
Create bot messages
Integrate custom controls
Multi-step responses
Multi-response output controls
Send previous control to client
Implement a skip option
Pass branding to a chat client
Contextual actions for custom chat integrations
Typing indicators
Virtual Agent integration with messaging apps
Redirect user authentication to a Service Portal
Configure the IBM Watson Assistant Chat integration
Configure the IBM Watson Assistant Chat integration for the Assistant V2 API
Account linking in pre-built messaging integrations
Unlink your ServiceNow user account from a messaging application for Virtual Agent conversations
Link your ServiceNow user account to a messaging application for Virtual Agent conversations
Control topic visibility in Virtual Agent messaging channels
Integrating Virtual Agent with enterprise messaging apps
Conversational Integration with Microsoft Teams
Integrating ServiceNow Virtual Agent with Microsoft Teams
Install Conversational Integration with Microsoft Teams
Integrate ServiceNow Virtual Agent with Microsoft Teams
Override Microsoft Teams integration
Manage the ServiceNow Virtual Agent integration with Microsoft Teams
Configure branding for your ServiceNow Virtual Agent bot in Microsoft Teams
Integrating multiple ServiceNow instances with a single Microsoft Teams tenant
Create a Bot in Microsoft Teams
Integrate your Self-configured bot with single Microsoft Teams tenant
Configure Microsoft Teams Message Extension
Integrating Virtual Agent with Microsoft Teams using the self-configured bot
Plugins for Conversational Integration with Microsoft Teams
Integrate your Self-configured bot with Microsoft Teams for GCC
Auto-generate the manifest file for uploading on Microsoft Teams
Upload the manifest package file to publish your bot
Integrating Virtual Agent with Microsoft Teams for GCC-H or DoD
Create a bot in Microsoft Teams for GCC-H or DoD
Integrate your Self-configured bot with Microsoft Teams for GCC-H or DoD
Auto-generate the manifest file and upload it into Microsoft Teams for GCC-H or DoD
Limitations in GCC-H or DoD for Microsoft Teams integration with Virtual Agent
Create and integrate a self-configured bot for a single tenant page
Configure Virtual Agent settings for Microsoft Teams
Configure link authentication and opening experience in Microsoft Teams
Configuring smart links in Microsoft Teams
Enable Microsoft Teams integration in ServiceNow Protected Platform (SPP)
Virtual Agent feature support in Microsoft Teams conversations
Pre-link Virtual Agent requesters for integration with Microsoft Teams
Customize auto-linking for Conversational Integration with Microsoft Teams
Configure Microsoft Azure Conditional Access for Microsoft Teams tenant
Configure promoted topics for Conversational Integration with Microsoft Teams
Set up your language preferences for the Virtual Agent integration with Microsoft Teams
Localize the bot messages
Capture common errors and resolution steps for Microsoft Teams using the Conversational Interfaces Diagnostic Tool
Remove Conversational Integration with Microsoft Teams
Conversational Integration with Slack
Integrating ServiceNow Virtual Agent with Slack
Install the Conversational Integration with Slack
Integrate ServiceNow Virtual Agent with Slack
Override Slack integration
Manage the ServiceNow Virtual Agent integration with Slack
Configure branding for your Virtual Agent bot in Slack
Remove ServiceNow Virtual Agent integration with Slack
Integrating Self-configured bot with Slack workspace
Create a bot in Slack
Retrieve Self-configured bot details
Integrate ServiceNow instance with Self-configured bot
Manage the self-configured bot integration with Slack
Configure branding for your Self-configured bot
Remove Self-configured bot integration with Slack
Configure Virtual Agent settings for Slack
Virtual Agent features supported in Slack conversations
Virtual Agent Designer user input and bot response controls in Slack
Virtual Agent notifications supported in Slack
Unsupported Virtual Agent features in Slack
Pre-link Virtual Agent requesters before integration with Slack
Configure promoted topics for Conversational Integration with Slack
Conversational Integration with Workplace from Facebook
Integrating Virtual Agent with consumer messaging apps
Conversational SMS Integration with Twilio
Install Conversational SMS Integration with Twilio
Set up the Conversational SMS Integration with Twilio
Using Conversational SMS Integration with Twilio
Configure SMS authentication
Rate limiting policy for SMS Authentication
Conversational Integration with WhatsApp (powered by Twilio)
Configure Conversational Integration with WhatsApp (powered by Twilio)
Install Conversational Integration with WhatsApp (powered by Twilio)
Set up Conversational Integration with WhatsApp (powered by Twilio)
Set the URL navigation for WhatsApp chat
Capturing information from a user in a WhatsApp chat conversation
Closing idle WhatsApp chat conversations
Transfer WhatsApp chat conversations to live agents
Using Conversational Integration with WhatsApp (powered by Twilio)
Create a provider notification
Integrating the WhatsApp messaging app with other applications
Conversational Integration with LINE
Configure Conversational Integration with LINE
Install Conversational Integration with LINE
Set up Conversational Integration with LINE
Capturing information from a user in a LINE chat conversation
Closing idle LINE chat conversations
Transfer LINE chat conversations to live agents
Using Conversational Integration with LINE
Integrating the LINE messaging app with other applications
Remove Conversational Integration with LINE
Conversational Integration with Facebook Messenger
Configure Conversational Integration with Facebook Messenger
Install Conversational Integration with Facebook Messenger
Set up Conversational Integration with Facebook Messenger
Capturing information from a user in a Facebook Messenger chat conversation
Closing idle Facebook Messenger chat conversations
Transfer Facebook Messenger chat conversations to live agents
Using Conversational Integration with Facebook Messenger
Integrating the Facebook Messenger messaging app with other applications
Set up the Virtual Agent integration with Facebook Messenger (Legacy)
Configure the help link for the Virtual Agent Facebook Messenger integration (Legacy)
Remove Conversational Integration with Facebook Messenger
Conversational Integration with Apple Messages for Business
Configure Conversational Integration with Apple Messages for Business
Install Conversational Integration with Apple Messages for Business
Set up the integration on Apple Messages for Business
OAuth setup for Apple Messages for Business
Create a profile parser action for Apple Messages for Business
Complete the Payment Provider Configuration
Remove the integration for Apple Messages for Business
Capturing information from a user in a Apple Messages for Business chat conversation
Transfer Apple Messages for Business chat conversations to live agents
Using Conversational Integration with Apple Messages for Business
Integrating the Conversational Integration with Apple Messages for Business app with other applications
Virtual Agent integration with Voice channels
Conversational IVR with Amazon Connect
Install Conversational IVR with Amazon Connect
Components installed with Conversational IVR with Amazon Connect
Configuring your AWS account for use with Conversational IVR
Grant access to an IAM (Identity and Access Management) role
Create an Amazon S3 bucket
Create an Amazon CloudFormation Stack
Configure localization in Conversational IVR with Amazon Connect
Customize keywords in Conversational IVR
Claim a Phone number
Create inbound and outbound Amazon Connect contact flows
Setup Transcript for Amazon Connect
Configure Conversational IVR with Amazon Connect
Enroll user Soft PIN and Device in ServiceNow instance
Setup the Amazon Connect spoke for VA IVR
Sync Agents to setup Live Agent transfer
Configure user authentication for Conversational IVR
Manage bot messages for Conversational IVR
Unsupported Virtual Agent features for Conversational IVR
Conversational Integration with Alexa
Configure Conversational Integration with Alexa
Install Conversational Integration with Alexa
Set up Conversational Integration with Alexa
Create an Alexa skill
Configure an Alexa skill
Build an Alexa skill model
Get the Alexa skill ID
Test an Alexa skill on the developer console
Test a skill on the Alexa mobile app
Test a skill on the Alexa Echo or Echo Show screen device
Supported Alexa intents
Create a provider channel identity record for Alexa
Set up message authentication for Alexa
Account linking with Alexa
Configure your Alexa account
Link Alexa events using the macOS Terminal
Link your account using the Alexa app
Fine-tune Virtual Agent settings and topics for the best Alexa voice chat experience
Contextual actions for Alexa
Closing idle Alexa chat conversations
Conversational Integration with Google Assistant
Analyzing Virtual Agent performance
Conversational Analytics dashboard in Platform Analytics experience
Exploring the Conversational Analytics dashboard
Setting up the Conversational Analytics dashboard
Install Conversational Analytics Dashboard
Create custom events to monitor
Create custom override definitions
Formula override example
Using the Conversational Analytics Dashboard
Set the date range of the data
Overview tab
Usage tab
Conversations tab
Conversation transcript template
Use filters in the Conversation tab
Users tab
Use filters in the Users tab
Topics tab
Spokes
Category
Topics details
NLU Prediction tab
Modify models
User Search Metrics tab
Custom Events tab
Issue auto-resolution tab
Conversational Analytics dashboard reference
Conversational Analytics dashboard roles
System parameter configuration
Conversational Analytics dashboard
Exploring the Conversational Analytics Dashboard
Trying out the dashboard
Setting up the Conversational Analytics Dashboard
Install Conversational Analytics Dashboard
Reconfigure dashboard contents
Create custom events to monitor
Create custom override definitions
Formula override example
Using the Conversational Analytics Dashboard
Set the date range of the data
Overview tab
Edit the Overview page
Usage tab
Conversations tab
Use filters in the Conversation tab
Conversation transcript template
Users tab
User Details page
Use filters in the Users tab
Topics tab
Topic categories
Topics details
Spokes
Natural Language Understanding of Virtual Agent responses
Modify models
Using user search metrics with Virtual Agent
Custom Events tab
Funnels tab
Create and manage funnels
Filter options in funnels
Issue auto-resolution tab
Conversational Analytics dashboard reference
Conversational Analytics dashboard roles
System parameter configuration
Virtual Agent reference
Virtual Agent Designer interface reference
Virtual Agent Designer Topics page
Virtual Agent Designer All pre-built topics page
Create a topic form
Topic Properties tab
Topic Flow tab
Topic NLU Intent tab
Topic Languages tab
Virtual Agent Designer controls
Virtual Agent Designer user input controls
Input Collector user input control
Text user input control
Static Choice user input control
Grouped Choice user input control
Dynamic Choice user input control
Boolean user input control
Date Time user input control
File Picker user input control
Carousel user input control
Secure Text user input control
Virtual Agent Designer bot responses
Text bot response control
Image bot response control
Link bot response control
HTML bot response control
Multi-response bot response control
Script bot response control
Card bot response control
Table bot response control
Video bot response control
Virtual Agent Designer utilities
Lookup utility
Script Action utility
Record Action utility
Decision utility
Topic Block utility
Custom control utility
Action utility
Deflection utility
Diagnostic Topic Executor utility
Geolocation utility
Multi File Upload utility
Pause utility
Virtual Agent technical reference
Domain separation and Virtual Agent
Associate a domain ID with a chat portal
Virtual Agent interaction records
Virtual Agent scripts
Input data types in Virtual Agent topics
NLU system entities
Virtual Agent URL parameters
Latency feedback in Virtual Agent
Now Assist in Virtual Agent
Exploring Now Assist in Virtual Agent
LLM assistants
Now Assist in Virtual Agent Domain Separation
Configuring Now Assist in Virtual Agent
Configure Now Assist in Conversational Catalog Request
Using Now Assist in Virtual Agent
Mid-topic switching during Now Assist in Virtual Agent conversations
Integrating Now Assist in Virtual Agent with Microsoft Teams
Analyzing Now Assist in Virtual Agent
Understanding conversation deflection rate
Now Assist in Virtual Agent reference
Agent Chat
Exploring Agent Chat
Agent Whisper
Chat surveys
Chat transcript downloads for requesters
Profanity Filter for Agent Chat overview
Sensitive Data Handler
Dynamic Translation for Agent Chat overview
Agent-Initiated Messaging Interface
Configuring Agent Chat
Setting up Agent Chat
Configuring Agent-Initiated Messaging Interface
Install Agent-Initiated Messaging Interface
Set up Agent-Initiated Messaging Interface for a messaging channel
Associate user profiles with agent-initiated messages
Validate recipient IDs for agent-initiated messages
Determine whether messaging channels are available for agent-initiated messages
Components installed with Agent-Initiated Messaging Interface
Messaging channels for Agent-Initiated Messaging Interface
Associating user profiles on messaging interactions
Controlling idle live chat sessions
Controlling the browser experience for chat guest sessions
Configuring quick actions
Sending missed chat activity emails
Configuring Sensitive Data Handler
Configuring Profanity Filter
Configuring Dynamic Translation for Agent Chat
Setting up conversation history
Using Agent Chat
Agent Chat reference
Sidebar
Exploring Sidebar
Activity stream in Sidebar
Participant suggestions in Sidebar
Configuring Sidebar
Installing Sidebar
Setting up Sidebar
Integrating Sidebar and activity stream
Adding the Discuss button
Configuring Sidebar member query
Sidebar and Microsoft Teams
Integrate Sidebar and Microsoft Teams
Enable or configure the Microsoft Teams integration
Manage Microsoft Teams permissions
Using Sidebar
Sidebar reference
Domain separation and Sidebar
Conversational Interfaces Diagnostic Tool
Exploring Conversational Interfaces Diagnostic Tool
Using the Conversational Interfaces Diagnostic Tool
Diagnose Conversational Interfaces errors
Diagnose Microsoft Teams configuration issues
Diagnose Advanced Work Assignment configuration issues
Additional resources for Conversational Interfaces
Manage instance data sources
Entity View Action Mapper
Create a multi-data source list display in Entity View Action Mapper
Create an EVAM definition
Define a datasource
View configurations, view templates, and configuration bundles for EVAM
Define an EVAM view configuration
Define an EVAM view template
Create an EVAM action definition
Define an EVAM configuration bundle
Instance Data Replication
Exploring Instance Data Replication
Bidirectional replication for Instance Data Replication
Discrete mapping in producer replication sets for Instance Data Replication
Coalesce columns in Instance Data Replication
Instance Data Replication set up
Request an Instance Data Replication subscription
Preparing for Instance Data Replication
Preserving table hierarchy in Instance Data Replication
Upgrading legacy replication sets to V2 in Instance Data Replication
Upgrade legacy replication sets in Instance Data Replication
Rolling back an upgrade in Instance Data Replication
Configuring Instance Data Replication
Create a producer replication set in Instance Data Replication
Create a consumer replication set for Instance Data Replication
Seed a consumer instance for Instance Data Replication
Trigger a workflow after replication using Instance Data Replication
Reconfigure a replication set in Instance Data Replication
Grant access to the replicated data for Instance Data Replication
Revoke access to replicated data for Instance Data Replication
Restore access to replication data for Instance Data Replication
Transform replication data for Instance Data Replication
Warning and error messages for schema validation in Instance Data Replication
Set up bidirectional replication in Instance Data Replication
Create a discrete producer replication set for Instance Data Replication
Administering Instance Data Replication
Comparing replicated data between instances in Instance Data Replication
Find missing or mismatched records in Instance Data Replication
Reseed missing or mismatched records in Instance Data Replication
Deploying a replication configuration from one instance to another in Instance Data Replication
Deploy a replication configuration through an update set in Instance Data Replication
Cloning with Instance Data Replication
Delays in replicating data with Instance Data Replication
Monitoring Instance Data Replication
Monitoring queues in Instance Data Replication
Preventing insert and update errors in Instance Data Replication
Resolving data replication errors in Instance Data Replication
Run Instance Data Replication diagnostics
Review synchronization errors in Instance Data Replication
Discover replication delays in Instance Data Replication
Fix seeding errors in Instance Data Replication
Find Instance Data Replication errors
Status messages and status errors for a consumer replication set in Instance Data Replication
Instance Data Replication XML stats
Instance Data Replication reference
Data privacy in Instance Data Replication
Adapter descriptions for Instance Data Replication
Excluded tables in Instance Data Replication
Domain separation and IDR
Instance Data Replication properties
Instance Data Replication roles
MetricBase
Exploring MetricBase
Configuring MetricBase
Requesting the MetricBase product
Working with MetricBase demo data
Getting familiar with MetricBase
Get familiar with MetricBase APIs
Defining and collecting MetricBase data
Create a time-series definition in MetricBase
MetricBase retention policies
Accessing MetricBase data
Access MetricBase data using the list command
Retrieving MetricBase data using REST and JavaScript
Detecting anomalies in MetricBase data using predictive models
Create and train a predictive model
Triggering flows using MetricBase data
Create a MetricBase band trigger
Create a MetricBase linear predictor trigger
Create a MetricBase gap trigger
Create a MetricBase model trigger
Execute triggers conditionally
Assign a trigger to a flow
View trigger logs
Managing MetricBase
MetricBase reference
Developer resources
Domain separation and MetricBase
MetricBase roles
MID Server
Configure MID Server network connectivity
Installing the MID Server
Create the MID Server user and grant the role
Download the MID Server files
Install a MID Server on Linux
Install a MID Server on Windows
Validate the MID Server
Test MID Server connectivity
Install multiple MID Servers on a single system
Use MID Server guided setup
Configuring MID Servers
MID Server selection
Configure a default MID Server for each application
Configure an IP address range for the MID Server
Override the MID Server selection filter
Using MID Server IP range auto-assignment
File permission enforcement for Windows MID Servers
Map an IP address to a DNS name
Configure MID Server capabilities
Configure a MID Server cluster
Set MID Server thread use
Install and uninstall Nmap on a MID Server
Configure MID Server as WinRM trusted host
MID Server domain separation
Synchronize a JAR file to MID Servers
vCenter event collector
SNMP trap collector extension
MID Server Resource Reservation
Containerized MID Server
Build MID Server Docker Image for Linux
Containerized MID Server Deployment and Auto-configuration
MID Server Deployment Request
Containerized MID Server Autoscaling
Containerized MID Server Properties and Parameters
Configure a MID Server for IPv6
Securing and encrypting MID Server data
MID Server certificate check policies
Encrypt or decrypt MID Server configuration file values
MID Server configuration file security
Encrypt MID Server configuration data with DPAPI
Use CyberArk as a secure configuration provider
Change MID Server configuration file security schemes
MID Server ISecuredConfigProvider interface
MID Server IMidServerEncrypter interface
MID Server authentication credentials and SOAP requests
MID Server unified key store
Enable MID Server mutual authentication
MID Server command audit log
Rekey a MID Server
Add SSL certificates for the MID Server
MID Server SSH cryptographic algorithms
Attach a script file to a file synchronized MID Server
MID Server FIPS Enforced Mode
MID Server Governance
MID Server upgrades
MID Server pre-upgrade check
Pinning a MID Server to a specific version
Upgrade the MID Server manually
Resolving MID Server issues
MID Server active issues
MID Server fails to start
Active MID Server post-cloning credential issues
MID Server resource threshold alerts
MID Server user connectivity issues
Interpreting MID Server user debugging output
MID Server Upgrade History
MID Server reference information
MID Server system requirements
MID Server ECC Queue
MID Server dashboard
MID Server properties
MID Server parameters
MID Server Configuration Parameter settings and priority
MID Server File Cleaner
MID Server protected records and reserved characters
MID Server privileged commands
MIDSystem methods
Manually start, stop, and restart a MID Server
MID Server heartbeat
Set the MID Server JVM memory size
Pause the MID Server
Remote tables
Activate the remote tables plugin
Create a remote table
Create a script definition for a remote table
Example 1: Retrieving all incident records from an external source
Example 2: Retrieving specific records from a third-party source
Create a flow definition for a remote table
Define a flow logic
Debugging remote table script definitions
Domain separation and remote tables
Manage content capabilities
Document Services
Document Management
Exploring Document Management
Document Management plugin
Activate Document Management
Document security and access
Share documents with users
Share documents with groups
Share documents with roles
Share documents with user criteria
Using Document Management
Document repository
Create a document record
Document versions
Create a document version
Download a document
Share a document link
Modify a shared link access
Delete a document link
Delete documents
Document approval and publish process
Create a document approval revision rule
Add a reviewer
Add an approver
Send a document version for review and approval
Approve or reject a document version
Approve or reject a document version through email
Publish a document
Digital signature for PDF documents using CAC or PIV smart cards
Install Document Template integration with digital signatures using a smart card
Set up a document template for signing documents using a CAC or PIV smart card
Property value for digital signature using CAC or PIV smart cards
Sign document templates for PDF documents using CAC or PIV smart card
Review the digitally signed document
Document references
Create document references from document record
Create document reference from References
Delete a document reference from document record
Linking documents to a parent record
Enable viewing related documents in a parent record
Create a document record in a parent record
Upload a document version in a parent record
Download a document from its parent record
Link existing documents to a parent record
Unlink documents from a parent record
Delete a document from a parent record
Document Management lists
Group document templates in a list for creating and linking documents to a target record
Add a document template to a document list
Create documents using document lists for a target table record
Document attachments in an activity stream
Include document actions in an activity stream
References
Components installed with Document Management
Document Management roles
Domain separation and Document Management
Document Viewer
Enable Document Viewer
Document Viewer plugins
View attachments with Document Viewer
Disable Document Viewer
Managed Documents
Managed Document features
Managed Document concepts
Defining Document Workflow
Defining Document Parameters
Defining Approval Rules
Defining Audiences
Defining Classifications
Defining Name Components
Defining Name Formats
Domain separation and Managed Documents
Managed Documents plugin
Install the Managed Documents plugin
Knowledge Document plugin
Installed with Knowledge Document plugin
Link documents to Knowledge articles
Create a document
Document approval
Review process
Enable electronic signature for approval
Publish an approved revision
Submit a revision for draft review
Create or request a new document
Specify an approver
Check in a document
Copy a document
Deactivate a document
Reopen a deactivated document
Roll back a document
Cancel a document
Check out a document
Create a document collection
Upload a document
Create a new managed document record
Check in a document after making changes
Check out a document to make changes
Publish a document in Managed Documents
Send a document out for review and approval
Upload a document as an attachment
Multi Provider Document Services Framework
Activate Multi Provider Document Services Framework
Installed with Multi Provider Document Services Framework
Multi Provider Document Services Framework Framework roles
Microsoft OneDrive integration with Document Services
Document Services Framework for Microsoft OneDrive
Setup Microsoft OneDrive for Document Services
Register Microsoft OneDrive as an OAuth provider for Document Services
Google Drive integration with Document Services
Document Services Framework for Google Drive
Set up Document Services framework for Google Drive
Knowledge Management
Exploring Knowledge Management
Sitemap Generator for the Knowledge Portal
I18N - Knowledge internationalization
Scoped knowledge bases
Machine learning solutions for Knowledge Management
Predictive Intelligence for Knowledge Management
Knowledge article templates
Knowledge blocks
Knowledge subscriptions
Knowledge demand insights
Self-Service Analytics
Self-Service Analytics concepts
Translation management
Knowledge-Centered Service configuration
Article quality index for knowledge management
Article versioning
Ownership groups
Automating feedback management to improve content
Migrate to Knowledge Management v3
Configuring Knowledge Management
Activate the Knowledge Management Advanced plugin
Knowledge Management setup guide for admins
Knowledge base setup guide for knowledge admins and managers
Activate the sitemap configuration and definition records for the Knowledge Portal
Activate the knowledge management internationalization plugin
Activate knowledge blocks
Enable knowledge blocks for each knowledge base
Configure translation management
Activate translation management
Add a custom Localization Framework setting to enable bulk translations
Add a custom Localization Framework setting to enable machine translation
Activate Knowledge Management KCS Capabilities
Enable languages for a knowledge base
Configure the Knowledge Management Service Portal
Enable external or public users to view knowledge articles from the Knowledge Management Service Portal
Knowledge Management Service Portal widgets
Activate the Knowledge Management Service Portal plugin
Configure search widget instance options
Configure knowledge base tile widget instance options
Configure the home page widget instance options
Configure sort widget instance options
Configure article list widget instance options
Configure search results list widget instance options
Configure filter facet widget instance options
Configure a user action for the article view page
Configure article helpful widget instance options
Configure article comments instance options
Configure related catalog item widget instance options
Configure knowledge related articles widget instance options
Search using the Knowledge Management Service Portal
Integrating Knowledge Management features with the Service Portal
Configure custom SEO tags for canonical URLs and localized knowledge articles
Create a knowledge base
Configure knowledge bases for a portal
Configure knowledge subscriptions
Configuration tasks for knowledge managers
Add a knowledge article to featured content
Define a knowledge article category
Assign a knowledge base manager
Configure Self-Service Analytics
Activate Self-Service Analytics
Configure activity contexts for Self-Service Analytics
Configure pattern elements for Self-Service Analytics
Configure pattern element groups for Self-Service Analytics
Configure activity patterns for Self-Service Analytics
Set up the deflection configuration for Self-Service Analytics
Configure scheduled jobs for Self-Service Analytics
Managing access to knowledge bases and knowledge articles
Create user criteria for controlling access to knowledge bases and articles
Control access at the knowledge base level through user criteria
Control access at the knowledge article level through user criteria
Configure Knowledge Management - Add-in for Microsoft Word
Activate Knowledge Management - Add-in for Microsoft Word
Deploy Knowledge Management - Add-in for Microsoft Word
Configure the security for Knowledge Management add-in for Microsoft Word
Enable downloading of the source Microsoft Word document for a knowledge article
User criteria diagnostics for Knowledge Management
Diagnose user access to a knowledge base
Diagnose user access to an article
Configure access to knowledge bases for unauthenticated users
Collect knowledge usage metrics
Modify the data retention policy for knowledge usage metrics
Configure knowledge article templates
Create an article template and use it to create a knowledge article
Configure the preview text setting for a standard article template
Restrict access to fields in an article template
Generate SEO information for articles using article templates
Integration with external knowledge sources
Activate the External Content Integration plugin
Define an external knowledge source
Import content from an external knowledge source
Open knowledge search results in source system
Sample configuration for integrating external knowledge content
Duplicate knowledge article numbers
Create a custom knowledge homepage
View knowledge logs
Search Log fields and description
View Log fields and description
View the source of a knowledge article search
Modify the data retention policy for View logs
Use extension points for Knowledge Management
Train the similarity solution for Knowledge Management to find related articles
Enable actionable knowledge feedback
Create field mapping from an HR case to a knowledge article
Add a property to enable creating knowledge articles from HR cases
Create a UI action to enable creating knowledge articles from HR cases
Enable creating an article from a customer service case
Configuration tasks for knowledge demand insights
Configure Knowledge Demand Insights
Configure solution definitions to find gaps in a knowledge base
Configure the mapping of solution definitions with task tables
Set the frequency of knowledge gap analysis
Assign knowledge gap feedback tasks to content authors
Analyze knowledge gaps from a demand insights dashboard and create knowledge gap feedback tasks
Using Knowledge Management
Knowledge Management guide for users
Knowledge Management Service Portal homepage features
Knowledge Management Service Portal search results page features
Knowledge Management Service Portal article view page features
Knowledge article URL parameters
Managing email notifications in Knowledge Management
Set knowledge notification preferences
Using the homepage of Knowledge Management v3
Search using Knowledge Management v3
Import a Word document to a knowledge base using Knowledge Management v3
Request a knowledge base
Import a Word document to a knowledge base
Use knowledge on mobile devices
Using Now Mobile for Knowledge Management
View the most popular or recently viewed articles in the Now Mobile Information applet
Browse articles in the Now Mobile Information applet
Search for an article in the Now Mobile Information applet
View an article in the Now Mobile Information applet
Provide feedback for a knowledge article in the Now Mobile Information applet
Manage ownership groups
Use article versioning
Manually update customized files
Check out a published article and create a new version
Revert an outdated article to the current state
View all versions of an article
Compare two versions of an article
Retire a versioned article
Disable the article versioning feature
Using knowledge blocks
Create a knowledge block
Select user criteria for a knowledge block
Retire a knowledge block
Add knowledge blocks to a knowledge article
Preview a knowledge article with knowledge blocks
Knowledge blocks authoring in Agent Workspace
View a knowledge block in Agent Workspace
Knowledge block details displayed in Agent Workspace
Create a knowledge block in Agent Workspace
Edit a knowledge block in Agent Workspace
Publish a knowledge block in Agent Workspace
Approve a knowledge block in Agent Workspace
Add a knowledge block to a knowledge article in Agent Workspace
Preview a knowledge article with knowledge blocks in Agent Workspace
Retire a knowledge block in Agent Workspace
Integrating a custom search or knowledge article viewer with knowledge blocks
KBPortalServiceImpl - Global
KBBlock - Global
Use knowledge subscriptions
Subscribe to a knowledge base
Unsubscribe from a knowledge base
Subscribe to a knowledge article
Unsubscribe from a knowledge article
Manage knowledge subscriptions
Use translation management
Create translation assignments for knowledge articles
Auto-create translation tasks
Bulk Translation for knowledge articles
Use Bulk Translation for manual translation
Request bulk translations for multiple knowledge articles
Translate multiple knowledge articles into different languages
Use Bulk Translation for Dynamic Translation
Translate knowledge articles using Dynamic Translation
Translate a knowledge article from a translation task
Translate knowledge blocks within an article
Request missing translations for available languages
Work on a feedback task
Track the progress on a feedback task
Use Article Quality Index
Create an AQI checklist
Assign an AQI checklist to a knowledge base
Remove an AQI checklist from a knowledge base
Delete questions from an AQI checklist
Perform the Article Quality Index review
View all pending and completed AQI reviews
Delete AQI reviews
Managing KCS article states
Knowledge article creation from an incident
Create field mapping from an incident to a knowledge article
Add a property to enable creating knowledge article from incidents
Create a UI action to enable creating knowledge articles from incidents
Knowledge content migration from v2 to v3
Move a knowledge article
Creating and maintaining articles
Create a knowledge article
Edit a knowledge article
Editing functions for knowledge articles in the HTML editor
Managing HTML content in knowledge articles
Formatting options for knowledge articles
Paste content without formatting into the knowledge article
Adding tables to knowledge articles
Insert an image in a knowledge article
Format a code snippet automatically in knowledge articles
Insert a table of contents in knowledge articles
Find and replace text in knowledge articles
Undo or redo typing actions or formatting while authoring knowledge articles
Map related articles
Map catalog items related to an article
Schedule a knowledge article for publishing
Recall an article that is being reviewed
Approve an article that is being reviewed
Retire a knowledge article
Republish a retired article
Move a knowledge article
Comment on a knowledge article
Create knowledge from incident or problem
Create an article version by importing a Word document
Using human readable URLs for the Knowledge article page
Enable Human Readable URLs for the Knowledge Article View page
Select a knowledge article category
Associate a knowledge article with a taxonomy category
Authoring a knowledge article in Agent Workspace
View a knowledge article in Agent Workspace
Viewing knowledge article details in Agent Workspace
Provide feedback for a knowledge article in Agent Workspace
Create a knowledge article in Agent Workspace
Publish a knowledge article in Agent Workspace
Edit a knowledge article in Agent Workspace
Map a related article in Agent Workspace
Map a related item in Agent Workspace
Add an affected product to a knowledge article in Agent Workspace
Schedule a knowledge article for publishing in Agent Workspace
Work on a feedback task in Agent Workspace
Create a knowledge article from a feedback task in Agent Workspace
Edit a knowledge article from a feedback task in Agent Workspace
Compare knowledge article versions in Agent Workspace
Recall an article that is being reviewed in Agent Workspace
Approve a knowledge article in Agent Workspace
Request translations for missing languages in Agent Workspace
Translate a knowledge article in Agent Workspace
Translate a knowledge article from a translation task in Agent Workspace
Authoring a knowledge article in Microsoft Word
Log in to your ServiceNow instance for authoring knowledge articles in Microsoft Word
View a knowledge article in Microsoft Word
Create a knowledge article in Microsoft Word
Edit a knowledge article in Microsoft Word
Unlink knowledge articles from linked Microsoft Word documents
Publish a knowledge article in Microsoft Word
Schedule a knowledge article for publishing in Microsoft Word
Recall an article that is being reviewed in Microsoft Word
Create a knowledge article from a customer service case
Provide feedback on knowledge articles
Knowledge Management reference
Domain separation and Knowledge Management
Additional plugins for Knowledge Management
Components installed with Knowledge Management Core
Components installed with knowledge blocks
Knowledge Management roles
Knowledge Management properties
Quick start tests for Knowledge Management
Understanding access to the Knowledge knowledge base
Knowledge workflows
Knowledge Management Service Portal properties
Knowledge Management v3 homepage and Knowledge Management Service Portal comparison
SEO for canonical URLs and localized versions of knowledge articles
Article versioning changes
Feedback on article versions
Knowledge article version numbers
Knowledge article version information
Validity of a knowledge article
Knowledge article states
Knowledge subscription email notification templates
Analytics and Reporting Solutions for Knowledge Management
Knowledge Management Platform Analytics Solutions
Knowledge Management dashboard
Knowledge Management Overview dashboard
Update the navigation path for the Knowledge Management Overview dashboard
Pareto chart for Knowledge Demand Insights
Demand Insights for Cases dashboard
Demand Insights for Incidents dashboard
Demand Insights for HR Cases dashboard
Now Assist in Knowledge Management
Exploring Now Assist in Knowledge Management
Configuring Now Assist in Knowledge Management
Configuring the KB generation skill
Using Now Assist in Knowledge Management
Generate a Knowledge article from the Now Assist panel
Generate a Knowledge article from the classic environment with Now Assist
Response templates
Activate response templates
Components installed with response templates
Create or modify a response template
Manage service capabilities
Self-service
Exploring Self-service
Service catalog requests
Add new request items
Amazon EC2 instance request from the Service Catalog
Request an instance
Terminate an instance
Check-out redirect property
Delete request items
Place a request
Create incidents and change requests from a requested item
View request status
Service Delegation
Add the Delegates related list to a user profile
Delegate approvals and tasks to another user
Service Administration
Exploring Service Administration
Assessments and Surveys
Exploring Assessments and Surveys
Surveys
Using surveys
Survey questionnaires
Take a survey
Survey responses and results
View results for all surveys
View the results for a survey
View a survey scorecard
Survey scorecard category results
Survey scorecard question results
Survey scorecard average ratings
Survey scorecard history
Export a survey scorecard as an image
Export a quiz scorecard as an image
Request translations for surveys
Edit translations for surveys
Survey responses in a database view
Survey administration
View survey reports
Survey designer
Survey designer elements
Configure a survey in the survey designer
Survey categories
Create a category in the survey designer
Create a survey category in a survey
Create a question in the survey designer
Survey question data types
Create custom metric type
Edit a survey in the survey designer
Configure category weights for a survey
View a survey instance
Survey users and groups
Create a survey user group
Select recipients for a survey in the Survey Designer
Designate a survey user
Designate or remove multiple survey users at one time
Allow recipients to retake a survey
Copy a survey
Publish a survey
Publish a survey in the Survey Designer
Customize the appearance of a survey
Survey definitions
Modify a survey definition
Schedule periods
Create a survey designer template question
Survey questions
Create or modify survey questions
Survey question data types
Survey question template
Create a survey question template
Update min and max values to match templates
Add a metric category and metric in the question bank for surveys
Configure metric categories or metrics for a survey using the question bank
Create or modify answer options
Change the order of survey questions
Survey trigger conditions
Configure a trigger condition for a survey
Trigger condition example
Survey distribution
Email notifications for surveys
Send survey invitations to users
Define a recipients list for surveys
Add a recipients list to a survey
Embed a survey within the Outlook email client
Enable localization for a survey
Survey URLs
Obtain and distribute a general survey URL
Deactivate auto-notification for surveys
Obtain a survey instance URL
Test a survey URL
Create a survey module
Sharing surveys
Export a survey
Import a survey
Use update sets for surveys and assessments
Configure a survey in the Connect chat support
Outlook Actionable Messages
Install Outlook Actionable Messages plugin
Customize fields for the approval message
Customize fields in the approval message for request
Customize fields in the approval message for change request
Enable Advanced view for Outlook Actionable Message definition
Sentiment analysis for surveys
Configure a sentiment connector
Sentiment analysis property
Sentiment analysis results
Surveys in Service Portal and the Now Mobile app
Surveys in ITSM Virtual Agent
Legacy survey migration
Migrate a legacy survey
Survey question migration
Migrated components
Migrated question review
Surveys reference
Survey roles
Key survey terms
Survey Overview dashboard
Metric Result form
Normalized value for an assessment
Domain separation and Surveys
Survey Designer Configuration form
Properties form
Custom Metric form
Survey Instance form
Survey Question form
Trigger Condition form for surveys
Recipients List form
Assessments
Using assessments
Assessment administrator tasks
Configure an assessment
Assessment generation
Assessment groups
View an assessment metric category
Assessment metric categories
Create a category for assessable records
Assessable record associations
Manage an assessable record automatically
Manage an assessable record manually
Delete a category
Assessment metrics
Create an assessment metric for a category
Create an assessment metric definition
Change the order of an answer
Metric types and assessable records
Create metric types and generate assessable records
Delete a metric type
Export an assessment
Import an assessment
Use update sets for surveys and assessments
Create an assessment signature
Assessable records
View an assessable record
Enforce a condition to delete an assessable record
Delete an assessable record
Add a metric category and metric in the question bank for assessments
Configure metric categories or metrics for an assessment using the question bank
Copy an assessment
Create a metric template
Metric templates
Update a metric minimum and maximum value to match a template
Category users and stakeholders
Create a category user
Create stakeholders automatically
Associate multiple category users to multiple assessable records
Delete a stakeholder for multiple assessable records
Associate one category user to one assessable record
Associate multiple category users to one assessable record
Delete a stakeholder for one assessable record
On-demand assessments
Generate an on-demand assessment
Generate an on-demand assessment for one assessable record
Generate an on-demand assessment for multiple assessable records
Generate an assessment with the on-demand API
Scheduled assessments
Schedule an assessment
Schedule types
Set an assessment generation schedule
Publish a metric type
Generate a scheduled assessment manually
Generate a vendor type assessment manually
Clean up assessment data
Assessment instances
View an assessment instance
Configure trigger conditions for an assessment
Assessment trigger conditions
Enable manager notifications
Assessment notifications
Assessment notification workflow
View a metric result
Assessment results
Assessment Overview dashboard
View assessment reports
Assessment results calculation
View a bubble chart for assessments
Bubble charts for assessments
Create a bubble chart
Bubble chart components
Assessable record score summaries
View an assessment scorecard
Create a link to a scorecard
Assessment scorecard averages
Assessment scorecard categories
Assessment scorecard category metrics
Assessment scorecard head-to-head compare view
Assessment scorecard history
Live feed view of assessable records
Assessment scorecard ratings
Create a decision matrix
Decision matrixes
Take an assessment
Assessments in Service Portal and the Now Mobile app
Assessment questionnaires
Metric types and assessable records
Delete an assessable record
View an assessable record
Assessments reference
Data types for assessments
Assessment Metric form
Metric Category form
Assessment Metric form for a category
Trigger Condition form for assessments
Domain separation and Assessments
Installed with Assessments and Surveys
Quick start tests for Assessments and Surveys
Quizzes
Using Quizzes
Set up and administer quizzes
Data types for quizzes
Activate the quiz designer
View quiz reports
Quiz designer
Create a quiz
Create quiz categories
Create quiz questions
Configure a template question
Configure a scored question
Configure a quiz
Select a quiz recipient
Publish a quiz
Copy a quiz
Edit a quiz
Configure a scored question
Configure a template question
Enable a quiz retake
View a quiz result
View a quiz designer scorecard
View a quiz scorecard
View an assessment category result
Quiz scorecards
Category results
Question results
Average ratings
Scorecard history
Modify the weight of a category
Take a quiz
View a quiz instance
Add a metric category and metric in the question bank for quizzes
Configure metric categories or metrics for a quiz using the question bank
Create quizzes with forms
Set up a category
Select a user for a category
Create questions
Create answers for questions
Distribute a quiz
Modify a published quiz
Quizzes reference
Quiz scorecards
Category results
Question results
Average ratings
Question Properties form
Quiz reports
Classic approvals
Approval engines
Set up an approval engine
Approval rules
Set automatic approval rules
Gating approvals
Set up a gating approval via an approval rule
Set up a gating approval based on the item being ordered
Process approvals
Approve with a process guide
Schematic of a hypothetical approval process
Approval summarizer formatter
Summarizers
Change an approval summarizer
Create a new custom approval summarizer
Approval with e-signature
Activate Approval with e-Signature plugin
De-activate e-signatures
Select an approval table
Set up an approval from a local database
Use Multi-Provider SSO to set up an SSO approval for a SAML 2.0 authentication
Installed with approval with e-signature
Approval status
Generate an approval using approval rules
Generate approvals using the approvers related list
Generate approvals using workflows
Multiple approvers
Receive notifications
Embed an approval request within the Outlook email client
Dynamic approval forms
Scripts and engines execution order
Fulfiller experience in Mobile Agent
Get started with the mobile app for Approvals
Manage a catalog request approval
State flows
Installed with state flows
Use state flows
Create a state flow
State flow cleanup
Work notes
Domain separation and State Flows
Geolocation
Activate geolocation
Installed with geolocation
Geolocation Google key
Geolocation history
Location tracking
Service Catalog
Exploring Service Catalog
Service Catalog terms and roles
Types of catalog items
Record Producer
Create a record producer
Create record producers from tables
Populate record producer data and redirect users
Order guides
Create an order guide
Configure a sequence to fulfill items in order guides
Request an order guide
Create an order guide rule to add a catalog item
Create an order guide variable
Create an item variable assignment
Cascade an order guide variable
Avoid enforcement of a mandatory field
Run order guides automatically
Define a content item
Configure a default width for service catalog variables
Define a regular expression for a variable
Pass variables between tasks
Create or edit a catalog item
Add a catalog item
Share catalog items across catalogs
Service Catalog for managers and end users
Service Catalog home page
Service Catalog request screens
Clone a request
View catalog item audit history
Saving catalog items to a wish list
Service Catalog customization
Cart layout
Configure the cart layout
Configure Service Catalog cart widgets
Configure Service Catalog preview screens
Configure Service Catalog status screens
Migrating to cart layouts
Migrate customizations and enable cart layouts
Legacy flexible checkout and delivery forms
Modifications in the delivery screen
Modifications in the checkout form
Define item quantity choices
Remove item restrictions
Using variables for price setup
Set a recurring price
Extend the pricing model
Hiding prices in the service catalog
Clone requests
Create scripts
Create a custom cart
Service catalog home page configuration
Configure search and navigation
Refine search results
Configure keyword search for catalog items
Configure AI-based catalog search experience
Configure preview
Create a renderer
Customize a catalog homepage
Customize the multi-catalog homepage
Show item details in sections or pop-ups
Configure Classic Mobile devices
Define the mobile layout
Limit description sizes in the Classic Mobile UI
Using the content management system with the service catalog
Manage catalogs in CMS sites
Set up catalog portal pages
Manage catalog portal pages
Service Catalog items
Specify related items and articles for a catalog item
Add an ordered item link to an item
Create a Service Catalog client script
Translation of Service Catalog items
Monitoring aggregated catalog item data
Service Catalog item designer
Configuring catalog item designer options
Define question types
Manage approval types
Manage task assignment types
Review category requests from self-service users
Using the catalog item designer
Request a category
Manage a category
Create an item
Define an item question
Define an item approval
Define an item task
Define an item section
Publish an item
Installed with catalog item designer
Configuring Service Catalog
Service catalog categories
Create a category
Configure dynamic categories
Service catalog setup
Set up a service catalog
Set up Platform URLs for catalog modules
Multiple service catalogs setup
Tables provided with multiple service catalogs
Service Catalog scoping
Scriptable service catalog variables
Define filters for My Requests
Delegated request experience
Configure the default behavior to request items for other users
Service Catalog request fulfillment
Service catalog workflows
Create a catalog workflow
Add an activity to a catalog workflow
Publish a catalog workflow
Execution Plans
Create an execution plan
Execution plan tasks
Creating execution plan tasks
Service catalog execution plans
Service Catalog checkout models
Create a catalog request from another flow
Configure a parent mapping for a request
State closure in the request fulfillment execution plan
View request notifications
Service Catalog security
Set security for items and categories
Create a user criteria record in Service Catalog
Apply user criteria to items and categories
Extend user criteria
User criteria migration
Legacy service catalog access controls
Service Catalog administration
Restrict access
Creating a Service Catalog Wizard
Create declarative actions for Service Catalog Wizards
Integrating Service Catalog
Service Catalog in Employee Center portal
Associate a catalog item with a taxonomy topic in Employee Center
Enable Shopping Cart and Add to Wish List options in Employee Center
Add an item to the wish list in Employee Center
Add a catalog item to the shopping cart in Employee Center
Request a catalog item from Employee Center
Request an order guide from Employee Center
Save a draft of a catalog item
Service Catalog in Service Portal
Access Service Catalog categories in Service Portal
Add an item to the wish list in Service Portal
Add a catalog item to the shopping cart
Request a catalog item from Service Portal
Request an order guide from Service Portal
Standard ticket page for a requested item
Service Catalog in mobile
Fulfiller experience in Mobile Agent
Get started with the mobile app for Approvals
Manage a catalog request approval
Request experience in Now Mobile
Configure catalogs
Browse catalog items using the catalog hierarchy
Submit and track a request
Create a quick action in your mobile applications
Enable notifications in Now Mobile
Enable the cart in Now Mobile
Edit the label of Submit button for a record producer
Configure Now Mobile properties
Service Catalog topic blocks in Virtual Agent powered by NLU
Submit a request topic conversation
Service Catalog topic blocks in Virtual Agent powered by LLM
Service Catalog configuration for Universal Request
Configure all catalog items or record producers to create a universal request
Service Catalog Reference
Service Catalog properties
Installed with Service Catalog
Domain separation and Service Catalog
Request for domain separation in Service Catalog
Sample ATF tests for Service Catalog in Service Portal
Variables to collect data for record producer fields
Service catalog variables
Types of service catalog variables
Variable support in various channels
Create a service catalog variable
Define help information for a service catalog variable
Service Catalog variable attributes
Define a question choice for a variable
Service catalog data lookup
Create a catalog lookup definition
Custom data lookup
Audit service catalog variables
Service Catalog variable editors
Configure the default variable editor for a task-extended table
Service catalog variable sets
Create a variable set and add it to an item
Variable set layout
Service Catalog parameters
Catalog Wizard form
Record Producer form
Order guide form
Catalog Item form
Debugging Service Catalog
Debug actions on catalog item variables
Debug user criteria of a catalog item
Debug UI customizations for a Service Catalog page
Debug performance diagnostics of a catalog item
Debug a Service Catalog variable
Item diagnostic report
Run the Item Diagnostic Results report
Service catalog UI policy
Create a UI policy for catalog items
Catalog Builder
Setting up the Catalog Builder
Configure a step-based service fulfillment flow
Create a service fulfillment step type
Add a step, section, or question to a catalog item wizard
Now Assist in Catalog Builder
Exploring Now Assist in Catalog Builder
Configuring Now Assist in Catalog Builder
Install Now Assist in Catalog Builder
Creating a catalog item using Now Assist
Catalog item generation reference
How to describe a catalog item
Catalog Conversational Coverage
Conversational catalog overview dashboard
Catalog item conversational details page overview
View the conversational catalog overview dashboard using the ServiceNow AI Platform
View the conversational catalog overview dashboard using Catalog Builder
Creating or editing catalog item template
Create a catalog item using a template
Define a service fulfillment step
Catalog builder preview topic conversation
Create a question for a catalog item in Catalog Builder
Configure an auto-populate value for a question in Catalog Builder
Edit a question in Catalog Builder
Edit a catalog item in Catalog Builder
Add advanced capabilities to a catalog item
Discard a catalog item
Transfer catalog items using update sets
Localization Framework integration with Catalog Builder
Hermes Messaging Service
Exploring Hermes Messaging Service
Configuring Hermes Messaging Service
Hermes Messaging Service activation
Set up a secure connection to the Hermes Messaging Service
Revoke a Hermes Messaging Service certificate
Exchanging data using the Hermes Messaging Service
Prepare your Apache Kafka client environment
Create a test topic in Hermes using the Kafka client
Produce test messages to a Hermes topic using the Kafka client
Consume test messages from a Hermes topic using the Kafka client
Managing namespaces and topics in Hermes
Managing namespaces in Hermes
Create a namespace in Hermes
Delete a namespace in Hermes
Managing topics in Hermes
Create a topic in Hermes
Update a topic in Hermes
Delete a topic in Hermes
Rescan topics in Hermes
Monitoring topics in the Hermes Kafka cluster
View a message in a Hermes topic
Hermes Messaging Service administration
Check the status of and connection to the Hermes Kafka cluster
Tracking Hermes Messaging Service Message usage
Cloning with Hermes Messaging Service enabled
View Hermes Messaging Service log messages
Hermes Messaging Service reference
Hermes Messaging Service components
Hermes Messaging Service security model
Hermes Messaging Service properties
Hermes Messaging Service roles
Hermes Messaging Service domain separation
Password Reset
Exploring Password Reset
Password Reset
Password Reset for Virtual Agent
Password Reset Windows Application
Setting up Password Reset
Set up Microsoft Entra ID for Password Reset
Set up Microsoft Active Directory for Password Reset
Set up Password Reset integration with Okta
Set up Password Reset integration with Google Directory
Configuring Password Reset
Plan your Password Reset processes
Configure your Password Reset process
Calculating the security score for password reset process
Configure password expiration reminder
View scheduled jobs
View a password expiration table
Credential stores for Password Reset
Configure the connection to a credential store for the Password Reset processes
Credentials Store for Password Reset for Active Directory
Integrate Password Reset with your Active Directory service
Configure the connection to an AD credential store
Credential Store for Password Reset for Microsoft Entra ID
Integrate Password Reset with your Microsoft Entra ID
Configure the connection to the Microsoft Entra ID Credential Store
Test the connection to a credential store
Delete a connection to a credential store for Password Reset
Password Reset verifications
Personal data identification types and confirmation type verifications
SMS Code Verification type for Password Reset
Use Notify to send SMS codes for enrollment and verification
Specify the number of required security questions
Configure your Password Reset process to auto-enroll users
Enable users to enroll for Password Reset
Configuring Password Reset properties
Send email to remind users to enroll for Password Reset
Customize the Password Reset enrollment reminder email
Configure the required strength for passwords
Specify lockout for failed login attempts
Configure Google reCAPTCHA for the password reset process
Customizing Password Reset processes
Customize password reset processes and integrate third-party credential services
Add a custom question to the Security Questions verification
Add a custom header or footer to the user pages for Password Reset
Create a Password Reset verification from an existing verification
Create a custom Password Reset verification type
Create a custom Password Reset verification
Create a custom identification type for Password Reset
Configure a credential store type to support third-party password auto-generation
Asynchronous password reset subflow
Create a credential store type for Password Reset
Reset a password or unlock a user account with service desk assistance
View user requests for password reset
Unblock a Password Reset user
Integrate Password Reset with a Service Portal widget
Integrate Password Reset with a CMS integration
Installing and configuring Password Reset Windows Application
Password Reset Windows Application installation requirements
Request the Password Reset Windows App plugin
Download the Password Reset Windows Application installer
Install Password Reset Windows Application
Use an EXE file from the command line
Use an MSI file from the command line
Use a wizard
Configure security settings for the Password Reset Windows Application
Configure the Password Reset Windows Application to use a proxy server
Configure an exception policy on your proxy server
Configure a proxy server using client credentials method
Configure registry keys on your proxy server
Configure a proxy server using PAC file (automatic configuration script method)
PAC file with registry setting
Enable the Password Reset Windows Application to set the display language for the session
Integrate McAfee disk encryption with the Password Reset Windows Application
Customize the Password Reset Windows Application
Limitations of the Password Reset Windows Application
Uninstall the Password Reset Windows Application
Enrolling in the Password Reset application to reset your password
Enroll for the Password Reset program using an authenticator
Enroll for the Password Reset program using SMS codes
Enroll for the Password Reset program using emailed codes
Enroll for the Password Reset program using questions and answers
Enroll for the Password Reset program using Soft PIN
Reset your password on Windows systems
Password Reset reference
Installed with Password Reset
Domain separation and the Password Reset application
Password Reset Process form
Password Expiration Configuration form
System properties for password expiration
Password Reset Credential Store form
Password Reset global properties
Verification types in the base system
Password Reset Verification Type form
Password Reset Verification form
Password Reset script includes
Example custom scripts for Password Reset
Password Reset extension script categories
Password Reset extension scripts
Create a Password Reset extension script
Password Reset and Password Change reports and logs
Actions in Password Reset for Virtual Agent
Notify
Exploring Notify
Notify Twilio Direct driver
Notify Zoom connector
Notify voice and SMS capabilities
How Notify processes incoming calls
Notify Cisco Webex Connector
Configuring Notify
Activate Notify
Differences between Notify and Legacy Notify
Migrating from Legacy Notify
Configure Notify with Twilio
Twilio-Direct callback testing
Advanced configuration for SMS
Advanced configuration for voice
Disconnect from a Twilio account
Configure Amazon Polly as default voice tone for text to speech
Configure Notify Zoom connector in Notify
Set up Notify Zoom connector in Zoom
Disable Zoom meeting password
Configure a provider in Notify
Configure SMS opt-out preferences
Configure Notify Cisco Webex Connector
Install Notify Cisco Webex Connector
Create a Cisco Webex app
Configure OAuth entity for Notify Cisco Webex
Create an OAuth credential record for Notify with Cisco Webex
Create a connection and credential alias for Notify connector for Cisco Webex Spoke
Make Notify Cisco Webex Connector as default communication channel
Manage Notify properties
Using Notify
Using Notify with SMS
SMS Statuses
Send an SMS with Zoom meeting invite
Outbound communication requirements
Using Notify for making conference calls
Start a conference call
Add participants to a conference call
Mute or unmute all participants
Mute or remove a conference call participant
Send a message to conference call participants
Viewing conference call information
List of Notify calls
Using Notify with tasks
Start a conference call from a task
Manage conference calls on task
Send an SMS alert from a task
Using Notify with Incident Communications Management
Initiate a conference call from incident communication plan
Join and end a conference call from incident communications management
Send communication updates for an incident communications plan
Using Notify with On-Call Scheduling
Set up Notify with On-Call Scheduling
Controlling the on-call communication channel with Notify
On-Call Assign by Acknowledgement workflow
Call a user from the WebRTC UI
Key differences between on-call scheduling with NotifyNow and with Notify
Using the Notify Cisco Webex Connector with a major incident
Create a collaborative communication task from MIM workbench
Initiate Notify Cisco Webex conference from MIM workbench
Add participants to a conference call
Join a conference call
Notify reference
Differences between Notify-Twilio and Notify-Twilio Direct
Migrate to Notify-Twilio Direct driver
Public URLs
Components installed with Twilio Direct driver
Business rules installed with Twilio Direct driver
Tables installed with Twilio Direct driver
Numbers and number groups
Create a number group
Associate a number to a number group
Notify workflow activities
Join conference call workflow activity
Call workflow activity
Send SMS workflow activity
Forward call workflow activity
Input workflow activity
Hangup workflow activity
Play workflow activity
Record workflow activity
Reject workflow
Say workflow activity
Forward to notify client workflow activity
Queue workflow activity
Notify activity event handlers
Creating Notify activities
Notify languages
Available Notify activity event handlers
Components installed with Notify
Roles installed with Notify
Tables installed with Notify
Properties installed with Notify
Business rules installed with Notify
Manage people and work capabilities
Advanced Work Assignment
Exploring Advanced Work Assignment
Configuring Advanced Work Assignment
Advanced Work Assignment home page
Get started with Advanced Work Assignment
Activate Advanced Work Assignment
Activate related plugins for Advanced Work Assignment
Move from Connect Support to Advanced Work Assignment and Agent Chat
Install Conversational SMS service channel
Activate Agent Affinity
Activate Conversational Messaging
Service channels
Service channel capacity and utilization
Create or configure a service channel
Conversational SMS service channel
Set up the Conversational SMS service channel
Set up a custom service channel
Tutorial: Set up a custom service channel for change requests
Inbox layout
Create or change an inbox layout
Override agent capacity for selected agents
Create or change a work item size override
Work items
Work item queues
Create a work item queue
Define agent pools eligible for assignment
Set work item sort order
Create and manage queue triggers
External routing overview
Use external routing for queues
Tutorial: Route interactions by context
Work assignments
Configure agent assignment rules
Tutorial: Automatically assign work to agents by skill
Using Agent Affinity
Configure Agent Affinity rules
Set Agent Affinity rules
Deactivate Agent Affinity
Agent Inbox controls
Configure agent presence states
Configure reasons for rejecting work items
Configure reassignable settings
Management
Configure an agent's maximum universal capacity
Create or change groups for Advanced Work Assignment queues
AWA post work item subflow
Configure messaging actions
Enable logging for Advanced Work Assignment
Using Advanced Work Assignment
Check for an agent's presence and capacity
Check unassigned interactions
Check unassigned task work items
Check work items and AWA events
Agent initiated SMS conversation
Compose an SMS conversation
Analytics & Reporting Solutions
Using Advanced analytics to access AWA dashboards
Operations dashboard
Platform Analytics Solution for Advanced Work Assignment
Advanced Work Assignment dashboard for interactions
Advanced Work Assignment dashboard for operations
Advanced Work Assignment dashboard for tasks
Advanced Work Assignment dashboard for messaging
Advanced Work Assignment reference
Assignment Rule form
Domain separation and Advanced Work Assignment
Components installed with Advanced Work Assignment
Properties for Advanced Work Assignment
Advanced Work Assignment monitoring page
Advanced Work Assignment roles
Skills Management
Exploring Skills Management
Configuring Skills Management
Define the skill taxonomy
Create skill categories using sample data
Define a skill level type
Add a skill
Using Skills Management
Assigning and Managing skills
Assign skill proficiency levels for skills
Associating skills with work items
Assign skills to tasks
Routing work items to agents based on skills
Learn how Skill Determination works
Add a business rule for skill determination
Create Skill Determination rules to assign skills to work items
Qualify and rank users based on skills and skill levels
Reference for Skills Management
Domain separation and Skills Management
Quick start tests for Skills Management
Extension points in Skills Management
Omnichannel Callback
Exploring Omnichannel Callback
Configuring Omnichannel Callback
Get started with Omnichannel Callback
Install Omnichannel Callback
Configure callback behavior for a channel
Customize a default callback topic
Working on callback records
Omnichannel Callback reference
Components installed with Omnichannel Callback
Domain separation and Omnichannel Callback
Zoom extension for Omnichannel Callback
Install Zoom extension for Omnichannel Callback
Components installed with Zoom extension for Omnichannel Callback
Setting up Zoom extension for Omnichannel Callback
Setting up the Zoom spoke for Zoom extension for Omnichannel Callback
Setting up Notify Zoom connector for Zoom extension for Omnichannel Callback
Configure a Zoom webhook for Zoom extension for Omnichannel Callback
Configure the Zoom channel for callbacks over Zoom
Proactive Triggers
Exploring Proactive Triggers
How Proactive Triggers work
Installing Proactive Triggers
Enable Proactive Triggers
Application scopes
Configuring Proactive Triggers
Create rules and actions for Proactive Triggers
Create custom trigger types
Multiple Proactive Triggers rules and actions
Manage Proactive Triggers
Proactive Triggers reference
Components installed with the Proactive Triggers feature
Proactive Triggers roles
Domain separation and Proactive Triggers
Proactive Rule form
Proactive Action form
Interaction Management
Activating the Interaction Management system
Configuring Interaction Management
Interaction states
Interaction context and channel metadata
Interaction wrap up
Interaction form
Interaction wrap up timer
Interaction wrap up scheduled job
Create an interaction wrap up configuration
Using Interaction Management
Create an interaction
Associate a record with an interaction
Interaction Management reference
Components installed with Interaction Management
Live Feed Core UI
Exploring Live Feed Core UI
Live Feed browser support
Activating Live Feed
Administering Live Feed
Document feeds
Add a Live Feed UI action on a table
Configure document feeds
Security configuration for document feeds
Disable a record feed
Disable a document feed
Business rule installed with Live Feed Document
Record feeds
Activate the Live Feed Document plugin
Configure record feeds
Add Live Feed to a form header
Add Live Feed to a context menu
Disable a record feed
Configure security
Live Feed table notifications
Set up table notifications for task tables
Set up table notifications for non-task tables
Live Feed table notification examples
Workaround posted
Problem resolved (advanced)
Opportunity won (non-task)
Related feeds table notification
Live Feed security and table access
Limit Live Feed access by role
Manage Live Feed message content
Live Feed team security
Restrict hashtag renaming
Provide access to Live Feed from CMS pages
Using Live Feed
Use hashtags in Live Feed
Tag messages
View an available hashtag
Change a hashtag name and merge a hashtag
Add an image to a hashtag
Follow and unfollow a hashtag
Remove a hashtag from a posted message
Use teams in Live Feed
Create a Live Feed team
Join a team
View a team feed
View a team member
Invite a new member
Remove a member
Subscribe to team and email notification
Subscribe a team to feed notification
Leave a team
Modify a team
Manage a membership request
Delete a team
Use Live Feed to work on records
Add Live Feed to a homepage
Modifying and deleting document feeds
Viewing Live Feed from records
Working with record feeds
Follow a record feed from a form
Follow a record feed from a list
Post a message to a record feed
Use feeds in Live Feed
Create a group feed
Create record feeds
Control how Live Feed is enabled for records
View the activity stream in record feeds
Participate in a feed
Mark a feed as a favorite
View a feed
View a feed member
Invite a new member to a group feed
Invite a new member to a record feed
Remove a member from a feed
Subscribe to a feed
Navigate between Live Feed and other modules
Leave a feed
Delete a feed
Live Feed UI overview
Update your Live Feed profile
Work with Live Feed messages
View another Live Feed user
Follow other Live Feed users
Select feeds
Follow feeds
Bookmark feeds and hashtags
Add Live Feed to your homepage
Post content in Live Feed
Post a Live Feed message
Reply to a Live Feed message
Attach a file to a post or reply
Copy an image from the clipboard
Add a link to a post or reply
Add a knowledge article link to a post or reply
Add a poll to a message
Add mentions to a message
Like a message
Delete a message
Live Feed reference
Domain separation in Live Feed
Components installed with Live Feed
Tables installed with Live Feed
User roles installed with Live Feed
Script includes installed with Live Feed
Business rules installed with Live Feed
Email notifications installed with Live Feed
E-signature
Activating e-signature
Using e-signature
Create or modify an e-signature template
E-signature reference
Components installed with e-signature
ServiceNow Voice
Exploring ServiceNow Voice
Setting up ServiceNow Voice
Install ServiceNow Voice applications
Domain separation and ServiceNow Voice
Configuring a phone PIN
Configure the E.164 format for a consumer phone number
Configuring CTI component logging
Configure Real Time Transcription for ServiceNow Voice Customer Service Management
Set up Real-Time Transcription for ServiceNow Voice
Scripting for operation handlers
Provider configuration in Voice
Extension points in Voice
Using Voice
Integrating Voice with other applications
Integrate ServiceNow Voice with Amazon Connect
Configure a contact flow for an automated caller interaction
Integrating ServiceNow Voice with ITSM
Install ServiceNow Voice for ITSM
Integrating ServiceNow Voice with CSM
Install ServiceNow Voice for CSM
Configuring the phone PIN settings for ServiceNow Voice
Real time transcriptions for ServiceNow Voice for Customer Service Management
Integrating ServiceNow Voice with Virtual Agent
Integrate Advanced Work Assignment AWA Voice routing
Integrating ServiceNow Voice for HR
Install ServiceNow Voice for HR
Add Interaction Related Records to HR Agent workspace
ServiceNow Voice reference
Components installed with ServiceNow Voice Core
Components installed with Amazon Connect Integration with ServiceNow Voice
Components installed with ServiceNow Voice for ITSM
Components installed with ServiceNow Voice for CSM
Components installed with ServiceNow Voice for HR Agent Workspace
ServiceNow AI Platform Legacy Capabilities
Connect
Supported browsers for Connect Chat
Activate Connect
Activate Connect Support
Connect interface
Connect overlay
Connect workspace
Enable or disable Connect notifications globally
Edit which notifications you receive for a conversation
Upload a profile picture
Drag a file into a Connect conversation
Share a Visual Task Board in a Connect conversation
Mention a user in a Connect conversation
Connect administration
Properties for Connect
Configure the polling interval
Disable the Connect overlay
Customize the Connect audio notification sound
Administer Connect actions
Configure the fields on a record card in Connect
Disable specific URLs for Connect
Connect Chat
Connect Chat use
Start a direct or group conversation
Follow a record in Connect
Edit basic conversation details
Add or remove conversation members
Create a Connect conversation from a Visual Task Board
Connect Chat administration
Connect Support
Monitor incoming Connect Support conversations
Share knowledge in a Connect Support conversation
Transfer a Connect Support conversation to a different agent or queue
Add a user to a Connect Support conversation
Escalate a Connect Support conversation
Connect Support chat states
Connect Support administration
Migrate from legacy chat to Connect Support
Properties for Connect Support
Administer Connect Support queues
Make a Connect Support queue accessible to end users
Add a scripted extension point for Connect Support chats
Connect Support metrics
Configure the add support users property
Service Desk Chat Platform Analytics Solutions
Connect Support and Service Portal
Classic Orchestration
Introduction to Orchestration
Domain separation and Orchestration
Activate Orchestration
List of Orchestration plugins
Orchestration Runtime plugin
List of Orchestration activities
Available activity packs
Deprecated Orchestration activities
Reactivate a deprecated activity
SOAP Message workflow activity
Probes used by Orchestration
PowerShell activities
SSH activities
Orchestration applications
Orchestration ROI
Create Orchestration ROI labor rate cards
Create an Orchestration ROI automation entry record
Create an Orchestration ROI correlated task rule
Configure the time range for Orchestration ROI calculations
Installed with Orchestration ROI
Orchestration ROI reports
Orchestration ROI standard reports
Orchestration ROI premium reports
Client Software Distribution
Request client software distribution
Installed with client software distribution
Create licenses and counters for distributed software
Extend a software lease
Client software distribution from SCCM
Configuring SCCM
Configure the Application Administrator role on the SCCM server
Update the SCCM cmdlet libraries
Configure the MID Server for SCCM activities
Create Windows credentials for SCCM deployments
Retrieve SCCM data for client software distribution
Set up a software model for an SCCM application
Define an SCCM configuration
Create a catalog item for an SCCM application
SCCM deployment
Client software distribution validation process
SCCM software revocation
Client software distribution dashboard
Client software distribution extension framework
Configure client software distribution providers
Client software distribution extension keys
Client software distribution extension points
Orchestration examples
Active Directory automation example
Orchestration activity packs
Use an activity pack
Active Directory activity pack
Add User to Group AD activity
Change AD User Password activity
Create AD Object activity
Disable AD User Account activity
Enable AD User Account activity
Is AD Account Locked activity
Query AD activity
Remove AD Object activity
Remove User from Group AD activity
Reset AD User Password activity
Unlock AD Account activity
Update AD Object activity
Azure AD activity pack
Add User to Group Azure AD activity
Assign User License Azure AD activity
Create User Azure AD activity
Delete User Azure AD activity
Get User Info Azure AD activity
Remove User from Group Azure AD activity
Remove User License Azure AD activity
Reset User Password Azure AD activity
Exchange activity pack
Configure MID Server for Exchange
Pass multivalued properties with an Exchange activity
Create Address List activity
Delete Address List activity
Get Address List activity
Move Address List activity
Set Address List activity
Update Address List activity
Create Mailbox activity
Delete Mailbox activity
Disable Mailbox activity
Enable Mailbox activity
Get Mailbox activity
Set Mailbox activity
F5 Network Management activity pack
Add F5 Pool Member activity
Get F5 Pool Member activity
Delete F5 Virtual Server activity
Check F5 Pool activity
Add F5 Profile to Virtual Server activity
Modify F5 Virtual Server activity
Add F5 Virtual Server activity
Delete F5 Pool Member activity
Delete F5 Pool activity
Add F5 Pool activity
Infoblox DDI activity pack
Create a REST credential for Infoblox activities
Infoblox workflows
Infoblox roles and permissions
Infoblox DHCP activities
Infoblox DNS activities
Infoblox IPAM activities
Infoblox network activities
PowerShell activity pack
PowerShell activity designer
PowerShell protocols and troubleshooting
MID Server PowerShell files
PowerShell troubleshooting
Join Domain activity
Install Windows App activity
Change Service State activity
Restart Windows Server activity
Uninstall Windows App activity
Probe activity pack
SCCM activity pack
Request SCCM activities
Configure the MID Server for SCCM activities
Add to Device Collection activity
Add to User Collection activity
Get Applications activity
Get Deployments activity
Get Device Collections activity
Get User Collections activity
Is Device in Collection activity
Is User in Collection activity
Remove from Device Collection activity
Remove from User Collection activity
SFTP File Transfer activity pack
SFTP File Transfer workflow
Copy File activity
Create Directory activity
Get File List activity
Remove File or Directory activity
Rename File or Directory activity
Set File Attributes activity
SSH activity pack
Secure Copy activity
Files Compare activity
File Read activity
File Write activity
File Copy activity
File Replace String activity
Reset Linux User Password activity
Global activities
Orchestration activity designer
Introduction to credentials, connections, and aliases for Orchestration
Create custom activities using custom activity designer templates
General properties for activity designer templates
Create input variables
Data encryption for activity variables
Activity designer template pre-processing fields
Template post-processing fields
Auto-map activity output variables
Create an output variable
Create a parsing rule
Activity conditions
Orchestration custom activity templates
Create a JDBC activity
Create a SOAP web service activity
Auto-map SOAP activity output variables
Configure the SOAP execution command
SOAP template execution parameters
Create a JavaScript array in a SOAP template
SOAP template post-processing parameters
Create a JavaScript Probe activity
Create a PowerShell activity
Create a REST web service activity
Create an SFTP activity
Create a probe activity
Create an SSH activity
Create a run script activity
Create a JMS activity
Activity scoping
Publish a custom activity
Copy a custom activity
Orchestration databus
MID Servers for Orchestration
MID Server capabilities
Configure MID Server capabilities
Select the default MID Server for Orchestration
PowerShell probe version 2 system property
PowerShell log property
Use the Orchestration Usage dashboard
Legacy: Chat
Legacy: Get started with Chat
Legacy: Installed with Chat
Legacy: Chat use
Legacy: Update your profile
Legacy: Update your status
Legacy: Use your favorites list
Legacy: Add a favorite user
Legacy: Remove a favorite user
Legacy: View an online user
Legacy: View a room
Legacy: Start a one-to-one chat
Legacy: Create a chat room
Legacy: Create a chat room for a task
Legacy: Join one-to-one chats
Legacy: Join a chat room
Legacy: Join a chat room for a task
Legacy: Join a chat room from a task record without an invitation
Legacy: Chat windows
Legacy: Send messages in legacy chat
Legacy: Send emoticons in legacy chat messages (smileys)
Legacy: Change the display
Legacy: Invite a user into a chat
Legacy: Add a favorite room
Legacy: Remove a favorite room
Legacy: Set your chat preferences
Legacy: Delete a chat room
Legacy chat administration
Define chat room access rights
Change chat room message read access
View a legacy chat message as a journal field
Chat actions
Add actions to the legacy chat window menu
Chat action details
Available methods associated with the g_chat variable
Legacy: Help desk chat
Legacy: Use help desk chat to get support
Legacy: Use help desk chat to provide support
Legacy: Set up chat queues for help desk chat
Define a chat queue for legacy chat
Assign service desk staff to a chat queue
Make help desk chat accessible to an end user
Add a custom link elsewhere on the ESS portal
Link syntax
Monitor chat queues
Monitor help desk chat tasks
Legacy Notify
Working with Legacy Notify
View a Legacy Notify question
Create a question in Legacy Notify
Create a new response choice in Legacy Notify
View Legacy Notify messages
View Legacy Notify conversations
View Legacy Notify conference calls
Legacy public conference calls
Administering Legacy Notify
Configuring legacy Notify to use the Twilio service
Associate a Twilio account with Legacy Notify
Configuring the Twilio service with endpoints in legacy Notify
View and edit legacy Notify properties
Legacy Notify account status messages
Manage Legacy Notify conference call participants
Installed with Legacy Notify
NotifyNow (Legacy) - Global
NotifyNow - getReadyState()
NotifyNow - getStatus()
NotifyNow - initiateConferenceCall(String[] conferenceCallParticipants, String conferenceCallTitle)
NotifyNow - initiateConferenceCall(String[] conferenceCallParticipants, String conferenceCallTitle, GlideRecord sourceRecord, Boolean private)
NotifyNow - isCallable(String participant)
NotifyNow - isSMSCapable()
NotifyNow - isSMSCapable(String userID)
NotifyNow - isVoiceCapable()
NotifyNow - isVoiceCapable(String userID)
NotifyNow - kick(GlideRecord participant)
NotifyNow - mute(GlideRecord participant)
NotifyNow - umute(GlideRecord participant)
NotifyNow - sendEmailQuestion(String emailAddress, String question, GlideRecord sourceRecord, String emailSubject)
NotifyNow - sendSMS(String phoneNumber, String smsBody)
NotifyNow - sendSMS(String phoneNumber, String smsBody, GlideRecord source)
NotifyNow - sendSMSQuestion(String phoneNumber, String question, GlideRecord sourceRecord)
NotifyNow - addConferenceCallParticipant(String conferenceCall, String participant)
NotifyNow - convertLocalPhoneNumberToE164(String userID, String phoneNumber)
NotifyNow - getConferenceCallParticipants(String conferenceCallId, Boolean isCallable)
NotifyNow - getFrequentlyCalledUsers(Number limit)
NotifyNow - getPreferredE164VoiceNumber(GlideRecord user)
NotifyNow - getPreferredE164SMSNumber(GlideRecord user)
NotifyNow - getPreferredEmailAddress(GlideRecord user)
Task Communications Management
Task Communications Management process
Task Communications Management plugins
Activate Task Communications Management
Components installed with Task Communications Management
Install Collaboration Services for Task Communications Management
Components installed with Collaboration Services for Task Communications Management
Working with Task Communications Management
Define a communication plan
Define a communication task
Define a communication channel
Define a communication contact
Define a recipient list for communication contact
Create a plan type
Create a task type
Define contact responsibilities
View communication channel configuration
Configure Slack for a communication task
Classic Workflow
Getting started with workflows
Workflow editor
Workflow palette
Workflow editor title bar
Workflow editor keyboard navigation
Welcome page keyboard commands
Workflow drawing canvas keyboard commands
Workflow management
Create a workflow
Workflow properties
Create a workflow from a table
Create a workflow for a new service catalog item
Create a workflow for an SLA Definition
Ending workflows with multiple branches
Work on workflows
Workflows used as subflows
Pass a variable from a workflow to a subflow
Prepare a subflow
Using variables in a workflow
Workflow catalog variables
Workflow events
Workflow events in the base system
Glide events relative to workflows
Workflow event-specific functions
Event-specific workflow activities
Workflow stages
Use workflow stages
Add and translate stages
Workflow stage sets
Create a workflow stage field
Select a stage field
Display approvers in workflow stage fields
Workflow stage field icons and tooltips
Workflow stage renderers
Workflow fields with deleted records
Workflow validation
Workflow validator
ValidateTransitionOut
ValidateTransitionIn
ValidateDanglingTransition
ValidateSubflows
ValidateScriptForCurrentDotUpdate
ValidateLowestCommonTable
ValidateTableChange
ValidateParentFlow
ValidateSingleEnd
ValidateUpdateSetDependencies
ValidateUpdateSetParentDependencies
ValidateInputVarUpdateSetDependencies
ValidateWorkflowEndStages
ValidateWorkflowStageColumn
ValidateWorkflowStateValues
Workflow concepts
Workflow versions
Workflow scope
Domain separation and Workflow
Workflows and data separation
Workflow engine operation order
Workflow tables
Workflow administration
Workflow roles
Administering workflow contexts
Cancel a workflow
Scheduling a workflow
Workflow movement with update sets
Input variable movement
Input variable movement use case - two input variables
Input variable removal
Avoiding duplicate workflows
Workflow timelines
Workflow error handling
Workflow error tracking features
Create an error condition exit
Reconfigure an approval condition
Workflow run time metrics
Workflow pause utility
Request workflow pause utility
Pause and resume individual workflows
Pause and resume all or multiple workflows
Monitor workflow pause requests
Encrypted workflow scratchpad
Troubleshoot workflows
Use the Workflow Operations Dashboard
Workflow performance timing
Workflow activities
Workflow activities reference
Approval and rollback workflow activities
Approval Action workflow activity
Approval Coordinator workflow activity
Approval - Group workflow activity
Approval - User workflow activity
Generate workflow activity
Manual Approvals workflow activity
Rollback To workflow activity
Condition Workflow activities
If workflow activity
Switch workflow activity
Wait for condition workflow activity
Wait for WF Event workflow activity
Notify workflow activities
Forward call workflow activity
Input workflow activity
Hangup workflow activity
Play workflow activity
Record workflow activity
Reject workflow
Say workflow activity
Forward to notify client workflow activity
Call workflow activity
Join conference call workflow activity
Send SMS workflow activity
Queue workflow activity
Workflow notification activities
Create Event workflow activity
Notification workflow activity
Timer workflow activities
SLA Percentage Timer workflow activity
Timer workflow activity
Task workflow activities
Add Worknote workflow activity
Attachment Note workflow activity
Catalog Task workflow activity
Create Task workflow activity
Utility workflow activities
Branch workflow activity
Join workflow activity
Lock workflow activity
Log Message workflow activity
Log Trace Message workflow activity
REST Message legacy workflow activity
Return Value workflow activity
Run Script workflow activity
Set Values workflow activity
SOAP Message legacy workflow activity
Turnstile workflow activity
Unlock workflow activity
Subflow activities in workflow
Parallel Flow Launcher workflow activity
WorkflowCoordinator object
Completed subflow values in scripts
Parallel Flow Launcher example
View workflow activity descriptions
Add an activity to a workflow
Manage transitions between workflow activities
Manage workflow activity conditions
Edit the workflow activity properties form
Using workflow approval activities and rolling back workflows
Using variables in Notify workflow activities
Use multiple timer activities in one workflow
Publish a custom workflow activity
Workflow activity pinning
ATF Test Generator and Cloud Runner
ATF Test Generator and Cloud Runner overview
Setting up cloud user
Generating the tests
Executing the tests using Cloud Runner
Parallel testing using Cloud Runner
Scheduling test execution
ATF Test Generator and Cloud Runner reference
Log entries in the BOQ form
ATF Test Generator and Cloud Runner roles
System Administrator [admin]
HTTP Response Headers
Configure HTTP response headers
Response templates
Activate response templates
Components installed with response templates
Create or modify a response template
Policy as Code Engine (PaCE)
Understanding PaCE
Key user personas and roles
PaCE administration life cycle
Install PaCE
Administer PaCE policies
Manage PaCE policies
View existing PaCE policies
Create a PaCE policy
Activate or deactivate a PaCE policy
Duplicate a PaCE policy
Edit a PaCE policy
Delete a PaCE policy
Map PaCE policies
Define mappings for a PaCE policy
Edit mapping inputs
PaCE Static and Dynamic Mapping
Map PaCE policies using Static Mapping
Map PaCE policies using Dynamic Mapping
Request an exception for Dynamic Mapping
Create a PaCE policy template
Manage PaCE policy versions
PaCE policy version states
Create new PaCE policy versions
Create a PaCE policy version
Create a PaCE policy version using low-code
Policy logic condition fields
Create a copy of a PaCE policy version
Duplicate PaCE policy versions
Edit a PaCE policy script
Publish a PaCE policy version
Edit a draft PaCE policy version
Edit a current or archived PaCE policy version
Compare PaCE policy versions
Delete a PaCE policy version
Passing parameters to PaCE policies
Create a new variable for a policy version
Data type descriptions
Create a data collector for a policy version
Structure of a data collector
Activate and build data collectors
Test a data collector for a policy version
Add data collectors to a policy version
Add nested policies in a policy
Use the Test Playground for PaCE policies
Test updates to a PaCE policy version
Review execution output and decision
Review execution log
Execute policies
Review executed policy activity
Manage PaCE policy categories and tags
Managing categories in PaCE
Create a category
Edit categories
View PaCE policies associated with a category
Managing tags in PaCE
Add tags to PaCE policies
Edit PaCE policy tags
View PaCE policies associated with a tag
How to write and test custom PaCE policies
Structure of a PaCE policy script
Policy invocation API
Sample API
PaCE API invocation parameters
About policy exceptions
Enable exceptions for a policy
Disable exceptions for a policy
Request exception for a policy
Withdraw an exception request
Integrating PaCE with other applications