Configure the Generate closure notes UI action

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add generative AI-specific functionality to the task closure screens by configuring the Generate closure notes UI action that is included with the Now Assist for Field Service Management (FSM) application.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    The Field Service Management application includes Close complete and Close incomplete parameter screens that agents can use to close work order tasks.

    The Now Assist for FSM application includes generative AI-specific functionality that agents can use to generate work order task closure summaries.

    Procedimento

    1. Activate the Generate closure notes UI action for the Close complete screen.
      1. Navigate to All > System Mobile > Screens.
      2. Filter the list to display Close in the Name field.
      3. Select the Close complete screen.
      4. Select the Actions tab.
      5. Select the gen_ai_user_action_close_complete action.
      6. Select the Active check box.
      7. Select Update.
    2. Activate the Generate closure notes UI action for the Close incomplete screen.
      1. Navigate to All > System Mobile > Screens.
      2. Filter the list to display Close in the Name field.
      3. Select the Close incomplete screen.
      4. Select the Actions tab.
      5. Select the gen_ai_user_action_close_incomplete action.
      6. Select the Active check box.
      7. Select Update.

    Resultado

    The Generate closure notes UI action is enabled. Agents can generate closure notes when closing work order tasks on the Mobile Agent® application. For more information, see Generate work order task closure summaries in ServiceNow Agent.