Enable ServiceNow AI Platform records in CWM Docs

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Facilitate connecting work across ServiceNow AI Platform by enabling CWM users to add a reference to records of any ServiceNow table in CWM Docs.

    Vorbereitungen

    Verify that Application Scope of your instance is set to Collaborative Work Management.

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    By default, the sn_cwm.record_mention_config property is configured to include only CWM task records. To include any other ServiceNow AI Platform record, update the Value field of this property.

    Watch this video for information about enabling ServiceNow AI Platform records.

    Prozedur

    1. Navigate to sys_properties.list.
    2. From the Name column, search for and open the sn_cwm.record_mention_config property.
    3. Update the Value field of the property.
      Include the table name, its label, and the fields that you want displayed for its record in a CWM Doc. For example, you want to include Incident table details. The updated contents of the Value field would be:
      [{"sourceTable":"sn_cwm_task","label":"CWM Task","fields":["short_description","number"]},
{"sourceTable":"incident","label":"Incident","fields":["short_description","number"]}]
    4. Repeat step 3 to include other ServiceNow tables.
    5. Select Update to save your changes to the property.

    Ergebnisse

    Tables included in the property can now be referenced in CWM Docs of any space.