---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Copy and customize the demand summarization skill

# Copy and customize the demand summarization skill {#ariaid-title1}

Release version: Australia  
Updated August 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
Copy the base demand summarization skill and customize it with your own fields, related entities, and prompt to summarize demands.

## Before you begin

Role required: sn_nowassist_admin.nsa_admin

## About this task

The demand summarization skill generates a summary of a demand record from a set of input fields and related lists. The base skill can be copied to include fields or related entities specific to your organization's demand
process that are not included in the base skill. Copying creates an independent copy that you customize with your own fields, related entities, and prompt. The copied skill then summarizes demands using your
configuration.  
Note:  
The existing skill, either base or copy, are deactivated after a new copy is activated.

## Procedure

1. Navigate to AdminAI Admin Hub.
2. Select AI Skills.
3. In the navigation panel, select TechnologySPM.
4. Select the Options menu from the demand summarization skill card.  
5. Select Make a copy.
6. Select Make a copy in the confirmation pop-up.  
   The skill configuration setup opens.
7. Add or remove an input field.

   | Goal | Action |
   | Add a field | 1. Select Add additional input field. 2. Select a field from the Additional input field list. 3. Provide a description for the field. {#clone-customize-the-demand-summarization-skill-ppm__ol_cwz_vqk_fkc} |
   | Remove a field | Select the cross icon next to an input field. |
   |-|-|

   {#clone-customize-the-demand-summarization-skill-ppm__choicetable_zn4_5qk_fkc}  
   For more information on the default input fields and related tables, see [Inputs for AI skills](https://servicenow-prod.fluidtopics.net/nxSQ7iCpfIbO5oJrD9S8YQ "Learn about the inputs of each skill for the ServiceNow Otto for Strategic Portfolio Management application. By configuring the inputs for a skill, you can determine how and when a skill is used.").
8. Add rules or conditions for the skill.
9. Add or remove a field from a related table, add or remove a related table, or add rule conditions for each related table.

   | Goal | Action |
   | Add a field from a related table | 1. Select Add field for a related table. 2. Select a field from the Related table field list. 3. Provide a description for the field. {#clone-customize-the-demand-summarization-skill-ppm__ol_xzc_j5k_fkc} |
   | Remove a field from a related table | Select the cross icon next to a related table field. |
   | Add a related table | 1. Select Add related table. 2. Select a table from the Related table list. 3. Select a field from the Related table field list. 4. Provide a description for the field. {#clone-customize-the-demand-summarization-skill-ppm__ol_fbk_hvk_fkc} |
   | Remove a related table | Select the cross icon next to a related table. |
   | Add rule conditions for a related table | 1. Select the Add rule conditions toggle. 2. Define the rule conditions. {#clone-customize-the-demand-summarization-skill-ppm__ol_rck_4vk_fkc} |
   |-|-|

   {#clone-customize-the-demand-summarization-skill-ppm__choicetable_wzc_j5k_fkc}
10. **Optional:** Add relationship table fields.
    1. Select Add relationship table.
    2. Select a field from the Relationship table field list.
    {#clone-customize-the-demand-summarization-skill-ppm__substeps_evp_txk_fkc}
11. Select whether any additional data source should be considered by the skill.  
    A check mark next to each step indicates whether the step is completed, partially completed, or not completed. After configuring a step, select Save and continue to go to the next step. Return to a previous step by selecting Back.  
    Note:  
    Some configuration options are read-only.
12. Define the trigger for the skill.  
    * Automatic: The skill is initiated without user interaction. When users navigate to a demand record page, the summary of the record is auto-generated.
    * User trigger: The skill is initiated when users select the Summarize action on a demand record.
    {#clone-customize-the-demand-summarization-skill-ppm__ul_h41_wdh_zjc}
13. Define and review the user accesses.
14. Choose where to display the skill.  
    The display options may vary from skill to skill.

    In-product desktop: When selected, the skill is displayed on forms and workspaces.
15. Open the role selection list next to the Display toggle, and select the roles that can use the skill.  
    The user roles added in the Define access page for each ACL can be selected in this step.
16. Review the configuration and select Activate.
{#clone-customize-the-demand-summarization-skill-ppm__steps_al2_ybl_fkc}

## Result

The copy of the demand summarization skill is activated. This will now be used to summarize demands.

## What to do next

After cloning the demand summarization skill, you can create and customize prompts for the skill using the AI Skill Kit. You can use a base prompt and create a prompt of your own. For more information, see [Create a prompt](https://www.servicenow.com/docs/access?context=create-prompt-template&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). This prompt will be applied to the skill in Demand Management.

*[\>]: and then