Docs for demands in Next Experience for Demand Management
Summarize
Summary of Docs for demands in Next Experience for Demand Management
ServiceNow's Next Experience for Demand Management enables demand managers to centrally store and organize documentation related to demands using the Docs feature. Each demand can have multiple doc pages, allowing detailed capture of business objectives, technical requirements, and other key artifacts. Predefined templates such as Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes facilitate quick document creation alongside the option to start with a blank page.
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Key Features
- Auto-save and Collaboration: Docs auto-save content in real time and support live user presence indicators to see who is viewing or editing. Multiple users can collaborate concurrently with colored cursors indicating each editor’s location, improving teamwork efficiency.
- Rich Editing Capabilities: Documents support rich text formatting (headings, lists, alignment), block-level editing for rearranging content, inline tagging of team members, table insertion, and image embedding via uploads or URLs (with limited support for Google Images links).
- Dynamic Data Linking: Docs can reference any ServiceNow application record dynamically, automatically reflecting the latest updates without manual edits. Users can click references to open the related records for full details and edits. Hover popovers provide quick access to record information within the doc context. This feature helps maintain a single source of truth and reduces switching between applications.
- Image Handling: Images can be inserted by file upload or web URL. Users can save images from Docs directly to their devices by clicking the download icon or using browser save options, facilitating easy sharing or reuse outside the platform.
Benefits for ServiceNow Customers
This Docs functionality within Demand Management streamlines documentation management by centralizing information, improving collaboration, and ensuring data accuracy through dynamic linking. Customers can expect enhanced productivity and alignment across teams working on demands, reducing manual work and application switching. The rich editing environment and templates help create structured, comprehensive documentation effectively.
Store and manage documentation for demands from a centralized location in Next Experience for Demand Management.
Docs overview
- Each demand can have a separate doc page to capture related information. For example, create a doc page for business objectives or technical requirements.
- Each demand can have multiple doc pages to help you effectively organize key artifacts.
- Predefined templates such as Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes are available. Create doc pages using one of these templates or start with an empty page.
Features of Docs
- Auto-save content.
- See who is viewing or working on a doc page using the feature of live user presence.
- Create documents using pre-defined templates.
- Use rich text paragraph formatting, which includes headings, lists, alignment, and others.
- Move text blocks to change their placement using block-level editing.
- Tag team members inline or insert tables using the / command.
- Add reference to other ServiceNow AI Platform tables to connect work across teams.
- Insert images by uploading files or using web URLs.Note:The experience of inserting Google Images links might not work.
Real-time collaboration in Docs
With the feature of real-time collaboration, edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence indicators based on your preference while working on or reviewing the content of the page.
Dynamic data linking in Docs
Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records.
For example, if you add a reference to a Project record, the reference shows the latest field information of the project in Docs without requiring manual edits. Selecting the project reference opens up the project form so that you can view the full details of the project and make any necessary changes.
A hover popover displays the details of the mentioned record, providing quick access to additional information without leaving the current context.
Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of a Project record.
You can add references from any ServiceNow table you have access to, with no setup or configuration needed.
This feature reduces the need to switch between multiple ServiceNow applications within your instance and helps maintain a single, reliable source of truth for collaborative work, making it easier for teams to stay aligned and informed.
Images in Docs
Insert images into your Docs by uploading a file from your device or adding a web URL. Note that inserting Google Images links might not work.
Save images from your CWM documents directly to your device, making it easier to share or use them outside of the Docs environment. Click an image to access the download icon (
), then click the icon to save it to your device. Alternatively, right-click the image and use your browser's built-in save option.