Creator Studio tutorial

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

    • Use this tutorial to create a Gift Card Request app to streamline the processes of providing recognition to a team.

    Tutorial objectives

    In this tutorial, you'll assume the following roles to create and deploy the app:
    • As a marketing manager who is looking to streamline the processes of providing recognition to their team, you'll create the Gift Card Request app.
    • As an application development administrator, approve and deploy the new app to a production environment.
    • As a marketing manager, use your live app to submit a recognition request.

    Tutorial scenario

    You're a manager with a rapidly expanding team. To date, the team has exceeded its goals every quarter. You want to reward them and provide gift cards as part of that recognition. However, securing approval for monetary awards is an intricate process that can span hours and involve repetitive interaction with many systems and upper management.

    To tackle this issue, you check in with the IT admin and confirm that you can create an app to request gift cards. The admin is happy to help you make a new end-to-end app that draws on existing business process knowledge. To enable this, the admin adds you to the Creator Studio Users group in their non-production instance.

    Nota:
    To complete this tutorial, you must log in to Creator Studio as two different users or impersonate two users: one in the Creator Studio Users group and one admin.

    It's time for you to get started on creating a simple app.

    Tutorial part 1: Create the app

    Begin by creating an app from the Creator Studio home page.

    Antes de Iniciar

    Role required: Creator Studio User

    Por Que e Quando Desempenhar Esta Tarefa

    You can also watch a short video on how to create an app.

    Procedimento

    1. Go to All > App Engine > Creator Studio.
      Figura 1. Start Creator Studio
      Select the All menu and search for Creator Studio
    2. Select the Create app button.
      Figura 2. Create app button
      Select the Create app button
    3. Select the type of app you want to build, such as Service Desk.
      Service Desk apps enable users to submit requests, report issues, and access support related to services within your company.
      Nota:
      Your admin may have hidden this page.
      Figura 3. Select the app type
      Within the Creator Studio interface, select the "Service Desk" app option. This type of app is designed to streamline the management of incoming requests or support tickets.
    4. Select the Continue button.
    5. Enter the following values on the Create app page.
      Tabela 1. Create app modal fields
      Field Value
      Name Gift Card Request
      Description Request an internal or third party gift card for employee recognition.
      Figura 4. Add Gift card request app basic details
      Enter app name and description Enter app name and description
    6. Select the Create app button.
    7. Verify on the template page that the Creator Studio Default Template is selected.
      Figura 5. Select the template
      Select the default template and then select Apply
    8. Select the Apply template and continue button.
      Next, let's customize the form.

    O que Fazer Depois

    Next, let's add a form to your app.

    Tutorial part 2: Add a form

    Adding a form enables people to make a request. Forms contain questions that people respond to when submitting a service desk request.

    Antes de Iniciar

    Role required: Creator Studio User

    Procedimento

    1. Select +Add form within the app.
      You can select +Add form in either the navigation panel or the app canvas.
      Figura 6. Start adding a form
      Select + Add form to start adding a form
    2. Verify on the template page that the Creator Studio Default Template is selected.
      Figura 7. Select the template
      Select the default template and then select Apply
    3. Select the Apply template and continue button.
      Next, let's customize the form by adding questions.

    Tutorial part 3: Customize the form

    Customize the form for the gift card request app by manually entering questions. When it's done, you can mark the form as ready to be published.

    Antes de Iniciar

    Role required: Creator Studio User

    Por Que e Quando Desempenhar Esta Tarefa

    You can also use Now Assist for Creator on the Build with Now Assist tab to customize a form. But for this tutorial, you will manually enter questions.

    Procedimento

    1. Select the Build on your own tab.
    2. Enter the following information for the form:
      Tabela 2. Form detail values
      Field Value
      Form name Gift card request
      Short description Request an internal or third party gift card for employee recognition.
      Long description Looking for a great way to recognize your colleagues? Use this form to request a gift card to our internal company store or to a third party store of your choice!
      Figura 8. Enter form details
      Form name, short and long descriptions
      Nota:
      This page enables you to specify details for your first form. You can also edit the form details, such as name and description, from inside the app after the form is generated.
    3. Select the Save and edit form button.
      Next, we'll work on the contents of the form.
    4. Add an icon to spiff up your form by selecting the icon and uploading an appropriate image.
      You can use any image that you like.
      Figura 9. Add an image
      Select the image icon to upload an image
      1. Select the add image icon ().
      2. Search for and choose your image to add to the form.
    5. Create your first question that enables users to order the gift card.
      1. Select Question 1.
      2. Enter the following values in the Question details panel that appears:
        Tabela 3. Question 1 values
        Field Value
        Question label Company store gift card?
        Content type Yes or no
        Show question on form Select this option
        Mark as required Select this option
        Figura 10. Add the first question
        Specify values to create the first question, and then save
      3. Select the Save button.
    6. Create the second question to specify the amount of the gift card.
      1. Select Question 2.
      2. Enter the following values in the Question details panel that appears:
        Tabela 4. Question 2 values
        Field Value
        Question label Amount
        Content type Leave selected as Single-line text
        Show question on form Select this option
        Mark as required Select this option
        Figura 11. Add the second question
        Specify values to create the second question, and then save
      3. Select the Save button.
    7. Create the third question that defines who the gift card recipient will be.
      1. Select Question 3.
      2. Enter the following values in the Question details panel that appears:
        Tabela 5. Question 3 values
        Field Value
        Question label Recipient
        Content type Record choices
        Show question on form Select this option
        Source table User (sys_user)
        Figura 12. Add the third question
        Specify values to create the third question, and then save
      3. Select the Save button.
    8. Add a fourth question so that users can enter a justification for the gift card.
      1. Drag the Multi-line text form element to add it to the form below the third question.
      2. Enter the following values in the Question details panel that appears:
        Tabela 6. Question 4 values
        Field Value
        Question label Justification
        Content type Leave as Multi-line text
        Show question on form Select this option
        Figura 13. Add the fourth question
        Specify values to create the fourth question, and then save
      3. Select the Save button.
    9. Select Mark as ready to publish the form.
      When you finish editing a form, you mark it as ready, which puts it in the Published state. This version of the form then appears in its specified catalog of items.
      Nota:
      The published form appears only on the non-production instance where you're developing your app. You must request that your admin deploy the app to production for the form to appear in the catalog on the production instance.
      Figura 14. Mark a form as ready
      Select the Mark as ready button
    10. Specify where users can access the form in the Service Catalog and Employee Center.
      1. Select the Edit location setting button.
        Figura 15. Edit location settings warning
        Warning to edit location
      2. Select the Edit button to add the form to a Service Catalog topic.
        Figura 16. Form settings modal
        Edit the categories
      3. Select the catalog that represents the business area the app will use.
        For example, you can expand the Service Catalog and then select the Can we help you? category.
        Figura 17. Form settings modal catalogs
        Select where the form will appear
      4. Select the Apply button to save your changes.
      5. Select the Edit button to add the form to an Employee Center topic.
        Figura 18. Select topics in the Employee Center topic
        Select Employee Center topics
      6. Choose the section of the Employee Center where the form will live.
        Figura 19. Select the Employee Center topic
        Select where the topic will live
    11. Select the Apply button.
    12. Select the Save all settings button to save your changes.
      Figura 20. Save all location settings
      Save all settings on the location
    13. Opcional: See how the form will look by selecting the Preview button.
      You can see a preview of the how the current version of the form will appear in various experiences by selecting Portal (such as Employee Portal), Now Mobile, or Virtual Agent. You can fill in the form when previewing, but selecting the Submit button doesn't generate a task record.
      Figura 21. Preview a form
      Preview how a form looks on mobile

    Tutorial part 4: Add an automated playbook

    Add a playbook that uses the form that you just created to automate approval for the gift card request app.

    Antes de Iniciar

    Role required: Creator Studio User

    Procedimento

    1. Select + Add automation for the Gift card request form.
      Figura 22. Select to add an automation
      Select + Add automation under the form
    2. Enter the following values in the Create a playbook modal:
      Tabela 7. Create a playbook modal values
      Field Value
      Playbook name Gift card approvals
      Description Route approvals when a gift card is requested.
      Form Make sure the name of the form that you created (Gift card request) is selected.
      Trigger Leave the trigger as Form submitted.
      Figura 23. Enter playbook details
      Enter details for the playbook
    3. Select the Create button.
    4. Add the manager approval activity.
      1. Select the add icon ().
        Figura 24. Add manager approval activity: Step 1
        Select the plus sign to add an activity
      2. Select the Add an activity icon ().
        Figura 25. Add manager approval activity: Step 2
        Select the square to add an activity
      3. Select the Request approval activity.
        Figura 26. Add manager approval activity: Step 3
        Select to add a Request approval activity Select to add a Request approval activity
        The Request approval properties panel appears, where you can define the activity.
      4. Enter the following activity details.
        Tabela 8. Manager approval activity detail values
        Field Value
        Label Request manager approval
        Requester's manager Select this option.
        Approval type Leave as Anyone approves.
        Conditions Select When playbook starts.
        Figura 27. Request manager approval details
        Enter details to define the activity
      5. Select Save and close.
    5. Add the finance approval activity.
      1. Select the add icon ().
        Figura 28. Add finance approval activity: Step 1
        Select the plus sign to add an activity
      2. Select the add an activity icon ().
        Figura 29. Add finance approval activity: Step 2
        Select the square to add an activity
      3. Select the Request approval activity.
        Figura 30. Add finance approval activity: Step 3
        Select to add a Request approval activity
        The Request approval properties panel appears, where you can define the activity.
      4. Enter the following activity details.
        Tabela 9. Finance approval activity detail values
        Field Value
        Label Enter Request finance approval.
        Group Select this option.
        Group Enter Finance group.
        Approval type Leave as Anyone approves.
        Conditions Leave as After specific activity with Request manager approval selected.
        Figura 31. Request finance approval details
        Enter details to define the activity
      5. Select Save and close.
    6. Activate the playbook so that it can run when the form is submitted by selecting the Activate button.
      Figura 32. Activate the playbook
      Select the Activate button

    Resultado

    Great! You've finished adding a playbook. Next, you can customize the workspace configuration where fulfillers work on submitted requests.

    Tutorial part 4: Customize the form submissions workspaceTutorial part 5: Customize the fulfillment workspace configuration

    Customize the lists and submitted records in the workspace where fulfillers can process gift card requests from the. In this list customization, you add a column to view the assignment group.Customize the form submissions workspace where fulfillers can process gift card requests from the app by adding a column to view the assignment group.

    Antes de Iniciar

    Role required: Creator Studio User

    Procedimento

    1. Select the Form submissions tab in the Creator Studio header.
      Figura 33. Select the Form submissions tab
      Form submissions tab highlighted
      The filtered list for Open gift card requests is automatically selected.
    2. Select the List configurations section in the navigation panel.
      Figura 34. List configurations in the navigation panel
      Select List configurations
    3. Add the assignment group to the workspace.
      1. Select the Manage columns link in the Filtered list details panel.
        Figura 35. Manage columns link
        Select to manage columns Select to manage columns
      2. Search for Assignment group in the Available columns.
      3. Select the Assignment group.
        Figura 36. Manage the columns to add a column
        Add a column and select Apply
      4. Select the Apply button.
      5. Select the Save button in the Filtered list details panel.
        Figura 37. Save changes to workspace configurationSave changes to form submission workspace
        Select Save to save changes Select Save to save changes

    Resultado

    That's it, you've built an app! Now it's time to submit it for review and deployment.

    Tutorial part 5: Tutorial part 6: Test and submit the app for review

    Preview your app and then request that an admin review and deploy the app to production.Test your app and then request that an admin review and deploy the app to production.

    Antes de Iniciar

    A pipeline for deployment must be configured before you can submit the gift card app for review.

    Role required: Creator Studio User

    Procedimento

    1. Check out how the app will appear to make sure that you're ready.
      1. Select the Preview button.
        Figura 38. Select to preview
        Preview button to check out the app
      2. Select the Now Mobile preview to verify how the app will look on a mobile phone.
        Figura 39. Preview how the app appears on mobile
        Preview of how the app appears on mobile
      3. Select Edit to return to the form.
    2. Test how the app works to make sure that it's ready by selecting the Try it button.
      1. Select the Gift card request form from the navigation panel.
        Figura 40. Select the form to test it
        Select Gift card request form in navigation panel
      2. Select the Try it button.
        Figura 41. Try it button
        Select Try it
      3. Complete the form by entering the following values for each field.
        Tabela 10. Try it values for Gift card request form
        Field Value
        Company gift store card? Yes
        Amount 20.00
        Recipient Choose a recipient from the list of people.
        Justification Onboarding a cool new person for our team!
        Figura 42. Test the form
        Enter responses onto the form
      4. Select the Submit button when you're done.
      After you submit your responses, the ServiceNow AI Platform runs any playbooks associated with the form.

      The record that your submitted form creates appears in Creator Studio. You can view the results of the playbooks and interact with the record to see how it appears in the Request App Workspace.

      Figura 43. View the submitted record
      Submitted record in Creator Studio
    3. Select the Submit for review button.
      Figura 44. Submit an app for review
      Select the submit for review button Select the submit for review button
    4. Select Continue on the Submit app for review modal.
      Figura 45. Start the submit for review process
      Initial submit for review modal
    5. Check the form to be reviewed for deployment in the Review request forms modal.
      1. Expand the Ready for review section.
      2. Ensure that the Visible to others option is selected for the Gift Card Request form.
      3. Select Continue.
      Figura 46. Check the form to be deployed
      Review the form to be deployed with the app
    6. Check the form to be reviewed for deployment in the Review playbooks modal.
      1. Expand the Playbooks section.
      2. Ensure that the Run on production option is selected for the Gift card approvals form.
      3. Select Continue.
      Figura 47. Check the playbook to be deployed
      Review the playbook to be deployed with the app
    7. Confirm that the information in the Review versioning modal is correct, and add the Release notes.
      Figura 48. Check and update release version and submit for review
      Add release notes and submit for review
    8. Select Submit for review.

    Resultado

    Congratulations, you have created your gift card request app! Now your admin must review and deploy it.

    Figura 49. Confirmation of review submission
    Confirmation message modal

    Tutorial part 6: Tutorial part 7: Admin deploys the app

    Impersonate an admin to deploy the gift card request app that you created.

    Antes de Iniciar

    If you can't impersonate an admin, ask your local admin to deploy the app for you.

    Role required: admin

    Procedimento

    1. In the ServiceNow AI Platform application banner, select your profile icon and impersonate an admin.
    2. Navigate to All > App Engine > App Engine Management Center.
    3. Select the number 1 in the Pending requests to complete section.
      Figura 50. Apps ready for deployment
      Select the 1
    4. Open the deployment record by selecting its Number.
      Figura 51. List of apps to deploy
      Select the Number
    5. Select the Approve button.
      Figura 52. Approve button for deployment
      Select Approve
    6. Select Save.
    7. Reload the page.
    8. Select the Approve and deploy app button.
      Figura 53. Approve and deploy button for deployment
      Select Approve and deploy
    9. Select the Deploy button.
      Figura 54. Deploy the app
      Select Deploy

    Resultado

    The app has been deployed to production. Select Show more in the activity section if you want to view details for the app.

    Figura 55. Verify the deployment details
    Select Show more

    You can end the admin impersonation now.

    Tutorial part 7: Tutorial part 8: Use the app to request a gift card

    Use the deployed gift card request app that you just created to request a gift card.

    Antes de Iniciar

    Role required: ServiceNow AI Platform user

    Procedimento

    1. Navigate to All > Self-Service > Employee Center.
      Figura 56. Open Employee Center
      Use the All menu to open Employee Center
    2. Search for Gift card request in the search bar.
      Figura 57. Search for the Gift card request app
      Enter "gift card request" in the search bar
    3. Select the Gift card request app that appears in the search results.
      Figura 58. Open the app
      Select the app to open it
    4. Fill out the gift card request form to request a gift card.
      Figura 59. Request a gift card
      Fill out the app's form
    5. Select the Submit button.

    Tutorial part 8: Tutorial part 9: Verify the gift card request

    Verify that your app is working by checking the Request App Workspace to view the gift card request that you submitted.

    Antes de Iniciar

    Role required: admin or the app's agent role, for example, x_snc_app_name.agent

    Procedimento

    1. Navigate to All > Workspaces > Request App Workspace.
      Figura 60. Open the Request App Workspace
      Use the All menu to open the workspace
    2. Find the gift card request that you submitted and select its Number to open it.
    3. View the gift card request details.
      Figura 61. Gift card request details
      Gift card request details Gift card request details

    Resultado

    Hooray! You have completed the gift card request app tutorial.