Create global rank column for high-level planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a global rank column for planning item types that do not extend the Planning Item [sn_align_planning_item] table so that you can enable high-level planning for these items in Strategic Planning Workspace.

    Before you begin

    Upgrade to Strategic Planning v2.1.0.

    Role required: admin

    About this task

    Create a Global rank column on the planning item table for which you want to enable high-level planning. This column allows populating a global rank for all existing and new records of this table in your ServiceNow instance.

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Search for and open your planning item table.

      For example, search for and open the Strategic Priority [sn_gf_strategy] table.

    3. From the Columns related list, select New.
    4. On the form, fill in the following fields.
      Table 1. Dictionary Entry form fields
      Field Description
      Table

      Table for which you are creating this column.

      This field is automatically set to the table you've selected in Step 2.
      Type

      Value type of the column that you're creating.

      Select Long.
      Column label Label for the rank column.

      Enter Global rank.
      Column name Auto-generated unique name for the column.
      Application Application scope of the table.

      This field is populated automatically based on the table that you selected.

      For complete details of the Dictionary Entry form fields, see Dictionary entry form.

    5. Save the form.

    What to do next

    Create a rank configuration for the global rank field you created. See Create rank configuration for high-level planning.