Scheduled Script Execution form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
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    Summary of Scheduled Script Execution form

    The Scheduled Script Execution form enables automated migration and transformation of goal, strategy, and work item data into the Goal Framework within ServiceNow. This process ensures alignment with the latest Goal Framework tables and relationships, facilitating improved strategic planning and data consistency.

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    Key Features

    • Migrate Goal Data: Transfers existing goals from the legacy Goal table to the new Goal Framework table while preserving sysid. It also creates corresponding target records and maintains relationships between goals and work items.
    • Migrate Strategy Data: Moves strategy records from multiple legacy strategy tables into the Strategic Priority table, maintaining sysid integrity.
    • Handle Multiple Strategy Mappings: Since each goal can map to only one strategy in the Goal Framework, goals linked to multiple strategies are cloned into sub-goals, each associated with a single strategy. Parent-child relationships are established between original and cloned goals.
    • Migrate Strategy-Work Item Relationships: Transfers existing strategy-work item associations into the Goal Relationship table. If missing, dummy goals are created to maintain strategy-work item linkage.
    • Migrate Goal Relationships for Assigned Entities: Populates the Assigned entity type and Assigned entity fields on the Goal form based on legacy fields and many-to-many relationships. If multiple relationships exist, cloned sub-goals are created to represent each assignment distinctly.

    Practical Impact for ServiceNow Customers

    This scheduled script execution capability streamlines the migration of strategic data into the Goal Framework, ensuring:

    • Data integrity by preserving identifiers and relationships during migration.
    • Accurate representation of goals with multiple strategies through cloning and hierarchical structuring.
    • Proper association of goals to entities like Business Units, Departments, and Portfolios, enhancing visibility and management within portfolio plans.
    • Automated handling of legacy data, reducing manual effort and errors during transition to the Goal Framework.

    By leveraging these scripts, customers can efficiently upgrade their strategic planning data models, enabling better governance, reporting, and goal management within ServiceNow.

    Scheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule.

    Migrate Goal, Strategy, and Work item data to the Goal Framework and related Planning item tables

    Use the Migrate Goal, Strategy, and Work item data to the Goal Framework and related Planning item tables job to migrate the existing goals data to the Goal Framework tables.

    Table 1. Scheduled Script Execution form
    Parameter Description
    migrateGoalData
    • Migrates all existing goal records from the Goal [goal] table to the Goal [sn_gf_goal] table. The sys_id remains the same. The corresponding target records will be created in the Target [sn_gf_goal_target] table.
    • Creates the existing relationship between the goal and work items (Project, Demand, Program) in the Goal Relationship [sn_gf_goal_m2m_relationship] table with the first goal (from the order in the glide list) as the primary goal.
    migrateStrategyData Migrates all existing strategy records from the Enterprise Strategy [enterprise_strategy], Business Unit Strategy [business_unit_strategy], and Strategic Objective [strategic_objective] tables to the Strategic Priority [sn_gf_strategy] table. The sys_id remains the same.
    migratingGoalStrategyM2Mdata In Goal Framework, a goal can be mapped to only one strategy. If an existing goal has two strategies mapped to it, a clone of the goal will be created (one as a generic goal and another as a sub-goal) with the same strategy populated for both. And, for the sub-goal, the first goal will be set as the parent goal.

    For example, consider a scenario where an existing goal (G1) is mapped to five strategies (S1, S2, S3, S4, and S5). Then, four clones of G1 will be created as sub-goals (G2, G3, G4, and G5) and the parent goal is populated as G1. For the parent goal (G1) and the sub-goals (G2, G3, G4, and G5), the Strategy field is populated respectively (S1, S2, S3, S4, and S5).

    Note:
    The name of the cloned sub-goal will be prefixed with Cloned SubGoal:, followed by the parent goal name.
    migrateStrategyWorkItemRelData
    • Migrates the existing relationship of strategy and work items (Project, Demand, Program) to the Goal Relationship [sn_gf_goal_m2m_relationship] table.
    • If a goal doesn't have an association between the strategy (as current strategy) and the work item in the Goal Relationship [sn_gf_goal_m2m_relationship] table, a dummy goal will be created with a strategy value of current strategy. And, a goal relationship is created with the dummy goal and the work item in the Goal Relationship [sn_gf_goal_m2m_relationship] table.
      Note:
      The name of the dummy goal will be prefixed with Goal:, followed by the strategy name.

    Migrate goal relationships for assigned entities

    Use the Migrate goal relationships for assigned entities job to populate the fields, Assigned entity type and Assigned entity on the Goal form based on the existing values in the legacy fields, Business Unit, Department, Company, Portfolio, and any customized entity field.

    Table 2. Scheduled Script Execution form
    Parameter Description
    Migrate goal relationships for assigned entities (For Strategic Planning users) Populates the fields, Assigned entity type and Assigned entity on the Goal form based on the data in the Goal Relationship [sn_gf_goal_m2m_relationship] table if you've created an m2m relationship with lens entities other than Company, Business Unit, Department, and Portfolio.

    If users had already created m2m relationship, they may use this script to move those relationships from the m2m table to the goals table to access and manage those goals in the respective portfolio plans.

    If the goal has only one relationship with an assign entity table type, the Assign entity type and Assign entity fields are populated on the Goal [sn_gf_goal] table based on the Goal Relationship [sn_gf_goal_m2m_relationship] table.

    If the goal has multiple relationships with an assign entity table type, number of relationships (n) cloned sub-goals will be created and the Assign entity type and Assign entity fields are populated on the Goal [sn_gf_goal] table based on the data in the Goal Relationship [sn_gf_goal_m2m_relationship] table for each cloned sub-goal.