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Australia ServiceNow AI Platform Capabilities

Release
australia
ft:locale
en-US
ft:publication_title
Australia ServiceNow AI Platform Capabilities
ft:clusterId
platcap
bundleId
platcap
workflow
Platform
  • Extend ServiceNow AI Platform capabilities
  • Configuration Management
  • Configuration Management Database (CMDB)
  • Explore
  • Overview
  • CMDB tables descriptions
  • CMDB schema model
  • Configuration Item [cmdb_ci] class
  • Hardware [cmdb_ci_hardware] class
  • Computer [cmdb_ci_computer] class
  • Server [cmdb_ci_server] class
  • VMware vCenter Object [cmdb_ci_vcenter_object] class
  • Cloud class
  • Data Model Navigator app features
  • CMDB classifications and class dependency
  • Dependent CIs management
  • CMDB record types
  • Related Lists of CI components
  • Teams related list
  • Create a CI class
  • Reclassify a CI
  • Delete CIs
  • View and edit class definitions and metadata
  • Principal Class filter
  • CI relationships in the CMDB
  • Suggested class relationships
  • Add a suggested relationship
  • Relationship governance rules
  • CI relations formatter
  • Domain separation
  • Create or edit a relationship filter
  • Exclude relationships from the relations formatter view
  • Legacy CI relations formatter
  • CI relationship editor
  • Create or edit a CI relationship
  • Delete a CI relationship
  • Legacy CI relationship builder
  • Relation qualifier
  • CI relationship security
  • Create a CI relation rollup
  • CMDB CI class models
  • API extension classes
  • Unmatched API
  • Avi load balancer
  • BYOL model of RDS
  • Cassandra
  • DNS resource classes
  • Class extensions for integrations
  • Firewall extension classes
  • IBM HMC classes
  • IoT extension classes
  • Kong extension classes
  • Kubernetes extension classes
  • NIDS CI class
  • Network Inventory classes
  • Nutanix classes
  • OpenStack classes
  • OT extension classes
  • RHV VDSM classes
  • TLS extension classes
  • VMware NSX load balancer
  • Baseline CMDB
  • Service Graph Workspace
  • Explore
  • Data Owner Home view
  • Ingestion view
  • Governance view
  • Explore and Search view
  • Insights view
  • CMDB Health
  • CMDB Data Foundation
  • CSDM Data Foundation
  • CMDB success advisor
  • Feature adoption
  • Performance insights
  • Cloud vs Non-cloud
  • Service instances
  • CMDB 360
  • Tasks view
  • Lists view
  • Configuration identifiers framework
  • Configure
  • Set up Service Graph Workspace
  • Modify important actions
  • Configure datacenters for Cloud vs Non-cloud resources
  • Configure classes for Cloud vs Non-cloud resources
  • Request attributes for new CIs
  • Limit class list selection for new CIs
  • Create a custom list
  • Customize exploration contexts
  • Create a CI manually
  • Manage CI details using CI Form
  • Resume a disabled Cloud vs Non-cloud resources scheduled job
  • Edit a related table from CMDB performance insights
  • Edit a data source from CMDB performance insights
  • Edit a scheduled data import from CMDB performance insights
  • Reference
  • Criteria in Cloud vs Non-cloud resources
  • Components
  • CMDB Workspace
  • Explore
  • Home view in CMDB Workspace
  • Cloud vs Non-cloud resources chart
  • My Work view in CMDB Workspace
  • CMDB 360 view in CMDB Workspace
  • Insights view in CMDB Workspace
  • Management view in CMDB Workspace
  • Configuration identifiers framework
  • Configure
  • Set up CMDB Workspace
  • Modify important actions
  • Add a quick link
  • Configure datacenters for Cloud vs Non-cloud resources
  • Configure classes for Cloud vs Non-cloud resources
  • Request attributes for new CIs
  • Limit class list selection for new CIs
  • Create a CI manually in CMDB Workspace
  • Manage CI details using CI Form
  • Resume a disabled Cloud vs Non-cloud resources scheduled job
  • Edit a related table from CMDB performance insights in CMDB Workspace
  • Edit a data source from CMDB performance insights in CMDB Workspace
  • Edit a scheduled data import from CMDB performance insights in CMDB Workspace
  • Reference
  • Criteria in Cloud vs Non-cloud resources
  • Components
  • API Insights
  • Explore
  • Configure
  • System administrator tasks
  • Install
  • Assign
  • CMDB administrator tasks
  • Recommendation settings
  • API import settings
  • Tools, relationships, and workflows
  • API specification settings
  • Automate tag-based mapping
  • Enterprise architect administrator tasks
  • API action settings
  • Tools, relationships, and workflows
  • Administer and monitor API data
  • Administer
  • Monitor
  • Manage API data
  • View all
  • Search
  • Compare
  • Connect
  • Request access
  • Identify and remediate
  • Manage team's data
  • View details
  • Manage application service relationships
  • Automate tag-based mapping
  • Manage access requests
  • Received
  • Sent
  • Optimize clustering recommendations
  • View
  • Accept
  • Manage API data connections
  • View connection status
  • Monitor connections
  • View
  • Create
  • Explore
  • Reference
  • Components installed
  • Properties
  • Domain separation
  • CMDB Identification and Reconciliation (IRE)
  • Explore
  • Dynamic IRE
  • Components and process of Identification and Reconciliation
  • Identification and Reconciliation Engine (IRE)
  • Configure
  • Identification rules
  • Create a CI identification rule
  • Create an identification inclusion rule
  • General guidelines for using CMDB Identification
  • Reconciliation rules
  • Create a CI reconciliation rule
  • Create a data refresh rule
  • Exclude classes from Dynamic IRE
  • Configure CI reclassification during IRE processing
  • Create an IRE data source rule
  • CMDB dependent relationship rules
  • Create dependent relationship rules
  • Apply IRE to Import Sets
  • Detecting duplicate CIs
  • Identification simulation
  • View a reclassification task
  • IRE support for non-CMDB tables
  • Create an identification rule for a non-CMDB table
  • Create a reconciliation rule for a non-CMDB table
  • Create a data refresh rule for a non-CMDB table
  • Create an identification inclusion rule for a non-CMDB table
  • Create an IRE data source rule for non-CMDB tables
  • Reference
  • Domain separation and CMDB Identification and Reconciliation
  • Properties for Identification and Reconciliation
  • IRE error messages
  • Components installed with Identification and Reconciliation
  • Populating the CMDB
  • Backing up CMDB data
  • CMDB 360
  • CMDB 360 experience in a workspace
  • Configure the CMDB 360 dashboard in a workspace
  • Create a Get Records query
  • Create a Find Gap query
  • Create a Compare Attribute Values query
  • Schedule a query for a report
  • Exclude classes from CMDB 360
  • Recompute CI attribute values
  • Components related to CMDB 360
  • CMDB data management
  • Working with CMDB Data Manager
  • Retirement definitions
  • Notifications
  • CMDB Data Manager experience in a workspace
  • Administer CMDB Data Manager
  • Get started
  • Manage retirement definitions
  • Manage exclusion lists
  • Create a CMDB Data Manager policy
  • Publish a draft CMDB Data Manager policy
  • View CMDB Data Manager policies
  • View CMDB Data Manager analytics
  • Review CMDB Data Manager tasks
  • Duplicate CIs remediation
  • CI de-duplication experience in a workspace
  • Create a de-duplication template
  • Run a template to process de-duplication tasks
  • Remediate a single de-duplication task
  • Publish or unpublish a de-duplication template
  • Schedule a de-duplication template
  • Retire a de-duplication template
  • Review de-duplication tasks (manual)
  • Remediate a de-duplication task (manual)
  • Manually create a de-duplication task
  • Turn off workflows of related tables during remediation
  • Manage default related items list
  • Properties related to remediation of duplicate CIs
  • Components installed for duplicate CI remediation
  • CIs attestation
  • Review attestation tasks in a workspace
  • Run an attestation policy on-demand
  • Data Certification
  • Data Certification experience in a workspace
  • Convert legacy certification schedules into Data Manager certification policies
  • Data Certification Dashboard
  • Review certification tasks
  • Review failed certification tasks
  • Run a certification policy on-demand
  • Components related to CMDB Data Manager
  • CMDB groups
  • CMDB Compliance
  • Compliance Activation
  • Installed with Compliance
  • Compliance Overview module
  • Architecture Compliance
  • Architecture Compliance Overview module
  • Desired State
  • Desired State Overview module
  • Desired State reporting
  • Certification audits
  • Create a compliance audit
  • Copy an audit
  • Schedule and run an audit
  • Certification audit results
  • View an audit result
  • Delete an audit result
  • View an audit result in the Compliance view
  • Results preview
  • Health windows
  • Certification filters
  • Compliance filter
  • Create a filter
  • Copy a filter
  • Delete a certification filter
  • Manage a filter version in a form
  • Certification follow-on tasks
  • Certification templates
  • Create or edit a certification template
  • Clone a Certification template
  • Manage Certification template versions
  • Delete a Certification template
  • Scripted audits
  • Create a scripted audit
  • Script methods
  • Managing proposed changes
  • Intelligent Search for CMDB
  • Unified Map
  • Explore
  • Administer
  • Manage shared filter settings
  • Configure node count
  • Configure number of levels
  • Configure endpoint de-dupe
  • Configure life cycle filter
  • Configure related items
  • Configure Attributes panel
  • Configure connections to a referenced class
  • Create a class profile
  • Configuration settings
  • Use
  • Configure map contents
  • Filter CIs
  • Manage a user preset
  • View a map summary
  • View CI attributes
  • View service instances
  • View service mapping data
  • View related items
  • Related items panel
  • Viewing related items on the timeline
  • View CI changes
  • Editing a map
  • Add a CI to a map
  • Remove a CI
  • Update a connection
  • Delete a connection
  • Dependency Views
  • Supported browsers
  • Domain separation
  • Dependency Views map
  • Map menus and controls
  • Cluster nodes in a map
  • Virtual grouping of nodes in a map
  • Use
  • View a map
  • Save or load a map
  • Delete a saved map view
  • Change the layout of a map
  • Filter map view
  • Perform actions on map nodes
  • Export map
  • View collapsed nodes
  • Administer
  • Create or modify map indicators
  • Create or modify map icons
  • Create a predefined filter
  • Set a predefined filter as default
  • Create or modify Map Related Items
  • Create or modify menu actions
  • Condition and script parameters for menu actions
  • Create or edit a dependency type
  • Properties
  • Components
  • CMDB Query Builder
  • Explore
  • Execution modes
  • Configure
  • Settings
  • Relationships to query on
  • Batch size for queries
  • Execution mode
  • Navigate
  • Build CMDB query
  • Build Service Mapping query
  • Run a partial CMDB query
  • Delete a CMDB query
  • Create report
  • Create a basic report
  • Create a dynamic report
  • Search for a saved query
  • Schedule a CMDB query
  • Export and import a CMDB query
  • Export and import a query as an update set
  • Reference
  • Domain separation and CMDB Query Builder
  • Property settings for CMDB Query Builder
  • Example queries
  • Sample 1
  • Sample 2
  • Sample 3
  • Sample 4
  • Sample 5
  • CMDB Health
  • Explore
  • Overview of CMDB Health
  • CMDB Health KPIs and metrics
  • Configure
  • Configure KPI and metrics preferences
  • Set a CI attribute to be mandatory
  • Set a CI field to be recommended
  • Create a CMDB Health orphan rule
  • Create a CMDB Health staleness rule
  • Create health inclusion rule
  • Configure aggregation weights
  • CMDB Health system properties
  • Enable and configure a CMDB Health Dashboard job
  • CMDB Health experience in a workspace
  • View CMDB Health Dashboard
  • View relationships health
  • View CI health
  • Create a CMDB remediation rule
  • Apply CMDB remediation
  • Tracking and troubleshooting
  • Process status: failure threshold reached
  • Process status: incomplete score
  • Reference
  • Domain separation
  • Components
  • CSDM and CMDB Data Foundations Dashboards
  • CMDB Data Foundations dashboard
  • CSDM Data Foundations dashboard
  • CMDB Coverage
  • Explore
  • Configure
  • Use
  • Create discovery schedules
  • Set up or review IPAM connectors
  • Review CMDB tables
  • Reference
  • Initialization
  • Scheduled jobs
  • Properties
  • Domain separation and CMDB Coverage
  • CMDB success advisor
  • Explore
  • Configure
  • Install
  • Assign
  • Manage upgrades
  • Access
  • View landing page
  • Supported business outcomes
  • Use Data Foundations advisor
  • About principal classes
  • CI class recommendations
  • Set recommendation criteria
  • Advisor setup
  • Get started with dashboard setup
  • Automatic dashboard setup
  • Manual dashboard setup
  • Manage advisor scope
  • Manage principal classes
  • Principal class sync
  • Resolve out-of-sync state
  • Monitor foundational data quality
  • Improve foundational data quality
  • Analyze data integrations
  • Review
  • Evaluate
  • View suggested integrations
  • Verify checklist
  • Analyze CMDB settings
  • Evaluate
  • Assess settings
  • Verify checklist
  • Data Foundations indicators
  • Reference
  • Components installed
  • Key concepts
  • CI Class Manager
  • CMDB CI Lifecycle Management (legacy)
  • Get started with CI Lifecycle Management
  • Lifecycle management APIs
  • Components installed by CI Lifecycle Management
  • Activate the CI Lifecycle Management scheduled job
  • Define a CI action
  • Define compatible CI actions
  • Define a not-allowed CI action
  • Set priority for an operational state
  • Define a non-allowed operational transition
  • View CMDB benchmarks
  • Useful related lists in CI forms
  • Platform Analytics Solution for CMDB (legacy)
  • Now Assist for Configuration Management Database (CMDB)
  • Explore
  • Supporting information
  • Configure
  • Set up Now Assist for CMDB 3.0
  • Set up Now Assist for CMDB before v3.0
  • Set up Search CMDB
  • Set up CI summarization
  • Activate the CMDB MCP server
  • Configure the CI form contextual help skill
  • Set up manage duplicate CIs skill
  • Set up SGC diagnosis
  • Use generative AI skills
  • Summarize CI data
  • Search the Service Graph database
  • View CI details on CI forms
  • View CI details on the Explore CI view
  • Manage de-duplication tasks
  • Resolve de-duplication tasks
  • Diagnose failed SGC import sets
  • Use agentic workflows
  • Create a CI
  • Advice on CMDB governance
  • Get advice on CMDB governance
  • Search the CMDB
  • Determine which SGC to use
  • Reference
  • Property settings
  • Reference
  • Domain separation and Configuration Management Database (CMDB)
  • List of classes added by the CMDB CI Class Models app
  • CMDB APIs (CMDB SDK)
  • Quick start tests for Configuration Management Database (CMDB)
  • CMDB glossary
  • CSDM
  • Explore
  • Products that benefit from CSDM
  • CSDM data domains
  • Foundation domain
  • Ideation & Strategy domain
  • Design & Planning domain
  • Build & Integration domain
  • Service Delivery domain
  • Service Consumption domain
  • Manage Portfolio domain
  • Configure
  • CSDM plugin
  • Configure Data Foundations dashboard
  • Synchronize existing data
  • Support for synchronization
  • Legacy status values
  • Implement
  • Synchronize life cycle
  • Dynamic CI group and service type
  • Group assignment attributes
  • Set groups for CIs
  • Groups for technology management offerings
  • Foundation stage
  • Crawl stage
  • Walk stage
  • Run stage
  • Fly stage
  • Navigate
  • CSDM Data Foundations dashboard
  • Service instance dashboard
  • Apply CSDM guidelines
  • Reference
  • CSDM resources
  • CSDM glossary
  • Mapping data to CMDB tables
  • CI relationships
  • Synchronizing life-cycle values
  • Asset status values aligned to CSDM life cycle values
  • Life cycle mapping form
  • Foundation tab on the dashboard
  • Auto-generate product models for logical CIs
  • Crawl tab on the dashboard
  • Walk tab on the dashboard
  • Run tab on the dashboard
  • Fly tab on the dashboard
  • Life-cycle terms
  • Document and contract life cycle
  • Life-cycle of contracts
  • Tangible/physical life cycle
  • Life cycle of tangible/physical CIs
  • Retiring a service instance
  • Tangible/physical tables
  • Location life cycle
  • Life-cycle of locations
  • Intangible/logical life cycle
  • Life-cycle of intangible/logical entities
  • Intangible/logical tables
  • Product life cycle
  • Life-cycle of product entities
  • Service instances (Application services)
  • Create a Service instance
  • top-down discovery
  • Dynamic CI Group
  • Tags
  • Manual
  • Dynamic Service
  • Service instance dashboard
  • Modify required attributes and relationships
  • Convert business services to application services
  • Convert legacy manual services to dynamic application services
  • Manually add CIs
  • Manually update an application service with changes from the CMDB
  • Link application services
  • Group application services
  • Control user access to application services
  • View an application service map in base system
  • View CI attributes in an application service map in classic Service Mapping
  • View the change history of application services in classic Service Mapping
  • Compare two versions of an application service in classic Service Mapping
  • Use application services APIs
  • Components installed with application services
  • Integrating third-party data into CMDB
  • Integration Commons for CMDB
  • CMDB Integrations Dashboard
  • Operation types
  • Template scripts
  • Configuring ADM adapter
  • Accessing connection details
  • Managing CMDB data deletion
  • Partition size computation
  • Quick start tests
  • IntegrationHub ETL
  • Create an ETL transform map
  • Add before and after scripts
  • Duplicate an ETL transform map
  • Getting started with Service Graph Connectors
  • Service Graph Connectors
  • Active Directory
  • Configure connections
  • Targeted CMDB classes
  • Akamai API Security
  • Configure using SGC Central
  • Targeted CMDB classes
  • Accessing connection details
  • Akamai API Security properties
  • AWS
  • Configure the AWS environment
  • AWS resources used by the connector
  • Download the AWS scripts
  • Prerequisites for executing scripts
  • Executing scripts required for setting up AWS
  • Configure using SGC Central
  • Configure using guided setup
  • Data mapping
  • Target CMDB classes
  • Quick start tests
  • Accessing connection details
  • Additional features
  • Enable optimized deletion
  • Enable optimized data source performance
  • Handling import failures
  • Handling memory utilization errors
  • Set partition size
  • Disable parallel loading
  • Handling parallel deletion
  • Enable mapping of Cloud Os Image
  • Reference
  • Supported resource types
  • AWS discovery solutions comparison
  • Life cycle management of AWS resources
  • Record removal process
  • Properties
  • ExtraHop
  • Configure
  • Targeted CMDB classes
  • GCP
  • Configure using SGC Central
  • Configure using guided setup
  • Data mapping
  • Target CMDB classes
  • Accessing connection details
  • Handling import failures for large resources
  • Reference
  • GCP discovery solutions comparison
  • Deep discovery for GCP
  • Life cycle management of GCP resources
  • Record removal process
  • Properties
  • Google Console
  • Configure connections
  • Targeted CMDB classes
  • Infoblox
  • Configure using SGC Central
  • Configure using guided setup
  • Data mapping
  • Target CMDB classes
  • Accessing connection details
  • Handling parallel data loading
  • Create table cleanup jobs
  • Reference
  • Life cycle management
  • Properties
  • Jamf
  • Configure using SGC Central
  • Configure using guided setup
  • Targeted CMDB classes
  • Accessing connection details
  • Configuring data synchronization
  • Properties
  • Microsoft Azure
  • Configure using SGC Central
  • Configure using guided setup
  • Data mapping
  • Target CMDB classes
  • Quick start tests
  • Accessing connection details
  • Additional features
  • Setting up multiple connections and workspaces
  • Set partition size for Microsoft Azure accounts
  • Configuring data synchronization
  • Enabling VM insights
  • Reference
  • Supported resource types
  • Microsoft Azure discovery solutions comparison
  • Life cycle management of Microsoft Azure resources
  • Record removal process
  • Properties
  • Microsoft Defender for Endpoint
  • Configure using SGC Central
  • Configure using guided setup
  • Targeted CMDB classes
  • Properties
  • Accessing connection details
  • Life cycle management of Microsoft Defender for Endpoint resources
  • Microsoft Intune
  • Configure using SGC Central
  • Configure using guided setup
  • Targeted CMDB classes
  • Accessing connection details
  • Properties
  • Microsoft SCCM
  • Configure using SGC Central
  • Configure using guided setup
  • Targeted CMDB classes
  • Upgrade to the latest version
  • Enable software editions
  • Accessing connection details
  • Configuring air gap connections
  • Air gap configuration in high-secure server
  • Air gap configuration in low-secure server
  • Air gap configuration in ServiceNow instance
  • Test data load for air gap solution
  • Full data load for air gap solution
  • Netskope
  • Configure
  • Observability-AppDynamics
  • Configure using SGC Central
  • Configure using guided setup
  • Targeted CMDB classes
  • Accessing connection details
  • Observability-Datadog
  • Data mapping
  • Configure the connector
  • Targeted CMDB classes
  • Properties
  • Accessing connection details
  • Observability-Dynatrace
  • Configure using SGC Central
  • Configure the connector using guided setup
  • Data mapping
  • Target CMDB classes
  • Set up push notifications
  • Properties
  • Accessing connection details
  • Observability - Dynatrace SaaS
  • Configure using SGC Central
  • Data mapping
  • Targeted CMDB classes
  • Properties
  • Accessing connection details
  • Observability - New Relic
  • Configure using SGC Central
  • Configure using guided setup
  • Targeted CMDB classes
  • Accessing connection details
  • OpenTelemetry
  • Configure
  • Target CMDB classes
  • Properties
  • Linking inferred services
  • Accessing connection details
  • Qualys
  • Configure connections
  • SGC for Qualys APIs
  • Targeted CMDB classes
  • Rapid7
  • Configure connections
  • Targeted CMDB classes
  • SentinelOne
  • Configure connections
  • Targeted CMDB classes
  • Splunk
  • Configure
  • SGC for Splunk add-on
  • Install SGC for Splunk add-on
  • Targeted CMDB tables
  • SolarWinds
  • Configure using SGC Central
  • Configure the connector using guided setup
  • Targeted CMDB classes
  • Accessing connection details
  • Configuring air gap connections
  • Air gap configuration in high-secure server
  • Air gap configuration in low-secure server
  • Air gap configuration in ServiceNow instance
  • Test data load for air gap solution
  • Full data load for air gap solution
  • Data mapping
  • Properties
  • Tanium
  • Configure using SGC Central
  • Configure using guided setup
  • Targeted CMDB classes
  • Accessing connection details
  • Tanium Endpoints
  • Configure the Tanium environment
  • Configure a service account
  • Configure a persona
  • Create an API token
  • Configure using SGC Central
  • Data mapping
  • Targeted CMDB classes
  • Accessing connection details
  • Reference
  • Supported resource types
  • Properties
  • Trellix
  • Configure using SGC Central
  • Configure using guided setup
  • Targeted CMDB classes
  • Accessing connection details
  • VMware Workspace ONE UEM
  • Configure
  • Targeted CMDB classes
  • Accessing connection details
  • Wiz
  • Set up the Wiz environment
  • Configure using SGC Central
  • Configure using guided setup
  • Target tables
  • Properties
  • Supported Wiz types
  • Accessing connection details
  • Domain separation
  • Cloud discovery solutions comparison
  • Support Tools application
  • Install Service Graph Connector Support Tools
  • Resolving issues
  • API Service Graph Connectors
  • Apigee X
  • Configure using SGC Central
  • Target tables
  • Access connection details
  • AWS API Gateway
  • Configure using SGC Central
  • Target tables
  • Additional features
  • Set partition size
  • Set page size
  • Accessing connection details
  • Azure API Management
  • Configure using SGC Central
  • Target tables
  • Accessing connection details
  • Boomi Cloud API Management
  • Configure using SGC Central
  • Target tables
  • Accessing connection details
  • Kong Gateway
  • Configure using SGC Central
  • Target tables
  • Accessing connection details
  • Kong Konnect
  • Configure using SGC Central
  • Target tables
  • Accessing connection details
  • MuleSoft
  • Configure using SGC Central
  • Target tables
  • Accessing connection details
  • SGC Central
  • Exploring SGC Central
  • Configuring SGC Central
  • Install SGC Central
  • Configure scheduled jobs
  • Explore connectors
  • Update a connector
  • Install a connector using an entitlement
  • Install a connector from ServiceNow Store
  • Configure connector settings
  • Managing connections
  • Perform initial setup tasks
  • Create a connection
  • Update a connection
  • View a connection
  • Monitor and analyze connections
  • Diagnose a processing error
  • Access IntegrationHub ETL
  • SGC Central reference
  • Components installed with SGC Central
  • Domain separation and SGC Central
  • Manage instance data sources
  • Entity view action mapper
  • Exploring Entity View Action Mapper
  • View configurations, view templates, and configuration bundles
  • Configuring entity view action mapper
  • Define a data source
  • Define view template
  • Define configuration bundle
  • Managing Entity View Action Mapper
  • Create a multi-data source list display
  • Create an EVAM definition
  • Create action definition
  • Entity View Action Mapper reference
  • Roles required for EVAM
  • Domain separation and EVAM
  • Instance Data Replication
  • Explore
  • Continuous replication
  • Bidirectional replication
  • Discrete replication
  • Scheduled replication
  • Configure
  • Request a subscription
  • Preparing for IDR
  • Preserving table hierarchy
  • Upgrading legacy sets
  • Upgrade legacy sets
  • Rolling back
  • Upgrading your instance
  • Replicate data
  • Set up continuous replication
  • Set up bidirectional replication
  • Set up discrete replication
  • Set up scheduled replication
  • Cancel scheduled replication
  • Seed a consumer instance
  • Modifying replication behavior
  • Transform replication data
  • Warning and error messages
  • Reconfigure
  • Administer
  • Manage consumer access
  • Revoke access
  • Restore access
  • Comparing replicated data
  • Find missing or mismatched records
  • Reseed records
  • Deploying replication configuration
  • Deploy replication configuration
  • Cloning options
  • Monitoring replication status
  • Monitoring queues
  • Avoiding errors
  • Resolving errors
  • Run diagnostics
  • Review synchronization errors
  • Discover replication delays
  • Fix seeding errors
  • Identify errors
  • Configure notifications
  • Consumer replication set status
  • XML stats
  • Reference
  • Data privacy
  • Adapter descriptions
  • Excluded tables
  • Domain separation
  • System properties
  • Roles
  • MetricBase
  • Explore
  • Configure
  • Request the plugin
  • Working with demo data
  • View demo data
  • MetricBase APIs
  • Define and collect data
  • Create a time-series definition
  • Retention policy schedules
  • Retention policies
  • Accessing data
  • Access data from a list
  • Retrieving data
  • Detecting anomalies
  • Create and train a model
  • Trigger flows
  • Create a band trigger
  • Create a linear predictor trigger
  • Create a gap trigger
  • Create a model trigger
  • Execute triggers conditionally
  • Assign a trigger to a flow
  • View trigger logs
  • Manage
  • Reference
  • Developer resources
  • Domain separation
  • Roles
  • MID Server
  • Exploring MID Server
  • Configuring MID Server
  • Prepare network connections for MID Servers
  • Installing the MID Server
  • Create the MID Server user and grant the role
  • Download the MID Server files
  • Install a MID Server on Linux
  • Install a MID Server on Windows
  • Validate the MID Server
  • Test MID Server connectivity
  • Install multiple MID Servers on a single system
  • Use MID Server guided setup
  • Configuring MID Servers
  • MID Server selection
  • Configure a default MID Server for each application
  • Configure an IP address range for the MID Server
  • Override the MID Server selection filter
  • Using MID Server IP range auto-assignment
  • File permission enforcement for Windows MID Servers
  • Map an IP address to a DNS name
  • Configure MID Server capabilities
  • Configure a MID Server cluster
  • Set MID Server thread use
  • Install and uninstall Nmap on a MID Server
  • Configure MID Server as WinRM trusted host
  • MID Server domain separation
  • Synchronize a JAR file to MID Servers
  • vCenter event collector
  • SNMP trap collector extension
  • MID Server Resource Reservation
  • Containerized MID Server
  • Build MID Server Docker Image for Linux
  • Containerized MID Server Deployment and Auto-configuration
  • MID Server Deployment Request
  • Containerized MID Server Autoscaling
  • Configure a MID Server for IPv6
  • Securing and encrypting MID Server data
  • MID Server certificate check policies
  • Encrypt or decrypt MID Server configuration file values
  • MID Server configuration file security
  • Encrypt MID Server configuration data with DPAPI
  • Use CyberArk as a secure configuration provider
  • Change MID Server configuration file security schemes
  • MID Server ISecuredConfigProvider interface
  • MID Server IMidServerEncrypter interface
  • MID Server authentication credentials and SOAP requests
  • MID Server unified key store
  • Enable MID Server mutual authentication
  • MID Server Azure Key Vault integration
  • MID Server command audit log
  • Rekey a MID Server
  • Add SSL certificates for the MID Server
  • Specify an external TrustStore for the MID Server
  • MID Server SSH cryptographic algorithms
  • Attach a script file to a file synchronized MID Server
  • MID Server FIPS Enforced Mode
  • MID Server Governance
  • MID Server reference
  • MID Server system requirements
  • MID Server upgrades
  • MID Server pre-upgrade check
  • Pinning a MID Server to a specific version
  • Upgrade the MID Server manually
  • Resolving MID Server issues
  • MID Server active issues
  • MID Server fails to start
  • Active MID Server post-cloning credential issues
  • MID Server resource threshold alerts
  • MID Server user connectivity issues
  • Interpreting MID Server user debugging output
  • MID Server Upgrade History
  • MID Server ECC Queue
  • MID Server dashboard
  • MID Server properties
  • MID Server parameters
  • MID Server Configuration Parameter settings and priority
  • MID Server File Cleaner
  • MID Server protected records and reserved characters
  • MID Server privileged commands
  • MIDSystem methods
  • Manually start, stop, and restart a MID Server
  • MID Server heartbeat
  • Set the MID Server JVM memory size
  • Pause the MID Server
  • Remote tables
  • Activate remote tables plugin
  • Create remote table
  • Create script definitions
  • Example 1
  • Example 2
  • Example 3
  • Example 4
  • Example 5
  • Create flow definition for remote table
  • Define flow logic
  • Debug script definitions
  • Domain separation remote tables
  • Manage content capabilities
  • Document Services
  • Document Management
  • Explore
  • Document Management plugin
  • Activate
  • Document security and access
  • Share documents with users
  • Share documents with groups
  • Share documents with roles
  • Share documents with user criteria
  • Use
  • Document repository
  • Create a document record
  • Document versions
  • Create
  • Compare document versions
  • Download a document
  • Share a document link
  • Modify a shared link access
  • Configure document permissions
  • Delete a document link
  • Delete documents
  • Document approval and publish process
  • Create a document approval revision rule
  • Add a reviewer
  • Add an approver
  • Send a document version for review and approval
  • Approve or reject a document version
  • Approve or reject through email
  • Publish a document
  • Digital signature for PDF documents using CAC or PIV smart cards
  • Install Document Template integration with digital signatures using a smart card
  • Set up a document template for signing documents
  • Assign a custom signing domain for CAC/PIV digital signatures
  • Property value for digital signature
  • Sign document templates for PDF documents
  • Review the digitally signed document
  • Document references
  • Create from document record
  • Create from references
  • Delete from document record
  • Linking documents to a parent record
  • Enable viewing related documents in a parent record
  • Create a document
  • Upload a document
  • Download a document
  • Link existing documents
  • Unlink documents
  • Delete a document
  • Document Management lists
  • Group document templates in a list for creating and linking documents to a target record
  • Add a document template to a document list
  • Create documents using document lists for a target table record
  • Document attachments in an activity stream
  • Include document actions
  • Redact sensitive data from documents
  • Redact data from documents
  • Document Management integration with external content providers
  • Configure system properties to access files and folders from external content providers
  • Attach a document from an external provider
  • Upload to a cloud
  • Download versions from cloud
  • Upload versions to an external cloud
  • Document Management in Workspace
  • Add documents in Workspace
  • Manage document files and folders in Workspace
  • Manage document versions in external cloud
  • Send a document version for approval
  • References
  • Components installed with Document Management
  • Document Management roles
  • Domain separation and Document Management
  • Granular admin roles in Document Management
  • Document Viewer
  • Enable Document Viewer
  • Plugins
  • Enable accessibility features for DOCX to PDF conversion
  • View attachments with Document Viewer
  • Disable Document Viewer
  • PDF generation and accessibility
  • Export to PDF
  • Guardrails for PDF generation and accessibility
  • Managed Documents
  • Features
  • Concepts
  • Defining Document Workflow
  • Defining Document Parameters
  • Defining Approval Rules
  • Defining Audiences
  • Defining Classifications
  • Defining Name Components
  • Defining Name Formats
  • Domain separation and Managed Documents
  • Plugin
  • Install plugin
  • Knowledge Document plugin
  • Installed with Knowledge Document plugin
  • Link documents to Knowledge articles
  • Create a document
  • Document approval
  • Review process
  • Enable electronic signature for approval
  • Publish an approved revision
  • Submit a revision for draft review
  • Create or request a new document
  • Specify an approver
  • Check in a document
  • Copy a document
  • Deactivate a document
  • Reopen a deactivated document
  • Roll back a document
  • Cancel a document
  • Check out a document
  • Create a document collection
  • Upload a document
  • Create a new managed document record
  • Check in a document after making changes
  • Check out a document to make changes
  • Publish a document in Managed Documents
  • Send a document out for review and approval
  • Upload a document as an attachment
  • Multi Provider Document Services Framework
  • Explore Multi Provider Document Services Framework
  • Activate Multi Provider Document Services Framework
  • Integrate with Document Services
  • Microsoft OneDrive integration with Document Services
  • Document Service Framework
  • Setup Microsoft OneDrive for Document Services
  • Register Microsoft OneDrive as an OAuth provider for Document Services
  • Google Drive integration with Document Services
  • Document service Framework
  • Set up Document Services framework
  • Personal authentication
  • Configure personal authentication for Multi Provider Document Services Framework
  • Authenticate Microsoft OneDrive account
  • Authenticate Google Drive account
  • Using Multi Provider Document Services Framework
  • Create provider details
  • Create document actions
  • Create provider permissions
  • Configure permissions
  • Reference Multi Provider Document Services framework
  • Installed with Multi Provider Document Services Framework
  • Framework roles
  • Now Assist in Document Management
  • Explore
  • Configure
  • Configure the Smart Documents Skill for Now Assist in Document Management
  • System property for Smart Documents skill
  • Use
  • Generate a document summary
  • Generate summary and ask questions
  • Knowledge Management
  • Exploring Knowledge Management
  • Sitemap Generator for the Knowledge Portal
  • I18N - Knowledge internationalization
  • Scoped knowledge bases
  • Machine learning solutions for Knowledge Management
  • Predictive Intelligence for Knowledge Management
  • Knowledge article templates
  • Knowledge blocks
  • Knowledge subscriptions
  • Knowledge demand insights
  • Self-Service Analytics
  • Self-Service Analytics concepts
  • Translation management
  • Knowledge-Centered Service configuration
  • Article quality index for knowledge management
  • Article versioning
  • Ownership groups
  • Automating feedback management to improve content
  • Migrate to Knowledge Management v3
  • Migration from workflow to flow
  • Enhancements to knowledge article view page
  • Configuring Knowledge Management
  • Activate the Knowledge Management Advanced plugin
  • Knowledge Management setup guide for admins
  • Knowledge base setup guide for knowledge admins and managers
  • Activate the sitemap configuration and definition records for the Knowledge Portal
  • Activate the knowledge management internationalization plugin
  • Activate knowledge blocks
  • Enable knowledge blocks for each knowledge base
  • Configure translation management
  • Activate translation management
  • Add a custom Localization Framework setting to enable bulk translations
  • Add a custom Localization Framework setting to enable machine translation
  • Activate Knowledge Management KCS Capabilities
  • Enable languages for a knowledge base
  • Configure the Knowledge Management Service Portal
  • Enable external or public users to view knowledge articles from the Knowledge Management Service Portal
  • Knowledge Management Service Portal widgets
  • Activate the Knowledge Management Service Portal plugin
  • Configure search widget instance options
  • Configure knowledge base tile widget instance options
  • Configure the home page widget instance options
  • Configure sort widget instance options
  • Configure article list widget instance options
  • Configure search results list widget instance options
  • Configure filter facet widget instance options
  • Configure a user action for the article view page
  • Configure article helpful widget instance options
  • Configure article comments instance options
  • Configure related catalog item widget instance options
  • Configure knowledge related articles widget instance options
  • Search using the Knowledge Management Service Portal
  • Integrating Knowledge Management features with the Service Portal
  • Configure custom SEO tags for canonical URLs and localized knowledge articles
  • Enable and configure AI Search for Knowledge Management Service Portal
  • Create a knowledge base
  • Configure knowledge bases for a portal
  • Configure knowledge subscriptions
  • Configuration tasks for knowledge managers
  • Add a knowledge article to featured content
  • Define a knowledge article category
  • Assign a knowledge base manager
  • Configure Self-Service Analytics
  • Activate Self-Service Analytics
  • Configure activity contexts for Self-Service Analytics
  • Configure pattern elements for Self-Service Analytics
  • Configure pattern element groups for Self-Service Analytics
  • Configure activity patterns for Self-Service Analytics
  • Set up the deflection configuration for Self-Service Analytics
  • Configure scheduled jobs for Self-Service Analytics
  • Managing access to knowledge bases and knowledge articles
  • Create user criteria for controlling access to knowledge bases and articles
  • Control access at the knowledge base level through user criteria
  • Control access at the knowledge article level through user criteria
  • Configure Knowledge Management - Add-in for Microsoft Word
  • Activate Knowledge Management - Add-in for Microsoft Word
  • Deploy Knowledge Management - Add-in for Microsoft Word
  • Configure the security for Knowledge Management add-in for Microsoft Word
  • Enable downloading of the source Microsoft Word document for a knowledge article
  • User criteria diagnostics for Knowledge Management
  • Diagnose user access to a knowledge base
  • Diagnose user access to an article
  • Configure access to knowledge bases for unauthenticated users
  • Collect knowledge usage metrics
  • Modify the data retention policy for knowledge usage metrics
  • Configure knowledge article templates
  • Create an article template and use it to create a knowledge article
  • Configure the preview text setting for a standard article template
  • Restrict access to fields in an article template
  • Generate SEO information for articles using article templates
  • Integration with external knowledge sources
  • Activate the External Content Integration plugin
  • Define an external knowledge source
  • Import content from an external knowledge source
  • Open knowledge search results in source system
  • Sample configuration for integrating external knowledge content
  • Duplicate knowledge article numbers
  • Create a custom knowledge homepage
  • View knowledge logs
  • Search Log fields and description
  • View Log fields and description
  • View the source of a knowledge article search
  • Modify the data retention policy for View logs
  • Use extension points for Knowledge Management
  • Train the similarity solution for Knowledge Management to find related articles
  • Enable actionable knowledge feedback
  • Create field mapping from an HR case to a knowledge article
  • Add a property to enable creating knowledge articles from HR cases
  • Create a UI action to enable creating knowledge articles from HR cases
  • Enable creating an article from a customer service case
  • Configuration tasks for knowledge demand insights
  • Configure Knowledge Demand Insights
  • Configure solution definitions to find gaps in a knowledge base
  • Configure the mapping of solution definitions with task tables
  • Set the frequency of knowledge gap analysis
  • Assign knowledge gap feedback tasks to content authors
  • Analyze knowledge gaps from a demand insights dashboard and create knowledge gap feedback tasks
  • Using Knowledge Management
  • Knowledge Management guide for users
  • Knowledge Management Service Portal homepage features
  • Using search in Knowledge Management Service Portal
  • Knowledge Management Service Portal article view page features
  • Knowledge article URL parameters
  • Managing email notifications in Knowledge Management
  • Set knowledge notification preferences
  • Using the homepage of Knowledge Management v3
  • Search using Knowledge Management v3
  • Import a Word document to a knowledge base using Knowledge Management v3
  • Request a knowledge base
  • Import a Word document to a knowledge base
  • Use knowledge on mobile devices
  • Using Now Mobile for Knowledge Management
  • View the most popular or recently viewed articles in the Now Mobile Information applet
  • Browse articles in the Now Mobile Information applet
  • Search for an article in the Now Mobile Information applet
  • View an article in the Now Mobile Information applet
  • Provide feedback for a knowledge article in the Now Mobile Information applet
  • Manage ownership groups
  • Use article versioning
  • Manually update customized files
  • Check out a published article and create a new version
  • Revert an outdated article to the current state
  • View all versions of an article
  • Compare two versions of an article
  • Retire a versioned article
  • Disable the article versioning feature
  • Using knowledge blocks
  • Create a knowledge block
  • Select user criteria for a knowledge block
  • Retire a knowledge block
  • Add knowledge blocks to a knowledge article
  • Preview a knowledge article with knowledge blocks
  • Knowledge blocks authoring in Agent Workspace
  • View a knowledge block in Agent Workspace
  • Knowledge block details displayed in Agent Workspace
  • Create a knowledge block in Agent Workspace
  • Edit a knowledge block in Agent Workspace
  • Publish a knowledge block in Agent Workspace
  • Approve a knowledge block in Agent Workspace
  • Add a knowledge block to a knowledge article in Agent Workspace
  • Preview a knowledge article with knowledge blocks in Agent Workspace
  • Retire a knowledge block in Agent Workspace
  • Integrating a custom search or knowledge article viewer with knowledge blocks
  • KBPortalServiceImpl - Global
  • KBBlock - Global
  • Use knowledge subscriptions
  • Subscribe to a knowledge base
  • Unsubscribe from a knowledge base
  • Subscribe to a knowledge article
  • Unsubscribe from a knowledge article
  • Manage knowledge subscriptions
  • Use translation management
  • Create translation assignments for knowledge articles
  • Auto-create translation tasks
  • Bulk Translation for knowledge articles
  • Use Bulk Translation for manual translation
  • Request bulk translations for multiple knowledge articles
  • Translate multiple knowledge articles into different languages
  • Use Bulk Translation for Dynamic Translation
  • Translate knowledge articles using Dynamic Translation
  • Translate a knowledge article from a translation task
  • Translate knowledge blocks within an article
  • Request missing translations for available languages
  • Work on a feedback task
  • Track the progress on a feedback task
  • Use Article Quality Index
  • Create an AQI checklist
  • Assign an AQI checklist to a knowledge base
  • Remove an AQI checklist from a knowledge base
  • Delete questions from an AQI checklist
  • Perform the Article Quality Index review
  • View all pending and completed AQI reviews
  • Delete AQI reviews
  • Managing KCS article states
  • Knowledge article creation from an incident
  • Create field mapping from an incident to a knowledge article
  • Add a property to enable creating knowledge article from incidents
  • Create a UI action to enable creating knowledge articles from incidents
  • Knowledge content migration from v2 to v3
  • Creating and maintaining articles
  • Create a knowledge article
  • Edit a knowledge article
  • Editing functions for knowledge articles in the HTML editor
  • Managing HTML content in knowledge articles
  • Formatting options for knowledge articles
  • Paste content without formatting into the knowledge article
  • Adding tables to knowledge articles
  • Insert an image in a knowledge article
  • Format a code snippet automatically in knowledge articles
  • Insert a table of contents in knowledge articles
  • Find and replace text in knowledge articles
  • Accessibility checker in the toolbar
  • Undo or redo typing actions or formatting while authoring knowledge articles
  • Map related articles
  • Map catalog items related to an article
  • Schedule a knowledge article for publishing
  • Recall an article that is being reviewed
  • Approve an article that is being reviewed
  • Retire a knowledge article
  • Republish a retired article
  • Move a knowledge article
  • Comment on a knowledge article
  • Create knowledge from incident or problem
  • Create an article version by importing a Word document
  • Using human readable URLs for the Knowledge article page
  • Enable Human Readable URLs for the Knowledge Article View page
  • Select a knowledge article category
  • Associate a knowledge article with a taxonomy category
  • Authoring a knowledge article in Agent Workspace
  • View a knowledge article in Agent Workspace
  • Viewing knowledge article details in Agent Workspace
  • Provide feedback for a knowledge article in Agent Workspace
  • Create a knowledge article in Agent Workspace
  • Publish a knowledge article in Agent Workspace
  • Edit a knowledge article in Agent Workspace
  • Map a related article in Agent Workspace
  • Map a related item in Agent Workspace
  • Add an affected product to a knowledge article in Agent Workspace
  • Schedule a knowledge article for publishing in Agent Workspace
  • Work on a feedback task in Agent Workspace
  • Create a knowledge article from a feedback task in Agent Workspace
  • Edit a knowledge article from a feedback task in Agent Workspace
  • Compare knowledge article versions in Agent Workspace
  • Recall an article that is being reviewed in Agent Workspace
  • Approve a knowledge article in Agent Workspace
  • Request translations for missing languages in Agent Workspace
  • Translate a knowledge article in Agent Workspace
  • Translate a knowledge article from a translation task in Agent Workspace
  • Authoring a knowledge article in Microsoft Word
  • Log in to your ServiceNow instance for authoring knowledge articles in Microsoft Word
  • View a knowledge article in Microsoft Word
  • Create a knowledge article in Microsoft Word
  • Edit a knowledge article in Microsoft Word
  • Unlink knowledge articles from linked Microsoft Word documents
  • Publish a knowledge article in Microsoft Word
  • Schedule a knowledge article for publishing in Microsoft Word
  • Recall an article that is being reviewed in Microsoft Word
  • Create a knowledge article from a customer service case
  • Provide feedback on knowledge articles
  • Knowledge Management reference
  • Domain separation and Knowledge Management
  • Additional plugins for Knowledge Management
  • Components installed with Knowledge Management Core
  • Components installed with knowledge blocks
  • Knowledge Management roles
  • Knowledge Management properties
  • Quick start tests for Knowledge Management
  • Understanding access to the Knowledge knowledge base
  • Knowledge Flow
  • Knowledge Management Service Portal properties
  • Knowledge Management v3 homepage and Knowledge Management Service Portal comparison
  • SEO for canonical URLs and localized versions of knowledge articles
  • Article versioning changes
  • Feedback on article versions
  • Knowledge article version numbers
  • Knowledge article version information
  • Validity of a knowledge article
  • Knowledge article states
  • Knowledge subscription email notification templates
  • Knowledge workflows
  • Analytics and Reporting Solutions for Knowledge Management
  • Knowledge Management Platform Analytics Solutions
  • Knowledge Management dashboard
  • Knowledge Management Overview dashboard
  • Update the navigation path for the Knowledge Management Overview dashboard
  • Pareto chart for Knowledge Demand Insights
  • Demand Insights for Cases dashboard
  • Demand Insights for Incidents dashboard
  • Demand Insights for HR Cases dashboard
  • Knowledge Center
  • Exploring Knowledge Center
  • Knowledge Center home page
  • Knowledge Center article editor
  • Knowledge Center Article Optimization
  • Potential knowledge gaps
  • Knowledge blocks in Knowledge Center
  • Knowledge Health Score
  • Article health score
  • Configuring Knowledge Center
  • Enable system properties for Knowledge Center
  • Configuring Article Optimization jobs
  • Configure custom script based scans for Article Optimization
  • Enable knowledge blocks in the Knowledge Center
  • Enable article health score calculation
  • Integrate Box in Knowledge Center
  • Using Knowledge Center
  • Search knowledge article
  • Check Knowledge Center insights
  • Manage potential knowledge gaps
  • Identify and resolve duplicate articles
  • Address items that requires attention
  • Generate and edit articles with the article editor
  • View article optimization analysis
  • Article optimization with article length scan
  • Review and optimize articles with Article Optimization
  • Article Optimization with Reading Ease scan
  • Create knowledge articles using Now Assist and Box
  • View the Knowledge Health Score dashboard
  • Using knowledge blocks in the Knowledge Center
  • Edit a knowledge block in a knowledge article
  • Add a knowledge block to a knowledge article
  • Create a knowledge block in the Knowledge Center
  • Now Assist in Knowledge Management
  • Explore Now Assist in Knowledge Management
  • Configure Now Assist in Knowledge Management
  • Configure the KB generation skill
  • Configure skill for context menu
  • Configure skills with custom prompts for knowledge article templates
  • Guidelines for creating prompts
  • Configure skill to identify duplicate articles
  • Configure Article Optimization skill and prompts
  • Activate Article Optimization skill
  • Configure custom AI-based scans for Article Optimization
  • Configure Now Assist Skills for potential gaps
  • Configure Now Assist skills for merging articles
  • Enable multilingual service in Now Assist
  • Enable article optimization recommendations
  • Use Now Assist in Knowledge Management
  • Generate a knowledge article from Now Assist panel
  • Generate knowledge article in classic environment
  • Generate article with multi-language
  • Edit article with context menu
  • Generate and edit articles using Now Assist in the Knowledge Center article editor
  • Create knowledge articles using Now Assist and Box
  • Article Optimization with Reading Ease scan
  • Identify and review articles
  • Merge duplicate articles
  • Response templates
  • Activate
  • Components installed with response templates
  • Create a response template
  • Manage service capabilities
  • Self-service
  • Self-Service
  • Service catalog requests
  • Add new request items
  • Amazon EC2 instance request from the Service Catalog
  • Request an instance
  • Terminate an instance
  • Check-out redirect property
  • Delete request items
  • Place a request
  • Create incidents and change requests from a requested item
  • View request status
  • Service Delegation
  • Add the Delegates related list to a user profile
  • Delegate approvals and tasks to another user
  • Service Administration
  • Exploring Service Administration
  • Assessments and Surveys
  • Explore Assessments and Surveys
  • Surveys
  • Use surveys
  • Survey questionnaires
  • Take a survey
  • Survey responses and results
  • View results for all surveys
  • View the results for a survey
  • View a survey scorecard
  • Survey scorecard category results
  • Survey scorecard question results
  • Survey scorecard average ratings
  • Survey scorecard history
  • Export a survey scorecard as an image
  • Export a quiz scorecard as an image
  • Request translations for surveys
  • Edit translations for surveys
  • Survey responses in a database view
  • Survey administration
  • View survey reports
  • Survey designer
  • Survey designer elements
  • Configure a survey in the survey designer
  • Survey categories
  • Create a category in the survey designer
  • Create a survey category
  • Create a question in the survey designer
  • Survey question data types
  • Create custom metric type
  • Edit a survey in the survey designer
  • Configure category weights for a survey
  • View a survey instance
  • Survey users and groups
  • Create a survey user group
  • Select survey recipients in the Survey Designer
  • Designate a survey user
  • Add or remove multiple users at a time
  • Allow recipients to retake a survey
  • Copy a survey
  • Publish a survey
  • Publish a survey in the Survey Designer
  • Customize the appearance of a survey
  • Survey definitions
  • Modify a survey definition
  • Schedule periods
  • Create a survey designer template question
  • Survey questions
  • Create or modify survey questions
  • Survey question data types
  • Survey question template
  • Create a survey question template
  • Update min and max values to match templates
  • Add a metric category and metric in the question bank for surveys
  • Configure metric categories or metrics for a survey using the question bank
  • Create or modify answer options
  • Change the order of survey questions
  • Survey trigger conditions
  • Configure a trigger condition for a survey
  • Trigger condition example
  • Survey distribution
  • Email notifications for surveys
  • Send survey invitations to users
  • Define a recipients list for surveys
  • Add a recipients list to a survey
  • Embed a survey within the Outlook email client
  • Enable localization for a survey
  • Survey URLs
  • Distribute a general survey URL
  • Deactivate auto-notification for surveys
  • Obtain a survey instance URL
  • Test a survey URL
  • Create a survey module
  • Share surveys
  • Export a survey
  • Import a survey
  • Use update sets for surveys and assessments
  • Configure a survey in the Connect chat support
  • Outlook Actionable Messages
  • Install Outlook Actionable Messages plugin
  • Customize fields for the approval message
  • Customize fields in the approval message for request
  • Customize fields in the approval message for change request
  • Enable Advanced view for Outlook Actionable Message definition
  • Sentiment analysis for surveys
  • Configure a sentiment connector
  • Sentiment analysis property
  • Sentiment analysis results
  • Surveys in Service Portal and the Now Mobile app
  • Surveys in ITSM Virtual Agent
  • Legacy survey migration
  • Migrate a legacy survey
  • Survey question migration
  • Migrated components
  • Migrated question review
  • Surveys reference
  • Survey roles
  • Key survey terms
  • Survey Overview dashboard
  • Metric Result form
  • Normalized value for an assessment
  • Domain separation in Surveys
  • Survey Designer Configuration form
  • Properties form
  • Custom Metric form
  • Survey Instance form
  • Survey Question form
  • Trigger Condition form for surveys
  • Recipients List form
  • Assessments
  • Using assessments
  • Assessment administrator tasks
  • Configure an assessment
  • Assessment generation
  • Assessment groups
  • View an assessment metric category
  • Assessment metric categories
  • Create a category for assessable records
  • Assessable record associations
  • Manage an assessable record automatically
  • Manage an assessable record manually
  • Delete a category
  • Assessment metrics
  • Create an assessment metric for a category
  • Create an assessment metric definition
  • Change the order of an answer
  • Metric types and assessable records
  • Create metric types and generate assessable records
  • Delete a metric type
  • Export an assessment
  • Import an assessment
  • Use update sets for surveys and assessments
  • Create an assessment signature
  • Assessable records
  • View an assessable record
  • Enforce a condition to delete an assessable record
  • Delete an assessable record
  • Add a metric category and metric in the question bank for assessments
  • Configure metric categories or metrics for an assessment using the question bank
  • Copy an assessment
  • Create a metric template
  • Metric templates
  • Update a metric minimum and maximum value to match a template
  • Category users and stakeholders
  • Create a category user
  • Create stakeholders automatically
  • Associate multiple category users to multiple assessable records
  • Delete a stakeholder for multiple assessable records
  • Associate one category user to one assessable record
  • Associate multiple category users to one assessable record
  • Delete a stakeholder for one assessable record
  • On-demand assessments
  • Generate an on-demand assessment
  • Generate an on-demand assessment for one assessable record
  • Generate an on-demand assessment for multiple assessable records
  • Generate an assessment with the on-demand API
  • Scheduled assessments
  • Schedule an assessment
  • Schedule types
  • Set an assessment generation schedule
  • Publish a metric type
  • Generate a scheduled assessment manually
  • Generate a vendor type assessment manually
  • Clean up assessment data
  • Assessment instances
  • View an assessment instance
  • Configure trigger conditions for an assessment
  • Assessment trigger conditions
  • Enable manager notifications
  • Assessment notifications
  • Assessment notification workflow
  • View a metric result
  • Assessment results
  • Assessment Overview dashboard
  • View assessment reports
  • Assessment results calculation
  • View a bubble chart for assessments
  • Bubble charts for assessments
  • Create a bubble chart
  • Bubble chart components
  • Assessable record score summaries
  • View an assessment scorecard
  • Create a link to a scorecard
  • Assessment scorecard averages
  • Assessment scorecard categories
  • Assessment scorecard category metrics
  • Assessment scorecard head-to-head compare view
  • Assessment scorecard history
  • Live feed view of assessable records
  • Assessment scorecard ratings
  • Create a decision matrix
  • Decision matrixes
  • Take an assessment
  • Assessments in Service Portal and the Now Mobile app
  • Assessment questionnaires
  • Metric types and assessable records
  • Delete an assessable record
  • View an assessable record
  • Assessments reference
  • Data types for assessments
  • Assessment Metric form
  • Metric Category form
  • Assessment Metric form for a category
  • Trigger Condition form for assessments
  • Domain separation and Assessments
  • Installed with Assessments and Surveys
  • Quick start tests for Assessments and Surveys
  • Quizzes
  • Using Quizzes
  • Set up and administer quizzes
  • Data types for quizzes
  • Activate the quiz designer
  • View quiz reports
  • Quiz designer
  • Create a quiz
  • Create quiz categories
  • Create quiz questions
  • Configure a template question
  • Configure a scored question
  • Configure a quiz
  • Select a quiz recipient
  • Publish a quiz
  • Copy a quiz
  • Edit a quiz
  • Configure a scored question
  • Configure a template question
  • Enable a quiz retake
  • View a quiz result
  • View a quiz designer scorecard
  • View a quiz scorecard
  • View an assessment category result
  • Quiz scorecards
  • Category results
  • Question results
  • Average ratings
  • Scorecard history
  • Modify the weight of a category
  • Take a quiz
  • View a quiz instance
  • Add a metric category and metric in the question bank for quizzes
  • Configure metric categories or metrics for a quiz using the question bank
  • Create quizzes with forms
  • Set up a category
  • Select a user for a category
  • Create questions
  • Create answers for questions
  • Distribute a quiz
  • Modify a published quiz
  • Quizzes reference
  • Quiz scorecards
  • Category results
  • Question results
  • Average ratings
  • Question Properties form
  • Quiz reports
  • Classic approvals
  • Approval engines
  • Set up an approval engine
  • Approval rules
  • Set automatic approval rules
  • Gating approvals
  • Set up a gating approval via an approval rule
  • Set up a gating approval based on the item being ordered
  • Process approvals
  • Approve with a process guide
  • Schematic of a hypothetical approval process
  • Approval summarizer formatter
  • Summarizers
  • Change an approval summarizer
  • Create a new custom approval summarizer
  • Approval with e-signature
  • Activate Approval with e-Signature plugin
  • De-activate e-signatures
  • Select an approval table
  • Set up an approval from a local database
  • SSO approval for a SAML 2.0 authentication
  • Installed with approval with e-signature
  • Approval status
  • Generate an approval using approval rules
  • Generate approvals using the approvers related list
  • Generate approvals using Workflow flows
  • Multiple approvers
  • Receive notifications
  • Embed an approval request within the Outlook email client
  • Dynamic approval forms
  • Scripts and engines execution order
  • State flows
  • Installed with state flows
  • Use state flows
  • Create a state flow
  • State flow cleanup
  • Work notes
  • Domain separation and State Flows
  • Geolocation
  • Activate geolocation
  • Installed with geolocation
  • Geolocation Google key
  • Geolocation history
  • Location tracking
  • Service Catalog
  • Explore
  • Explore Catalog Builder
  • Types of catalog items
  • Record Producer
  • Create a record producer
  • Create record producers from tables
  • Populate record producer data
  • Order guides
  • Create an order guide
  • Configure a sequence
  • Request an order guide
  • Create order guide rule to add catalog item
  • Create an order guide variable
  • Create an item variable assignment
  • Cascade an order guide variable
  • Avoid enforcement
  • Run order guides automatically
  • Define a content item
  • Configure a default width
  • Define a regular expression
  • Pass variables between tasks
  • Create or edit catalog item
  • Add a catalog item
  • Share catalog items across
  • Service Catalog customization
  • Cart layout
  • Configure the cart layout
  • Configure Service Catalog cart widgets
  • Configure Service Catalog preview screens
  • Configure Service Catalog status screens
  • Migrating to cart layouts
  • Migrate customizations and enable cart layouts
  • Legacy flexible checkout and delivery forms
  • Modifications in the delivery screen
  • Modifications in the checkout form
  • Define item quantity choices
  • Remove item restrictions
  • Using variables for price setup
  • Set recurring price
  • Extend the pricing model
  • Hiding prices in the service catalog
  • Create up to ten copies of a Service Catalog request
  • Create scripts
  • Create a custom cart
  • Service catalog home page configuration
  • Configure search and navigation
  • Refine search results
  • Configure keyword search for catalog items
  • Configure AI-based catalog search experience
  • Configure preview
  • Create a renderer
  • Customize a catalog homepage
  • Customize the multi-catalog homepage
  • Show item details in sections or pop-ups
  • Configure Classic Mobile devices
  • Define the mobile layout
  • Limit description sizes in the Classic Mobile UI
  • Using the content management system with the service catalog
  • Manage catalogs in CMS sites
  • Set up catalog portal pages
  • Manage catalog portal pages
  • Customization vs configuration
  • Service Catalog for managers and end users
  • Service Catalog home page
  • Service Catalog request screens
  • Clone a request
  • View catalog item audit history
  • Saving catalog items to a wish list
  • Service Catalog items
  • Specify related items and articles for a catalog item
  • Add an ordered item link to an item
  • Create a Service Catalog client script
  • Translation of Service Catalog items
  • Monitoring aggregated catalog item data
  • Configuring Service Catalog
  • Service catalog categories
  • Create a category
  • Configure dynamic categories
  • Service catalog setup
  • Set up a service catalog
  • Set up Platform URLs for catalog modules
  • Multiple service catalogs setup
  • Tables provided with multiple service catalogs
  • Service Catalog scoping
  • Scriptable service catalog variables
  • Define filters for My Requests
  • Delegated request experience
  • Configure default behavior to request items for users
  • Service Catalog request fulfillment
  • Service catalog workflows
  • Create a catalog workflow
  • Add an activity to a catalog workflow
  • Publish a catalog workflow
  • Execution Plans
  • Create an execution plan
  • Execution plan tasks
  • Creating execution plan tasks
  • Service catalog execution plans
  • Service Catalog checkout models
  • Create a catalog request from another flow
  • Configure a parent mapping for a request
  • State closure in the request fulfillment execution plan
  • View request notifications
  • Service Catalog security
  • Set security for items and categories
  • Create a user criteria record in Service Catalog
  • Apply user criteria to items and categories
  • Extend user criteria
  • User criteria migration
  • Legacy service catalog access controls
  • Service Catalog administration
  • Restrict access
  • Service Catalog and CSDM
  • Service Catalog and CSDM tables
  • Service Catalog use case
  • Service Catalog considerations
  • Creating a Service Catalog Wizard
  • Create declarative actions for Service Catalog Wizards
  • Integrating Service Catalog
  • Service Catalog in Employee Center portal
  • Associate a catalog item with a taxonomy topic in Employee Center
  • Enable Shopping Cart and Add to Wish List options in Employee Center
  • Add an item to the wish list in Employee Center
  • Add a catalog item to the shopping cart in Employee Center
  • Request a catalog item from Employee Center
  • Request an order guide from Employee Center
  • Save a draft of a catalog item
  • Service Catalog in Service Portal
  • Access Service Catalog categories in Service Portal
  • Add an item to the wish list in Service Portal
  • Add a catalog item to the shopping cart
  • Request a catalog item from Service Portal
  • Request an order guide from Service Portal
  • Service Catalog in mobile
  • Fulfiller experience in Mobile Agent
  • Get started with the mobile app for Approvals
  • Manage a catalog request approval
  • Request experience in Now Mobile
  • Configure catalogs
  • Browse catalog items using the catalog hierarchy
  • Submit and track a request
  • Create a quick action in your mobile applications
  • Enable notifications in Now Mobile
  • Enable the cart in Now Mobile
  • Edit the label of Submit button for a record producer
  • Configure Now Mobile properties
  • Service Catalog configuration for Universal Request
  • Configure all catalog items or record producers to create a universal request
  • Standard ticket page for a requested item
  • Generative AI summarization on the standard ticket page
  • Service Catalog Reference
  • Service Catalog terms and roles
  • Service Catalog properties
  • Installed with Service Catalog
  • Domain separation and Service Catalog
  • Request for domain separation in Service Catalog
  • Sample ATF tests for Service Catalog in Service Portal
  • Variables to collect data for record producer fields
  • Service catalog variables
  • Types of service catalog variables
  • Attachment
  • Break
  • Check box
  • Container start, container split, and container end
  • Date, Date and time, and Duration
  • Email
  • HTML
  • IP Address
  • Label
  • List collector
  • Lookup multiple choice
  • Lookup select box
  • Custom and Custom with label
  • Masked
  • Multi-line text
  • Multiple choice
  • Numeric scale
  • Reference
  • Requested for
  • Rich Text Label
  • Select box
  • Single-line text
  • UI page
  • URL
  • Wide single-line text
  • Yes/No
  • Variable support in various channels
  • Create a service catalog variable
  • Define help information for a service catalog variable
  • Service Catalog variable attributes
  • Define a question choice for a variable
  • Service catalog data lookup
  • Create a catalog lookup definition
  • Custom data lookup
  • Audit service catalog variables
  • Service Catalog variable editors
  • Configure the default variable editor for other tables
  • Prefilling variable values on the catalog item form in the portal and Next Experience UIs
  • Service catalog variable sets
  • Create a variable set and add it to an item
  • Variable set layout
  • Service Catalog parameters
  • Catalog Wizard form
  • Record Producer form
  • Order guide form
  • Catalog Item form
  • Service Catalog topic blocks in Virtual Agent powered by NLU
  • Submit a request topic conversation
  • Debugging Service Catalog
  • Debug actions on catalog item variables
  • Debug user criteria of a catalog item
  • Debug UI customizations for a Service Catalog page
  • Debug performance diagnostics of a catalog item
  • Debug a Service Catalog variable
  • Item diagnostic report
  • Run the Item Diagnostic Results report
  • Service catalog UI policy
  • Create a UI policy for catalog items
  • Catalog Builder
  • Setting up the Catalog Builder
  • Configure a step-based service fulfillment flow
  • Create a service fulfillment step type
  • Add step, section, or question to catalog item wizard
  • Creating or editing catalog item template
  • Create a catalog item using a template
  • Define a service fulfillment step
  • Catalog builder preview topic conversation
  • Create a question for a catalog item in Catalog Builder
  • Configure an auto-populate value for a question
  • Edit a question in Catalog Builder
  • Edit a catalog item in Catalog Builder
  • Add advanced capabilities to a catalog item
  • Create UI policies in Catalog Builder
  • UI policy form in Catalog Builder
  • Create client script in Catalog Builder
  • Catalog client script form
  • Discard a catalog item
  • Transfer catalog items using update sets
  • Localization Framework integration with Catalog Builder
  • Now Assist in Catalog Builder
  • Exploring Now Assist in Catalog Builder
  • Install Now Assist in Catalog Builder
  • Configuring Now Assist in Catalog Builder
  • Using Now Assist conversation to create and edit catalog items
  • Creating a catalog item conversationally using Now Assist
  • Edit already published catalog items using Now Assist
  • Catalog item generation reference
  • Now Assist: Location, catalog, category, and topic functions
  • Now Assist: Fulfillment, access, and portal setting functions
  • Now Assist: UI policy functions
  • Suggestions to describe catalog items
  • Catalog item generation skill
  • Refine content skill
  • Now Assist in Conversational Catalog Request
  • Configure Now Assist in Conversational Catalog Request
  • Prefill in conversational catalog request
  • Catalog item render types
  • Fulfillers can request catalog items for others
  • Conversational catalog request reference
  • Topic blocks to request catalog items through conversational experience
  • What makes catalog items non-conversational in premium chat
  • Hermes Messaging Service
  • Explore
  • Exchange data
  • Advanced High Availability transfer
  • Hermes Settings page
  • Configure
  • Activating Hermes
  • Set up a secure connection
  • Revoke a certificate
  • Restricting access
  • Create an alert
  • Produce and consume messages
  • Prepare Kafka
  • Create a test topic
  • Produce test messages
  • Consume test messages
  • Manage namespaces and topics
  • Managing namespaces
  • Create a namespace
  • Delete a namespace
  • Managing topics
  • Create a topic
  • Update a topic
  • Delete a topic
  • Rescan topics
  • Monitoring topics
  • View a message
  • Administer
  • Managing Hermes settings
  • View and modify a Hermes property value
  • Manage a background job in Hermes Messaging Service
  • Check status and connection
  • Monitoring data usage
  • Tracking message usage
  • Cloning with Hermes enabled
  • View log messages
  • Reference
  • Components
  • Security model
  • System properties
  • Hermes background jobs
  • Roles
  • Domain separation
  • Password Reset
  • Exploring Password Reset
  • Password Reset
  • Password Reset for Virtual Agent
  • Password Reset Windows Application
  • Request to reset the default admin password
  • Setting up Password Reset
  • Set up Microsoft Entra ID for Password Reset
  • Set up Microsoft Active Directory for Password Reset
  • Set up Password Reset integration with Okta
  • Set up Password Reset integration with Google Directory
  • Configuring Password Reset
  • Plan your Password Reset processes
  • Configure your Password Reset process
  • Calculating the security score for password reset process
  • Configure password expiration reminder
  • View scheduled jobs
  • View a password expiration table
  • Credential stores for Password Reset
  • Configure the connection to a credential store for the Password Reset processes
  • Credentials Store for Password Reset for Active Directory
  • Integrate Password Reset with your Active Directory service
  • Configure the connection to an AD credential store
  • Credential Store for Password Reset for Microsoft Entra ID
  • Integrate Password Reset with your Microsoft Entra ID
  • Configure the connection to the Microsoft Entra ID Credential Store
  • Test the connection to a credential store
  • Delete a connection to a credential store for Password Reset
  • Password Reset verifications
  • Personal data identification types and confirmation type verifications
  • SMS Code Verification type for Password Reset
  • Use Notify to send SMS codes for enrollment and verification
  • Specify the number of required security questions
  • Configure your Password Reset process to auto-enroll users
  • Enable users to enroll for Password Reset
  • Configure properties
  • Send email to remind users to enroll for Password Reset
  • Customize the Password Reset enrollment reminder email
  • Configure the required strength for passwords
  • Specify lockout for failed login attempts
  • Configure Google reCAPTCHA for the password reset process
  • Customizing Password Reset processes
  • Customize password reset processes and integrate third-party credential services
  • Add a custom question to the Security Questions verification
  • Add a custom header or footer to the user pages for Password Reset
  • Create a Password Reset verification from an existing verification
  • Create a custom Password Reset verification type
  • Create a custom Password Reset verification
  • Create a custom identification type for Password Reset
  • Configure a credential store type to support third-party password auto-generation
  • Asynchronous password reset subflow
  • Create a credential store type for Password Reset
  • Reset a password or unlock a user account with service desk assistance
  • View user requests for password reset
  • Unblock a Password Reset user
  • Integrate Password Reset with a Service Portal widget
  • Integrate Password Reset with a CMS integration
  • Installing and configuring Password Reset Windows Application
  • Password Reset Windows Application installation requirements
  • Download the Password Reset Windows Application installer
  • Install Password Reset Windows Application
  • Use an EXE file from the command line
  • Use an MSI file from the command line
  • Use a wizard
  • Configure security settings for the Password Reset Windows Application
  • Configure the Password Reset Windows Application to use a proxy server
  • Configure an exception policy on your proxy server
  • Configure a proxy server using client credentials method
  • Configure registry keys on your proxy server
  • Configure a proxy server using PAC file (automatic configuration script method)
  • PAC file with registry setting
  • Enable the Password Reset Windows Application to set the display language for the session
  • Integrate McAfee disk encryption with the Password Reset Windows Application
  • Customize the Password Reset Windows Application
  • Limitations of the Password Reset Windows Application
  • Uninstall the Password Reset Windows Application
  • Enrolling in the Password Reset application to reset your password
  • Enroll for the Password Reset program using an authenticator
  • Enroll for the Password Reset program using SMS codes
  • Enroll for the Password Reset program using emailed codes
  • Enroll for the Password Reset program using questions and answers
  • Enroll for the Password Reset program using Soft PIN
  • Reset your password on Windows systems
  • Password Reset reference
  • Installed with Password Reset
  • Domain separation and the Password Reset application
  • Password Reset Process form
  • Password Expiration Configuration form
  • System properties for password expiration
  • Password Reset Credential Store form
  • Password Reset global properties
  • Verification types in the base system
  • Password Reset Verification Type form
  • Password Reset Verification form
  • Password Reset script includes
  • Example custom scripts for Password Reset
  • Password Reset extension script categories
  • Password Reset extension scripts
  • Create a Password Reset extension script
  • Password Reset and Password Change reports and logs
  • Actions in Password Reset for Virtual Agent
  • Notify
  • Exploring Notify
  • Notify Twilio Direct driver
  • Notify Zoom connector
  • Notify voice and SMS capabilities
  • How Notify processes incoming calls
  • Notify Cisco Webex Connector
  • Configuring Notify
  • Activate Notify
  • Differences between Notify and Legacy Notify
  • Migrating from Legacy Notify
  • Configure Notify with Twilio
  • Twilio-Direct callback testing
  • Advanced configuration for SMS
  • Advanced configuration for voice
  • Disconnect from a Twilio account
  • Amazon Polly
  • Configure Notify Zoom connector in Notify
  • Set up Notify Zoom connector in Zoom
  • Disable Zoom meeting password
  • Configure a provider in Notify
  • Configure SMS opt-out preferences
  • Configure Notify Cisco Webex Connector
  • Install Notify Cisco Webex Connector
  • Create a Cisco Webex app
  • Configure OAuth entity for Notify Cisco Webex
  • Create an OAuth credential record for Notify with Cisco Webex
  • Create a connection and credential alias for Notify connector for Cisco Webex Spoke
  • Make Notify Cisco Webex Connector as default communication channel
  • Manage Notify properties
  • Using Notify
  • Using Notify with SMS
  • SMS Statuses
  • Send an SMS with Zoom meeting invite
  • Outbound communication requirements
  • Using Notify for making conference calls
  • Start a conference call
  • Add participants to a conference call
  • Mute or unmute all participants
  • Mute or remove a conference call participant
  • Send a message to conference call participants
  • Viewing conference call information
  • List of Notify calls
  • Using Notify with tasks
  • Start a conference call from a task
  • Manage conference calls on task
  • Send an SMS alert from a task
  • Using Notify with Incident Communications Management
  • Initiate a conference call from incident communication plan
  • Join and end conference call
  • Send communication updates
  • Using Notify with On-Call Scheduling
  • Set up Notify with On-Call Scheduling
  • Controlling the on-call communication channel with Notify
  • On-Call Assign by Acknowledgement workflow
  • Call a user from the WebRTC UI
  • Key differences
  • Using the Notify Cisco Webex Connector with a major incident
  • Create a collaborative communication task from MIM workbench
  • Initiate Notify Cisco Webex conference from MIM workbench
  • Add participants to a conference call
  • Join a conference call
  • Notify reference
  • Differences between Notify-Twilio and Notify-Twilio Direct
  • Migrate to Notify-Twilio Direct driver
  • Public URLs
  • Components installed with Twilio Direct driver
  • Business rules installed with Twilio Direct driver
  • Tables installed with Twilio Direct driver
  • Numbers and number groups
  • Create a number group
  • Associate a number to a number group
  • Notify flows
  • Create a custom Notify subflow
  • Notify workflow activities
  • Join conference call workflow activity
  • Call workflow activity
  • Send SMS workflow activity
  • Forward call workflow activity
  • Input workflow activity
  • Hangup workflow activity
  • Play workflow activity
  • Record workflow activity
  • Reject workflow
  • Say workflow activity
  • Forward to notify client workflow activity
  • Queue workflow activity
  • Notify activity event handlers
  • Creating Notify activities
  • Notify languages
  • Available Notify activity event handlers
  • Components installed with Notify
  • Roles installed with Notify
  • Tables installed with Notify
  • Properties installed with Notify
  • Business rules installed with Notify
  • Manage people and work capabilities
  • Skills Management
  • Exploring Skills Management
  • Configuring Skills Management
  • Define the skill taxonomy
  • Create skill categories using sample data
  • Define a skill level type
  • Add a skill
  • Using Skills Management
  • Assigning and Managing skills
  • Assign skill proficiency levels for skills
  • Assign skills to tasks
  • Routing work items to agents based on skills
  • Learn how Skill Determination works
  • Add a business rule for skill determination
  • Create rules to assign skills to work items
  • Qualify and rank users based on skills and skill levels
  • Translate text in Skills Management
  • Reference for Skills Management
  • Domain separation and Skills Management
  • Quick start tests for Skills Management
  • Extension points in Skills Management
  • Interaction Management
  • Activating the Interaction Management system
  • Configuring Interaction Management
  • Interaction states
  • Interaction context and channel metadata
  • Interaction wrap up
  • Interaction form
  • Interaction wrap up timer
  • Interaction wrap up scheduled job
  • Create an interaction wrap-up configuration
  • Create interaction wrap-up codes
  • Enable interaction wrap-up codes
  • Using Interaction Management
  • Create an interaction
  • Associate a record with an interaction
  • Interaction Management reference
  • Components installed with Interaction Management
  • Live Feed Core UI
  • Exploring Live Feed Core UI
  • Live Feed browser support
  • Activating Live Feed
  • Administering Live Feed
  • Document feeds
  • Add a Live Feed UI action on a table
  • Configure document feeds
  • Security configuration for document feeds
  • Disable a record feed
  • Disable a document feed
  • Business rule installed with Live Feed Document
  • Record feeds
  • Activate the Live Feed Document plugin
  • Configure record feeds
  • Add Live Feed to a form header
  • Add Live Feed to a context menu
  • Disable a record feed
  • Configure security
  • Live Feed table notifications
  • Set up table notifications for task tables
  • Set up table notifications for non-task tables
  • Live Feed table notification examples
  • Workaround posted
  • Problem resolved (advanced)
  • Opportunity won (non-task)
  • Related feeds table notification
  • Live Feed security and table access
  • Limit Live Feed access by role
  • Manage Live Feed message content
  • Live Feed team security
  • Restrict hashtag renaming
  • Provide access to Live Feed from CMS pages
  • Using Live Feed
  • Use hashtags in Live Feed
  • Tag messages
  • View an available hashtag
  • Change a hashtag name and merge a hashtag
  • Add an image to a hashtag
  • Follow and unfollow a hashtag
  • Remove a hashtag from a posted message
  • Use teams in Live Feed
  • Create a Live Feed team
  • Join a team
  • View a team feed
  • View a team member
  • Invite a new member
  • Remove a member
  • Subscribe to team and email notification
  • Subscribe a team to feed notification
  • Leave a team
  • Modify a team
  • Manage a membership request
  • Delete a team
  • Use Live Feed to work on records
  • Add Live Feed to a homepage
  • Modifying and deleting document feeds
  • Viewing Live Feed from records
  • Working with record feeds
  • Follow a record feed from a form
  • Follow a record feed from a list
  • Post a message to a record feed
  • Use feeds in Live Feed
  • Create a group feed
  • Create record feeds
  • Control how Live Feed is enabled for records
  • View the activity stream in record feeds
  • Participate in a feed
  • Mark a feed as a favorite
  • View a feed
  • View a feed member
  • Invite a new member to a group feed
  • Invite a new member to a record feed
  • Remove a member from a feed
  • Subscribe to a feed
  • Navigate between Live Feed and other modules
  • Leave a feed
  • Delete a feed
  • Live Feed UI overview
  • Update your Live Feed profile
  • Work with Live Feed messages
  • View another Live Feed user
  • Follow other Live Feed users
  • Select feeds
  • Follow feeds
  • Bookmark feeds and hashtags
  • Add Live Feed to your homepage
  • Post content in Live Feed
  • Post a Live Feed message
  • Reply to a Live Feed message
  • Attach a file to a post or reply
  • Copy an image from the clipboard
  • Add a link to a post or reply
  • Add a knowledge article link to a post or reply
  • Add a poll to a message
  • Add mentions to a message
  • Like a message
  • Delete a message
  • Live Feed reference
  • Domain separation in Live Feed
  • Components installed with Live Feed
  • Tables installed with Live Feed
  • User roles installed with Live Feed
  • Script includes installed with Live Feed
  • Business rules installed with Live Feed
  • Email notifications installed with Live Feed
  • E-signature
  • Activating e-signature
  • Using e-signature
  • Create or modify an e-signature template
  • Using e-signature template for non-HR tasks
  • E-signature reference
  • Components installed with e-signature
  • ServiceNow Voice
  • Exploring ServiceNow Voice
  • Setting up ServiceNow Voice
  • Install ServiceNow Voice applications
  • Domain separation and ServiceNow Voice
  • Configuring a phone PIN
  • Configure the E.164 format for a consumer phone number
  • Configuring CTI component logging
  • Configure Real Time Transcription for ServiceNow Voice Customer Service Management
  • Set up Real-Time Transcription for ServiceNow Voice
  • Configure Real Time Transcription for ServiceNow Voice for IT Service Management
  • Set up Real-Time Transcription for ServiceNow Voice for IT Service Management
  • Scripting for operation handlers
  • Provider configuration in Voice
  • Extension points in Voice
  • Using Voice
  • Integrating Voice with other applications
  • Integrate ServiceNow Voice with Amazon Connect
  • Amazon Connect SSO integration with ServiceNow
  • Configure SSO for Amazon Connect
  • Configure a contact flow for an automated caller interaction
  • Configure a Virtual Desktop Infrastructure (VDI) for voice calls with Amazon Connect
  • Integrating ServiceNow Voice with ITSM
  • Install ServiceNow Voice for ITSM
  • Real time transcriptions for ServiceNow Voice for IT Service Management
  • Enable native voice control in Service Operations Workspace
  • Integrating ServiceNow Voice with CSM
  • Install ServiceNow Voice for CSM
  • Configuring the phone PIN settings for ServiceNow Voice
  • Real time transcriptions for ServiceNow Voice for Customer Service Management
  • Integrating ServiceNow Voice with Virtual Agent
  • Integrate Advanced Work Assignment AWA Voice routing
  • Integrating ServiceNow Voice for HR
  • Install ServiceNow Voice for HR
  • Add Interaction Related Records to HR Agent workspace
  • ServiceNow Voice reference
  • Components installed with ServiceNow Voice Core
  • Components installed with Amazon Connect Integration with ServiceNow Voice
  • Components installed with ServiceNow Voice for ITSM
  • Components installed with ServiceNow Voice for CSM
  • Components installed with ServiceNow Voice for HR Agent Workspace
  • ServiceNow AI Platform Additional Capabilities
  • Connect
  • Supported browsers for Connect Chat
  • Activate Connect
  • Activate Connect Support
  • Connect interface
  • Connect overlay
  • Connect workspace
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Teams related list

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
  • The Teams related list associates a user group to a CI based on group type, providing flexibility in tracking the different types of groups assigned to a CI. The Teams related list appears on CI forms for CIs of the Service [cmdb_ci_service] class and its descendent classes such as the Service Instance [cmdb_ci_service_auto] class.

    Using the Teams related list can be useful if many data sources are used in the organization, and when using the IntegrationHub ETL.

    In the base system, the Teams related list contains group types that match the fields:
    • Approval Group
    • Change Group
    • Managed by Group
    • Support Group

    When you set a group assignment on a CI form of one of those classes, that group assignment is automatically synchronized with the Teams related list. If you set an assignment group for an application service, a relationship record is created to represent the new group assignment for the CI. The Teams related list on such CI forms, always shows the current settings for the various group assignments for the CI.

    If there are multiple groups assigned to a CI, then on the Teams related list on a CI form, you can designate one of those groups as primary. When an incident involving that CI is created, the incident is assigned to that primary group. Only one group type can be designated as primary for a CI at any given moment.

    As an example, use the Teams related list for an application service with the following characteristics:
    • Requires access to a database
    • Runs on Linux servers
    • Has a group assigned to manage the software portion of the actual application
    In that example, you can track all of these group assignments by adding the appropriate group types and setting CIs with the new custom group types.

    By-directional synchronization

    When you set or modify the value of one of the assignment group fields on a Service CI form, then the Teams related list is updated with that change, adding a Teams related record if a corresponding one doesn't exist. For example, when you set an empty Support group field to Database San Diego and save the form, then the system adds a Teams record in which Group type is Support Group and User group is Database San Diego.

    In the opposite direction, any change in a Teams related record, where Group type corresponds one of the group assignment fields in the CI, is synchronized to the corresponding field. For example, if you set User group to CAB Approval in the Support Group group type, the Support group field on the CI form is updated with the CAB Approval value.

    Deleting a Teams record doesn't affect the group assignment fields in the CI.

    Add the Teams related list to a Service CI form

    By default, the tab for the Teams related list doesn't appear in the Related Lists section on Service CI forms. You can add the Teams related list by selecting the form's Additional actions menu, selecting Configure and then Related Lists. In the Available list that appears, move Teams to the Selected list and then select Save.

    Add a custom group type to the Teams related list

    The Teams related list lets you add custom group types that are needed in your organization, extending the initial list of supported group types.

    Before you begin

    Role required: sn_cmdb_admin or itil_admin, asset, or cmdb_admin

    About this task

    To add a group type, you must modify the dictionary definition of the group_type column in the cmdb_rel_team table.

    Procedure

    1. On a Service CI form, select the Teams related list.
    2. In the Columns tab, select the Group type column.
    3. On the Dictionary Entry form, in the Choices related list tab, insert a new row for a new Teams choice such as Datacenter Group.
    4. Save your changes.
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