Example resource pool that limits choices to cost center

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  • Updated February 1, 2024
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    Summary of Example Resource Pool that Limits Choices to Cost Center

    This guide demonstrates how to utilize resource pools in ServiceNow to restrict cost center selections in the cloud catalog request form. This ensures that users can only select resources associated with their designated cost center, which helps manage budgets effectively.

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    Key Features

    • Resource Pools: Define pools that limit user choices based on their cost centers.
    • CostCenterPool: A resource pool that restricts selections to the user's cost center.
    • UserCostCenter Filter: A script filter that dynamically retrieves and displays the cost center associated with the user making the request.
    • Blueprint Configuration: Set up blueprints to include variables that refer to the cost center resource pool and filter.

    Key Outcomes

    By following this guide, ServiceNow customers can:

    • Ensure users can only select their respective cost centers when requesting resources.
    • Test and validate the functionality by impersonating users and reviewing available options in the Cloud User Portal.
    • Modify resource pool filters to adjust the displayed cost centers as needed.

    You can use resource pools with blueprints to limit the choices on the cloud catalog request form.

    Use case: Restrict cost center selection

    In this example, the cost of the cloud asset is charged against the budget of the cost center of the user. The base-system UserCostCenter resource pool ensures that a user can select only resources in their cost center.

    Assumptions

    • The Cost Management [con.snc.cost_management] plugin is active.
    • Cost centers are defined and users are associated with the cost centers.
    • At least one blueprint is defined. This example uses a blueprint named AWS Virtual Server.
    • You are assigned the sn_cmp_cloud_admin role and know JavaScript and JSON scripting.

    Components

    Review resource pool filter
    1. On the Cloud Admin portal navigate to Manage > Resource Pools.
    2. Open the CostCenterPool and review the related Resource Pool Filters.
      • All is a query filter that returns all cost centers in the table.
      • UserCostCenter is a script filter that looks up the cost center associated with the user who is ordering the item.
      Here is the script for the UserCostCenter filter:
      getFilteredRecords();
      //Do not remove function declaration
      /**
      * @returns filtered records in the format [{"value"="lookupValue",label="displayValue"}]
      */
      function getFilteredRecords() {
      	var filteredRecords = [];
      	var userId = gs.getUserID();
      	var userGr = new GlideRecord('sys_user');
      	if (userGr.get(userId)){
      		var costCenterId = userGr.getValue('cost_center');
      		if (costCenterId){
      			var costCenterGr = new GlideRecord('cmn_cost_center');
      			if (costCenterGr.get(costCenterId)){
      				var costCenter = {};
      				costCenter.value = costCenterGr.getUniqueValue();
      				costCenter.label = costCenterGr.getValue('name');
      				filteredRecords.push(costCenter);
      			}
      		}		
      	}
      
      	//force to string
      	return new global.JSON().encode(filteredRecords);
      }
    Blueprint catalog form parameters
    1. Navigate to Design > Blueprints, and then click the tile for the blueprint you want to open.
    2. With the blueprint in Draft state, click the Provision operation tile on the Catalog > Request Operation tab.

      Provision operation

    3. In the Variable sets related list, click the General Info variable set. By default, the CostCenter variable is in this variable set.
    4. In the Cloud Variables related list on the Variable Set form, click the CostCenter variable.

      CostCenter variable

    5. On the Cloud Variable form, click the Type Specifications tab.
    6. Look at the Pool and Pool Filter fields that refer to the resource pool and filter.
      • CostCenterPool is the name of the resource pool.
      • UserCostCenter is the filter script that pulls in the cost center options for the user to select from.

      Resource pool and filter used in the datasource value of the cost center catalog property

    7. Set the blueprint to Published.
    Cost center user
    Identify a user who is a member of a cost center and who has access to the Cloud User Portal.

    User who is a member of the sales cost center.

    Testing the resource pool filter

    After reviewing the components that comprise this use case, test the cloud catalog item to verify that users can select only their cost center.

    1. Impersonate the user, Alene Rabeck in this example.
    2. On the Cloud User Portal, click Launch a Stack, and then select the cloud catalog item (AWS Virtual Server in this example).
    3. Review the selections in the Cost Center list.

      Sales is the only selection for this user's cost center.

    With the CostCenterPool::UserCostCenter datasource value for this catalog item, the only option for the Cost Center is the cost center the user is a member of.

    Changing the resource pool filter

    Test that the resource pool filter is controlling the behavior of the Cost Center field by changing it and viewing the results.

    1. On the Cloud Admin Portal, navigate to Design > Blueprints and then click AWS Virtual Server.
    2. Click the Provision operation tile.
    3. In the Variable sets related list, click the General Info variable set. By default, the CostCenter variable is in this variable set.
    4. In the Cloud Variables related list on the Variable Set form, click the CostCenter variable.
    5. On the Cloud Variable form, click the Type Specifications tab.
    6. Edit the Pool filter field to change the filter from UserCostCenter to All.

      Resource pool and filter used in the datasource value of the cost center catalog property

    7. Click Update, then clickPublish..
    8. Impersonate the user, Alene Rabeck in this example.
    9. On the Cloud User Portal, launch a stack, and then select AWS Virtual Server.
    10. Verify that all cost centers are listed.

      All cost centers are now displayed for selection.