Plan your app development

  • Release version: Xanadu
  • Updated August 1, 2024
  • 5 minutes to read
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    Summary of Plan your app development

    Planning your application development in App Engine Studio (AES) is essential to building effective and business-beneficial apps on the ServiceNow AI Platform. This process begins with defining the app’s purpose, audience, data sources, and user interaction modes. Proper planning ensures the app aligns with business goals, simplifies development, and supports ongoing maintenance.

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    Fit for the ServiceNow AI Platform

    Determine if your app idea is a good fit for the ServiceNow AI Platform by checking if it involves:

    • Simple forms, task or request management
    • Repeatable, spreadsheet-driven processes
    • Third-party integrations and orchestration across systems
    • Unified web and mobile access

    Apps with unstructured data, unrepeatable processes, heavy graphics or streaming needs, or highly customized interfaces are generally a poor fit.

    Key Planning Questions

    Consider these critical questions before building your app:

    • Business goals: What problem does the app solve and what outcomes are expected?
    • Existing data: Is the app replacing a spreadsheet or an existing system?
    • Users and roles: Who will use the app and what access permissions are required?
    • Purpose: Is the app for information provision, collection, routing, requests, or collaboration?
    • Data sources: Will data be entered manually, imported, or leveraged from ServiceNow?
    • User access: Via desktop or mobile, which affects design choices?
    • Reporting: How will you measure and report app performance to stakeholders?
    • Maintenance: How will the app be supported and updated over time?

    Answers guide whether to use templates or build apps from scratch.

    Irreversible Considerations

    Some development choices cannot be undone, so plan carefully:

    • Scoped vs global applications: Scoped apps offer enhanced security and management; recommended for citizen developers.
    • Instance selection: Proof of concept apps can be developed in personal developer instances (PDIs), but production apps must use sanctioned development instances aligned with organizational deployment processes.
    • Application naming: The app’s display name can change, but the internal application scope name (used throughout the app’s properties) cannot. Choose it thoughtfully.
    • Table and field names: Internal database names should be defined carefully at creation as they are difficult to modify later.

    Application Intake Process

    Anyone in your organization can submit app ideas through the Application Intake process, which:

    • Simplifies submission, approval, tracking, and storage of app ideas
    • Improves visibility and planning for all requests
    • Filters out duplicate requests efficiently

    The intake request uses Service Catalog forms and workflows, with approvals managed via App Engine Management Center.

    Application Templates

    Starting your app with a predefined template can accelerate development by providing relevant content and workflows (e.g., Travel Request). If no template fits your needs, you can build your app from scratch for full control.

    Next Steps and Resources

    ServiceNow offers further resources to support planning effective app development and launching citizen development programs, helping organizations maximize the value of their apps on the platform.

    The application development process in App Engine Studio (AES) begins with your idea for the next effective app. Careful planning is the key to creating a successful app that is beneficial to your business.

    Fit for the ServiceNow AI Platform

    Consider the characteristics of your application to help determine whether it is suited for the ServiceNow AI Platform.
    Good fit Poor fit
    • Simple forms
    • Task management
    • Request management
    • Spreadsheet-driven processes
    • Repeatable processes
    • Third-party integrations
    • Orchestration of multiple systems
    • Single experience from functions in multiple systems
    • Web and mobile access to the same apps and data simultaneously
    • Unstructured data
    • Unrepeatable processes
    • Content that needs graphics processing
    • Streaming audio or video
    • Highly customized user interface

    Plan before you build

    In order to build your application, you need access to a ServiceNow instance and an admin or delegated developer role in that instance. If you have delegated developer permissions, you can develop applications but have fewer privileges than an admin.

    Essentially, an application is a digital program that supports user tasks. As you plan your app, consider the questions in the following table.

    Questions Answers and considerations
    What are the goals, objectives, and outputs of your application? What business problem are you trying to solve? Without a clear business objective, you might have difficulty measuring the success of your application or justifying its continued use within the organization.
    Are you turning a spreadsheet into a ServiceNow application or does the application exist somewhere else? The answer to this question helps determine the tools you would use within the ServiceNow AI Platform to support your efforts.
    Who will use your application? Identifying your target audience has a direct impact on the features you include in your application, the data you choose to capture, and the interface you provide for the application.
    Do you want all users to have the same ability to see and edit parts of your application or should some people have more or less access than others? Identifying who has access to what information during the planning stage is a critical step in application development.
    What is the main purpose of the application? Is the application used to provide information, collect information, route information, look up information, request something, or collaborate on information? Identifying the application's purpose helps to establish the features and functions you need to build into your application.
    Will your application require entering information or does the data in your application exist in your ServiceNow instance (that is, user data)? Will data be imported from an external source? Use available data sources as much as possible to avoid duplication of data and to ensure your application has the data it needs to meet business objectives.
    How will users interact with your application? Will users access your application using their computer or mobile device? Understanding how users access your application affects how you build your application's functionality.
    How will you report on your application to stakeholders? If your application is meeting a business purpose, you might need to provide reports showing usage, adoption, and key business objectives related to your application.
    How will you maintain this application? Planning for the maintenance of your application at the start can prevent roadblocks further into the development process.

    The answers to these questions can help you decide whether you want to base your application on a predefined template or create your app from scratch.

    Irreversible considerations

    Some actions you take when building an application might be irreversible. Be aware of these actions and plan for them in advance.

    Action Considerations
    Creating a scoped or global application When you create an application, you can choose to create it in a private scope (scoped application) or in a global scope (global application). Scoped applications have extra functionality for managing development, application deployment, and data security. By default, all applications are created in a private scope. Citizen developers should generally work with scoped applications.
    Using different instances

    Proof of concept (PoC) applications can be built in a personal developer instance (PDI) obtained from the ServiceNow Developer site.

    • PDI names are similar to dev12345.service-now.com.
    • PoC applications can be rebuilt in your PDI. Don’t import the PoC app into your PDI.

    Production applications that your organization uses should be created in a development instance so they can be subject to your organization’s testing and deployment process. Ask your ServiceNow administrator which instance to use for developing applications that will eventually be deployed to your organization’s production instance.

    Selecting an application name

    Based on your application’s display name, auto-complete displays suggestions for an internal name also known as the application scope. Application scopes are written in the form x_[company code]_[app_name], for example, x_acme_legal_request.

    Every property created in your application inherits the application scope name so be sure to choose it carefully before starting to develop your application.

    Note:
    You can always change the application's display name but the application scope name can’t be changed.
    Selecting table and field names After your application is created, begin creating tables and fields. Tables and fields have internal database names that should be edited only at creation time.

    Application Intake process

    Any member of your organization can submit ideas for app development through a process called Application Intake. After the idea has been submitted and approved, developers can begin building the app with a guided, intuitive app development environment in App Engine Studio.

    The Application Intake request process benefits your organization as follows:

    • Simplifies the process to request, approve, track, and store app ideas.
    • Improves planning by providing visibility into all app ideas.
    • Provides an efficient process to filter out repetitive requests.

    For more information, see Submit your idea for app development.

    • The intake request form is available through the standard Service Catalog. For information about how you can modify this form, see Service catalog items.
    • The intake request process uses Flows in Workflow Studio to determine the approval flow. To adjust the approval flow, see Flows.
    • Admins review intake application requests in App Engine Management Center . For more information, see Managing app development using the App Engine Management Center.

    Application templates

    An application template provides predefined content to support a certain purpose. For example, the Travel Request template provides application content for submitting and approving employee travel requests. Choose the template that most closely fits your application goals.

    If the available templates don't fit your application goals, you can create your app from scratch and control all aspects of the development process.

    Additional resources for planning your app development

    Learn more about planning app development ServiceNow resources

    ServiceNow provides additional resources on planning your app development

    Launching an effective Citizen Development program