Document Viewer plugins
Summarize
Summary of Document Viewer plugins
The Document Viewer plugins for the ServiceNow Platform, introduced in the Yokohama release, enable users to view documents directly within ServiceNow without downloading them. These plugins enhance document collaboration and management by integrating with Microsoft OneDrive and Microsoft 365 SharePoint. Users can collaborate in real time, copy, delete, restore, and track version history of documents within the platform.
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Key capabilities include:
- Collaborating on documents using Microsoft OneDrive and Microsoft 365 tools.
- Uploading policy documents authored in ServiceNow as Microsoft 365 documents.
- Attaching shared links to records that open documents in Microsoft 365 SharePoint for real-time editing.
- Viewing the current version of documents directly in ServiceNow.
Plugins and Integration
To enable these features, the following plugins must be installed:
- Microsoft OneDrive Spoke
- Microsoft OneDrive document service Spoke
- Microsoft Azure AD Spoke for Integration Hub
- Multi Provider Document Service Framework
These plugins provide bi-directional integration with Microsoft OneDrive, ensuring changes sync both ways between OneDrive and ServiceNow. The Microsoft Azure AD Spoke facilitates automation of user and group management, including license provisioning within Office 365. The Multi Provider Document Service Framework supplies the necessary data model to integrate with third-party document services.
Configuration and Usage
After installation, you can use or customize the provided base system subflows. These subflows are configured in the Document actions table and can be triggered via UI actions from list views or through Script Include APIs, allowing seamless document operations within records.
Data Model and Tables
The plugins introduce several tables that manage document and provider details, version history, document actions, permissions, and collaborators. These tables enable detailed tracking and control over document lifecycle and collaboration within the ServiceNow environment.
With Document Viewer, you can view documents directly in the ServiceNow Platform rather than having to download them. Two new plugins enhance the experience and provide more options for document viewing. You can collaborate with other people, copy, delete, restore, and view version history directly in a ServiceNow instance.
Overview
In previous ServiceNow releases, not all documents could be shared and used for team collaboration. With new plugins for the Platform Document Viewer, now you can:
- Collaborate (edit, share) with Microsoft OneDrive and copy documents to your ServiceNow instance.
- Upload a policy document authored in your ServiceNow instance as a Microsoft 365 document in Microsoft 365 SharePoint.
- Attach shared links to a record. Clicking the link opens the document in Microsoft 365 SharePoint.
- The link can be shared with a co-worker, who can view and edit the document in real time.
- The current version is also viewable in the ServiceNow instance.
- Use collaboration tools such as Microsoft 365 for review and co-authoring documents.
Plugins
- Microsoft OneDrive Spoke
- Microsoft OneDrive document service Spoke
- Microsoft Azure AD Spoke for Integration Hub
- Multi Provider Document Service Framework
See List of plugins (Rome) for a complete list of ServiceNow plugins.
- Microsoft OneDrive integration plugin
- Collaborate in Microsoft OneDrive and perform copy, delete, restore, and version actions on documents directly in a ServiceNow instance. This integration is bi-directional (performs in both directions): Changes are reflected in both Microsoft OneDrive and in the instance.
- Microsoft Azure AD Spoke for IntegrationHub
- The Microsoft Azure AD Spoke for Integration Hub provides actions that a Process Analyst can use when designing flows. The actions allow them to automate the management of users, security groups, and office groups. User management includes applying licenses that result in user provisioning into Office 365.
- Multi Provider Document Service Framework plugin (glide plugin)
- Plugin contains the data model needed to integrate with third-party document service providers.
- Navigate to .
- Enter the plugin name in the Search field.
- Select install.
Tables
- Provider Details Name
- Provider Name
- Attributes
- Version
- Document
- Version Modified By
- Version Last Modified
- Document Name
- Document sys_id
- Document Version sys_id
- Document Action
- Provider Detail
- Notes
- Document name
- Provider Details
- Attachment
- URL
- Description
- document_action_name
- provider_detail
- subflow
- provider_permission
- Entity_type
- Entity_id
- Attributes
- Provider_group_id
- Provider_group_name
- permission
- permission
- provider
- Attributes
- description
- collaborator_attributes
- collaborator_email
- collaborator_id
- collaborator_name
- Provider_detail
- user