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how to create a catalog task based on logged in user details in workflows?

ewereer

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‎09-01-2017 02:10 AM

Solved! Go to Solution.

saprem_d

‎09-01-2017 02:21 AM

View solution in original post

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‎09-01-2017 02:17 AM

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servicenow catalog task assignment group

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Assigned to and Assignment group

The Assigned to [assigned_to] field is a reference  field type that points to the Users [sys_user] table. This field is generally used to designate a user to work on, or be responsible for the task. By default, this field has a reference qualifier (role=itil) set on its dictionary record that prevents any non-itil user from being assigned to a task. You can override this reference qualifier on tables that extend task though, as the Project Task and Service Order tables do, if you have the relevant plugins installed.

The Assignment group [assignment_group] field serves pretty much the same purpose. The reason for having both, is that a workflow might automatically assign a certain type of task ticket to a group, ...

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servicenow catalog task assignment group

Tokyo IT Asset Management

View and edit a catalog task, table of contents.

  • Software Asset Management overview
  • Now Mobile app for Software Asset Management
  • Virtual Agent for software requests
  • Content updates for ServiceNow
  • Automatic creation of software models
  • Custom publisher part numbers (PPN)
  • Software model relationship to software installation
  • Unlimited software licenses
  • Normalization suggestions for discovery models
  • Add a software pattern normalization rule
  • Create a custom file rule to manually define file sets
  • Normalization of discovery models using machine learning
  • SQL Server component editions discovery
  • Discovery models and software installations
  • End of Life (EOL) and End of Support (EOS) life cycles
  • File Signature Normalization
  • Downgrade Rights
  • License metrics for Microsoft products
  • Microsoft Per Core licensing rules
  • Microsoft Per Core (with CAL) licensing rules
  • Software Asset Management health check
  • Accurately reporting your software true-up cost
  • Software license compliance position
  • Determining license compliance through Virtualization Adapter
  • Add a software reclamation rule
  • Components installed with the Microsoft SCCM software usage plugin
  • Create a reclamation rule to import Microsoft SCCM usage data
  • Employee off-boarding process for asset reclamation
  • Licensing rules for BYOL
  • Azure BYOL Realized Savings report
  • Core infrastructure suite (CIS) support for BYOL
  • Executive insights into KPIs using the Asset Management Executive dashboard
  • Cloud cost simulation
  • Configure third-party discovery sources for Software Asset Management
  • Resolve duplicate software installations in the Software Installation table
  • Delete uninstalled software from the Software Installation table
  • Sample payload for generic software install records
  • Sample payload for Oracle software install records
  • Sample payload for VMware software install records
  • Sample payload for Citrix software install records
  • Sample payload for BYOL
  • Use Software Asset Management with Governance, Risk, and Compliance
  • Use Software Asset Management with Agent Client Collector
  • Use Software Asset Management and Application Portfolio Management to manage technology onboarding
  • Request Software Asset Management
  • Software Asset Management migration
  • Configure SCCM for Software Asset Management
  • Enable the Software Asset Management content service
  • Exclude software assets on CIs
  • Managing software suites
  • Windows Server cluster license optimization
  • Close an asset reclamation request
  • Import bulk entitlements in workspace
  • Create maintenance entitlements in workspace
  • Create Microsoft Software Assurance entitlements in workspace
  • Create software models in workspace
  • Create averages for product life cycles in workspace
  • Run a health check scan for Software Asset Management
  • Import bulk entitlements in Software Asset Management classic
  • Create maintenance entitlements in Software Asset Management classic
  • Create entitlements for Microsoft Software Assurance in Software Asset Management classic
  • Create software models in Software Asset Management classic
  • Create averages for product life cycles in Software Asset Management classic
  • Software asset overview
  • Run software reconciliation in the workspace
  • Add a software removal candidate in workspace
  • Create and manage reports in workspace
  • View calculations for your licenses in workspace
  • License usage publisher fields in workspace
  • View discovered engineering licenses in workspace
  • View engineering license servers in workspace
  • View normalization suggestions in workspace
  • Revert normalization in the workspace
  • Manually override edition value in workspace
  • Manually normalize a software model in workspace
  • View or create software usage in workspace
  • View SAP engines in workspace
  • View SAP users in workspace
  • Create a custom named user type in workspace
  • View SAP price lists in workspace
  • View SSO applications in workspace
  • View SSO groups in workspace
  • View SSO users in workspace
  • Create a software client access record in workspace
  • Create user subscription in workspace
  • View publisher part number (PPN) suggestions in workspace
  • SaaS overview dashboard in workspace
  • Optimization and savings dashboard in workspace
  • Engineering License overview dashboard in workspace
  • Normalization and content dashboard in workspace
  • Cloud simulator dashboard
  • Create success goals for Software Asset Management
  • Create success activities for Software Asset Management
  • Health check dashboard
  • Install Content lookup for Software Asset Management
  • Install Playbook for Software Asset Management
  • Create entitlements using the guided walk-through
  • View a software job result
  • Manually normalize a software discovery model
  • Manually override edition value in classic
  • Discovered engineering licenses
  • Run software reconciliation
  • View software model results
  • Add a software removal candidate
  • Reconciliation and product results
  • View or create software usage in Software Asset Management classic
  • Managed IT Resource types
  • View license report for the IT Asset Management application
  • Software Asset Analytics dashboard
  • Software Asset Management dashboard
  • Normalization and Content Service dashboard
  • Engineering License Overview dashboard
  • Integrate with Adobe Cloud
  • Office 365 & Adobe Cloud dashboard in Software Asset Management classic
  • Publisher overview for Adobe Systems in the Software Asset Workspace
  • Create entitlements for Citrix
  • Software Publisher Analytics dashboard for Citrix in Software Asset Management classic
  • Publisher overview for Citrix Systems in the Software Asset Workspace
  • IBM processor value unit (PVU) and resource value unit (RVU) licensing
  • Setting up an IBM License Metric Tool (ILMT) or BigFix Inventory integration for HTTPS
  • Create a connection to ILMT or BigFix Inventory
  • Validate your ILMT connection health
  • ILMT and BigFix Inventory transform maps
  • IBM user-based licensing
  • Software Publisher Analytics dashboard for IBM in Software Asset Management classic
  • Publisher overview for IBM in the Software Asset Workspace
  • Red Hat Enterprise Linux entitlements
  • Integrating with Microsoft Office 365
  • Create a Microsoft Office 365 reserve entitlement in Software Asset Management classic
  • Create a Microsoft Office 365 reserve entitlement in the Software Asset Workspace
  • Cost-based licensing optimization for Microsoft SQL Server clusters
  • Manage licenses for Microsoft Visual Studio
  • Import Microsoft entitlements from a Microsoft License Statement (MLS) in Software Asset Management classic
  • Import Microsoft entitlements from a Microsoft License Statement (MLS) in the Software Asset Workspace
  • Windows and SQL Server Infrastructure report
  • Microsoft dashboards in Software Asset Management classic
  • Publisher overview for Microsoft in the Software Asset Workspace
  • Supported Microsoft license types
  • Oracle databases in soft-partitioned environments
  • Oracle databases in hard-partitioned environments
  • Oracle Database licensing in cloud environments
  • Oracle Multitenant option use cases
  • Oracle Database licensing for Standard Editions
  • Request Data Collection for Oracle Global Licensing and Advisory Services
  • Feature mapping for Oracle Database options and management packs
  • Unreported Database Options Usage report
  • Set up domain-specific reconciliation properties for Oracle
  • Oracle Infrastructure report
  • Oracle DB Server Deployments per Agreement report
  • Software Publisher Analytics dashboard for Oracle in Software Asset Management classic
  • Publisher overview for Oracle in the Software Asset Workspace
  • Tables installed with the SAP publisher pack
  • Deploy the ABAP program for SAP
  • Establish an SAP connection
  • Create entitlements for SAP
  • Create software models for SAP
  • Create a custom named user type
  • Map a role to a named user type
  • View active transaction codes for your SAP users
  • Self-declare SAP engine license usage in the Software Asset Management classic application
  • Self-declare SAP engine license usage in the Software Asset Workspace
  • Software Publisher Analytics dashboard for SAP in Software Asset Management classic
  • Publisher overview for SAP in the Software Asset Workspace
  • Software Publisher Analytics dashboard for VMware in Software Asset Management classic
  • Publisher overview for VMware, Inc. in the Software Asset Workspace
  • Engineering license management
  • SaaS License Management setup for large companies
  • SaaS Overview dashboard
  • Integrating with Adobe Workfront
  • Integrating with Aha!
  • Integrating with Asana
  • Integrating with Box
  • Integrating with Calendly
  • Integrating with Cisco Webex
  • Integrating with Confluence Cloud
  • Integrating with CrowdStrike
  • Integrating with DocuSign
  • Integrating with Dropbox
  • Integrating with Google Workspace
  • Integrate with GitHub Enterprise Cloud
  • Integrate with GitHub Enterprise Server
  • Integrating with GoTo
  • Integrating with Jira Software Cloud
  • Integrating with Looker
  • Integrating with Microsoft Dynamics 365 and Power Apps
  • Integrating with Miro Enterprise
  • Integrating with monday.com
  • Integrating with PagerDuty
  • Integrating with Rally
  • Integrating with Roadmunk
  • Integrating with Salesforce CRM
  • Integrating with Salesforce Marketing Cloud
  • Integrating with SAP SuccessFactors
  • Integrating with Slack
  • Integrating with SmartRecruiters
  • Integrating with Smartsheet
  • Integrating with SurveyMonkey
  • Integrating with Trello
  • Integrating with Workday
  • Integrating with Workplace from Facebook
  • Integrating with Zendesk
  • Integrating with Zoom
  • Create a Salesforce CRM integration
  • Create a custom spoke
  • Create a custom integration profile
  • Create a data stream action to get users
  • Configure an identifier
  • Create a data stream action to get user activity
  • Create a subflow to get user activity
  • Create an action to remove a user
  • Create a subflow to reclaim a user
  • Create a subflow to get license consumption
  • Publish a custom integration profile
  • Create a store app for a custom integration
  • Integrating with Azure AD
  • Integrating with Okta
  • Viewing SSO subscription information
  • Review a software reclamation rule
  • Reclaim SurveyMonkey user subscriptions in Software Asset Management classic
  • Reclaim monday.com user subscriptions in Software Asset Management classic
  • Reclaim Roadmunk user subscriptions in Software Asset Management classic
  • Reclaim SurveyMonkey user subscriptions in the Software Asset Workspace
  • Reclaim monday.com user subscriptions in the Software Asset Workspace
  • Reclaim Roadmunk user subscriptions in the Software Asset Workspace
  • Disconnect SSO apps
  • Delete an integration profile
  • Subscription identifiers for SaaS and SSO applications
  • Installed with SaaS License Management
  • Request Software Spend Detection
  • Software Spend Detection Overview dashboard
  • Content Service for Software Spend Detection
  • Import financial transactions
  • Manually update transactions
  • Overlapping Software dashboard
  • Create demands for application rationalization
  • Installed with Software Spend Detection
  • Engineering license servers
  • Add a software client access record
  • Add a custom software product
  • Add a custom part number
  • Custom license metric example script
  • Refresh processor definitions
  • Migrate software installations
  • Software Asset Management properties
  • Revert Software Asset Management customizations
  • Manage Software Library
  • View publisher part number (PPN) suggestions in Software Asset Management classic
  • Software Asset Management roles
  • License agreement types
  • Discovery models fields
  • Software installation fields
  • Normalization statuses
  • Software model fields
  • Software license metric attributes
  • Software entitlement fields
  • Software model results license metric results fields
  • Entitlement import error fields
  • Entitlement import error actions
  • Domain separation and lifecycle reports
  • Quick start tests for Software Asset Management
  • Hardware Asset Management overview
  • ServiceNow Agent app
  • ServiceNow Mobile app
  • Asset and CI management
  • Asset life cycle automation
  • CSDM framework for HAM
  • Hardware Model Normalization
  • Example Asset Management process
  • Hardware Asset Management flow customization
  • Installed with Model Management
  • Installed with Asset Management
  • Integrating Zebra technology RFID system
  • Asset Management Executive dashboard
  • Manage assets in Hardware Asset Management Workspace
  • Create assets
  • Retire assets
  • Delete assets
  • Map asset and CI fields
  • Map asset state and CI install status
  • Map asset state and CI hardware status
  • Create an asset class
  • Add depreciation to an asset
  • Create license assets
  • Set asset states and substates
  • Create fixed assets
  • View consumable assets
  • Create consumable assets
  • Consume consumable assets
  • Return consumable assets to stockrooms
  • Dispose of consumable assets
  • Create pre-allocated assets
  • Use Advanced Shipment Notification
  • Manage asset bundles from your inventory
  • Organization Management
  • Opt-in to the Hardware Asset Management Content Service
  • Create a hardware or consumable model
  • Add a custom product
  • Add a custom hardware model
  • Import and export content data
  • Normalize hardware and consumable models
  • Revert normalization of hardware and consumable models
  • Consumable model fields
  • Hardware model fields
  • Hardware asset overview
  • Stockroom types
  • Audit your inventory
  • Hardware disposal order stages
  • Asset estate view
  • Model management view
  • Asset operations view
  • Contract management view
  • Content lookup portal for Hardware Asset Management
  • Submit an RMA request
  • Closing an RMA request
  • Create an inventory stock order request
  • Transfer orders for Asset Management
  • Create a transfer order for Asset Management
  • Transfer order line asset tracking
  • Create disposal orders for assets
  • Use a hardware asset request flow
  • Audit your asset inventory
  • Request a Hardware Asset Refresh
  • Loaner asset
  • Return your leased hardware asset
  • Buy out your leased hardware asset
  • Extend your lease contract
  • Asset reclamation
  • View RFID asset information
  • Hardware Asset Management licensing
  • Opt-in or opt-out of HAM license resource categories
  • Analytics and Reporting Solutions for Hardware Asset Management
  • Domain separation and Hardware Asset Management
  • Quick start tests for Hardware Asset Management
  • Expanded Model and Asset Classes Store application
  • Model categories
  • Multi-component models and assets in Enterprise Asset Management
  • Normalization status for enterprise models
  • Risk scoring
  • Request Enterprise Asset Management
  • Opt-in to Enterprise Asset Management Content Service
  • Import and export content data for Enterprise Asset Management
  • Create a multi-component model
  • Create a multi-component asset
  • Create an Enterprise Asset Management incident
  • Resolve and close an Enterprise Asset Management incident
  • Use an enterprise asset request flow
  • Replace aged enterprise assets
  • Create configuration values for risk likelihood
  • Create configuration values for risk impact
  • Create configuration values for risk scores
  • Enterprise asset overview for Enterprise Asset Workspace
  • Enterprise asset dashboard
  • Create stockroom for enterprise assets
  • Create a stockroom type for enterprise assets
  • Create a new stock rule for enterprise assets
  • Audit enterprise asset inventory
  • Enterprise asset disposal order stages
  • Prepare, deploy, and reclaim loaner assets in Enterprise Asset Workspace
  • Submit a Return Merchandise Authorization (RMA) order for your defective enterprise assets
  • Complete the Prepare task for an RMA order line
  • Complete the RMA process for a defective enterprise asset through an on-site repair
  • Complete the RMA process for a defective enterprise asset through an off-site replacement or repair
  • Create transfer order lines in Enterprise Asset Workspace
  • Close transfer order line tasks in Enterprise Asset Workspace
  • Submit a recall order for your enterprise assets
  • Complete the Prepare task for a recalled enterprise asset
  • Complete the Notation task for a recalled enterprise asset
  • Complete the recall process for an enterprise asset through an on-site repair
  • Complete the recall process for an enterprise asset through an off-site repair
  • Complete the recall process for an enterprise asset through an asset replacement
  • Complete the recall process for an enterprise asset through an asset retirement
  • Asset fields for enterprise assets
  • Swap assets for parent multi-component asset
  • Select assets for user-assembled asset
  • Release assets from the parent asset
  • Create additional child assets
  • Use consumable assets in Enterprise Asset Workspace
  • Dispose consumable assets in Enterprise Asset Workspace
  • Create custom model categories
  • Model fields for Enterprise Asset Management
  • Create enterprise model components
  • Revert normalization
  • Create custom enterprise model type
  • Create custom enterprise model library
  • Create custom enterprise product models
  • Create a contract for leased enterprise assets
  • Begin the lease-end process for an expiring enterprise asset lease contract
  • Complete the Planning task for an expiring enterprise asset lease contract
  • Return a leased enterprise asset
  • Buy out a leased enterprise asset
  • Extend the lease contract for an enterprise asset
  • Managing enterprise asset contracts
  • Procuring enterprise assets
  • Use the Contract Management Overview module
  • Tables installed with Contract Management
  • User roles installed with Contract Management
  • Script includes installed with Contract Management
  • Client scripts installed with Contract Management
  • Business rules installed with Contract Management
  • Create a contract renewal request
  • Renew multiple child contracts
  • Supply contract renewal information
  • Add or remove hardware assets for a contract renewal
  • Add or remove entitlements for a contract renewal
  • Update terms and conditions
  • Add rate cards to the new contract
  • Review contract renewal details
  • Approve or reject a contract renewal request
  • Receive a purchase order for contract assets
  • Results of canceling a contract renewal process
  • Contract life cycle
  • Create a software maintenance contract example
  • Add an asset to a contract
  • Add a user to a contract
  • Add a configuration item to a contract
  • Add a document to a contract
  • Renew a contract
  • Cancel a contract
  • Verify contract administrator assignment for notification
  • Approve or reject a contract
  • View approval history on contracts
  • Create a terms and conditions record
  • Add terms and conditions to a contract
  • Build a terms and conditions document within a contract
  • Contract Rate Card form
  • Create a new expense line
  • Add a user or asset to a contract
  • Create a rate card and assign a user or asset
  • Configure rate card expense generation
  • View contract expense lines
  • Run a contract report
  • Define a condition check
  • Domain separation and Contract Management
  • Procurement roles
  • Procurement workflows
  • Use the Procurement Overview module
  • Business rules installed with Procurement
  • Client scripts installed with Procurement
  • Script includes installed with Procurement
  • Tables installed with Procurement
  • User roles installed with Procurement
  • Create a purchase order from a request
  • Create a transfer order from a request
  • Source requests from local stockrooms
  • Add an assignment from a request
  • Track a request from the service catalog
  • Cancel a request from the service catalog
  • Create a purchase order line item
  • Purchase order status
  • Purchase order expected delivery date
  • Cancel a purchase order
  • Cancel a purchase order line item
  • Reorder a purchase order
  • Reorder a purchase order line item
  • Create an asset and reserve it for the requester
  • Receive an asset
  • Create a receiving slip
  • Create a receiving slip line
  • Consumable assets
  • Domain separation and Procurement
  • Tables installed with Product Catalog
  • Roles installed with Product Catalog
  • Script includes installed with Product Catalog
  • Client scripts installed with Product Catalog
  • Business rules installed with Product Catalog
  • Model form fields
  • Add compatible models to a hardware model
  • Add substitute models to a hardware model
  • Create consumable models
  • Create a service model
  • Add model components to a bundle
  • Remove model components from a bundle
  • Publish bundled models to product catalog
  • Software models
  • Create application models
  • Work order models
  • Models created for VMware support and Amazon EC2
  • Add skills to a model
  • Publish models to the hardware or software catalog
  • Delete models
  • Synchronize information
  • Link an item to the hardware catalog
  • Link an item to the software catalog
  • Publish an item to the hardware catalog
  • Publish an item to the software catalog
  • View a vendor list
  • Create a product catalog item
  • Activate a product catalog item
  • Deactivate a product catalog item
  • View model categories
  • Create model categories
  • Create assets manually
  • Edit model categories
  • Delete model categories
  • Domain separation and Product Catalog
  • Subscription summary for IT Asset Management application
  • Domain separation and Cloud Insights
  • Install Cloud Insights
  • Run the Automatic Test Framework (ATF) tests
  • Roles for Cloud Insights users
  • Proxy server configuration for your Cloud Insights MID Server
  • Add an AWS GovCloud service account
  • Add an AWS service account
  • Discovering your cloud resources for use by the Cloud Insights app
  • Create an AWS IAM user policy for Cloud Insights
  • Schedule and manage the jobs that download AWS billing data
  • Cancel a Billing Download job in Cloud Insights
  • Add an AWS CI class type to ensure accurate billing data
  • Cancel a Price Sheet Download job in Cloud Insights
  • Configuring Cloud Insights system properties
  • Add a Microsoft Azure government service account
  • Define the schedule for downloading Azure billing data
  • Schedule and manage the jobs that download Google Cloud billing data
  • Add a Google Cloud CI class type to ensure accurate billing data
  • Setup roles for Google Cloud billing download
  • Update or reassign insights_owner privileges
  • View the service accounts owned by an insights_owner
  • Remove a resource from the Excluded Resources list
  • Create and update a tag category
  • Viewing the Overall Spend Optimization report
  • Last 30 Day Spend report
  • Monthly Spend report
  • Cloud spend Forecast reports
  • Working with and customizing reports
  • Monitoring executions of download and reporting jobs for Cloud Insights
  • Cloud service categories in Cloud Insights for Amazon AWS Cloud services
  • Cloud service categories in Cloud Insights for Microsoft Azure services
  • Cloud service categories in Cloud Insights for Google Cloud services
  • Viewing Budget Forecast information
  • Viewing the Budget Analytics Overview report
  • Viewing the Budget Analytics Trend report
  • Define or update a Budget plan
  • Viewing the overall state of Reservation Plans efforts
  • Viewing the Reservation Plans Spend Optimization reports
  • Implement Reservation Plans recommendations
  • Configure Reservation Plans operations
  • Viewing the overall state of Rightsizing efforts
  • Viewing the Rightsizing Spend Optimization reports
  • Specify rate discounts to enable accurate pricing for Rightsizing recommendations
  • AWS only – Define memory metrics
  • How Rightsizing analysis works for AWS
  • How Rightsizing analysis works for Microsoft Azure
  • How Rightsizing analysis works for Google Cloud
  • Schedule resources to be rightsized
  • Viewing scheduled Rightsizing jobs
  • Viewing completed Rightsizing jobs
  • Move a resource to a different Rightsizing job
  • Exclude a resource from Rightsizing analysis
  • AWS only – Rollback on failed Rightsizing attempts
  • Viewing the overall state of Unused Machines efforts
  • Viewing the Unused Machines Spend Optimization reports
  • Configure Unused Machines operations
  • How Unused Machines analysis works for AWS
  • How Unused Machines analysis works for Microsoft Azure
  • How Unused Machines analysis works for Google Cloud
  • Schedule unused machines to be powered off or terminated
  • Viewing scheduled Unused Machines jobs
  • Viewing completed Unused Machines jobs
  • Move a resource to a different Unused Machines job
  • Exclude a resource from Unused Machines analysis
  • Viewing the overall state of business hours usage
  • Viewing the Business Hours Spend Optimization reports
  • Configure Business Hours operations
  • Managing your business hours processes
  • Viewing Business Hours policies
  • Viewing overall progress on unassigned resources
  • Configure Unassigned Resources operations
  • Implementing accurate resource assignment
  • Viewing Unassigned Resources policies
  • Cloud Spend dashboard
  • Visibility into Cloud Insights KPIs using the Asset Management Executive dashboard
  • Release version :  Tokyo Washington DC Vancouver Utah
  • Updated Aug 4, 2022
  • 2 minutes to read
  • IT Asset Management

Catalog tasks are used to source items and fulfill requests. You can view and edit catalog tasks from a request.

Before you begin

About this task

If a request requires approval, a catalog task is created automatically when the request is approved. If a request does not require approval, a catalog task is created automatically when the request is created.

  • Navigate to All > Procurement > Requests > Tasks .
  • Open a catalog task.
  • Click Update .

Related Content

The Procurement application lets you track a request that was ordered from the service catalog.

You can cancel a request from the service catalog if, for example, the item is no longer needed or the request was not approved.

You can create a purchase order. Purchase orders specify assets to order from a single vendor.

In the procurement process, hardware assets can be created before the assets are delivered. Creating the asset before they're delivered allows you to create the asset record with an asset tag and serial number early in the process and reserve the asset for the user who requested it. The receiver can only select the assets to be received as assets are pre-created.

Models are specific versions or various configurations of an asset. Models are used for managing and tracking assets through various ServiceNow platform asset applications, including Product Catalog, Asset Management, and Procurement.

Task Assignment

  • Add Users to Groups
  • Apply roles to groups
  • Assing Tasks to Groups
  • Assign Tasks to Users
  • Note: Group names are unique in ServiceNow

Assignment rules

Assignment rules can automatically set a value in the assigned_to and assignment_group fields of a task record

Conditions defined in the assignment rule determine when the rule will tribgger and what values it will set

Create an assignment rule by navigating to the System Policy > Rules > Assignment

Assignment data lookup rules can be created by navifating to the System Policy > Rules > Assignment Lookup Rules Module

Agent Intelligence

Agent intelligence uses machine-learning algorithms to set field values during record creation

Improve efficiency and quality, and reduce cost by:

  • Reducing task resolution times
  • Reducing the number of interactions required to resolve tasks
  • Reduce the error rates of categorizing and assigning work

results matching " "

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ServiceNerd

ServiceNow Advanced Reference Qualifier | How to filter the Assignment group based on Assigned To

Been in a predicament in ServiceNow, where you know the person a task needs to be assigned to, but don’t know the right group? I got you!

In this video, we add an advanced reference qualifier on a dictionary override on the assignment group fields (for incidents) that calls a server side script include to run some funky glideRecord queries and return as back a refined list of group sys_id’s. Its then these groups that are shown when you click the Assignment Group magnifying glass.

https://docs.servicenow.com/en-US/bundle/tokyo-platform-administration/page/script/server-scripting/concept/c_ReferenceQualifiers.html

https://www.servicenow.com/community/developer-forum/dynamic-advanced-reference-qualifier-examples/m-p/1386576

Reference Qualifier bit:

javascript:new global.AssignmentGroupFilter().refineAssignmentGroup(current.assigned_to)

Script Include:

Tags: advanced reference qualifier beth anglin GlideRecord reference field reference qualifier script include servicenerd servicenow admin servicenow demo servicenow tutorial sysid in

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servicenow catalog task assignment group

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servicenow catalog task assignment group

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IMAGES

  1. Create an approval workflow for AWS Service Catalog in ServiceNow

    servicenow catalog task assignment group

  2. Activating Catalog Items in the ServiceNow Service Catalog

    servicenow catalog task assignment group

  3. How to Create an Incident Report Based on Assignment Group in

    servicenow catalog task assignment group

  4. Sapling

    servicenow catalog task assignment group

  5. Creating a Catalog Item

    servicenow catalog task assignment group

  6. Example Customizations

    servicenow catalog task assignment group

VIDEO

  1. Streamlining IT Service Requests with Service Catalog Items in ServiceNow #securitymanagement#coding

  2. ServiceNow Catalog Item Creation

  3. ServiceNow Service Catalog Session 5 : How to add custom catalog and items to Portal

  4. Module 4- 2 ServiceNow Service Catalog

  5. ServiceNow Micro Certification Task 2

  6. ServiceNow Service Catalog integration for HashiCorp Terraform

COMMENTS

  1. servicenow

    current.task_fulfillment_group.setValue(assignment_group); as that would be a Sys ID and not the display value of the location. The script would be running on the current task record, so it's accessed using current. Also, take steps to verify that the field name is indeed task_fulfillment_group.

  2. Auto-assign assignment groups

    Table: Catalog Task (sc_task) Condition: Assignment is [blank] Script: current.request_item.request.requested_for.location.u_default_site_group If the Delivery Plan set a specific group, this rule did not run. For the cases where we wanted the Local Assignment Group to get the task, we just made sure the Delivery Plan had a NULL Value for the ...

  3. Configure the group type for assignment groups

    Loading... Loading...

  4. How to auto populate "Assignment Group" field present on ...

    The requirement is to auto-populate the "Assignment Group" field present on the 'sc_req_item" table

  5. Catalog Task workflow activity

    Catalog Task workflow activity - Product Documentation: Vancouver - Now Support Portal.

  6. Configure group types for assignment groups

    Use the Type field to define categories of groups. Once defined, you can use these categories to filter assignment groups based on the group type using a reference qualifier. For example, when selecting.

  7. Assigned to not clearing when Assignment group changes on Catalog Task

    The assigned to field is dependent on the assignment group. On the incident table the assigned to clears when the assignment group changes but this does not happen on other tables like sc_task.

  8. Assignment/fulfillment groups

    That 'Catalog Item' should have a 'Delivery plan' (also called an 'Execution plan') associated with it. If you access the 'Delivery/Execution plans' form, you will see a related list called 'Execution Plan Tasks.' Those tasks are what gets assigned to a group or individual. I will provide some links to documentation: 1.

  9. Service Catalog and Workflow Overview

    In this article we'll dive into the following subjects: Assign Workflows to Catalog Items Adding Tasks ServiceNow Workflow with Service Catalog One of the most powerful ways of automating a process is

  10. Solved: how to create a catalog task based on logged in us ...

    Hi, Instead of checking locations in "If" activity and then creating different tasks might be a redundant approach. What you can do is in the advanced script section of the catalog task activity, you can check for the conditions (as per your requirement) and then dynamiclly set the short description and assignment group for that task through below sample scripts

  11. Inactive assignment rule used in catalog task group ...

    Inactive assignment rule is being implemented on the catalog task when conditions are met. Release London Cause Assignment rules have large cache data which will keep using the inactive rule when the condition

  12. ServiceNow Group Best Practices

    Probably one of the easiest traps people fall under is thinking that groups somehow align to departments. Work doesn't happen in silos, work is collaborative - therefore groups should be collaborative and cross functional. ServiceNow already has a department table structure for that purpose. 5) Don't Hardcode groups.

  13. How to Create Automatic Assignment Group in ServiceNow

    Learn how to create automatic assignment group in ServiceNow, a powerful tool for managing IT services and workflows. This video will show you how to configure the rules and conditions for ...

  14. Service Catalog Tasks Assignment Groups : r/servicenow

    These tasks are being assigned to groups without group members. I need to understand why these tasks are automatically being assigned so the groups can be disabled and the tasks moved. The assignment is most likely happening within the Flow or Workflow that runs when the catalog item is submitted. Yes check the workflow using the workflow ...

  15. Service Catalog Request Fulfillment

    Catalog Task (TASK) - Work is only done on the Catalog Task (TASK) Level. this is where the work is assigned to a group or individual user; Variables - this is where the questions/answers on the request are stored; Approvals - approvals by users and groups; Other details: Requests (REQ) and Requested Item (RITM) are not "assigned" to any ...

  16. ServiceNow

    *Disclaimer: We are reviewing video content for Accessibility standards*How to determine your own, or a colleague's, assignment group.

  17. Assigned to and Assignment group

    Assigned to and Assignment group. The Assigned to [assigned_to] field is a reference field type that points to the Users [sys_user] table. This field is generally used to designate a user to work on, or be responsible for the task. By default, this field has a reference qualifier (role=itil) set on its dictionary record that prevents any non-itil user from being assigned to a task.

  18. Product Documentation

    Edit the fields as necessary. Table 1. The unique number identifying the catalog task. The number of the request to which the catalog task is associated. The information in this field is derived from the Number field on the Request form. The number of the requested item to which the catalog task is associated.

  19. Task Assignment · ServiceNow1

    Note: Group names are unique in ServiceNow; Assignment rules. Assignment rules can automatically set a value in the assigned_to and assignment_group fields of a task record. Conditions defined in the assignment rule determine when the rule will tribgger and what values it will set. Create an assignment rule by navigating to the System Policy ...

  20. ServiceNow Advanced Reference Qualifier

    In this video, we add an advanced reference qualifier on a dictionary override on the assignment group fields (for incidents) that calls a server side script include to run some funky glideRecord queries and return as back a refined list of group sys_id's. Its then these groups that are shown when you click the Assignment Group magnifying glass.

  21. Service Catalog and Workflow Overview

    Service Catalog and Workflow Overview - Support and Troubleshooting - Now Support Portal. In this article we'll dive into the following subjects: Assign Workflows to Catalog Items Adding Tasks ServiceNow Workflow with Service Catalog One of the most powerful ways of automating a process is.

  22. Service Operations Workspace

    Here is what I did: On the Service Operations Workspace open a task. At the top right where your profile name initials are, click and collapse Configure page. Click Form Layout. On the Configuring Catalog Task form page on the available section find Request item. Highlight Request item and click the Expand selected reference field option (this ...

  23. Approval Groups vs Assignment Groups : r/servicenow

    You can use groups for both, but set the "type" differently. E.g an approval group would have the type of "approval" and the resolver groups can have a type of "resolver". This then distinguishes them. Then in your "assignment_group" column on your table you can set a reference qualifier to ONLY filter down on the type of ...