How To Create A Form Template In Servicenow

Working with ServiceNow is all about filling in forms and moving data across various states. Automating processes that involve these forms can be a real claiming. Here's how to easily practice information technology with Leapwork.

Automatically filling out forms in ServiceNow with external data - whether it's for testing or process automation purposes - can seem like a technically daunting claiming.

Nosotros've made a sample Leapwork automation catamenia for handling ServiceNow forms, forth with a bunch of pre-fabricated, out-of-the-box components, or sub-flows, specifically for ServiceNow automation.

Instructions: Download and install the ServiceNow sample flows.

The "SNC Form Handler" component is especially useful for filling course fields with values using an external data source.

With the standardweb automation components in the Leapwork Automation Platform, information technology's like shooting fish in a barrel to capture a field and fill in a value 1 at a time.

Simply what if there'south a lot of fields to exist filled, or if you're looking to maintain the inputted values in a data source, due east.yard. a spreadsheet, database or similar? In these cases, point-and-click UI automation all the same works, simply using the SNC Form Handler component is much more efficient.

As demonstrated in the video tutorial above, the component accepts iii parameters per field in the form:

• Field type. The component comes with three default field types: 'Text', 'Searchable text', and 'Dropdown'. There are more field types in ServiceNow than these three, merely once y'all've got the basics of this component, it's piece of cake to add together more field types.
• Field label.This is the label in forepart of a course field, eastward.g. 'Priority' in a dropdown field containing several priority levels.
• Field value. The value inputted to the field or particular selected from the dropdown list.

Permit's take a look under the hood of the SNC Form Handler component to sympathize its inner workings:

The 3 parameters mentioned are defined to the left and a Switch component handles the different Field Types. Depending on the Field Blazon, i of 3 embedded sub-flows are then triggered. For example, if the Field Type is "Text", then the "SNC Set up Text Field by Characterization" sub-flow is triggered, passing two of the parameters, Field Label and Field Value, to the sub-flow.

Going one pace deeper, the component "SNC Set Text Field by Label" looks similar this on the inside:

In this component, three things happen:

1. The value of the "Field label" parameter is added to the Leapwork action log to certificate that this label has been handled. This is purely for documentation purposes and has no functional purpose.
2. Using the sub-flow "SNC Get Field Id from Label", we transform the value of the "Field Characterization" parameter to a "Field Id". In ServiceNow, all fields have a unique Id which is the all-time way to specify and interact with the fields. In about cases, the Id is non known by the user designing the automation flows, making it much easier to simply specify the label in front of the field instead.
3. One time the "Field Label" parameter has been used to capture the Id of the field, the sub-menstruation "SNC Set Text Field by Id" sets the value of the text field using the captured Field Id and the value of the "Field Value" parameter.

Using external information sources when automating ServiceNow forms

As mentioned to a higher place, setting a field requires three parameters: Type, Label, and Value.

Automatically filling a form with several fields is hands done by using the SNC Class Handler component in combination with an external data source, e.k. a spreadsheet, a database, a web service, etc. This way, the component provides the three parameters for each field in the course, and the data source provides the values to exist inputted in the fields. When the automation flow is executed, Leapwork tin can iterate through all rows of data in the information source, if needed.

In the instance below, the Leapwork component "Read Excel" is used for data-driven automation of a ServiceNow course.

First, we want to specify which data in the spreadsheet, we want to use. This is done with the "Select Range" functionality.

Detect, that this information set contains 3 columns: Field Type, Field Label, and Field Value- each with seven rows of data.

The column headers are used as input parameters for the SNC Form Handler component. With Leapwork, driving information this is simply done by visually connecting data sources to the component using the data equally input. The connectors are the blue arrows in the screenshot below.

This is all at that place is to pattern a data-driven automation flow involving an Excel-file and a ServiceNow form. Note that the method 'Iterate' is selected, which means that  Leapwork will go through all rows of the selected data range, procedure them one at a time, and execute the SNC Form Handler component for each row of data.

One time all data rows take been processed and values accept been applied in the ServiceNow class, the automation flow moves on to whatever action is next to be executed.

Download and install the ServiceNow sample flows.

Everything yous need for ServiceNow automation

Bank check outLeapwork's tutorials, out-of-the-box samples, and educational resources to get started with ServiceNow automation.

Or kick-off your ServiceNow automation with our whitepaper:

Source: https://www.leapwork.com/learn/automate-servicenow-forms

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