Customize a pattern

Customize an existing pattern to reflect any changes or peculiarities in the configuration item (CI) implementation or setup.

Before you begin

If your ServiceNow instance uses domain separation and you have access to the global domain, select the domain to which the business service belongs from the domain picker ().

Role required: admin or sm_admin

About this task

Typically you must modify a pattern in the following cases:
  • If there is a pre-configured pattern for a CI whose setup is not standard. For example, if the CI uses different reference folders than in a standard setup.
  • If there are changes to the CI that the pattern serves. For example, if a CI supports a new version that was released after you implemented Service Mapping or Discovery.

When you customize a pattern, you actually create a copy of the original pre-configured pattern. While Service Mapping or Discovery use the customized version, the original version is not deleted. When you upgrade your ServiceNow platform, it updates the original pattern, not the customized copy of it.

Customized patterns are not updated automatically.

If at some point you want to abandon the customized pattern and start using the updated original pattern, you can revert to the original pattern as described in Choose the pattern version.

Procedure

  1. Navigate to the appropriate module:
    • Service Mapping > Administration > Discovery Patterns
    • Discovery > Discovery Patterns
  2. Click the pattern you want to modify.
  3. Click Manage Pattern.
    Pattern Designer opens in the new tab.
  4. Modify the relevant sections of the pattern.

What to do next