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Create a quick action

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Create a quick action

Provide easy access to an important item by creating a quick action. For example, create a quick action that opens a Service Catalog item.

Before you begin

Role required: admin

Procedure

  1. Create a function for the quick action.
    1. Navigate to System Mobile > Functions.
      The Function [sys_sg_button] table opens.
    2. Click New.
    3. Complete these fields.
      Field Description
      Name Enter a name for the function record.
      Description Enter a description to enable other users to easily understand the purpose of the function.
      Type

      Select the type of quick action you want to create.

      To create a quick action that opens a Service Catalogitem, select URL.

      For more information about function types, see Configure a smart button function.
      Context Select Global.
      Link Label Enter a label for the link. This value does not display in the user interface.
      Link URL

      Enter the relative URL for the item you want to open when the user clicks the function. For example, to open a Service Catalog item in the Now Mobile portal, enter /mesp?id=sc_cat_item&sys_id=060f3afa3731300054b6a3549dbe5d3e.

      This field only displays if the Type field is URL.

      Relative URL

      Selected.

      This field only displays if the Type field is URL.

      Condition
      Table Enter a table on which the condition runs.
      Condition Condition that should be met for the action to be successful. For a catalog item, enter var item = new sn_sc.CatItem('3f1dd0320a0a0b99000a53f7604a2ef9'); answer = item.canView() && item.isVisibleServicePortal(); to display the quick action only when the end user has permissions to view the item.
      Roles Select roles you want to user to have to view the quick action.
  2. Add an instance of the function you created to the page.
    1. Navigate to Now Mobile App > Applet Launchers.
    2. Open the applet launcher record that you would like to add the quick action to.
    3. Select the Body tab.
    4. Insert a new row in the Quick Actions Menu Maps related list. If you're not able to insert a row, make sure you're in the ServiceNow Now Mobile App Screens and Applet Launcher application scope.
    5. Click the magnifying glass to lookup an item
      The Function Instances [sys_sg_button_instance] table opens.
    6. Click New.
    7. Complete the form.
      Field Description
      Name Enter a name for the function instance.
      Description Enter a description to enable other users to easily understand the purpose of the function instance.
      Parent Select the page on which you are adding the quick action. For example, select Applet Launcher: Homepage to add the quick action to the homepage. Select a value in the Parent table field first.
      Application Read-only application scope.
      Parent table Select Applet Launcher [sys_sg_applet_launcher] to add the quick action to an applet launcher page.
      Function Select the function record that you created earlier.
      Label Add a label to help the user understand what the quick action opens. For example, Report an outage.
      Location Select Quick Action.
      Icon Select an icon to display next to the label.
      Order Enter a number indicating the order that the functions should be listed. If there are multiple instances in the same location, the app displays them from lowest to highest.
    8. Click Submit.
    9. Save the applet launcher record.

Result

Users can open the quick action by selecting the Plus icon icon on the applet launcher page.
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