Skip to main contentSkip to search
Powered by Zoomin Software. For more details please contactZoomin
Product Documentation | ServiceNowProduct Documentation | ServiceNow
Product Documentation | ServiceNow
  • Home
  • Technical Documentation
  • Release Notes
  • API Implementation
  • Accessibility
  • EnglishDeutsch日本語한국어FrançaisPortuguês
  • CommunityAsk questions, give advice, and connect with fellow ServiceNow professionals.
    DeveloperBuild, test, and deploy applications
    DocumentationFind detailed information about ServiceNow products, apps, features, and releases.
    ImpactAccelerate ROI and amplify your expertise.
    LearningBuild skills with instructor-led and online training.
    PartnerGrow your business with promotions, news, and marketing tools
    ServiceNowLearn about ServiceNow products & solutions.
    StoreDownload certified apps and integrations that complement ServiceNow.
    SupportManage your instances, access self-help, and get technical support.

Yokohama Now Platform Capabilities

Filters

Clear All Filters
Versions
Products
Clear All Filters

Unlink documents from a parent record

Watch
Save as PDF
Save topicSave topic & subtopicsSave entire publication
Share this page
Share to emailCopy latest version URL
Feedback
Print
Table of contents
  • Extend ServiceNow AI Platform capabilities
    • Configuration Management
      • Configuration Management Database (CMDB)
        • Exploring CMDB
          • Overview of CMDB
          • CMDB tables descriptions
          • CMDB schema model
            • Configuration Item [cmdb_ci] class
            • Hardware [cmdb_ci_hardware] class
            • Computer [cmdb_ci_computer] class
            • Server [cmdb_ci_server] class
            • CMDB Workspace store app
              • Explore CMDB Workspace
                • Home view in CMDB Workspace
                  • Cloud vs Non-cloud resources
                • My Work view in CMDB Workspace
                • CMDB 360 view in CMDB Workspace
                • Insights view in CMDB Workspace
                • Management view in CMDB Workspace
                • Configuration identifiers framework
              • Configure CMDB Workspace
                • Set up CMDB Workspace
                • Modify important actions on the Home view of CMDB Workspace
                • Add a quick link to the Home view of CMDB Workspace
                • Configure datacenters for the Cloud vs Non-cloud resources chart
                • Configure CI classes for the Cloud vs Non-cloud resources chart
                • Request additional attributes for a new CI being created in a workspace
                • Limit the class list for a new CI being created in a workspace
              • Create a CI manually in CMDB Workspace
              • Resume a disabled scheduled job for the Cloud vs Non-cloud resources chart
              • Edit a related table from CMDB performance insights
              • Edit a data source from CMDB performance insights
              • Edit a scheduled data import from CMDB performance insights
              • CMDB Workspace reference
                • Class-specific criteria for the Cloud vs Non-cloud resources chart
                • Components installed with CMDB Workspace
            • API Insights
              • Exploring API Insights
              • Configuring API Insights
                • Configuring installation
                  • Install API Insights
                  • Assign roles
                • Configuring settings to manage API data and imports
                  • Configure data model recommendation settings
                  • Configure instance API import settings
                • Configuring settings to organize APIs
                  • Configure flows
                  • Configure settings to manage APIs
              • Monitoring and analyzing API data
              • Managing API data
                • View all APIs
                • Search for an API or API component
                • Compare APIs
                • Connect to an API creation tool
                • Request access to an API
                • Identify and resolve API data gaps
                • Manage your team's API data
                • View API details
                • Manage application service relationships
              • Managing API access requests
                • Manage requests received for API access in API Insights
                • Manage requests sent for API access in API Insights
              • Optimizing clustering recommendations
                • View API clustering recommendations
                • Accept clustering recommendation
              • Managing API data connections
                • View API data connections overview
                • Monitor connection configuration progress
                  • View an API data connection
                  • Create an API data connection
                  • Explore connectors for API data
              • API Insights reference
                • Components installed with API Insights
                • Properties
                • Domain separation and API Insights
            • CMDB Identification and Reconciliation (IRE)
              • Exploring CMDB Identification and Reconciliation
                • Components and process of Identification and Reconciliation
                  • Identification and Reconciliation engine (IRE)
              • Configuring CMDB Identification and Reconciliation
                • Identification rules
                  • Create a CI identification rule
                  • Create an identification inclusion rule
                  • General guidelines for using CMDB Identification
                • Reconciliation rules
                  • Create a CI reconciliation rule
                  • Create a data refresh rule
                • Configure CI reclassification during IRE processing
                • Create an IRE data source rule
                • CMDB dependent relationship rules
                  • Create dependent relationship rules
              • Applying CI Identification and Reconciliation to Import Sets
              • Detecting duplicate CIs
              • Generating and simulating payload execution using identification simulation
              • View a reclassification task
              • IRE support for non-CMDB tables
                • Create an identification rule for a non-CMDB table
                • Create a reconciliation rule for a non-CMDB table
                • Create a data refresh rule for a non-CMDB table
                • Create an identification inclusion rule for a non-CMDB table
                • Create an IRE data source rule for non-CMDB tables
              • CMDB Identification and Reconciliation reference
                • Domain separation and CMDB Identification and Reconciliation
                • Properties for Identification and Reconciliation
                • IRE error messages
                • Components installed with Identification and Reconciliation
            • Populating the CMDB
            • Backing up CMDB data
            • CMDB 360/Multisource CMDB
              • CMDB 360 experience in CMDB Workspace
                • Configure the CMDB 360 dashboard
                • Create a CMDB 360 Get Records query
                • Create a CMDB 360 Find Gap query
                • Create a CMDB 360 Compare Attribute Values query
                • Schedule a CMDB 360 query for a report
              • Exclude classes from CMDB 360
              • Recompute CI attribute values
              • Multisource Report Builder (legacy)
              • Components related to CMDB 360
            • CMDB data management
              • Working with CMDB Data Manager
              • CMDB Data Manager experience in CMDB Workspace
                • Administer Data Manager in CMDB Workspace
                  • Get started with CMDB Data Manager in CMDB Workspace
                  • Manage retirement definitions for CMDB Data Manager
                  • Manage exclusion lists for CMDB Data Manager in CMDB Workspace
                  • Create a CMDB Data Manager policy in CMDB Workspace
                  • Publish a draft Data Manager policy in CMDB Workspace
                  • View CMDB Data Manager policies in CMDB Workspace
                  • View CMDB Data Manager analytics in CMDB Workspace
                • Review CMDB Data Manager tasks in CMDB Workspace
              • CMDB Data Manager (Core UI)
                • Create a CMDB Data Manager policy (in Core UI)
                • Approve or reject a CMDB Data Manager task (in Core UI)
                • Edit and activate a retirement definition (in Core UI)
                • Manage exclusion lists of CMDB Data Manager (in Core UI)
              • Retirement definitions
              • Duplicate CIs remediation
                • CI de-duplication experience in CMDB Workspace
                  • Create a de-duplication template
                  • Run a template to remediate de-duplication tasks
                  • Remediate a single de-duplication task
                  • Publish or unpublish a de-duplication template
                  • Schedule a de-duplication template
                  • Retire a de-duplication template
                • Review de-duplication tasks (legacy)
                • Remediate a de-duplication task (legacy)
                • Manually create a de-duplication task
                • Manage default related items list
                • Properties related to remediation of duplicate CIs
                • Components installed for duplicate CI remediation
              • CIs attestation
                • Review attestation tasks in CMDB Workspace
              • Data Certification
                • Data Certification experience in CMDB Workspace
                  • Convert legacy certification schedules into Data Manager Certification policies
                  • Review certification tasks in CMDB Workspace
                  • Review failed certification tasks in CMDB Workspace
                • Data Certification on Core UI
                  • Activate Data Certification
                    • Installed With Data Certification
                  • Certification schedules
                  • Certification tasks
                  • Certification elements
                  • Certification instances
                  • Certification audit instances
                  • Certification audit definition
                  • Data Certification Overview module
                    • Use the Data Certification Overview module
                  • Data Certification planning
                    • Create a certification filter
                    • Define a certification schedule
                    • Preview a certification task
                    • Use a certification schedule notification
                    • Define and create a certification audit
                    • Track a certification audit instance
                  • Data certification performance
                    • View and resolve certification tasks
                    • Certify an element
                      • View an audit result
                    • Export the certification list
                    • Reset certifications
                    • Track a task with a certification instance
                    • Cancel a certification instance
                    • Track a certification task
                    • Escalate a certification task
                    • Escalate a certification task from the certification task list
                  • Reassign a certification task
                  • Send certification task reminders
                    • Send an email reminder from the certification task form
                    • Send an email reminder from the certification task list
                  • Mark a certification task as closed incomplete
                  • Certification tasks cancellation
                    • Cancel an individual task
                    • Cancel all tasks in an instance
                  • Domain separation and Data Certification
              • Components related to CMDB Data Manager
            • CMDB groups
            • CMDB Compliance
              • Compliance Activation
              • Installed with Compliance
              • Compliance Overview module
              • Architecture Compliance
                • Architecture Compliance Overview module
              • Desired State
                • Desired State Overview module
                • Desired State reporting
              • Certification audits
                • Create a compliance audit
                • Copy an audit
                • Schedule and run an audit
                • Certification audit results
                  • View an audit result
                  • Delete an audit result
                  • View an audit result in the Compliance view
                • Results preview
                • Health windows
              • Certification filters
                • Compliance filter
                • Create a filter
                • Copy a filter
                • Delete a certification filter
                • Manage a filter version in a form
              • Certification follow-on tasks
              • Certification templates
                • Create or edit a certification template
                • Clone a Certification template
                • Manage Certification template versions
                • Delete a Certification template
              • Scripted audits
                • Create a scripted audit
                • Script methods
            • Managing proposed changes
            • Intelligent Search for CMDB
            • Unified Map
              • Configuring Unified Map — Admin settings
                • Configure how many nodes can appear on a map
                • Configure the default or maximum number of levels on maps
                • Configure endpoint deduplication on maps
                • Configure which CIs appear on the map based on life cycle stage value
                • Configure how to display related items on the map
                • Configure which attributes to display in the Unified Map Attributes panel
                • Configure how to display connections to a referenced class on the map
                • Configure which relationship layers should appear on the map for a class
              • Controlling Unified Map contents and appearance
              • Editing maps in Unified Map
                • Use the map editor to add a CI to a map
                • Create or modify a connection using the map editor
                • Delete a connection using the map editor
                • Use the map editor to delete all connections to and from a CI
              • Filter a map by layer types, CI classes, or relationship types
                • Save your custom filter settings as a user preset
                • product/configuration-management/task/unified-map-manage-shared-preset.html
              • View a summary of map contents on the Overview panel
              • View the attributes of a CI or a relationship
              • View service instances for a CI
                • Service Mapping data that appears on maps
              • View related items for a CI
                • Configure the Related items panel
              • Viewing related items on the Unified Map timeline
              • View historical changes for a CI
            • Dependency Views
              • Supported browsers for Dependency Views
              • Domain separation and Dependency Views
              • Dependency Views map
              • Dependency Views map menus and controls
              • Cluster nodes in a Dependency Views map
              • Virtual grouping of nodes in a Dependency Views map
              • Use Dependency Views
                • View a Dependency Views map
                • Save or load a Dependency Views map
                • Delete a saved Dependency Views map view
                • Change the layout of Dependency Views map
                • Filter the view of a Dependency Views map
                • View metrics for CIs in a Dependency Views map
                • Perform actions on nodes in a Dependency Views map
                • Export a Dependency Views map
                • View collapsed nodes in a Dependency Views map
              • Administer Dependency Views
                • Create or modify map indicators
                • Create or modify map icons
                • Create a predefined filter
                • Set a predefined filter as default
                • Create or modify Map Related Items
                • Create or modify Dependency Views menu actions
                • Condition and script parameters for menu actions
                • Create or edit a dependency type
              • Properties for Dependency Views
              • Components installed with Dependency Views
            • CMDB Query Builder
              • Exploring CMDB Query Builder
              • Configuring CMDB Query Builder
                • Configure CMDB Query Builder settings
                • Configure the relationships to query on
                • Batch size for CMDB Query Builder queries
              • Navigation in CMDB Query Builder
              • Build a CMDB query using the CMDB Query Builder
              • Build a Service Mapping query using the CMDB Query Builder
              • Run a partial CMDB query
              • Delete a CMDB query
              • Create a report in CMDB Query Builder
                • Create a basic report
                • Create a dynamic report
              • Search for a saved query
              • Schedule a CMDB query
              • Export and import a CMDB query
                • Export and import a query as an update set
              • CMDB Query Builder reference
                • Domain separation and CMDB Query Builder
                • Property settings for CMDB Query Builder
                • Example queries
                  • CMDB query example — servers connected to database
                  • CMDB query example — critical application services
                  • CMDB query example — application services with incident or change
                  • CMDB query example — hardware with Windows installed
                  • Service Mapping query example — Linux servers in services
            • Monitor system foundations in the CSDM and the CMDB Data Foundations Dashboards
              • CMDB Data Foundations dashboard
              • CSDM Data Foundations dashboard
            • CMDB Health
              • Explore CMDB Health
                • Overview of CMDB Health
                • CMDB Health KPIs and metrics
              • Set up and configure CMDB Health
                • Configure KPI and metrics preferences
                • Set a CI attribute to be mandatory
                • Set a CI field to be recommended
                • Create a CMDB Health orphan rule
                • Create a CMDB Health staleness rule
                • Create health inclusion rule
                • Configure aggregation weights for CMDB Health score calculations
                • CMDB Health system properties
                • Enable and configure a CMDB Health Dashboard job
              • CMDB Health experience in CMDB Workspace
              • View CMDB Health dashboard
              • View relationships health
              • View CI health
              • Create a CMDB remediation rule
                • Apply CMDB remediation
              • CMDB Health process tracking
                • CMDB Health process status: failure threshold reached
                • CMDB Health process status: incomplete score
              • CMDB Health reference
                • Domain separation in CMDB Health
                • Components installed with CMDB Health
            • CI Class Manager
            • CMDB CI Lifecycle Management (legacy)
              • Get started with CI Lifecycle Management
              • Lifecycle management APIs
              • Components installed by CI Lifecycle Management
              • Activate the CI Lifecycle Management scheduled job
              • Define a CI action
              • Define compatible CI actions
              • Define a not-allowed CI action
              • Set priority for an operational state
              • Define a non-allowed operational transition
            • View CMDB benchmarks
            • Useful related lists in CI forms
            • Platform Analytics Solution for Configuration Management (CMDB)
            • Now Assist for Configuration Management Database (CMDB)
              • Exploring Now Assist for Configuration Management Database (CMDB)
                • Supporting information for Now Assist for CMDB
              • Configuring Now Assist for Configuration Management Database (CMDB)
                • Install Now Assist for Service Graph Connectors (SGC)
                • Configure Now Assist for Configuration Management Database (CMDB)
                • Property settings for Now Assist for CMDB agentic workflows
                • Configure the CI summarization skill
                • Enable a Now Assist for Service Graph Connectors (SGC) skill
                • Integrating Now Assist for Service Graph Connectors (SGC) with SGC Central
              • Using Now Assist for CMDB
                • Use Now Assist to diagnose a Service Graph Connector issue
                • Use the Now Assist manage duplicate CIs skill
                • CI creator agentic workflow
                • CMDB governance agentic workflow
                • CMDB search agentic workflow
                • Use the Now Assist CI summarizer AI agent
            • CMDB reference
              • Domain separation and Configuration Management Database (CMDB)
              • List of classes added by the CMDB CI Class Models app
              • CMDB APIs (CMDB SDK)
              • Quick start tests for Configuration Management Database (CMDB)
              • CMDB glossary
          • CMDB classifications and class dependency
            • Dependent CIs management
            • CMDB record types
            • Related Lists of CI components
              • Teams related list
            • Create a CI class
            • Reclassify a CI
            • Delete CIs
            • View and edit class definitions and metadata
            • Update the list of classes in the Principal Class filter
          • CI relationships in the CMDB
            • Suggested class relationships
            • Add a suggested relationship
            • Relationship governance rules
            • CI relations formatter
              • Domain separation and the relations formatter and the CI relationship editor
              • Create or edit a relationship filter
              • Exclude relationships from the relations formatter view
              • Legacy CI relations formatter
            • CI relationship editor
              • Create or edit a CI relationship
              • Delete a CI relationship
              • Legacy CI relationship builder
            • Relation qualifier
            • CI relationship security
            • Create a CI relation rollup
          • CMDB CI Class Models
            • Install the CMDB CI Class Models app
            • API extension classes
              • Unmatched API extension classes
            • Avi load balancer extension classes
            • BYOL model of RDS for Oracle extension classes
            • Cassandra extension classes
            • DNS resource record classes
            • Firewall extension classes
            • IBM Hardware Management Console (HMC) extension classes
            • Internet of Things (IoT) extension classes
            • Kong extension classes
            • Kubernetes extension classes
            • Network Intrusion Detection System (NIDS) CI extension class
            • Network Inventory (NI) extension classes
            • Nutanix extension classes
            • OpenStack extension classes
            • Operational Technology (OT) extension classes
            • Red Hat Virtualization (RHV) extension classes
            • Transport Layer Security (TLS) extension classes
            • VMware NSX load balancer extension classes
            • Extend classes and rules
          • Baseline CMDB
          • CMDB Workspace store app
            • Explore CMDB Workspace
              • Home view in CMDB Workspace
                • Cloud vs Non-cloud resources
              • My Work view in CMDB Workspace
              • CMDB 360 view in CMDB Workspace
              • Insights view in CMDB Workspace
              • Management view in CMDB Workspace
              • Configuration identifiers framework
            • Configure CMDB Workspace
              • Set up CMDB Workspace
              • Modify important actions on the Home view of CMDB Workspace
              • Add a quick link to the Home view of CMDB Workspace
              • Configure datacenters for the Cloud vs Non-cloud resources chart
              • Configure CI classes for the Cloud vs Non-cloud resources chart
              • Request additional attributes for a new CI being created in a workspace
              • Limit the class list for a new CI being created in a workspace
            • Create a CI manually in CMDB Workspace
            • Resume a disabled scheduled job for the Cloud vs Non-cloud resources chart
            • Edit a related table from CMDB performance insights
            • Edit a data source from CMDB performance insights
            • Edit a scheduled data import from CMDB performance insights
            • CMDB Workspace reference
              • Class-specific criteria for the Cloud vs Non-cloud resources chart
              • Components installed with CMDB Workspace
          • API Insights
            • Exploring API Insights
            • Configuring API Insights
              • Configuring installation
                • Install API Insights
                • Assign roles
              • Configuring settings to manage API data and imports
                • Configure data model recommendation settings
                • Configure instance API import settings
              • Configuring settings to organize APIs
                • Configure flows
                • Configure settings to manage APIs
            • Monitoring and analyzing API data
            • Managing API data
              • View all APIs
              • Search for an API or API component
              • Compare APIs
              • Connect to an API creation tool
              • Request access to an API
              • Identify and resolve API data gaps
              • Manage your team's API data
              • View API details
              • Manage application service relationships
            • Managing API access requests
              • Manage requests received for API access in API Insights
              • Manage requests sent for API access in API Insights
            • Optimizing clustering recommendations
              • View API clustering recommendations
              • Accept clustering recommendation
            • Managing API data connections
              • View API data connections overview
              • Monitor connection configuration progress
                • View an API data connection
                • Create an API data connection
                • Explore connectors for API data
            • API Insights reference
              • Components installed with API Insights
              • Properties
              • Domain separation and API Insights
          • CMDB Identification and Reconciliation (IRE)
            • Exploring CMDB Identification and Reconciliation
              • Components and process of Identification and Reconciliation
                • Identification and Reconciliation engine (IRE)
            • Configuring CMDB Identification and Reconciliation
              • Identification rules
                • Create a CI identification rule
                • Create an identification inclusion rule
                • General guidelines for using CMDB Identification
              • Reconciliation rules
                • Create a CI reconciliation rule
                • Create a data refresh rule
              • Configure CI reclassification during IRE processing
              • Create an IRE data source rule
              • CMDB dependent relationship rules
                • Create dependent relationship rules
            • Applying CI Identification and Reconciliation to Import Sets
            • Detecting duplicate CIs
            • Generating and simulating payload execution using identification simulation
            • View a reclassification task
            • IRE support for non-CMDB tables
              • Create an identification rule for a non-CMDB table
              • Create a reconciliation rule for a non-CMDB table
              • Create a data refresh rule for a non-CMDB table
              • Create an identification inclusion rule for a non-CMDB table
              • Create an IRE data source rule for non-CMDB tables
            • CMDB Identification and Reconciliation reference
              • Domain separation and CMDB Identification and Reconciliation
              • Properties for Identification and Reconciliation
              • IRE error messages
              • Components installed with Identification and Reconciliation
          • Populating the CMDB
          • Backing up CMDB data
          • CMDB 360/Multisource CMDB
            • CMDB 360 experience in CMDB Workspace
              • Configure the CMDB 360 dashboard
              • Create a CMDB 360 Get Records query
              • Create a CMDB 360 Find Gap query
              • Create a CMDB 360 Compare Attribute Values query
              • Schedule a CMDB 360 query for a report
            • Exclude classes from CMDB 360
            • Recompute CI attribute values
            • Multisource Report Builder (legacy)
            • Components related to CMDB 360
          • CMDB data management
            • Working with CMDB Data Manager
            • CMDB Data Manager experience in CMDB Workspace
              • Administer Data Manager in CMDB Workspace
                • Get started with CMDB Data Manager in CMDB Workspace
                • Manage retirement definitions for CMDB Data Manager
                • Manage exclusion lists for CMDB Data Manager in CMDB Workspace
                • Create a CMDB Data Manager policy in CMDB Workspace
                • Publish a draft Data Manager policy in CMDB Workspace
                • View CMDB Data Manager policies in CMDB Workspace
                • View CMDB Data Manager analytics in CMDB Workspace
              • Review CMDB Data Manager tasks in CMDB Workspace
            • CMDB Data Manager (Core UI)
              • Create a CMDB Data Manager policy (in Core UI)
              • Approve or reject a CMDB Data Manager task (in Core UI)
              • Edit and activate a retirement definition (in Core UI)
              • Manage exclusion lists of CMDB Data Manager (in Core UI)
            • Retirement definitions
            • Duplicate CIs remediation
              • CI de-duplication experience in CMDB Workspace
                • Create a de-duplication template
                • Run a template to remediate de-duplication tasks
                • Remediate a single de-duplication task
                • Publish or unpublish a de-duplication template
                • Schedule a de-duplication template
                • Retire a de-duplication template
              • Review de-duplication tasks (legacy)
              • Remediate a de-duplication task (legacy)
              • Manually create a de-duplication task
              • Manage default related items list
              • Properties related to remediation of duplicate CIs
              • Components installed for duplicate CI remediation
            • CIs attestation
              • Review attestation tasks in CMDB Workspace
            • Data Certification
              • Data Certification experience in CMDB Workspace
                • Convert legacy certification schedules into Data Manager Certification policies
                • Review certification tasks in CMDB Workspace
                • Review failed certification tasks in CMDB Workspace
              • Data Certification on Core UI
                • Activate Data Certification
                  • Installed With Data Certification
                • Certification schedules
                • Certification tasks
                • Certification elements
                • Certification instances
                • Certification audit instances
                • Certification audit definition
                • Data Certification Overview module
                  • Use the Data Certification Overview module
                • Data Certification planning
                  • Create a certification filter
                  • Define a certification schedule
                  • Preview a certification task
                  • Use a certification schedule notification
                  • Define and create a certification audit
                  • Track a certification audit instance
                • Data certification performance
                  • View and resolve certification tasks
                  • Certify an element
                    • View an audit result
                  • Export the certification list
                  • Reset certifications
                  • Track a task with a certification instance
                  • Cancel a certification instance
                  • Track a certification task
                  • Escalate a certification task
                  • Escalate a certification task from the certification task list
                • Reassign a certification task
                • Send certification task reminders
                  • Send an email reminder from the certification task form
                  • Send an email reminder from the certification task list
                • Mark a certification task as closed incomplete
                • Certification tasks cancellation
                  • Cancel an individual task
                  • Cancel all tasks in an instance
                • Domain separation and Data Certification
            • Components related to CMDB Data Manager
          • CMDB groups
          • CMDB Compliance
            • Compliance Activation
            • Installed with Compliance
            • Compliance Overview module
            • Architecture Compliance
              • Architecture Compliance Overview module
            • Desired State
              • Desired State Overview module
              • Desired State reporting
            • Certification audits
              • Create a compliance audit
              • Copy an audit
              • Schedule and run an audit
              • Certification audit results
                • View an audit result
                • Delete an audit result
                • View an audit result in the Compliance view
              • Results preview
              • Health windows
            • Certification filters
              • Compliance filter
              • Create a filter
              • Copy a filter
              • Delete a certification filter
              • Manage a filter version in a form
            • Certification follow-on tasks
            • Certification templates
              • Create or edit a certification template
              • Clone a Certification template
              • Manage Certification template versions
              • Delete a Certification template
            • Scripted audits
              • Create a scripted audit
              • Script methods
          • Managing proposed changes
          • Intelligent Search for CMDB
          • Unified Map
            • Configuring Unified Map — Admin settings
              • Configure how many nodes can appear on a map
              • Configure the default or maximum number of levels on maps
              • Configure endpoint deduplication on maps
              • Configure which CIs appear on the map based on life cycle stage value
              • Configure how to display related items on the map
              • Configure which attributes to display in the Unified Map Attributes panel
              • Configure how to display connections to a referenced class on the map
              • Configure which relationship layers should appear on the map for a class
            • Controlling Unified Map contents and appearance
            • Editing maps in Unified Map
              • Use the map editor to add a CI to a map
              • Create or modify a connection using the map editor
              • Delete a connection using the map editor
              • Use the map editor to delete all connections to and from a CI
            • Filter a map by layer types, CI classes, or relationship types
              • Save your custom filter settings as a user preset
              • product/configuration-management/task/unified-map-manage-shared-preset.html
            • View a summary of map contents on the Overview panel
            • View the attributes of a CI or a relationship
            • View service instances for a CI
              • Service Mapping data that appears on maps
            • View related items for a CI
              • Configure the Related items panel
            • Viewing related items on the Unified Map timeline
            • View historical changes for a CI
          • Dependency Views
            • Supported browsers for Dependency Views
            • Domain separation and Dependency Views
            • Dependency Views map
            • Dependency Views map menus and controls
            • Cluster nodes in a Dependency Views map
            • Virtual grouping of nodes in a Dependency Views map
            • Use Dependency Views
              • View a Dependency Views map
              • Save or load a Dependency Views map
              • Delete a saved Dependency Views map view
              • Change the layout of Dependency Views map
              • Filter the view of a Dependency Views map
              • View metrics for CIs in a Dependency Views map
              • Perform actions on nodes in a Dependency Views map
              • Export a Dependency Views map
              • View collapsed nodes in a Dependency Views map
            • Administer Dependency Views
              • Create or modify map indicators
              • Create or modify map icons
              • Create a predefined filter
              • Set a predefined filter as default
              • Create or modify Map Related Items
              • Create or modify Dependency Views menu actions
              • Condition and script parameters for menu actions
              • Create or edit a dependency type
            • Properties for Dependency Views
            • Components installed with Dependency Views
          • CMDB Query Builder
            • Exploring CMDB Query Builder
            • Configuring CMDB Query Builder
              • Configure CMDB Query Builder settings
              • Configure the relationships to query on
              • Batch size for CMDB Query Builder queries
            • Navigation in CMDB Query Builder
            • Build a CMDB query using the CMDB Query Builder
            • Build a Service Mapping query using the CMDB Query Builder
            • Run a partial CMDB query
            • Delete a CMDB query
            • Create a report in CMDB Query Builder
              • Create a basic report
              • Create a dynamic report
            • Search for a saved query
            • Schedule a CMDB query
            • Export and import a CMDB query
              • Export and import a query as an update set
            • CMDB Query Builder reference
              • Domain separation and CMDB Query Builder
              • Property settings for CMDB Query Builder
              • Example queries
                • CMDB query example — servers connected to database
                • CMDB query example — critical application services
                • CMDB query example — application services with incident or change
                • CMDB query example — hardware with Windows installed
                • Service Mapping query example — Linux servers in services
          • Monitor system foundations in the CSDM and the CMDB Data Foundations Dashboards
            • CMDB Data Foundations dashboard
            • CSDM Data Foundations dashboard
          • CMDB Health
            • Explore CMDB Health
              • Overview of CMDB Health
              • CMDB Health KPIs and metrics
            • Set up and configure CMDB Health
              • Configure KPI and metrics preferences
              • Set a CI attribute to be mandatory
              • Set a CI field to be recommended
              • Create a CMDB Health orphan rule
              • Create a CMDB Health staleness rule
              • Create health inclusion rule
              • Configure aggregation weights for CMDB Health score calculations
              • CMDB Health system properties
              • Enable and configure a CMDB Health Dashboard job
            • CMDB Health experience in CMDB Workspace
            • View CMDB Health dashboard
            • View relationships health
            • View CI health
            • Create a CMDB remediation rule
              • Apply CMDB remediation
            • CMDB Health process tracking
              • CMDB Health process status: failure threshold reached
              • CMDB Health process status: incomplete score
            • CMDB Health reference
              • Domain separation in CMDB Health
              • Components installed with CMDB Health
          • CI Class Manager
          • CMDB CI Lifecycle Management (legacy)
            • Get started with CI Lifecycle Management
            • Lifecycle management APIs
            • Components installed by CI Lifecycle Management
            • Activate the CI Lifecycle Management scheduled job
            • Define a CI action
            • Define compatible CI actions
            • Define a not-allowed CI action
            • Set priority for an operational state
            • Define a non-allowed operational transition
          • View CMDB benchmarks
          • Useful related lists in CI forms
          • Platform Analytics Solution for Configuration Management (CMDB)
          • CMDB reference
            • Domain separation and Configuration Management Database (CMDB)
            • List of classes added by the CMDB CI Class Models app
            • CMDB APIs (CMDB SDK)
            • Quick start tests for Configuration Management Database (CMDB)
            • CMDB glossary
      • Common Service Data Model
        • Exploring the CSDM framework
          • Common Service Data Model — conceptual model
            • Foundation domain in the CSDM framework
            • Design domain in the CSDM framework
            • Build domain in the CSDM framework
            • Manage Technology Management Services domain in the CSDM framework
            • Sell/Consume domain in the CSDM framework
            • Manage Portfolio domain in the CSDM framework
        • Implementing the CSDM framework in stages
          • Activate the CSDM plugin
          • Configure the CSDM Data Foundations dashboard
          • Migrate and sync existing data to the CSDM framework
            • Assistance with the CSDM life-cycle sync process
          • Enabling CSDM life-cycle sync between asset and CI to support product instance
          • CSDM implementation stages — Foundation
          • CSDM implementation stages — Crawl
          • CSDM implementation stages — Walk
          • CSDM implementation stages — Run
          • CSDM implementation stages — Fly
        • Managing the CSDM framework
          • CSDM Data Foundations dashboard
            • Auto-generate product models for logical CIs
          • Specifying attributes and relationships for service instances
          • Monitoring and managing service instances
          • Matching the usage of dynamic CI groups to service type
            • Synchronizing group assignment attributes
            • Set the group for a CI or an entire class of CIs
            • Synchronize user groups for a technology management offering
        • Applying CSDM guidelines to your product — product views
          • Problem Management product view
            • Problem Management and CSDM tables
            • Problem Management use case
            • Problem Management considerations
        • CSDM reference
          • CSDM glossary
          • CSDM life-cycle terms
          • How CSDM concepts map to CMDB tables
          • CI relationships in the CSDM
          • Life cycle value definitions for product entities
          • Life cycle value definitions for tangible/physical entities
          • Life cycle value definitions for intangible/logical entities
          • Life cycle value definitions for document and contract entities
          • Life cycle value definitions for location entities
          • How life-cycle values for Asset, CI, and IBI are synced
          • 'Foundation' stage reports on the CSDM Data Foundations dashboard
          • 'Crawl' stage reports on the CSDM Data Foundations dashboard
          • 'Walk' stage reports on the CSDM Data Foundations dashboard
          • 'Run' stage reports on the CSDM Data Foundations dashboard
          • 'Fly' stage reports on the CSDM Data Foundations dashboard
          • Document life cycle
          • Hardware life cycle
          • Location life cycle
          • Logical life cycle
          • Product life cycle
          • Life cycle mapping form
      • Application services
        • Create an application service
          • Populate application services using top-down discovery
          • Populate an application service using the Dynamic CI Group method
          • Populate application services using tags
          • Populate an application service using the Manual method
          • Populate an application service using the Dynamic Service method
        • Monitor the health of application services on the Application Services dashboard
        • Modify the attributes and relationships required for application services
        • Convert business services to application services
        • Convert legacy manual services into dynamic application services
        • Manually add CIs to an application service
        • Manually update an application service with changes from the CMDB
        • Link application services
        • Group application services
        • Control user access to application services
        • View an application service map in base system
        • View CI attributes in an application service map in classic Service Mapping
        • View the change history of application services in classic Service Mapping
        • Compare two versions of an application service in classic Service Mapping
        • Use application services APIs
        • Components installed with application services
      • Integrating third-party data into CMDB
        • Integration Commons for CMDB
          • CMDB Integrations Dashboard
          • Operation types
          • Template scripts
          • Configuring ADM adapter
          • Accessing connection details
          • Managing CMDB data deletion
          • Partition size computation
          • Quick start tests
        • IntegrationHub ETL
          • Create an ETL transform map
          • Add before and after scripts
          • Duplicate an ETL transform map
        • Getting started with Service Graph Connectors
        • Service Graph Connectors
          • Service Graph Connector for Active Directory
            • Configure the connector
            • CMDB classes targeted
          • Service Graph Connector for AWS
            • Configure the AWS environment
              • AWS resources used by the connector
              • Download the AWS scripts
              • Prerequisites for executing scripts
              • Executing scripts required for setting up AWS
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Quick start tests
            • Accessing connection details
            • Additional features
              • Enable optimized deletion
              • Enable optimized data source performance
              • Handling import failures
              • Handling memory utilization errors
              • Set partition size for AWS accounts
              • Disable parallel loading
              • Handling parallel deletion
              • Enable mapping of Cloud Os Image
            • Reference
              • Supported resource types
              • Life cycle management of AWS resources
              • Record removal process
          • Service Graph Connector for ExtraHop
            • Configure the connector
            • CMDB classes targeted
          • Service Graph Connector for GCP
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Accessing connection details
            • Handling import failures for large resources
            • Life cycle management of GCP resources
            • Record removal process
          • Service Graph Connector for Google Console
            • Configure the connector
            • CMDB classes targeted
          • Service Graph Connector for Infoblox
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Accessing connection details
          • Service Graph Connector for Jamf
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Accessing connection details
            • Configuring data synchronization
            • Properties
          • Service Graph Connector for Microsoft Azure
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Quick start tests
            • Accessing connection details
            • Additional features
              • Setting up multiple connections and workspaces
              • Set partition size for Azure accounts
              • Configuring data synchronization
              • Enabling VM insights
            • Reference
              • Supported resource types
              • Life cycle management of Azure resources
              • Properties
          • Service Graph Connector for Microsoft Defender Endpoint
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Properties
            • Accessing connection details
            • Life cycle management of Microsoft Defender for Endpoint resources
          • Service Graph Connector for Microsoft Intune
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Accessing connection details
            • Properties
          • Service Graph Connector for Microsoft SCCM
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Upgrade from the legacy plugin
            • Upgrade from an earlier version
            • Enable software editions
            • Accessing connection details
          • Service Graph Connector for Netskope
            • Configure the Service Graph Connector for Netskope
          • Service Graph Connector for Observability - AppDynamics
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Accessing connection details
          • Service Graph Connector for Observability - Datadog
            • Configure the connector
            • CMDB classes targeted
          • Service Graph Connector for Observability - Dynatrace
            • Configure using SGC Central
            • Configure the connector
            • CMDB classes targeted
            • Set up push notifications
            • Properties
            • Accessing connection details
          • Service Graph Connector for Observability - New Relic
            • Configure the connector
            • CMDB classes targeted
          • Service Graph Connector for OpenTelemetry
            • Configure the connector
            • CMDB classes targeted
            • Properties
            • Linking inferred services
            • Accessing connection details
          • Service Graph Connector for Qualys
            • Configure the Service Graph Connector for Qualys
            • Service Graph Connector for Qualys APIs
            • CMDB classes targeted
          • Service Graph Connector for Rapid7
            • Configure the connector
            • CMDB classes targeted
          • Service Graph Connector for SentinelOne
            • Configure the Service Graph Connector for SentinelOne
            • CMDB classes targeted
          • Service Graph Connector for Splunk
            • Configure the Service Graph Connector for Splunk
            • Service Graph Connector for Splunk add-on
            • Install the add-on for the Service Graph Connector for Splunk
            • CMDB classes targeted in the Service Graph Connector for Splunk
          • Service Graph Connector for SolarWinds
            • Configure the connector
            • CMDB classes targeted
            • Accessing connection details
            • Configuring air gap connections
              • Air gap configuration in high-secure server
              • Air gap configuration in low-secure server
              • Air gap configuration in ServiceNow instance
              • Test data load for air gap solution
              • Full data load for air gap solution
          • Service Graph Connector for Tanium
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Accessing connection details
          • Service Graph Connector for Trellix
            • Configure using SGC Central
            • Configure using guided setup
            • CMDB classes targeted
            • Accessing connection details
          • Service Graph Connector for VMware Workspace ONE UEM
            • Configure the connector
            • CMDB classes targeted
            • Create multi-instance support
          • Service Graph Connector for Wiz
            • Set up the Wiz environment
            • Configure using SGC Central
            • Configure using guided setup
            • Target tables
            • Properties
            • Supported Wiz types
            • Accessing connection details
          • Domain separation and Service Graph Connectors
          • Service Graph Connector Support Tools
            • Install Service Graph Connector Support Tools
            • Resolving Service Graph Connector issues
        • API Service Graph Connectors
          • API Service Graph Connector for Apigee X
            • Configure using SGC Central
            • Configure using guided setup
            • Target tables
            • Accessing connection details
          • API Service Graph Connector for AWS API Gateway
            • Configure using SGC Central
            • Configure using guided setup
            • Target tables
            • Accessing connection details
          • API Service Graph Connector for Azure API Management
            • Configure using SGC Central
            • Configure using guided setup
            • Target tables
            • Accessing connection details
          • API Service Graph Connector for Kong Gateway
            • Configure using SGC Central
            • Configure using guided setup
            • Target tables
            • Accessing connection details
        • SGC Central
          • Exploring SGC Central
          • Configuring SGC Central
            • Install SGC Central
            • Configure scheduled jobs
            • Explore connectors
              • Update a connector
              • Install a connector using an entitlement
              • Install a connector from ServiceNow Store
            • Configure connector settings
          • Managing connections
            • Perform initial setup tasks
            • Create a connection
            • Update a connection
            • View a connection
            • Monitor and analyze connections
            • Diagnose a processing error
            • Access IntegrationHub ETL
          • SGC Central reference
            • Components installed with SGC Central
            • Domain separation and SGC Central
    • Manage instance data sources
      • Entity view action mapper
        • Exploring Entity View Action Mapper
          • View configurations, view templates, and configuration bundles for EVAM
        • Configuring entity view action mapper
          • Define a data source
          • Define an EVAM view template
          • Define an EVAM configuration bundle
        • Managing Entity View Action Mapper
          • Create a multi-data source list display in Entity View Action Mapper
          • Create an EVAM definition
          • Create an EVAM action definition
        • Entity View Action Mapper reference
          • Roles required for EVAM
          • Domain separation and EVAM
      • Instance Data Replication
        • Exploring Instance Data Replication
          • Continuous replication
          • Bidirectional replication
          • Discrete replication
          • Scheduled replication
        • Configuring Instance Data Replication
          • Request an Instance Data Replication subscription
          • Preparing for Instance Data Replication
          • Preserving table hierarchy in Instance Data Replication
          • Upgrading legacy replication sets to V2 in Instance Data Replication
            • Upgrade legacy replication sets in Instance Data Replication
            • Rolling back an upgrade in Instance Data Replication
          • Upgrading your instance with Instance Data Replication enabled
        • Replicating data with Instance Data Replication
          • Set up continuous replication
          • Set up bidirectional replication
          • Set up discrete replication
          • Set up scheduled replication
            • Cancel scheduled replication
          • Seed a consumer instance
          • Modifying replication behavior in IDR
          • Transform replication data
            • Warning and error messages for schema validation in Instance Data Replication
          • Reconfigure a replication set
        • Administering Instance Data Replication
          • Manage consumer access to replication data in Instance Data Replication
            • Revoke access to replicated data for Instance Data Replication
            • Restore access to replication data for Instance Data Replication
          • Comparing replicated data between instances in Instance Data Replication
            • Find missing or mismatched records in Instance Data Replication
            • Reseed missing or mismatched records in Instance Data Replication
          • Deploying a replication configuration from one instance to another in Instance Data Replication
            • Deploy a replication configuration through an update set in Instance Data Replication
          • Cloning with Instance Data Replication
          • Monitoring replication status in Instance Data Replication
          • Monitoring queues in Instance Data Replication
          • Preventing insert and update errors in Instance Data Replication
          • Resolving data replication errors in Instance Data Replication
            • Run Instance Data Replication diagnostics
            • Review synchronization errors in Instance Data Replication
            • Discover replication delays in Instance Data Replication
            • Fix seeding errors in Instance Data Replication
            • Find Instance Data Replication errors
            • Configure error notifications in Instance Data Replication
            • Status messages and status errors for a consumer replication set in Instance Data Replication
            • Instance Data Replication XML stats
        • Instance Data Replication reference
          • Data privacy in Instance Data Replication
          • Adapter descriptions for Instance Data Replication
          • Excluded tables in Instance Data Replication
          • Domain separation and IDR
          • Instance Data Replication properties
          • Instance Data Replication roles
      • MetricBase
        • Exploring MetricBase
        • Configuring MetricBase
          • Requesting the MetricBase product
          • Working with MetricBase demo data
            • Getting familiar with MetricBase
            • Get familiar with MetricBase APIs
        • Defining and collecting MetricBase data
          • Create a time-series definition in MetricBase
          • MetricBase retention policy schedules
          • MetricBase retention policies
          • Accessing MetricBase data
            • Access MetricBase data using the list command
            • Retrieving MetricBase data using REST and JavaScript
          • Detecting anomalies in MetricBase data using predictive models
            • Create and train a predictive model
        • Triggering flows using MetricBase data
          • Create a MetricBase band trigger
          • Create a MetricBase linear predictor trigger
          • Create a MetricBase gap trigger
          • Create a MetricBase model trigger
          • Execute triggers conditionally
          • Assign a trigger to a flow
          • View trigger logs
        • Managing MetricBase
        • MetricBase reference
          • Developer resources
          • Domain separation and MetricBase
          • MetricBase roles
      • MID Server
        • Exploring MID Server
        • Configuring MID Server
          • Prepare network connections for MID Servers
          • Installing the MID Server
            • Create the MID Server user and grant the role
            • Download the MID Server files
            • Install a MID Server on Linux
            • Install a MID Server on Windows
            • Validate the MID Server
            • Test MID Server connectivity
            • Install multiple MID Servers on a single system
            • Use MID Server guided setup
          • Configuring MID Servers
            • MID Server selection
              • Configure a default MID Server for each application
              • Configure an IP address range for the MID Server
              • Override the MID Server selection filter
            • Using MID Server IP range auto-assignment
            • File permission enforcement for Windows MID Servers
            • Map an IP address to a DNS name
            • Configure MID Server capabilities
            • Configure a MID Server cluster
            • Set MID Server thread use
            • Install and uninstall Nmap on a MID Server
            • Configure MID Server as WinRM trusted host
            • MID Server domain separation
            • Synchronize a JAR file to MID Servers
            • vCenter event collector
            • SNMP trap collector extension
            • MID Server Resource Reservation
            • Containerized MID Server
              • Build MID Server Docker Image for Linux
              • Containerized MID Server Deployment and Auto-configuration
                • MID Server Deployment Request
              • Containerized MID Server Autoscaling
            • Configure a MID Server for IPv6
        • Securing and encrypting MID Server data
          • MID Server certificate check policies
          • Encrypt or decrypt MID Server configuration file values
          • MID Server configuration file security
            • Encrypt MID Server configuration data with DPAPI
            • Use CyberArk as a secure configuration provider
            • Change MID Server configuration file security schemes
            • MID Server ISecuredConfigProvider interface
            • MID Server IMidServerEncrypter interface
          • MID Server authentication credentials and SOAP requests
          • MID Server unified key store
          • Enable MID Server mutual authentication
          • MID Server Azure Key Vault integration
          • MID Server command audit log
          • Rekey a MID Server
          • Add SSL certificates for the MID Server
          • MID Server SSH cryptographic algorithms
          • Attach a script file to a file synchronized MID Server
          • MID Server FIPS Enforced Mode
          • MID Server Governance
        • MID Server reference
          • MID Server system requirements
          • MID Server upgrades
            • MID Server pre-upgrade check
            • Pinning a MID Server to a specific version
            • Upgrade the MID Server manually
          • Resolving MID Server issues
            • MID Server active issues
            • MID Server fails to start
            • Active MID Server post-cloning credential issues
            • MID Server resource threshold alerts
            • MID Server user connectivity issues
            • Interpreting MID Server user debugging output
            • MID Server Upgrade History
          • MID Server ECC Queue
          • MID Server dashboard
          • MID Server properties
          • MID Server parameters
          • MID Server Configuration Parameter settings and priority
          • MID Server File Cleaner
          • MID Server protected records and reserved characters
          • MID Server privileged commands
          • MIDSystem methods
          • Manually start, stop, and restart a MID Server
          • MID Server heartbeat
          • Set the MID Server JVM memory size
          • Pause the MID Server
      • Remote tables
        • Activate the remote tables plugin
        • Create a remote table
        • Create script definitions for a remote table
          • Example 1: Retrieving all incident records from an external source
          • Example 2: Retrieving specific records from a third-party source
          • Example 3: Insert a record in an external source
          • Example 4: Update a record in an external source
          • Example 5: Delete a record in an external source
        • Create a flow definition for a remote table
          • Define a flow logic
        • Debugging remote table script definitions
        • Domain separation and remote tables
    • Manage content capabilities
      • Document Services
        • Document Management
          • Exploring Document Management
            • Document Management plugin
          • Activate Document Management
          • Document security and access
            • Share documents with users
            • Share documents with groups
            • Share documents with roles
            • Share documents with user criteria
          • Using Document Management
            • Document repository
              • Create a document record
              • Document versions
                • Create a document version
              • Download a document
              • Share a document link
              • Modify a shared link access
              • Delete a document link
              • Delete documents
            • Document approval and publish process
              • Create a document approval revision rule
              • Add a reviewer
              • Add an approver
              • Send a document version for review and approval
              • Approve or reject a document version
              • Approve or reject a document version through email
              • Publish a document
            • Digital signature for PDF documents using CAC or PIV smart cards
              • Install Document Template integration with digital signatures using a smart card
              • Set up a document template for signing documents using a CAC or PIV smart card
                • Property value for digital signature using CAC or PIV smart cards
              • Sign document templates for PDF documents using CAC or PIV smart card
              • Review the digitally signed document
            • Document references
              • Create document references from document record
              • Create document reference from References
              • Delete a document reference from document record
            • Linking documents to a parent record
              • Enable viewing related documents in a parent record
              • Create a document record in a parent record
              • Upload a document version in a parent record
              • Download a document from its parent record
              • Link existing documents to a parent record
              • Unlink documents from a parent record
              • Delete a document from a parent record
            • Document Management lists
              • Group document templates in a list for creating and linking documents to a target record
              • Add a document template to a document list
              • Create documents using document lists for a target table record
            • Document attachments in an activity stream
              • Include document actions in an activity stream
            • Redact sensitive data from documents
              • Redact data from documents
            • Document Management integration with external content providers
              • Attach a document from an external provider
              • Upload to an external provider
              • Sync versions
          • References
            • Components installed with Document Management
            • Document Management roles
            • Domain separation and Document Management
        • Document Viewer
          • Enable Document Viewer
          • Document Viewer plugins
          • Enable accessibility features for DOCX to PDF conversion
          • View attachments with Document Viewer
          • Disable Document Viewer
        • PDF generation and accessibility
        • Managed Documents
          • Managed Document features
            • Managed Document concepts
            • Defining Document Workflow
            • Defining Document Parameters
              • Defining Approval Rules
              • Defining Audiences
              • Defining Classifications
              • Defining Name Components
              • Defining Name Formats
            • Domain separation and Managed Documents
          • Managed Documents plugin
            • Install the Managed Documents plugin
          • Knowledge Document plugin
            • Installed with Knowledge Document plugin
            • Link documents to Knowledge articles
          • Create a document
            • Document approval
            • Review process
            • Enable electronic signature for approval
            • Publish an approved revision
            • Submit a revision for draft review
            • Create or request a new document
              • Specify an approver
            • Check in a document
            • Copy a document
            • Deactivate a document
            • Reopen a deactivated document
            • Roll back a document
            • Cancel a document
            • Check out a document
            • Create a document collection
            • Upload a document
          • Create a new managed document record
          • Check in a document after making changes
          • Check out a document to make changes
          • Publish a document in Managed Documents
          • Send a document out for review and approval
          • Upload a document as an attachment
        • Multi Provider Document Services Framework
          • Explore Multi Provider Document Services Framework
          • Activate Multi Provider Document Services Framework
          • Integrate with Document Services
            • Microsoft OneDrive integration with Document Services
              • Document Services Framework for Microsoft OneDrive
              • Setup Microsoft OneDrive for Document Services
              • Register Microsoft OneDrive as an OAuth provider for Document Services
            • Google Drive integration with Document Services
              • Document Services Framework for Google Drive
              • Set up Document Services framework for Google Drive
          • Using Multi Provider Document Services Framework
            • Create provider details
            • Create document actions
            • Create provider permissions
            • Configure permissions
          • Reference Multi Provider Document Services framework
            • Installed with Multi Provider Document Services Framework
            • Multi Provider Document Services Framework Framework roles
      • Knowledge Management
        • Exploring Knowledge Management
          • Sitemap Generator for the Knowledge Portal
          • I18N - Knowledge internationalization
          • Scoped knowledge bases
          • Machine learning solutions for Knowledge Management
            • Predictive Intelligence for Knowledge Management
          • Knowledge article templates
          • Knowledge blocks
          • Knowledge subscriptions
          • Knowledge demand insights
          • Self-Service Analytics
            • Self-Service Analytics concepts
          • Translation management
          • Knowledge-Centered Service configuration
          • Article quality index for knowledge management
          • Article versioning
          • Ownership groups
          • Automating feedback management to improve content
          • Migrate to Knowledge Management v3
        • Configuring Knowledge Management
          • Activate the Knowledge Management Advanced plugin
          • Knowledge Management setup guide for admins
          • Knowledge base setup guide for knowledge admins and managers
          • Activate the sitemap configuration and definition records for the Knowledge Portal
          • Activate the knowledge management internationalization plugin
          • Activate knowledge blocks
          • Enable knowledge blocks for each knowledge base
          • Configure translation management
            • Activate translation management
            • Add a custom Localization Framework setting to enable bulk translations
            • Add a custom Localization Framework setting to enable machine translation
          • Activate Knowledge Management KCS Capabilities
          • Enable languages for a knowledge base
          • Configure the Knowledge Management Service Portal
            • Enable external or public users to view knowledge articles from the Knowledge Management Service Portal
            • Knowledge Management Service Portal widgets
              • Activate the Knowledge Management Service Portal plugin
              • Configure search widget instance options
              • Configure knowledge base tile widget instance options
              • Configure the home page widget instance options
              • Configure sort widget instance options
              • Configure article list widget instance options
              • Configure search results list widget instance options
              • Configure filter facet widget instance options
              • Configure a user action for the article view page
              • Configure article helpful widget instance options
              • Configure article comments instance options
              • Configure related catalog item widget instance options
              • Configure knowledge related articles widget instance options
            • Search using the Knowledge Management Service Portal
            • Integrating Knowledge Management features with the Service Portal
            • Configure custom SEO tags for canonical URLs and localized knowledge articles
            • Enable and configure AI Search for Knowledge Management Service Portal
          • Create a knowledge base
          • Configure knowledge bases for a portal
          • Configure knowledge subscriptions
          • Configuration tasks for knowledge managers
            • Add a knowledge article to featured content
            • Define a knowledge article category
            • Assign a knowledge base manager
          • Configure Self-Service Analytics
            • Activate Self-Service Analytics
            • Configure activity contexts for Self-Service Analytics
            • Configure pattern elements for Self-Service Analytics
            • Configure pattern element groups for Self-Service Analytics
            • Configure activity patterns for Self-Service Analytics
            • Set up the deflection configuration for Self-Service Analytics
            • Configure scheduled jobs for Self-Service Analytics
          • Managing access to knowledge bases and knowledge articles
            • Create user criteria for controlling access to knowledge bases and articles
            • Control access at the knowledge base level through user criteria
            • Control access at the knowledge article level through user criteria
          • Configure Knowledge Management - Add-in for Microsoft Word
            • Activate Knowledge Management - Add-in for Microsoft Word
            • Deploy Knowledge Management - Add-in for Microsoft Word
            • Configure the security for Knowledge Management add-in for Microsoft Word
            • Enable downloading of the source Microsoft Word document for a knowledge article
          • User criteria diagnostics for Knowledge Management
            • Diagnose user access to a knowledge base
            • Diagnose user access to an article
            • Configure access to knowledge bases for unauthenticated users
            • Collect knowledge usage metrics
              • Modify the data retention policy for knowledge usage metrics
          • Configure knowledge article templates
            • Create an article template and use it to create a knowledge article
            • Configure the preview text setting for a standard article template
            • Restrict access to fields in an article template
            • Generate SEO information for articles using article templates
          • Integration with external knowledge sources
            • Activate the External Content Integration plugin
            • Define an external knowledge source
            • Import content from an external knowledge source
            • Open knowledge search results in source system
            • Sample configuration for integrating external knowledge content
          • Duplicate knowledge article numbers
          • Create a custom knowledge homepage
          • View knowledge logs
            • Search Log fields and description
            • View Log fields and description
            • View the source of a knowledge article search
            • Modify the data retention policy for View logs
          • Use extension points for Knowledge Management
          • Train the similarity solution for Knowledge Management to find related articles
          • Enable actionable knowledge feedback
            • Create field mapping from an HR case to a knowledge article
            • Add a property to enable creating knowledge articles from HR cases
            • Create a UI action to enable creating knowledge articles from HR cases
          • Enable creating an article from a customer service case
          • Configuration tasks for knowledge demand insights
            • Configure Knowledge Demand Insights
            • Configure solution definitions to find gaps in a knowledge base
            • Configure the mapping of solution definitions with task tables
            • Set the frequency of knowledge gap analysis
            • Assign knowledge gap feedback tasks to content authors
            • Analyze knowledge gaps from a demand insights dashboard and create knowledge gap feedback tasks
        • Using Knowledge Management
          • Knowledge Management guide for users
          • Knowledge Management Service Portal homepage features
          • Using search in Knowledge Management Service Portal
          • Knowledge Management Service Portal article view page features
            • Knowledge article URL parameters
          • Managing email notifications in Knowledge Management
            • Set knowledge notification preferences
          • Using the homepage of Knowledge Management v3
            • Search using Knowledge Management v3
            • Import a Word document to a knowledge base using Knowledge Management v3
          • Request a knowledge base
          • Import a Word document to a knowledge base
          • Use knowledge on mobile devices
          • Using Now Mobile for Knowledge Management
            • View the most popular or recently viewed articles in the Now Mobile Information applet
            • Browse articles in the Now Mobile Information applet
            • Search for an article in the Now Mobile Information applet
            • View an article in the Now Mobile Information applet
            • Provide feedback for a knowledge article in the Now Mobile Information applet
          • Manage ownership groups
          • Use article versioning
            • Manually update customized files
            • Check out a published article and create a new version
            • Revert an outdated article to the current state
            • View all versions of an article
            • Compare two versions of an article
            • Retire a versioned article
            • Disable the article versioning feature
          • Using knowledge blocks
            • Create a knowledge block
              • Select user criteria for a knowledge block
              • Retire a knowledge block
            • Add knowledge blocks to a knowledge article
            • Preview a knowledge article with knowledge blocks
            • Knowledge blocks authoring in Agent Workspace
              • View a knowledge block in Agent Workspace
              • Knowledge block details displayed in Agent Workspace
              • Create a knowledge block in Agent Workspace
              • Edit a knowledge block in Agent Workspace
              • Publish a knowledge block in Agent Workspace
              • Approve a knowledge block in Agent Workspace
              • Add a knowledge block to a knowledge article in Agent Workspace
              • Preview a knowledge article with knowledge blocks in Agent Workspace
              • Retire a knowledge block in Agent Workspace
            • Integrating a custom search or knowledge article viewer with knowledge blocks
              • KBPortalServiceImpl - Global
              • KBBlock - Global
          • Use knowledge subscriptions
            • Subscribe to a knowledge base
            • Unsubscribe from a knowledge base
            • Subscribe to a knowledge article
            • Unsubscribe from a knowledge article
            • Manage knowledge subscriptions
          • Use translation management
            • Create translation assignments for knowledge articles
            • Auto-create translation tasks
            • Bulk Translation for knowledge articles
              • Use Bulk Translation for manual translation
                • Request bulk translations for multiple knowledge articles
                • Translate multiple knowledge articles into different languages
              • Use Bulk Translation for Dynamic Translation
                • Translate knowledge articles using Dynamic Translation
            • Translate a knowledge article from a translation task
            • Translate knowledge blocks within an article
            • Request missing translations for available languages
          • Work on a feedback task
          • Track the progress on a feedback task
          • Use Article Quality Index
            • Create an AQI checklist
            • Assign an AQI checklist to a knowledge base
            • Remove an AQI checklist from a knowledge base
            • Delete questions from an AQI checklist
            • Perform the Article Quality Index review
            • View all pending and completed AQI reviews
            • Delete AQI reviews
          • Managing KCS article states
          • Knowledge article creation from an incident
            • Create field mapping from an incident to a knowledge article
            • Add a property to enable creating knowledge article from incidents
            • Create a UI action to enable creating knowledge articles from incidents
          • Knowledge content migration from v2 to v3
        • Creating and maintaining articles
          • Create a knowledge article
          • Edit a knowledge article
          • Editing functions for knowledge articles in the HTML editor
            • Managing HTML content in knowledge articles
            • Formatting options for knowledge articles
            • Paste content without formatting into the knowledge article
            • Adding tables to knowledge articles
            • Insert an image in a knowledge article
            • Format a code snippet automatically in knowledge articles
            • Insert a table of contents in knowledge articles
            • Find and replace text in knowledge articles
            • Accessibility checker in the toolbar
            • Undo or redo typing actions or formatting while authoring knowledge articles
          • Map related articles
          • Map catalog items related to an article
          • Schedule a knowledge article for publishing
          • Recall an article that is being reviewed
          • Approve an article that is being reviewed
          • Retire a knowledge article
          • Republish a retired article
          • Move a knowledge article
          • Comment on a knowledge article
          • Create knowledge from incident or problem
          • Create an article version by importing a Word document
          • Using human readable URLs for the Knowledge article page
            • Enable Human Readable URLs for the Knowledge Article View page
          • Select a knowledge article category
          • Associate a knowledge article with a taxonomy category
          • Authoring a knowledge article in Agent Workspace
            • View a knowledge article in Agent Workspace
            • Viewing knowledge article details in Agent Workspace
            • Provide feedback for a knowledge article in Agent Workspace
            • Create a knowledge article in Agent Workspace
            • Publish a knowledge article in Agent Workspace
            • Edit a knowledge article in Agent Workspace
            • Map a related article in Agent Workspace
            • Map a related item in Agent Workspace
            • Add an affected product to a knowledge article in Agent Workspace
            • Schedule a knowledge article for publishing in Agent Workspace
            • Work on a feedback task in Agent Workspace
            • Create a knowledge article from a feedback task in Agent Workspace
            • Edit a knowledge article from a feedback task in Agent Workspace
            • Compare knowledge article versions in Agent Workspace
            • Recall an article that is being reviewed in Agent Workspace
            • Approve a knowledge article in Agent Workspace
            • Request translations for missing languages in Agent Workspace
            • Translate a knowledge article in Agent Workspace
            • Translate a knowledge article from a translation task in Agent Workspace
          • Authoring a knowledge article in Microsoft Word
            • Log in to your ServiceNow instance for authoring knowledge articles in Microsoft Word
            • View a knowledge article in Microsoft Word
            • Create a knowledge article in Microsoft Word
            • Edit a knowledge article in Microsoft Word
            • Unlink knowledge articles from linked Microsoft Word documents
            • Publish a knowledge article in Microsoft Word
            • Schedule a knowledge article for publishing in Microsoft Word
            • Recall an article that is being reviewed in Microsoft Word
          • Create a knowledge article from a customer service case
          • Provide feedback on knowledge articles
        • Knowledge Management reference
          • Domain separation and Knowledge Management
          • Additional plugins for Knowledge Management
          • Components installed with Knowledge Management Core
          • Components installed with knowledge blocks
          • Knowledge Management roles
          • Knowledge Management properties
          • Quick start tests for Knowledge Management
          • Understanding access to the Knowledge knowledge base
          • Knowledge workflows
          • Knowledge Management Service Portal properties
          • Knowledge Management v3 homepage and Knowledge Management Service Portal comparison
          • SEO for canonical URLs and localized versions of knowledge articles
          • Article versioning changes
          • Feedback on article versions
          • Knowledge article version numbers
          • Knowledge article version information
          • Validity of a knowledge article
          • Knowledge article states
          • Knowledge subscription email notification templates
        • Analytics and Reporting Solutions for Knowledge Management
          • Knowledge Management Platform Analytics Solutions
            • Knowledge Management dashboard
            • Knowledge Management Overview dashboard
              • Update the navigation path for the Knowledge Management Overview dashboard
          • Pareto chart for Knowledge Demand Insights
          • Demand Insights for Cases dashboard
          • Demand Insights for Incidents dashboard
          • Demand Insights for HR Cases dashboard
      • Now Assist in Knowledge Management
        • Exploring Now Assist in Knowledge Management
        • Configuring Now Assist in Knowledge Management
          • Configuring the KB generation skill
            • Configure skill for Now Assist context menu
            • Configure and activate the Now Assist Identify duplicate articles skill
        • Using Now Assist in Knowledge Management
          • Generate a Knowledge article from the Now Assist panel
          • Generate a Knowledge article from the classic environment with Now Assist
          • Generate a Knowledge article using multi-language support
          • Edit an article using the Now Assist context menu
          • Identify and review duplicate Knowledge articles
      • Response templates
        • Activate response templates
          • Components installed with response templates
        • Create or modify a response template
    • Manage service capabilities
      • Self-service
        • Exploring Self-service
          • Service catalog requests
            • Add new request items
            • Amazon EC2 instance request from the Service Catalog
              • Request an instance
              • Terminate an instance
            • Check-out redirect property
            • Delete request items
            • Place a request
            • Create incidents and change requests from a requested item
            • View request status
          • Service Delegation
            • Add the Delegates related list to a user profile
            • Delegate approvals and tasks to another user
      • Service Administration
        • Exploring Service Administration
          • Assessments and Surveys
            • Exploring Assessments and Surveys
            • Surveys
              • Using surveys
                • Survey questionnaires
                  • Take a survey
                • Survey responses and results
                  • View results for all surveys
                  • View the results for a survey
                  • View a survey scorecard
                    • Survey scorecard category results
                    • Survey scorecard question results
                    • Survey scorecard average ratings
                    • Survey scorecard history
                    • Export a survey scorecard as an image
                  • Export a quiz scorecard as an image
                  • Request translations for surveys
                  • Edit translations for surveys
                  • Survey responses in a database view
                • Survey administration
                  • View survey reports
                  • Survey designer
                    • Survey designer elements
                    • Configure a survey in the survey designer
                    • Survey categories
                      • Create a category in the survey designer
                      • Create a survey category in a survey
                    • Create a question in the survey designer
                    • Survey question data types
                    • Create custom metric type
                    • Edit a survey in the survey designer
                    • Configure category weights for a survey
                  • View a survey instance
                  • Survey users and groups
                    • Create a survey user group
                    • Select recipients for a survey in the Survey Designer
                    • Designate a survey user
                    • Designate or remove multiple survey users at one time
                    • Allow recipients to retake a survey
                  • Copy a survey
                  • Publish a survey
                    • Publish a survey in the Survey Designer
                  • Customize the appearance of a survey
                  • Survey definitions
                    • Modify a survey definition
                    • Schedule periods
                  • Create a survey designer template question
                  • Survey questions
                    • Create or modify survey questions
                    • Survey question data types
                    • Survey question template
                      • Create a survey question template
                      • Update min and max values to match templates
                    • Add a metric category and metric in the question bank for surveys
                      • Configure metric categories or metrics for a survey using the question bank
                    • Create or modify answer options
                    • Change the order of survey questions
                  • Survey trigger conditions
                    • Configure a trigger condition for a survey
                    • Trigger condition example
                  • Survey distribution
                    • Email notifications for surveys
                    • Send survey invitations to users
                    • Define a recipients list for surveys
                    • Add a recipients list to a survey
                    • Embed a survey within the Outlook email client
                    • Enable localization for a survey
                    • Survey URLs
                      • Obtain and distribute a general survey URL
                      • Deactivate auto-notification for surveys
                      • Obtain a survey instance URL
                      • Test a survey URL
                    • Create a survey module
                    • Sharing surveys
                      • Export a survey
                      • Import a survey
                      • Use update sets for surveys and assessments
                    • Configure a survey in the Connect chat support
                  • Outlook Actionable Messages
                    • Install Outlook Actionable Messages plugin
                    • Customize fields for the approval message
                      • Customize fields in the approval message for request
                      • Customize fields in the approval message for change request
                    • Enable Advanced view for Outlook Actionable Message definition
                  • Sentiment analysis for surveys
                    • Configure a sentiment connector
                    • Sentiment analysis property
                    • Sentiment analysis results
                  • Surveys in Service Portal and the Now Mobile app
                  • Surveys in ITSM Virtual Agent
                  • Legacy survey migration
                    • Migrate a legacy survey
                    • Survey question migration
                    • Migrated components
                    • Migrated question review
              • Surveys reference
                • Survey roles
                • Key survey terms
                • Survey Overview dashboard
                • Metric Result form
                  • Normalized value for an assessment
                • Domain separation and Surveys
                • Survey Designer Configuration form
                • Properties form
                • Custom Metric form
                • Survey Instance form
                • Survey Question form
                • Trigger Condition form for surveys
                • Recipients List form
            • Assessments
              • Using assessments
                • Assessment administrator tasks
                  • Configure an assessment
                  • Assessment generation
                  • Assessment groups
                  • View an assessment metric category
                    • Assessment metric categories
                      • Create a category for assessable records
                      • Assessable record associations
                        • Manage an assessable record automatically
                        • Manage an assessable record manually
                      • Delete a category
                  • Assessment metrics
                    • Create an assessment metric for a category
                      • Create an assessment metric definition
                      • Change the order of an answer
                      • Metric types and assessable records
                        • Create metric types and generate assessable records
                        • Delete a metric type
                        • Export an assessment
                        • Import an assessment
                        • Use update sets for surveys and assessments
                        • Create an assessment signature
                        • Assessable records
                          • View an assessable record
                          • Enforce a condition to delete an assessable record
                          • Delete an assessable record
                  • Add a metric category and metric in the question bank for assessments
                    • Configure metric categories or metrics for an assessment using the question bank
                  • Copy an assessment
                  • Create a metric template
                    • Metric templates
                    • Update a metric minimum and maximum value to match a template
                  • Category users and stakeholders
                    • Create a category user
                    • Create stakeholders automatically
                    • Associate multiple category users to multiple assessable records
                      • Delete a stakeholder for multiple assessable records
                    • Associate one category user to one assessable record
                    • Associate multiple category users to one assessable record
                      • Delete a stakeholder for one assessable record
                  • On-demand assessments
                    • Generate an on-demand assessment
                    • Generate an on-demand assessment for one assessable record
                    • Generate an on-demand assessment for multiple assessable records
                    • Generate an assessment with the on-demand API
                  • Scheduled assessments
                    • Schedule an assessment
                    • Schedule types
                    • Set an assessment generation schedule
                    • Publish a metric type
                    • Generate a scheduled assessment manually
                    • Generate a vendor type assessment manually
                    • Clean up assessment data
                    • Assessment instances
                    • View an assessment instance
                  • Configure trigger conditions for an assessment
                    • Assessment trigger conditions
                  • Enable manager notifications
                    • Assessment notifications
                    • Assessment notification workflow
                  • View a metric result
                    • Assessment results
                    • Assessment Overview dashboard
                    • View assessment reports
                    • Assessment results calculation
                    • View a bubble chart for assessments
                      • Bubble charts for assessments
                      • Create a bubble chart
                      • Bubble chart components
                      • Assessable record score summaries
                  • View an assessment scorecard
                    • Create a link to a scorecard
                    • Assessment scorecard averages
                    • Assessment scorecard categories
                    • Assessment scorecard category metrics
                    • Assessment scorecard head-to-head compare view
                    • Assessment scorecard history
                    • Live feed view of assessable records
                    • Assessment scorecard ratings
                  • Create a decision matrix
                    • Decision matrixes
                • Take an assessment
                  • Assessments in Service Portal and the Now Mobile app
                  • Assessment questionnaires
                • Metric types and assessable records
                  • Delete an assessable record
                  • View an assessable record
              • Assessments reference
                • Data types for assessments
                • Assessment Metric form
                • Metric Category form
                • Assessment Metric form for a category
                • Trigger Condition form for assessments
                • Domain separation and Assessments
            • Installed with Assessments and Surveys
            • Quick start tests for Assessments and Surveys
            • Quizzes
              • Using Quizzes
                • Set up and administer quizzes
                • Data types for quizzes
                • Activate the quiz designer
                • View quiz reports
                • Quiz designer
                  • Create a quiz
                    • Create quiz categories
                    • Create quiz questions
                    • Configure a template question
                    • Configure a scored question
                    • Configure a quiz
                    • Select a quiz recipient
                    • Publish a quiz
                    • Copy a quiz
                  • Edit a quiz
                    • Configure a scored question
                    • Configure a template question
                  • Enable a quiz retake
                  • View a quiz result
                    • View a quiz designer scorecard
                      • View a quiz scorecard
                      • View an assessment category result
                      • Quiz scorecards
                        • Category results
                        • Question results
                        • Average ratings
                        • Scorecard history
                    • Modify the weight of a category
                • Take a quiz
                • View a quiz instance
                • Add a metric category and metric in the question bank for quizzes
                  • Configure metric categories or metrics for a quiz using the question bank
                • Create quizzes with forms
                  • Set up a category
                  • Select a user for a category
                  • Create questions
                  • Create answers for questions
                  • Distribute a quiz
                  • Modify a published quiz
              • Quizzes reference
                • Quiz scorecards
                  • Category results
                  • Question results
                  • Average ratings
                • Question Properties form
                • Quiz reports
          • Classic approvals
            • Approval engines
              • Set up an approval engine
            • Approval rules
              • Set automatic approval rules
              • Gating approvals
                • Set up a gating approval via an approval rule
                • Set up a gating approval based on the item being ordered
              • Process approvals
              • Approve with a process guide
              • Schematic of a hypothetical approval process
            • Approval summarizer formatter
              • Summarizers
                • Change an approval summarizer
                • Create a new custom approval summarizer
            • Approval with e-signature
              • Activate Approval with e-Signature plugin
              • De-activate e-signatures
              • Select an approval table
              • Set up an approval from a local database
              • Use Multi-Provider SSO to set up an SSO approval for a SAML 2.0 authentication
              • Installed with approval with e-signature
            • Approval status
            • Generate an approval using approval rules
            • Generate approvals using the approvers related list
            • Generate approvals using workflows
            • Multiple approvers
            • Receive notifications
              • Embed an approval request within the Outlook email client
            • Dynamic approval forms
            • Scripts and engines execution order
          • State flows
            • Installed with state flows
            • Use state flows
              • Create a state flow
              • State flow cleanup
              • Work notes
            • Domain separation and State Flows
          • Geolocation
            • Activate geolocation
            • Installed with geolocation
            • Geolocation Google key
            • Geolocation history
            • Location tracking
      • Service Catalog
        • Exploring Service Catalog
          • Catalog Builder overview
          • Types of catalog items
            • Record Producer
              • Create a record producer
              • Create record producers from tables
              • Populate record producer data and redirect users
            • Order guides
              • Create an order guide
                • Configure a sequence to fulfill items in order guides
              • Request an order guide
              • Create an order guide rule to add a catalog item
              • Create an order guide variable
                • Create an item variable assignment
                • Cascade an order guide variable
              • Avoid enforcement of a mandatory field
              • Run order guides automatically
            • Define a content item
            • Configure a default width for service catalog variables
            • Define a regular expression for a variable
            • Pass variables between tasks
            • Create or edit a catalog item
            • Add a catalog item
              • Share catalog items across catalogs
            • Service Catalog customization
              • Cart layout
                • Configure the cart layout
                • Configure Service Catalog cart widgets
                • Configure Service Catalog preview screens
                • Configure Service Catalog status screens
                • Migrating to cart layouts
                  • Migrate customizations and enable cart layouts
                • Legacy flexible checkout and delivery forms
                  • Modifications in the delivery screen
                  • Modifications in the checkout form
              • Define item quantity choices
              • Remove item restrictions
              • Using variables for price setup
              • Set a recurring price
              • Extend the pricing model
              • Hiding prices in the service catalog
              • Clone requests
              • Create scripts
                • Create a custom cart
              • Service catalog home page configuration
                • Configure search and navigation
                  • Refine search results
                  • Configure keyword search for catalog items
                  • Configure AI-based catalog search experience
                • Configure preview
                • Create a renderer
                • Customize a catalog homepage
                • Customize the multi-catalog homepage
                • Show item details in sections or pop-ups
              • Configure Classic Mobile devices
                • Define the mobile layout
                • Limit description sizes in the Classic Mobile UI
              • Using the content management system with the service catalog
                • Manage catalogs in CMS sites
                • Set up catalog portal pages
                • Manage catalog portal pages
          • Service Catalog for managers and end users
            • Service Catalog home page
            • Service Catalog request screens
            • Clone a request
            • View catalog item audit history
            • Saving catalog items to a wish list
          • Service Catalog items
            • Specify related items and articles for a catalog item
            • Add an ordered item link to an item
            • Create a Service Catalog client script
            • Translation of Service Catalog items
            • Monitoring aggregated catalog item data
        • Configuring Service Catalog
          • Service catalog categories
            • Create a category
            • Configure dynamic categories
          • Service catalog setup
            • Set up a service catalog
            • Set up Platform URLs for catalog modules
            • Multiple service catalogs setup
            • Tables provided with multiple service catalogs
          • Service Catalog scoping
            • Scriptable service catalog variables
          • Define filters for My Requests
          • Delegated request experience
            • Configure the default behavior to request items for other users
          • Service Catalog request fulfillment
            • Service catalog workflows
              • Create a catalog workflow
              • Add an activity to a catalog workflow
              • Publish a catalog workflow
            • Execution Plans
              • Create an execution plan
              • Execution plan tasks
              • Creating execution plan tasks
              • Service catalog execution plans
            • Service Catalog checkout models
            • Create a catalog request from another flow
            • Configure a parent mapping for a request
            • State closure in the request fulfillment execution plan
            • View request notifications
          • Service Catalog security
            • Set security for items and categories
              • Create a user criteria record in Service Catalog
              • Apply user criteria to items and categories
              • Extend user criteria
              • User criteria migration
            • Legacy service catalog access controls
              • Service Catalog administration
              • Restrict access
          • Service Catalog and CSDM
            • Service Catalog and CSDM tables
            • Service Catalog use case
            • Service Catalog considerations
        • Creating a Service Catalog Wizard
          • Create declarative actions for Service Catalog Wizards
        • Integrating Service Catalog
          • Service Catalog in Employee Center portal
            • Associate a catalog item with a taxonomy topic in Employee Center
            • Enable Shopping Cart and Add to Wish List options in Employee Center
            • Add an item to the wish list in Employee Center
            • Add a catalog item to the shopping cart in Employee Center
            • Request a catalog item from Employee Center
            • Request an order guide from Employee Center
            • Save a draft of a catalog item
          • Service Catalog in Service Portal
            • Access Service Catalog categories in Service Portal
            • Add an item to the wish list in Service Portal
            • Add a catalog item to the shopping cart
            • Request a catalog item from Service Portal
            • Request an order guide from Service Portal
            • Standard ticket page for a requested item
          • Service Catalog in mobile
            • Fulfiller experience in Mobile Agent
              • Get started with the mobile app for Approvals
              • Manage a catalog request approval
            • Request experience in Now Mobile
              • Configure catalogs
              • Browse catalog items using the catalog hierarchy
              • Submit and track a request
              • Create a quick action in your mobile applications
              • Enable notifications in Now Mobile
              • Enable the cart in Now Mobile
              • Edit the label of Submit button for a record producer
              • Configure Now Mobile properties
          • Service Catalog configuration for Universal Request
            • Configure all catalog items or record producers to create a universal request
        • Service Catalog Reference
          • Service Catalog terms and roles
          • Service Catalog properties
          • Installed with Service Catalog
          • Domain separation and Service Catalog
            • Request for domain separation in Service Catalog
          • Sample ATF tests for Service Catalog in Service Portal
          • Variables to collect data for record producer fields
          • Service catalog variables
            • Types of service catalog variables
              • Attachment
              • Break
              • Check box
              • Container start, container split, and container end
              • Date, Date and time, and Duration
              • Email
              • HTML
              • IP Address
              • Label
              • List collector
              • Lookup multiple choice
              • Lookup select box
              • Custom and Custom with label
              • Masked
              • Multi-line text
              • Multiple choice
              • Numeric scale
              • Reference
              • Requested for
              • Rich Text Label
              • Select box
              • Single-line text
              • UI page
              • URL
              • Wide single-line text
              • Yes/No
              • Variable support in various channels
            • Create a service catalog variable
              • Define help information for a service catalog variable
              • Service Catalog variable attributes
              • Define a question choice for a variable
            • Service catalog data lookup
              • Create a catalog lookup definition
              • Custom data lookup
            • Audit service catalog variables
            • Service Catalog variable editors
              • Configure the default variable editor for a task-extended table
          • Service catalog variable sets
            • Create a variable set and add it to an item
            • Variable set layout
          • Service Catalog parameters
          • Catalog Wizard form
          • Record Producer form
          • Order guide form
          • Catalog Item form
        • Debugging Service Catalog
          • Debug actions on catalog item variables
          • Debug user criteria of a catalog item
          • Debug UI customizations for a Service Catalog page
          • Debug performance diagnostics of a catalog item
          • Debug a Service Catalog variable
          • Item diagnostic report
            • Run the Item Diagnostic Results report
          • Service catalog UI policy
            • Create a UI policy for catalog items
        • Catalog Builder
          • Setting up the Catalog Builder
            • Configure a step-based service fulfillment flow
            • Create a service fulfillment step type
            • Add a step, section, or question to a catalog item wizard
          • Creating or editing catalog item template
            • Create a catalog item using a template
              • Define a service fulfillment step
              • Catalog builder preview topic conversation
            • Create a question for a catalog item in Catalog Builder
              • Configure an auto-populate value for a question in Catalog Builder
            • Edit a question in Catalog Builder
            • Edit a catalog item in Catalog Builder
              • Add advanced capabilities to a catalog item
              • Discard a catalog item
            • Transfer catalog items using update sets
            • Localization Framework integration with Catalog Builder
        • Now Assist in Catalog Builder
          • Exploring Now Assist in Catalog Builder
          • Configuring Now Assist in Catalog Builder
            • Install Now Assist in Catalog Builder
          • Creating a catalog item using Now Assist
          • Catalog item generation reference
            • How to describe a catalog item
        • Catalog Conversational Coverage
          • Conversational catalog overview dashboard
          • Catalog item conversational details page overview
          • View the conversational catalog overview dashboard using Catalog Builder
          • View the conversational catalog overview dashboard using the ServiceNow AI Platform
          • Service Catalog topic blocks in Virtual Agent powered by NLU
            • Submit a request topic conversation
          • Service Catalog topic blocks in Virtual Agent powered by Now LLM
      • Hermes Messaging Service
        • Exploring Hermes Messaging Service
        • Configuring Hermes Messaging Service
          • Hermes Messaging Service activation
          • Set up a secure connection to the Hermes Messaging Service
          • Revoke a Hermes Messaging Service certificate
        • Exchanging data using the Hermes Messaging Service
          • Prepare your Apache Kafka client environment
          • Create a test topic in Hermes using the Kafka client
          • Produce test messages to a Hermes topic using the Kafka client
          • Consume test messages from a Hermes topic using the Kafka client
        • Managing namespaces and topics in Hermes
          • Managing namespaces in Hermes
            • Create a namespace in Hermes
            • Delete a namespace in Hermes
          • Managing topics in Hermes
            • Create a topic in Hermes
            • Update a topic in Hermes
            • Delete a topic in Hermes
            • Rescan topics in Hermes
          • Monitoring topics in the Hermes Kafka cluster
            • View a message in a Hermes topic
        • Hermes Messaging Service administration
          • Check the status of and connection to the Hermes Kafka cluster
          • Monitoring data throughput in Hermes
          • Tracking message usage in Hermes
          • Cloning with Hermes Messaging Service enabled
          • View Hermes Messaging Service log messages
        • Hermes Messaging Service reference
          • Hermes Messaging Service components
          • Hermes Messaging Service security model
          • Hermes Messaging Service properties
          • Hermes Messaging Service roles
          • Hermes Messaging Service domain separation
      • Password Reset
        • Exploring Password Reset
          • Password Reset
          • Password Reset for Virtual Agent
          • Password Reset Windows Application
          • Request to reset the default admin password
        • Setting up Password Reset
          • Set up Microsoft Entra ID for Password Reset
          • Set up Microsoft Active Directory for Password Reset
          • Set up Password Reset integration with Okta
          • Set up Password Reset integration with Google Directory
        • Configuring Password Reset
          • Plan your Password Reset processes
          • Calculating the security score for password reset process
          • Configure your Password Reset process
            • Configure password expiration reminder
              • View scheduled jobs
              • View a password expiration table
            • Credential stores for Password Reset
              • Configure the connection to a credential store for the Password Reset processes
              • Credentials Store for Password Reset for Active Directory
                • Integrate Password Reset with your Active Directory service
                • Configure the connection to an AD credential store
              • Credential Store for Password Reset for Microsoft Entra ID
                • Integrate Password Reset with your Microsoft Entra ID
                • Configure the connection to the Microsoft Entra ID Credential Store
              • Test the connection to a credential store
              • Delete a connection to a credential store for Password Reset
            • Password Reset verifications
              • Personal data identification types and confirmation type verifications
              • SMS Code Verification type for Password Reset
                • Use Notify to send SMS codes for enrollment and verification
              • Specify the number of required security questions
            • Configure your Password Reset process to auto-enroll users
            • Enable users to enroll for Password Reset
            • Configuring Password Reset properties
            • Send email to remind users to enroll for Password Reset
              • Customize the Password Reset enrollment reminder email
            • Configure the required strength for passwords
            • Specify lockout for failed login attempts
            • Configure Google reCAPTCHA for the password reset process
          • Customizing Password Reset processes
            • Customize password reset processes and integrate third-party credential services
            • Add a custom question to the Security Questions verification
            • Add a custom header or footer to the user pages for Password Reset
            • Create a Password Reset verification from an existing verification
            • Create a custom Password Reset verification type
            • Create a custom Password Reset verification
            • Create a custom identification type for Password Reset
            • Configure a credential store type to support third-party password auto-generation
            • Asynchronous password reset subflow
            • Create a credential store type for Password Reset
          • Reset a password or unlock a user account with service desk assistance
            • View user requests for password reset
            • Unblock a Password Reset user
          • Integrate Password Reset with a Service Portal widget
          • Integrate Password Reset with a CMS integration
        • Installing and configuring Password Reset Windows Application
          • Password Reset Windows Application installation requirements
          • Download the Password Reset Windows Application installer
          • Install Password Reset Windows Application
            • Use an EXE file from the command line
            • Use an MSI file from the command line
            • Use a wizard
          • Configure security settings for the Password Reset Windows Application
          • Configure the Password Reset Windows Application to use a proxy server
            • Configure an exception policy on your proxy server
            • Configure a proxy server using client credentials method
            • Configure registry keys on your proxy server
            • Configure a proxy server using PAC file (automatic configuration script method)
              • PAC file with registry setting
          • Enable the Password Reset Windows Application to set the display language for the session
          • Integrate McAfee disk encryption with the Password Reset Windows Application
          • Customize the Password Reset Windows Application
          • Limitations of the Password Reset Windows Application
          • Uninstall the Password Reset Windows Application
        • Enrolling in the Password Reset application to reset your password
          • Enroll for the Password Reset program using an authenticator
          • Enroll for the Password Reset program using SMS codes
          • Enroll for the Password Reset program using emailed codes
          • Enroll for the Password Reset program using questions and answers
          • Enroll for the Password Reset program using Soft PIN
          • Reset your password on Windows systems
        • Password Reset reference
          • Installed with Password Reset
          • Domain separation and the Password Reset application
          • Password Reset Process form
          • Password Expiration Configuration form
          • System properties for password expiration
          • Password Reset Credential Store form
          • Password Reset global properties
          • Verification types in the base system
          • Password Reset Verification Type form
          • Password Reset Verification form
          • Password Reset script includes
            • Example custom scripts for Password Reset
            • Password Reset extension script categories
            • Password Reset extension scripts
            • Create a Password Reset extension script
          • Password Reset and Password Change reports and logs
          • Actions in Password Reset for Virtual Agent
      • Notify
        • Exploring Notify
          • Notify Twilio Direct driver
          • Notify Zoom connector
          • Notify voice and SMS capabilities
            • How Notify processes incoming calls
          • Notify Cisco Webex Connector
        • Configuring Notify
          • Activate Notify
            • Differences between Notify and Legacy Notify
            • Migrating from Legacy Notify
          • Configure Notify with Twilio
            • Twilio-Direct callback testing
            • Advanced configuration for SMS
            • Advanced configuration for voice
            • Disconnect from a Twilio account
            • Configure Amazon Polly as default voice tone for text to speech
          • Configure Notify Zoom connector in Notify
            • Set up Notify Zoom connector in Zoom
            • Disable Zoom meeting password
          • Configure a provider in Notify
          • Configure SMS opt-out preferences
          • Configure Notify Cisco Webex Connector
            • Install Notify Cisco Webex Connector
            • Create a Cisco Webex app
            • Configure OAuth entity for Notify Cisco Webex
            • Create an OAuth credential record for Notify with Cisco Webex
            • Create a connection and credential alias for Notify connector for Cisco Webex Spoke
            • Make Notify Cisco Webex Connector as default communication channel
            • Manage Notify properties
        • Using Notify
          • Using Notify with SMS
            • SMS Statuses
            • Send an SMS with Zoom meeting invite
            • Outbound communication requirements
          • Using Notify for making conference calls
            • Start a conference call
            • Add participants to a conference call
            • Mute or unmute all participants
            • Mute or remove a conference call participant
            • Send a message to conference call participants
            • Viewing conference call information
            • List of Notify calls
          • Using Notify with tasks
            • Start a conference call from a task
            • Manage conference calls on task
            • Send an SMS alert from a task
          • Using Notify with Incident Communications Management
            • Initiate a conference call from incident communication plan
            • Join and end a conference call from incident communications management
            • Send communication updates for an incident communications plan
          • Using Notify with On-Call Scheduling
            • Set up Notify with On-Call Scheduling
            • Controlling the on-call communication channel with Notify
              • On-Call Assign by Acknowledgement workflow
            • Call a user from the WebRTC UI
            • Key differences between on-call scheduling with NotifyNow and with Notify
          • Using the Notify Cisco Webex Connector with a major incident
            • Create a collaborative communication task from MIM workbench
            • Initiate Notify Cisco Webex conference from MIM workbench
            • Add participants to a conference call
            • Join a conference call
        • Notify reference
          • Differences between Notify-Twilio and Notify-Twilio Direct
          • Migrate to Notify-Twilio Direct driver
          • Public URLs
          • Components installed with Twilio Direct driver
            • Business rules installed with Twilio Direct driver
            • Tables installed with Twilio Direct driver
          • Numbers and number groups
            • Create a number group
            • Associate a number to a number group
          • Notify workflow activities
            • Join conference call workflow activity
            • Call workflow activity
            • Send SMS workflow activity
            • Forward call workflow activity
            • Input workflow activity
            • Hangup workflow activity
            • Play workflow activity
            • Record workflow activity
            • Reject workflow
            • Say workflow activity
            • Forward to notify client workflow activity
            • Queue workflow activity
            • Notify activity event handlers
            • Creating Notify activities
            • Notify languages
            • Available Notify activity event handlers
          • Components installed with Notify
            • Roles installed with Notify
            • Tables installed with Notify
            • Properties installed with Notify
            • Business rules installed with Notify
    • Manage people and work capabilities
      • Advanced Work Assignment
        • Exploring Advanced Work Assignment
        • Configuring Advanced Work Assignment
          • Advanced Work Assignment home page
          • Get started with Advanced Work Assignment
            • Activate Advanced Work Assignment
            • Activate related plugins for Advanced Work Assignment
            • Move from Connect Support to Advanced Work Assignment and Agent Chat
          • Install Conversational SMS service channel
          • Activate Agent Affinity
          • Activate Conversational Messaging
          • Service channels
            • Service channel capacity and utilization
              • Create or configure a service channel
            • Conversational SMS service channel
              • Set up the Conversational SMS service channel
            • Set up a custom service channel
              • Tutorial: Set up a custom service channel for change requests
            • Inbox layout
              • Create or change an inbox layout
            • Override agent capacity for selected agents
            • Create or change a work item size override
          • Work items
            • Work item queues
              • Create a work item queue
              • Define agent pools eligible for assignment
              • Set work item sort order
              • Create and manage queue triggers
              • External routing overview
                • Create a connection Alias for third-party provider
                • Create a custom flow action
                • Create a subflow
                • Create a payload for external third-party providers
                • Link Subflow and Payload to External Queues
                • Enable external routing for queues
                • Configure External Routing events and payload
                • Define external routing test implementation
                • Tutorial: Route interactions by context
          • Work assignments
            • Configure agent assignment rules
              • Tutorial: Automatically assign work to agents by skill
          • Using Agent Affinity
            • Configure Agent Affinity rules
            • Set Agent Affinity rules
            • Deactivate Agent Affinity
          • Agent Inbox controls
            • Configure agent presence states
            • Configure reasons for rejecting work items
            • Configure reassignable settings
          • Advanced Work Assignment Inbox Sentiment display
          • Wrap up overview
            • Wrap up configuration
            • Wrap up codes
            • Wrap up segments
          • Management
            • Configure an agent's maximum universal capacity
            • Create or change groups for Advanced Work Assignment queues
            • AWA post work item subflow
          • Configure messaging actions
          • Enable logging for Advanced Work Assignment
        • Using Advanced Work Assignment
          • Check for an agent's presence and capacity
          • Check unassigned interactions
          • Check unassigned task work items
          • Check work items and AWA events
          • Agent initiated SMS conversation
          • Compose an SMS conversation
        • Analytics & Reporting Solutions
          • Using Advanced analytics to access AWA dashboards
          • Operations dashboard
          • Platform Analytics Solutions for Advanced Work Assignment
            • Advanced Work Assignment dashboard for interactions
            • Advanced Work Assignment dashboard for operations
            • Advanced Work Assignment dashboard for tasks
            • Advanced Work Assignment dashboard for messaging
            • Migrating Advanced Work Assignment Dashboards
        • Advanced Work Assignment reference
          • Assignment Rule form
          • Domain separation and Advanced Work Assignment
          • Components installed with Advanced Work Assignment
          • Properties for Advanced Work Assignment
          • Advanced Work Assignment monitoring page
          • Advanced Work Assignment roles
      • Skills Management
        • Exploring Skills Management
        • Configuring Skills Management
          • Define the skill taxonomy
            • Create skill categories using sample data
          • Define a skill level type
          • Add a skill
        • Using Skills Management
          • Assigning and Managing skills
            • Assign skill proficiency levels for skills
          • Associating skills with work items
            • Assign skills to tasks
          • Routing work items to agents based on skills
            • Learn how Skill Determination works
            • Add a business rule for skill determination
            • Create Skill Determination rules to assign skills to work items
            • Qualify and rank users based on skills and skill levels
          • Translate text in Skills Management
        • Reference for Skills Management
          • Domain separation and Skills Management
          • Quick start tests for Skills Management
          • Extension points in Skills Management
      • Omnichannel Callback
        • Exploring Omnichannel Callback
        • Configuring Omnichannel Callback
          • Get started with Omnichannel Callback
          • Install Omnichannel Callback
          • Configure callback behavior for a channel
          • Customize a default callback topic
        • Working on callback records
        • Omnichannel Callback reference
          • Components installed with Omnichannel Callback
          • Domain separation and Omnichannel Callback
      • Zoom extension for Omnichannel Callback
        • Install Zoom extension for Omnichannel Callback
          • Components installed with Zoom extension for Omnichannel Callback
        • Setting up Zoom extension for Omnichannel Callback
          • Setting up the Zoom spoke for Zoom extension for Omnichannel Callback
          • Setting up Notify Zoom connector for Zoom extension for Omnichannel Callback
          • Configure a Zoom webhook for Zoom extension for Omnichannel Callback
          • Configure the Zoom channel for callbacks over Zoom
      • Proactive Triggers
        • Exploring Proactive Triggers
          • How Proactive Triggers work
        • Installing Proactive Triggers
          • Enable Proactive Triggers
          • Application scopes
        • Configuring Proactive Triggers
          • Create rules and actions for Proactive Triggers
          • Create custom trigger types
          • Multiple Proactive Triggers rules and actions
          • Manage Proactive Triggers
        • Proactive Triggers reference
          • Components installed with the Proactive Triggers feature
            • Proactive Triggers roles
          • Domain separation and Proactive Triggers
          • Proactive Rule form
          • Proactive Action form
      • Interaction Management
        • Activating the Interaction Management system
        • Configuring Interaction Management
          • Interaction states
          • Interaction context and channel metadata
          • Interaction wrap up
            • Interaction form
            • Interaction wrap up timer
            • Interaction wrap up scheduled job
            • Create an interaction wrap-up configuration
            • Create interaction wrap-up codes
            • Enable interaction wrap-up codes
        • Using Interaction Management
          • Create an interaction
          • Associate a record with an interaction
        • Interaction Management reference
          • Components installed with Interaction Management
      • Live Feed Core UI
        • Exploring Live Feed Core UI
          • Live Feed browser support
        • Activating Live Feed
        • Administering Live Feed
          • Document feeds
            • Add a Live Feed UI action on a table
            • Configure document feeds
            • Security configuration for document feeds
            • Disable a record feed
            • Disable a document feed
            • Business rule installed with Live Feed Document
          • Record feeds
            • Activate the Live Feed Document plugin
            • Configure record feeds
              • Add Live Feed to a form header
              • Add Live Feed to a context menu
            • Disable a record feed
            • Configure security
          • Live Feed table notifications
            • Set up table notifications for task tables
            • Set up table notifications for non-task tables
            • Live Feed table notification examples
              • Workaround posted
              • Problem resolved (advanced)
              • Opportunity won (non-task)
              • Related feeds table notification
          • Live Feed security and table access
            • Limit Live Feed access by role
            • Manage Live Feed message content
            • Live Feed team security
            • Restrict hashtag renaming
          • Provide access to Live Feed from CMS pages
        • Using Live Feed
          • Use hashtags in Live Feed
            • Tag messages
            • View an available hashtag
            • Change a hashtag name and merge a hashtag
            • Add an image to a hashtag
            • Follow and unfollow a hashtag
            • Remove a hashtag from a posted message
          • Use teams in Live Feed
            • Create a Live Feed team
            • Join a team
            • View a team feed
            • View a team member
            • Invite a new member
            • Remove a member
            • Subscribe to team and email notification
            • Subscribe a team to feed notification
            • Leave a team
            • Modify a team
            • Manage a membership request
            • Delete a team
          • Use Live Feed to work on records
            • Add Live Feed to a homepage
            • Modifying and deleting document feeds
            • Viewing Live Feed from records
            • Working with record feeds
              • Follow a record feed from a form
              • Follow a record feed from a list
              • Post a message to a record feed
          • Use feeds in Live Feed
            • Create a group feed
            • Create record feeds
            • Control how Live Feed is enabled for records
            • View the activity stream in record feeds
            • Participate in a feed
            • Mark a feed as a favorite
            • View a feed
            • View a feed member
            • Invite a new member to a group feed
            • Invite a new member to a record feed
            • Remove a member from a feed
            • Subscribe to a feed
            • Navigate between Live Feed and other modules
            • Leave a feed
            • Delete a feed
          • Live Feed UI overview
            • Update your Live Feed profile
            • Work with Live Feed messages
            • View another Live Feed user
            • Follow other Live Feed users
            • Select feeds
            • Follow feeds
            • Bookmark feeds and hashtags
            • Add Live Feed to your homepage
          • Post content in Live Feed
            • Post a Live Feed message
            • Reply to a Live Feed message
            • Attach a file to a post or reply
            • Copy an image from the clipboard
            • Add a link to a post or reply
            • Add a knowledge article link to a post or reply
            • Add a poll to a message
            • Add mentions to a message
            • Like a message
            • Delete a message
        • Live Feed reference
          • Domain separation in Live Feed
          • Components installed with Live Feed
            • Tables installed with Live Feed
            • User roles installed with Live Feed
            • Script includes installed with Live Feed
            • Business rules installed with Live Feed
            • Email notifications installed with Live Feed
      • E-signature
        • Activating e-signature
        • Using e-signature
          • Create or modify an e-signature template
        • E-signature reference
          • Components installed with e-signature
      • ServiceNow Voice
        • Exploring ServiceNow Voice
        • Setting up ServiceNow Voice
          • Install ServiceNow Voice applications
          • Domain separation and ServiceNow Voice
          • Configuring a phone PIN
          • Configure the E.164 format for a consumer phone number
          • Configuring CTI component logging
          • Configure Real Time Transcription for ServiceNow Voice Customer Service Management
            • Set up Real-Time Transcription for ServiceNow Voice
          • Configure Real Time Transcription for ServiceNow Voice for IT Service Management
            • Set up Real-Time Transcription for ServiceNow Voice for IT Service Management
          • Scripting for operation handlers
            • Provider configuration in Voice
            • Extension points in Voice
        • Using Voice
        • Integrating Voice with other applications
          • Integrate ServiceNow Voice with Amazon Connect
            • Configure a contact flow for an automated caller interaction
          • Integrating ServiceNow Voice with ITSM
            • Install ServiceNow Voice for ITSM
            • Real time transcriptions for ServiceNow Voice for IT Service Management
            • Enable native voice control in Service Operations Workspace
          • Integrating ServiceNow Voice with CSM
            • Install ServiceNow Voice for CSM
            • Configuring the phone PIN settings for ServiceNow Voice
            • Real time transcriptions for ServiceNow Voice for Customer Service Management
          • Integrating ServiceNow® Voice with Virtual Agent
          • Integrate Advanced Work Assignment Voice Routing
          • Integrating ServiceNow Voice for HR
            • Install ServiceNow Voice for HR
            • Add Interaction Related Records to HR Agent workspace
        • ServiceNow Voice reference
          • Components installed with ServiceNow Voice Core
          • Components installed with Amazon Connect Integration with ServiceNow Voice
          • Components installed with ServiceNow Voice for ITSM
          • Components installed with ServiceNow Voice for CSM
          • Components installed with ServiceNow Voice for HR Agent Workspace
    • ServiceNow AI Platform Additional Capabilities
      • Connect
        • Supported browsers for Connect Chat
        • Activate Connect
        • Activate Connect Support
        • Connect interface
          • Connect overlay
          • Connect workspace
        • Enable or disable Connect notifications globally
        • Edit which notifications you receive for a conversation
        • Upload a profile picture
        • Drag a file into a Connect conversation
        • Share a Visual Task Board in a Connect conversation
        • Mention a user in a Connect conversation
        • Connect administration
          • Properties for Connect
          • Configure the polling interval
          • Disable the Connect overlay
          • Customize the Connect audio notification sound
          • Administer Connect actions
          • Configure the fields on a record card in Connect
          • Disable specific URLs for Connect
        • Connect Chat
          • Connect Chat use
            • Start a direct or group conversation
            • Follow a record in Connect
            • Edit basic conversation details
            • Add or remove conversation members
            • Create a Connect conversation from a Visual Task Board
          • Connect Chat administration
        • Connect Support
          • Monitor incoming Connect Support conversations
          • Share knowledge in a Connect Support conversation
          • Transfer a Connect Support conversation to a different agent or queue
          • Add a user to a Connect Support conversation
          • Escalate a Connect Support conversation
          • Connect Support chat states
          • Connect Support administration
            • Migrate from legacy chat to Connect Support
            • Properties for Connect Support
            • Administer Connect Support queues
            • Make a Connect Support queue accessible to end users
            • Add a scripted extension point for Connect Support chats
            • Connect Support metrics
            • Configure the add support users property
          • Service Desk Chat Platform Analytics Solutions
          • Connect Support and Service Portal
      • Classic Orchestration
        • Introduction to Orchestration
        • Domain separation and Orchestration
        • Activate Orchestration
          • List of Orchestration plugins
          • Orchestration Runtime plugin
          • List of Orchestration activities
          • Available activity packs
          • Deprecated Orchestration activities
            • Reactivate a deprecated activity
            • SOAP Message workflow activity
            • Probes used by Orchestration
            • PowerShell activities
            • SSH activities
        • Orchestration applications
          • Orchestration ROI
            • Create Orchestration ROI labor rate cards
            • Create an Orchestration ROI automation entry record
            • Create an Orchestration ROI correlated task rule
            • Configure the time range for Orchestration ROI calculations
            • Installed with Orchestration ROI
            • Orchestration ROI reports
              • Orchestration ROI standard reports
              • Orchestration ROI premium reports
          • Client Software Distribution
            • Request client software distribution
            • Installed with client software distribution
            • Create licenses and counters for distributed software
            • Extend a software lease
            • Client software distribution from SCCM
              • Configuring SCCM
                • Configure the Application Administrator role on the SCCM server
                • Update the SCCM cmdlet libraries
                • Configure the MID Server for SCCM activities
                • Create Windows credentials for SCCM deployments
                • Retrieve SCCM data for client software distribution
                • Set up a software model for an SCCM application
                • Define an SCCM configuration
                • Create a catalog item for an SCCM application
              • SCCM deployment
              • Client software distribution validation process
              • SCCM software revocation
            • Client software distribution dashboard
            • Client software distribution extension framework
              • Configure client software distribution providers
              • Client software distribution extension keys
              • Client software distribution extension points
        • Orchestration examples
          • Active Directory automation example
        • Orchestration activity packs
          • Use an activity pack
          • Active Directory activity pack
            • Add User to Group AD activity
            • Change AD User Password activity
            • Create AD Object activity
            • Disable AD User Account activity
            • Enable AD User Account activity
            • Is AD Account Locked activity
            • Query AD activity
            • Remove AD Object activity
            • Remove User from Group AD activity
            • Reset AD User Password activity
            • Unlock AD Account activity
            • Update AD Object activity
          • Azure AD activity pack
            • Add User to Group Azure AD activity
            • Assign User License Azure AD activity
            • Create User Azure AD activity
            • Delete User Azure AD activity
            • Get User Info Azure AD activity
            • Remove User from Group Azure AD activity
            • Remove User License Azure AD activity
            • Reset User Password Azure AD activity
          • Exchange activity pack
            • Configure MID Server for Exchange
            • Pass multivalued properties with an Exchange activity
            • Create Address List activity
            • Delete Address List activity
            • Get Address List activity
            • Move Address List activity
            • Set Address List activity
            • Update Address List activity
            • Create Mailbox activity
            • Delete Mailbox activity
            • Disable Mailbox activity
            • Enable Mailbox activity
            • Get Mailbox activity
            • Set Mailbox activity
          • F5 Network Management activity pack
            • Add F5 Pool Member activity
            • Get F5 Pool Member activity
            • Delete F5 Virtual Server activity
            • Check F5 Pool activity
            • Add F5 Profile to Virtual Server activity
            • Modify F5 Virtual Server activity
            • Add F5 Virtual Server activity
            • Delete F5 Pool Member activity
            • Delete F5 Pool activity
            • Add F5 Pool activity
          • Infoblox DDI activity pack
            • Create a REST credential for Infoblox activities
            • Infoblox workflows
            • Infoblox roles and permissions
            • Infoblox DHCP activities
            • Infoblox DNS activities
            • Infoblox IPAM activities
            • Infoblox network activities
          • PowerShell activity pack
            • PowerShell activity designer
            • PowerShell protocols and troubleshooting
              • MID Server PowerShell files
              • PowerShell troubleshooting
            • Join Domain activity
            • Install Windows App activity
            • Change Service State activity
            • Restart Windows Server activity
            • Uninstall Windows App activity
          • Probe activity pack
          • SCCM activity pack
            • Request SCCM activities
            • Configure the MID Server for SCCM activities
            • Add to Device Collection activity
            • Add to User Collection activity
            • Get Applications activity
            • Get Deployments activity
            • Get Device Collections activity
            • Get User Collections activity
            • Is Device in Collection activity
            • Is User in Collection activity
            • Remove from Device Collection activity
            • Remove from User Collection activity
          • SFTP File Transfer activity pack
            • SFTP File Transfer workflow
            • Copy File activity
            • Create Directory activity
            • Get File List activity
            • Remove File or Directory activity
            • Rename File or Directory activity
            • Set File Attributes activity
          • SSH activity pack
            • Secure Copy activity
            • Files Compare activity
            • File Read activity
            • File Write activity
            • File Copy activity
            • File Replace String activity
            • Reset Linux User Password activity
          • Global activities
        • Orchestration activity designer
          • Introduction to credentials, connections, and aliases for Orchestration
          • Create custom activities using custom activity designer templates
            • General properties for activity designer templates
            • Create input variables
            • Data encryption for activity variables
            • Activity designer template pre-processing fields
            • Template post-processing fields
            • Auto-map activity output variables
            • Create an output variable
            • Create a parsing rule
            • Activity conditions
          • Orchestration custom activity templates
            • Create a JDBC activity
            • Create a SOAP web service activity
              • Auto-map SOAP activity output variables
              • Configure the SOAP execution command
              • SOAP template execution parameters
              • Create a JavaScript array in a SOAP template
              • SOAP template post-processing parameters
            • Create a JavaScript Probe activity
            • Create a PowerShell activity
            • Create a REST web service activity
            • Create an SFTP activity
            • Create a probe activity
            • Create an SSH activity
            • Create a run script activity
            • Create a JMS activity
          • Activity scoping
          • Publish a custom activity
          • Copy a custom activity
        • Orchestration databus
        • MID Servers for Orchestration
          • MID Server capabilities
            • Configure MID Server capabilities
          • Select the default MID Server for Orchestration
          • PowerShell probe version 2 system property
          • PowerShell log property
        • Use the Orchestration Usage dashboard
      • Task Communications Management
        • Task Communications Management process
        • Task Communications Management plugins
          • Activate Task Communications Management
            • Components installed with Task Communications Management
          • Install Collaboration Services for Task Communications Management
            • Components installed with Collaboration Services for Task Communications Management
        • Working with Task Communications Management
          • Define a communication plan
            • Define a communication task
            • Define a communication channel
            • Define a communication contact
          • Define a recipient list for communication contact
          • Create a plan type
          • Create a task type
          • Define contact responsibilities
          • View communication channel configuration
          • Configure Slack for a communication task
      • Classic Workflow
        • Getting started with workflows
        • Workflow editor
          • Workflow palette
          • Workflow editor title bar
          • Workflow editor keyboard navigation
            • Welcome page keyboard commands
            • Workflow drawing canvas keyboard commands
        • Workflow management
          • Create a workflow
            • Workflow properties
            • Create a workflow from a table
            • Create a workflow for a new service catalog item
            • Create a workflow for an SLA Definition
            • Ending workflows with multiple branches
          • Work on workflows
          • Workflows used as subflows
            • Pass a variable from a workflow to a subflow
            • Prepare a subflow
          • Using variables in a workflow
          • Workflow catalog variables
          • Workflow events
            • Workflow events in the base system
              • Glide events relative to workflows
              • Workflow event-specific functions
              • Event-specific workflow activities
          • Workflow stages
            • Use workflow stages
            • Add and translate stages
            • Workflow stage sets
            • Create a workflow stage field
              • Select a stage field
              • Display approvers in workflow stage fields
              • Workflow stage field icons and tooltips
              • Workflow stage renderers
            • Workflow fields with deleted records
          • Workflow validation
            • Workflow validator
              • ValidateTransitionOut
              • ValidateTransitionIn
              • ValidateDanglingTransition
              • ValidateSubflows
              • ValidateScriptForCurrentDotUpdate
              • ValidateLowestCommonTable
              • ValidateTableChange
              • ValidateParentFlow
              • ValidateSingleEnd
              • ValidateUpdateSetDependencies
              • ValidateUpdateSetParentDependencies
              • ValidateInputVarUpdateSetDependencies
              • ValidateWorkflowEndStages
              • ValidateWorkflowStageColumn
              • ValidateWorkflowStateValues
        • Workflow concepts
          • Workflow versions
          • Workflow scope
          • Domain separation and Workflow
          • Workflows and data separation
          • Workflow engine operation order
          • Workflow tables
        • Workflow administration
          • Workflow roles
          • Administering workflow contexts
            • Cancel a workflow
          • Scheduling a workflow
          • Workflow movement with update sets
          • Input variable movement
            • Input variable movement use case - two input variables
            • Input variable removal
            • Avoiding duplicate workflows
          • Workflow timelines
          • Workflow error handling
            • Workflow error tracking features
            • Create an error condition exit
            • Reconfigure an approval condition
          • Workflow run time metrics
          • Workflow pause utility
            • Request workflow pause utility
            • Pause and resume individual workflows
            • Pause and resume all or multiple workflows
            • Monitor workflow pause requests
          • Encrypted workflow scratchpad
        • Troubleshoot workflows
        • Use the Workflow Operations Dashboard
        • Workflow performance timing
        • Workflow activities
          • Workflow activities reference
            • Approval and rollback workflow activities
              • Approval Action workflow activity
              • Approval Coordinator workflow activity
              • Approval - Group workflow activity
              • Approval - User workflow activity
              • Generate workflow activity
              • Manual Approvals workflow activity
              • Rollback To workflow activity
            • Condition Workflow activities
              • If workflow activity
              • Switch workflow activity
              • Wait for condition workflow activity
              • Wait for WF Event workflow activity
            • Workflow notification activities
              • Create Event workflow activity
              • Notification workflow activity
            • Timer workflow activities
              • SLA Percentage Timer workflow activity
              • Timer workflow activity
            • Task workflow activities
              • Add Worknote workflow activity
              • Attachment Note workflow activity
              • Catalog Task workflow activity
              • Create Task workflow activity
            • Utility workflow activities
              • Branch workflow activity
              • Join workflow activity
              • Lock workflow activity
              • Log Message workflow activity
              • Log Trace Message workflow activity
              • REST Message legacy workflow activity
              • Return Value workflow activity
              • Run Script workflow activity
              • Set Values workflow activity
              • SOAP Message legacy workflow activity
              • Turnstile workflow activity
              • Unlock workflow activity
            • Subflow activities in workflow
              • Parallel Flow Launcher workflow activity
                • WorkflowCoordinator object
                • Completed subflow values in scripts
                • Parallel Flow Launcher example
          • View workflow activity descriptions
          • Add an activity to a workflow
          • Manage transitions between workflow activities
          • Manage workflow activity conditions
          • Edit the workflow activity properties form
          • Using workflow approval activities and rolling back workflows
          • Using variables in Notify workflow activities
          • Use multiple timer activities in one workflow
          • Publish a custom workflow activity
          • Workflow activity pinning
    • RaptorDB
    • ATF Test Generator and Cloud Runner
      • Exploring ATF Test Generator and Cloud Runner
      • Configuring ATF Test Generator and Cloud Runner
      • Operating ATF Test Generator and Cloud Runner
        • Generating the tests
        • Tests generation for flow and flow logic
      • Using ATF Test Generator and Cloud Runner
        • Executing the tests using Cloud Runner
          • Parallel testing using Cloud Runner
        • Scheduling test execution
      • ATF Test Generator and Cloud Runner reference
        • Log entries in the BOQ form
        • ATF Test Generator and Cloud Runner roles
          • System Administrator [admin]
    • HTTP Response Headers
      • Configure HTTP response headers
    • Response templates
      • Activate response templates
        • Components installed with response templates
      • Create or modify a response template
    • Policy as Code Engine (PaCE)
      • Understanding PaCE
        • Key user personas and roles
        • PaCE administration life cycle
      • Install PaCE
      • Administer PaCE policies
        • Manage PaCE policies
          • View existing PaCE policies
          • Create a PaCE policy
          • Activate or deactivate a PaCE policy
          • Duplicate a PaCE policy
          • Edit a PaCE policy
          • Delete a PaCE policy
          • Map PaCE policies
            • Define mappings for a PaCE policy
            • Edit mapping inputs
          • PaCE Static and Dynamic Mapping
            • Map PaCE policies using Static Mapping
            • Map PaCE policies using Dynamic Mapping
              • Request an exception for Dynamic Mapping
          • Create a PaCE policy template
        • Manage PaCE policy versions
          • PaCE policy version states
          • Create new PaCE policy versions
            • Create a PaCE policy version
            • Create a PaCE policy version using low-code
              • Policy logic condition fields
            • Create a copy of a PaCE policy version
            • Duplicate PaCE policy versions
            • Edit a PaCE policy script
          • Publish a PaCE policy version
          • Edit a draft PaCE policy version
          • Edit a current or archived PaCE policy version
          • Compare PaCE policy versions
          • Delete a PaCE policy version
        • Passing parameters to PaCE policies
          • Create a new variable for a policy version
            • Data type descriptions
          • Create a data collector for a policy version
          • Structure of a data collector
          • Activate and build data collectors
          • Test a data collector for a policy version
          • Add data collectors to a policy version
          • Add nested policies in a policy
        • Use the Test Playground for PaCE policies
          • Test updates to a PaCE policy version
          • Review execution output and decision
          • Review execution log
        • Execute policies
          • Review executed policy activity
        • Manage PaCE policy categories and tags
          • Managing categories in PaCE
            • Create a category
            • Edit categories
            • View PaCE policies associated with a category
          • Managing tags in PaCE
            • Add tags to PaCE policies
            • Edit PaCE policy tags
            • View PaCE policies associated with a tag
      • How to write and test custom PaCE policies
        • Structure of a PaCE policy script
        • Policy invocation API
          • Sample API
        • PaCE API invocation parameters
      • About policy exceptions
        • Enable exceptions for a policy
        • Disable exceptions for a policy
        • Request exception for a policy
        • Withdraw an exception request
      • Integrating PaCE with other applications
HomeYokohama Now Platform CapabilitiesExtend ServiceNow AI Platform capabilitiesManage content capabilitiesDocument ServicesDocument ManagementUsing Document ManagementLinking documents to a parent recordUnlink documents from a parent recordCurrent page
Table of Contents

Unlink documents from a parent record

  •  
    • Yokohama
    • Xanadu
    • Washington DC
    • Vancouver
  • UpdatedJan 30, 2025
  • 1 minute read
    • Yokohama
    • Now Platform Capabilities

Remove and unlink documents from a parent record when they are no longer relevant.

Before you begin

Role required: admin

About this task

Note: This action unlinks the document from the parent record but doesn’t delete it from the repository.

Procedure

  1. Navigate to the record (for example, Incident).
  2. Select the Documents tab.
  3. Select the documents you want to unlink.
  4. In the Actions on selected rows drop-down menu, select Remove.
Was this topic helpful?
YesNo

Previous

Link existing documents to a parent record

Next

Delete a document from a parent record

Previous

Link existing documents to a parent record

Next

Delete a document from a parent record

Log in to get a better experience

Log in
ServiceNow LogoThe world works with ServiceNow.™
  • Terms and conditions
  • Privacy statement
  • GDPR
  • AI Acceptable Use Policy
  • Cookie policy
  • Cookie Preferences
©2025 ServiceNow. All rights reserved.
Title
We use cookies on this site to improve your browsing experience, analyze individualized usage and website traffic, tailor content to your preferences, and make your interactions with our website more meaningful. To learn more about the cookies we use and how you can change your preferences, please read our Cookie Policy and visit our Cookie Preference Manager. By clicking “Accept and Proceed,” closing this banner or continuing to browse this site, you consent to the use of cookies.

Please let us know how to improve this content

Save as PDF

Please let us know how to improve this content