[Music] [Music] good morning good afternoon good evening wherever you are and whenever you are welcome to the community live stream my name is Chuck tamasi and you can see we've got a few new things going on there have been many changes around here some voluntarily some involuntarily so if this show Works without a hitch I will be supremely amazed it's it's not a pretty sight around here but if it's not on camera it doesn't count as I said my name is CH tamasi this is Thursday November 19th 2020 and our topic today is list editing and you may say to yourself y what's so special about list editing there's more to it than you may have thought it's h actually a pretty special feature and I thought it's time to bring us back Back to Basics maybe I should have another segment called back to Basics oo that would be fun but this was a Lessons Learned because I was exploring around and somebody asked me a question and I said wow I never dug into it that far so let's take a look let's jump in let's see what we've got as always this is available on YouTube and for the first time this this is like the three-year anniversary of community live stream and this is the first time that I have done this on uh using restream I borrowed a tip from Andrew Barnes and Brad Tilton and I believe they've been doing that on live cutting happy hour for years if you haven't checked that out I'll give you a link in just a little bit but uh you will get the notifications if you turn on do the like thing the Subscribe thing so yeah restream is one of the variables I had a computer die yesterday morning halfway through a patch update I've got another computer stepping in for the screen you see behind me it's it's all over the place kids you saw the timer thing didn't know if that was going to work there's even construction and destruction going on in the studio so lots of fun happening on this end but I know you want to get right into the fun so let's jump into that YouTube of course we've got this on Twitch simal casting over there again thank you restream the I don't know if anybody else is used restream but real quickly advantage of that is I only send out one output stream to them and then they go to various channels and for free you can do two if you pay what is it like $20 a month or something you can go premium and get more features so if you're interested in doing live stream for yourself if you're also got more questions Beyond list editing if you've got questions Beyond list editing please go put them in the community that's what's behind me and that's where the experts are hundreds of thousands of people are out there looking to help you answer your questions so if you've got questions they've got answers if it's on list editing I'll try to do my best and share what I've got today I do need to try and keep this a little shorter than the full hour so I'm sure some of you people are going hooray uh because I do have something at 45 minutes passed so I'm going to try and move this right along we've got the developer portal if you haven't been there developer. servicenow.com is where you want to go to check out scripting apis get a free personal developer instance news in the blog events that are coming up meetups all kinds of great stuff around the developer Community this is where you want to go and check that out we were just having some discussions yesterday about some more improvements that we can make to the community or to the developer portal and the content that we put on there so we're always thinking if you've got suggestions let us know what you'd like to see or added removed changed we're open to suggestions we had a major refacing in March I believe it was of 2020 depending on when you're watching this so you know we've we've seen some changes in the way people are behaving thank you very much for your feedback on what we've seen so far and we'll continue to adapt so developer. servicenow.com is where you want to go and one of the things I mentioned oh the uh events that are coming up are under connect go to events we're looking to put more content in the blog too that's under connect as well one of the things you can do is attend developer meetups we organize this through meetup.com but it is integrated with service now so if you're looking for that information Go to meetup.com proserv now Dev program and you will find all the chapters when they're having meetings there's 63 of them out there I I think drw Gupta is attending every single one of them regardless of what time zone they're in what time it is for him uh you can attend various other ones I believe I've got one today this afternoon is Munich so no this morning is Munich I think I have to check my schedule I this is the morning for me you know what let's just look hey all I got to do is scroll down and there it is 6 PM GMT plus one so hope to see you there if you're in the right time zone if not hey well you can always uh you know catch other ones in your time zone friendly area where you can so oh quick sip of the tea it's going to be a long morning good morning everybody is joining yeah three years Caroline I think you've been on since it's been three years since we started we started in a live fire kind of fashion if you remember until April of this year it was turn on the camera and let's see what we can answer in the community then in April I went topical I I wanted to hit a specific topic people found that was more referenceable more informative and we could go deeper into any one of those topics I'll still pass on the occasional quick tip or uh something like that if that happens let me I want to make sure that uh I gotta be careful where my cursor's going on this thing get that where it's supposed to be that's the meetups we also want to remind you that there is the breakpoint podcast if you haven't already listened to that please go to bit.ly sn- break-point you can find this by searching for breakpoint on any of your favorite pod catching directories podcasting directories I kind of mix up pod catching clients and podcasting directories at Amazon and Spotify Google Apple of course uh Stitcher tune in I think there's there's a whole ton of them I think there's even a couple new ones in India that we subscribe to that we signed up for I haven't received validation that we we've got listed on those yet but uh I I am learning things all the time and this from the man who just put out the fourth edition of podcasting for dummies so always more podcasting directories discussions what is breakpoint you ask it's discussions with customers with product managers with with some of our internal people external people about developer topics what did you build how did it go what did you run into what's your favorite feature you know I want to be your proxy but if you've got questions you want to ask some of these people hey send them my way I'm happy to entertain the thought or try to keep these 20 to30 minutes and uh so far we've been doing pretty good some of them have gone over that borderline just a little bit but uh not starred for Content that's for certain we're planned out for a number of these every other Wednesday for about 6 months so look forward to more breakpoint content and some different kind of content other kind of content you might be interested in incident data replication if you've got data to move between two service now instances and you don't want to set up a rest API integration thing well here's your chance sign up for this December 15th Craig step is going to be taking us through IDR AKA instance data replication and showing you what it can do how you can configure it very easy to configure to say here's my producer here's my consumer let's share data unidirectional bidirectional answers a lot of those questions so look forward to that we're not doing any code today so I'm going to skip over the GitHub repo and the JavaScript and go right into the demo and I am not on the right screen here's my right screen where to begin where to begin good morning Eric Miller people saying hi so fun to see all the familiar names back here it has been a rough rough couple of weeks off but uh things are back to normal at least as far as I'm concerned it's and what you're seeing we've got an instance we've got people tuning in uh between your last video and this video my company has moved to service now woohoo thank you Wayne that's awesome news it's been a positive experience so far I hope your go live was a successful as mine was in early 2009 that people just went wow what did we do before for this this is so much better so that's that's experience I had and then then of course came the hey can we do this hey I'd like to see that and your your backlog of stuff will go way up okay list editing that's what we're here to do get you going with list editing quick uh update on a quick recap on what list editing is these are you know here's a standard list in service now I am looking at the open incidents I'm actually looking at all incidents and most of these fields are editable on the list obviously if I drill into one of these records like incident to and wait and take a drink while I wait oh back in 2009 there were no go live cake sweet Steve uh number is not read only on this particular record that's interesting but priority is so if I were to try and uh just double click on here and I want to show you you some optimal places to double click so let me zoom in on that so you can see it even on a small mobile device and I am going to doubleclick here and I double click and it comes up and says hey this is a string field it's editable hasn't been Mark read only in the dictionary so away you go now if I have the priority field let's zoom in on that and try to edit it it will say I should not be able to edit that oh you know what it's probably being read only by something else so I'll show you how to protect these things in a little bit but again even a reference field I I find that reference Fields can be a little tricky especially if you're not zoomed in that that way if you hit this thing and you double click it you may be clicking into say Fred ly's record as we would expect with a reference field so that's uh not optimal what I often do is I love how every time I go to assist user record it says hey I saw a password field do you want me to save that what I find with reference Fields is usually you can see the bounding box here the right side is the safest place to click for any field really so that's generally where I click when I do a list edit so click click I can set that click click I can set the state click click I can change the short description pretty easy stuff now what if what if you want to do multiple rows and say let's back off of this for a second unzoom and I would like to change the assignment group on that one and that one all of these well I can't really click and drag like I would say in Excel but if I hold the shift key and you probably can't see this real well let me zoom in it does have a highlight now I'm using the default La Hoya green theme and you can see this one this this second row is a little easier to see the difference but it's green so when I shift and drag it selects multiple things I know some people are going yeah and and some people are going wow never knew that okay so bear with me if this is old school for you I could shift and drag and select several of them now my hand is off the shift key I do a click click and it says six rows with will be updated see that and I could say I would like to assign this to the service desk and it updates all six of those you can see it going spin spin spin spin notice that it also did a little spinny spin thing on the assigned two field right next door so it those are dependent Fields they've got a connection they know what's up and now when I select service desk over here it will only allow me to see the people that are on the service desk so smarter reference field like that it's it's done right Steve says priority by default is set by the UI policy good to know thank you very much I needed a refresher because I haven't been in the incident backwaters lately okay what if you want to select a discontiguous set of rows like I want that one and that one well I can do if I do a shift click it's going to get all three not optimal but I I have to check what the Windows key is on this because I can I believe it's command yeah command on the Mac maybe somebody in the uh in the chat knows what it is if it's the Windows key or the ALT key or something of that nature experiment around a little bit you're going to find what works now I've got four selected here top one skip the second one and rows three and four and I want to set that to net nwor who I'm sorry I swiped down my mouse sometimes these really smart mouses are okay and I select Network let's get back here three rows will be updated that's what I would expect click the check mark or hit enter and three rows get updated so you can do discontiguous ones can't do them across the page breaks if I've got 20 records that are showing and I want to update 42 of 50 you're going to have to do this page by Page another way to do that I'm not sure why that thing is still spinning but let's ignore that for a moment another way to do this is to select the rows as checkboxes check check check check check check way over here on the left right and then I don't use this all that often but it's kind of cool use the column menu and say update selected now you can say update all if you wanted to do that and say there's 100 records in here I'm seeing 20 at a time let's just update them sorry about the scrolling I don't know why this thing is uh a little overeager to have a horizontal scroll it's probably well I don't didn't personalize the list because I don't have the dot icon I don't know who did this list layout curses on me let's uh go to update selected and up comes a form and I believe this is the default form doesn't have all of the nuances of a form like you can see the priority is editable because it was editable on the list because it I don't know why the UI policy isn't in here but this is another way to do this and say hm I would like to set the uh impact on all of these to high notice that even the data lookup rule isn't working or the short description or some other field let's something set something fairly benign I set the impact to high and it updates those records that way just another way to do it okay easy to update multiple records I don't have impact on here but let's take a look let's make this unscrolling too take off some of these longer fields and show that the impact on this put that in the list was high and if you were looking closely that dialogue had some list preferences on it okay so impact high high high low low low high I edited most of those you can tell ah yes arrows I forgot to mentioned that the arrows does work so if I select a cell and hit enter this is this is part of the accessibility stuff keyboard uh moving around does work so I can use an arrow key down select in progress it tab I love that that's kind of cool uh arrow in progress enter down I'm I'm I'm narrating what keys I'm hitting here enter arrow in progress enter okay so you can move around almost in a spreadsheet fashion it's not too bad to do these edits and if I hit shift click shift arrow down shift Arrow up does the same kind of thing now obviously shift Arrow right and left doesn't do that so not not the same field you can't do that across fields for a moment Steve I thought you spelled something profanity when you said shift click I missed the F on that word like what are you what keyboard macro are you using all right let's move on I've got more tips for you that was update selected update all uh there are some UI actions and UI context menus that are also available for example I'm sure many of you are familiar with this one if I rightclick over here on assign to oh maybe it was somewhere else why is my right click not working well that's a bummer same uh pardon me this is a uh I'm going to have to pull up my system preferences here and find out what's going on with my mouse because I just attached this mouse to the system today mouse mouse mouse mouse where are you Mouse trackpad Mouse and do I have a right click secondary click click on the right side there we go sorry behind the scenes told you a lot of stuff changed not necessarily for the uh not voluntarily so if I rightclick on this I can see assigned to me okay this is a UI action it is a list context UI action I'll show you that in a second there are also these context menus context menu options if if you go into UI context menus you can you can learn more about them they're a little more involved in what they do and how they do it but uh assigned to me is pretty simple if I look in configure UI actions we will find many of them including one called uh sign to me on the incident table right there and this one looks like a workspace one interesting yeah because it was attached to itm workspace but it probably does the same thing it says current assigned to is my user id gs. user ID and update the record pretty simple and that is another way you can do list editing without actually editing the list so let's get into some of the properties and behaviors of controlling list editing because you may not want everybody at list editing in fact out of the box some of these tables are not list editable uh John says are the edits selected governed by list edit ACLS we're getting to that first we do properties then we do some controls then we'll do acl's okay hang on John you're one step ahead of me as always let's look at go back to incidents there we are and actually I want to go to properties so underneath see if I documented this correctly system properties properties too many e system properties UI properties there we are and there is a check box that says enable list editing search for list edit there we are enable list editing about uh 40% of the way down the page if I'm if I'm reading my scroll bar right and that that will turn on or turn off globally so if your organization says Thou shalt not do list editing and again you may not want this it's up to you you can turn this off globally with a property because that's what properties do just for fun let's go do that so I hit that scroll all the way back up CU you got to hit the save button and well we wait for the properties and the cash and everybody else take a quick sip we go to incidents because we like to pick on the incident table always throw it away and get another one from another instance real fast and click click nothing happens click click nothing happens it's gone oh that's a huge bummer well let's go back to a properties Pages don't show up in the history that's no fun system properties UI properties go back down about 40% and enable list editing turn it back on because I like list editing I do it all the time now again your organization may not want you to do that another one is configuring the field types this one's interesting that can can and cannot be list editable so if your organization says reference Fields don't make them list editable uh you go to the where do we go list I'm reading my notes list of element types comma separated that cannot be inone in the list editor add to the list oh it was in the properties as well so down here list edit right below that is the list of element types that cannot be edited so you can't do an HTML field that would be kind of funky in a list you shouldn't even put HTML fields on a list in my book cannot do currency and price user a lot of different field types file attachment this is a comma separated list of field types sorry I wrote these notes like back in August I'm trying to decipher them three months later but they are still there and I can still figure out where to go so another property that uh you could do and yes technically notice that conditions one of my favorite Fields is in here and you've probably seen conditions on a list there's there's two ways it'll be represented one is the encoded query string but if the condition field has the attribute readable equals true it will show up as you know priority is one or priority equals 1 Dot and DOT active equals true it's more human readable well if you took conditions out you could listedit the conditions field but you better be really really good at writing encoded query strings so that has some risk associated with it and that's why many of these are in here is because they're not stored as human readable things so that's another thing to consider when you're messing with that property be careful of it I didn't even know that property was there until I started researching this going on to back to our incident table with the right pointing device here go to all can you control list editing regarding the role of the users that could be done through ACLS yes yes you can and say only admin shall be done we're getting to ACL Steve hang in with me I want to do the list controls so if I go to configure list controls some of you may have been here before fun place to go there are some interesting properties related to list editing there is one called list edit type save immediately so it saves as soon as you click enter or the checkbox okay there is save data by rows and of course disable list editing this is how you would disable list editing for this list okay pretty easy you can come into list controls and say turn it off okay save immediately allows you to save as soon as you click enter or the check box we saw how we did that save data by rows allows you to change multiple values on a row and saves when you navigate to another row so think about that you could do a lot of record updating you could go tap tap change the sort description tap tap change the the priority tap tap change the assignment group but it's not saved until you navigate to another row so little bit of n in there that you could potentially go there I did it go look at the record and if you're still your cursor still sitting on that same row somebody I didn't see any changes okay that might happen now let's get to the ACLS because you know people been asking about that the acl's if I look let's go back to here I'm going to elevate my privileges real quick Elevate rolls headman I'm curious if anybody else is putting elevated roles in their instances I've seen one or two along the way and now when I say configure security rules and I am just going to take this to H let's have some fun you know what I didn't even think of this there is another way to do that besides going to um to that I don't often do this and I always forget forget about it but if you just want to add another ACL I I learned this in s admin class in 2008 I just don't think about it all that often if I want to make say the short description not list editable I can right click on here and say configure security and it brings up this dialogue nice modal okay one of the things in here is list edit is the operation so I can say list edit is only available to admin okay it's going to add that role if you're just doing roll based ACLS which many of you should be doing then this is an easy way to add them okay and it will say I'm going to put this on here thank you security mechanic and if it's changing anything or overriding something else like maybe there was a star. star or a task doshort description that said list editing is only available for this other thing it will tell you hey I'm going to override this you know so that is the way to do that just another way to do it instead of going into ACS creating a new one and facing a nasty old form so I am admin if I impersonate oh good old able tutor yes I want to leave how many thumbs up tell you and incident. list goes to the incident list there's no records to display interesting because it's probably doing it's saying you only see the ones that are yours all right let's create a new one say hi this is uh taes first uh incident theoretically I don't know maybe he's got some closed ones in there did you find what you were looking for in the catalog no submit and now I can edit this and save this all I want from here I didn't put any issues out on that let's go to incident. list and prove that able cannot edit this 1017 short description click click oh wow that was not what I expected that should not have worked H I wonder why maybe we should go look we can debug some security rules got look at the clock make sure I got time for this might have to look at that if able got a dollar every time someone impersonated him good one oh I'm glad you enjoyed the tip apparently this one didn't want to work though incident. list figure I didn't Elevate I got to re- elevate when I come back in from an impersonation and and let's go to configure security rules I got to get to the user preferences don't want to eat up all our time let's just do this this name equals incident spell it properly incident. short description you know what let's look for incident or task and the operation is list under edit does anybody have anything on there maybe I didn't save it that would be interesting who is the most recently updated list edit operation null. short description I think we have an issue here people something about that little modal may have a bug that's the first time I've seen that and been using it forever let's go to the incident table incident I am just not on today at least the technolog is working even if my fingers aren't okay admin overrides you know what it's an admin rule let's not do that that would destroy our demo ah verify that you want to change this because I'm deleting another one that's fine and let's go back to let's just make sure we can do this first incidence short description click click Able's first incident question mark okay that works time to pay able another dollar able goes to incident. list because there's a before query business rule that's filtering out all of the non-a stuff here click click security prevents you from editing this you can use ACLS there that was an interesting debugging session never planned on that one but let's go forward you can do it per table and per field like any other ACL so if you said incident. star no list edity unless you're admin or no list edit at all you can say nobody or public or whatever you want in there snc external any of those roles will work fine why that modal kind of freaked out I don't know I'm going to check on that maybe I wasn't looking closely I'll have to go back and watch the video okay uh user preferences last piece last piece let's get to back to me and impersonation this one has nothing to do with acl's and since I'm admin I don't have to worry about short description destroying my demo uh it's available from the Cog icon so incident. list this Cog icon right up here in the corner where my zoom oh can't zoom in there it is that Cog icon all right brings up this there are some list preferences down here such as enable list edit so personally on a on a user preference base you can turn this on and off you may want to set your default the system user if I change that going show you where that's hiding so you can go and look if you choose user preferences under system administ user Administration excuse me user Administration user preferences and I always like to sort this list by last updated it's called list under edit under enable obviously the label says it all and it is currently false for Chuck tomasi because I turned it off so history incidents click click oh I never noticed the little stop sign there the little do not enter sign I think that's new I I when I was doing this back in August I don't recall seeing that I don't think I was on Paris quite yet but you never know I might just not have been paying attention does something fun with the layout but uh never mind that you cannot list at it if that preference is turned off so another thing you might want to keep an eye on uh for that there is also another one double click to edit I don't generally turn this off but cuz get really touchy if you turn this off click click it's still working so I had to log out and log in to get this to do what I wanted to do something about this user preference doesn't respond immediately and when I go back to users incidents excuse me incidents and say click single click okay so be careful I don't really care for that all that much but uh single click is possible if you go to user preferences turn off double click to edit I prefer double click just sort of a thing but uh not next time I log in it will be the the way that I like it so hopefully I don't have to do any more of that that pretty much wraps up everything I've got on list editing we've talked about basic functionality doing list editing in contiguous a a series of Records or a discontinuous series of Records we looked at select all and up selecting an updating on a selected basis using the context menu update selected and update all brings up a form remember we took a look at um the acl's the properties and the preferences that help Drive list editing for you so thank you for joining me there's there's lists are pretty darn flexible little things when you get down to it there's a lot a lot of fun to be had with these things and uh go explore see what you can find learn what you find join me Monday the 23rd when I talk about data lookup tables on the next episode of community live stream and as always I invite you to participate in the service now community at the link in the YouTube description or community. servicenow.com if you aren't already thousands of really smart people over there with a variety of topics you can engage with for now I'm Chuck tamasi and until next time thanks again hope you had a chance to learn share and help forgot to do that well let's do that there do this right I can still run the keyboard thanks everybody take [Music] care [Music]