hello my name's Jason Miller founder of asthma now solutions we're about to unlock the power of service now I'd like to start off by thanking all twenty-five hundred and ten subscribers in over 80 countries globally if you believe in transferring knowledge to those who need it most please click Subscribe your user data will not be transferred to anyone outside of Aspen now without your consent okay so today we're going to get into ten things that you can do with dot walking before I get to that though I just wanted to tell you a little bit about a trip that I went on went to Prague met with a up-and-coming youtuber named Karthik the gentleman there was really putting a lot of time and effort into his channel and understanding service now and passing that knowledge on to other users so I think that's a really great thing that he's doing so if you get a chance just go ahead and check them out and then the other I think I like the comment on is I met with a group of ServiceNow developers in Warsaw Poland and it's about 15 or so we met up on a Friday night I'm just exchange some information you know what we're all working on stuff like that really cool stuff and they gave me some great ideas on how to make a channel better you know through sharing their experiences I was getting I was able to get a better understanding of you know what other people face with their customer requirements and yeah you know doing business in the States is fundamentally different than doofus in Europe I can't came to find out mostly because a lot of the customizations have been making the software you know just like here in the US regulatory changes will impact what goes into the software and the way it needs to behave right okay so today let's get to it dot walking so I'm just gonna take you through here I listed about ten or so on these little slides here or these little yellow squares just see the slides and we'll get into it so what is dot walking let's just start off with that right now a little explanation of it so it's a way that we can tap into the data that is housed in tables and today the one of the main ones that I'm going to use is like the user table so when you look at a user record what goes on the user record their name maybe the city they're in or location phone number or email so we probably understand you know the components of what goes in that record so if we're on a form like the one we're about to look at I picked I just picked this application a server for to start out later on we'll get into a form using the problem application so here basically what I wanted to show was that we can dot walk basically support groups manager here and make it dynamic and the way we do that is to go into configure so let's back up one second here we would right click or two-finger and click if you're on a Mac like myself you're gonna go to configure and then you would go to form layout and that would take us into a screen like this so we see here we have these green fields so that basically indicates that it's a reference field and what we can do is if we wanted to tap into the support group manager we could do that by going down to support group right here we're gonna hit this little expand icon and then it's going to bring up a second level here so here's everything that's going on the support group table right so we already have the support groups and managers information right here but maybe we want to get something else off this table maybe we want the domain for example so if we want to do that points you just pull it over here so now we I have his domain the support groups domain on the form also so I'll click Save and what I'm going to do is just refresh this form here again we see here the domain is global one thing to note about this method here if you have the requirement to bring up something else form from this record right here if you do end up changing it like these are reference fields here so it'll be very hard to change but if we were to bring up like a string field like support group maybe manager first name or something like that if we change it on this form then it will change it in that table so I just want to note that and I'll show you a couple of other examples and some other questions that you can ask your customers to when they're asking for you know I want to see the manager for this support group I wanna see the domain domain that it's in there's a couple other things that you probably need to ask when you're implementing this is the solution to okay so number two lists lists right so dynamic values I put down also here so basically if you want one value to change so for example here we're gonna see almost the same thing support group and then domain so let's just say I want to add a new application server here isn't that great I've been on this thing for so long Amy never but no problem okay so let's say we want to name our application Superman or something like that then we're going to put on our support group see if it comes up maybe the test group and you'll see here it populates right we have our manager and domain so the dot walking is working just as planned and now we'll go ahead and hit submit oh that took my back to this yay thank you for making a complicated but no big deal so what I'm going to do is just cancel out this hopefully this brings us to our form there we go and we see Superman has been added okay so now we have our support group and our domain here so these are dot walks from this table right here and that's going to be the groups table now if you want to add something else let's say we want to add the manager I'm going to right click here figure and we're gonna note here that you have to be an admin to do this type of stuff and the reason why is because if we let the users just add produc whatever they want then we're gonna run into some of some big-time performance issues later on down the line at least that's what they say I'm not sure if that's totally true so we're gonna go to list layout support-group domain so let's say I want to add the manager now so again I'm gonna go pretty much the same thing that we did previous in the forum but now we're gonna do it in the list to you right bring over the manager and I don't know maybe I want to add something for the manager too so let's see here don't want the managers you don't want the phone over something like that and we'll see if it pulls it through and they say I guess don't walk more than three levels down and in some cases and maybe I'll even demonstrate later like you you really can't so it looks like the phone number is not in this person's profile so it's not bringing it through so we'd have to go ahead and take a look at that how we're gonna get that information okay so next one SLA is so SLA is guess what there's no real scripting involved you're gonna be dealing with the condition builder right so as you can see here I did reported by dot city and reported by dot Department right so this one is Miami and this one's finance and let's walk let's just walk through how we would set this up so we'd open this and again I'm in New York right now so you're a conditioned builder it may look a little bit different and we're gonna look for these arrows if you don't see any arrows next to like a sign - or sign group what you're going to do is you're going to open this up oh no arrows so what do I do now you're going to type in show Sh excuse me show related fields well okay so at that point you're gonna see the arrows pop up see right here assignment group a looks a little bit different but you get the point there and then if we want to can go to the assignment group fields and we could say alright what do I want off the assignment group to use in this definition right so I could use the manager's name maybe manager time zone whatever it is that we're looking for here so in order to set up reported by city here we're gonna go to reported by hit the arrow scroll down to city is and I can type in Miami so that would be how you could not walk and make sure the SLA is defined correctly so now let's open up another looks like we already have an open record here so I'm going to try a problem maybe to create the problem see your problem estate there we go create new all right so what was in our SLA definition here I think there was a priority also now no active is true Miami and Finance okay all right so now what I'm going to do is say all right let's bring in me now you see how that city automatically populated and then if we look at the user record here we'll see we have finance as our department and then our location is Miami City is Miami so if we look at right here reported by city Miami and then Department is Finance and this thing should fire so let's do that might even make it a priority one and I'm going to hit save and we'll see if it fires and there we go there's no task SLA that get fired right there as well dot walk Miami excuse not walk Aspen Miami okay so great and then here were a couple questions when you are implementing the solution so right here you'll see that I dot walk the reported by city if I hover over this question mark it tells you that right there I also created a client script to push a value meaning push the city from the user record instead of doing the dot walk and the reason why I wanted to compare these two right now is because you're going to get into situations out there where you're gonna want to ask the customer okay so how often does this change meaning the city right or a person's phone number I've dealt with customers in the past they don't like some of the people who call in the tickets their numbers change all the time because they're going to different locations and they can only be reached at that specific location so the question that you want to ask is like okay how often does this change and then what do you want to see one year from now so when this record is closed do you want to see the old city that they were in at the time which would be this one here because this is basically going to be a one time push based on the reported now the updated information or information that was that was part of the record a year ago right so that's what we're trying to compare here because this one right here if we change this to something else like I don't know let's just say the keys let's save let's open up a record here you see how the city changed here too so if you don't want the users to be able to modify the user record you're going to want to make this read-only so I'm gonna change this back to Miami click Save sometimes you'll get that requirement to like okay like from the problem record or incident record problem more commonly I want to be able to change the users data and their user profile or if you don't want to then you're gonna again make this read-only all right so I hope all that made sense you have any questions feel free to make a comment in the box below okay reports not walking huge so if you want to know and here I just pulled up a report like if I want to know all the active Miami problems right now and we can just take a look at the construct here a condition builder hold on there we go so again it's reported by dot city I'm just gonna show you real quick again so it's sorted by city and you know I'm not sure if anyone from ServiceNow is gonna watch this but if they can make this so you can type this one too because sometimes you'll have a monster list that you got to scroll through and do a million of these things but here it's great you can type but I wish that this right here you'd be able to like type in search - so anyway I put in city basically the same thing so right now let's just run it you should have a couple more right we have nine total active problems in Miami okay so now number five flow designer you can also do dot walking and flow designer - so it's a big push to you get people to use slow designer sort of workflows and I guess they're gonna phasing out workflows and a later dated version but basically what I set up here was when the problems created party is one and the reported by city mean the person in that box the city is Miami then we have a email going then we're gonna add the user add the assigned to to a conversation and then also the reported by so basically I dot walk that right how did I do that basically I opened up the problem record and I went down to recorded by and then I just dragged it over like that in order to add that user there so if we go back to our record here I believe this is a priority-one sometimes you know this thing takes a little bit to refresh so I was kind of playing around with it now I have two dialog boxes open and I'm not sure if this one's gonna make it there just yet or probably come in a couple minutes but might be just my connection here is a little slow but it'll add whoever's in those boxes there so we don't really have the assigned to filled in so if we wanted to try it again we could do that but basically I just want to show that you can not walk in the flow designer also so now moving on we got notifications and then I did kind of six and seven together so notifications and then also if you want to do like a front-end URL within notifications I'll show you how you can dot walk that too so here we're going to look at a notification and this is a requirement I had a while back where it's coming off the sis approval table and what we were instructing the user to do the person who made the request in this scenario was go back to like the original requests and then you're gonna like you know make a comment or you know make an update based on the comments below so I have this request set up that has an approval on it and what I'm going to do is preview it I'm going to show you the difference between the two links so first off I got walked right here so if you see here it says sis approval so if we were to go to like my approvals on the approvals table and maybe I can open that up even let's find the window here let's do Y approvals and we'll see here's the request at hand okay so now see how we have this approving right here this is camera if this is this disapproval or or I think it's approval for maybe but basically one of these two I believe it's this one so we'll see here the numbers this req right but what's in that record so we'll see that this is on the SC request table and then if I want to do the requested for would be requested underscore four so if we go and take a look at our construct here it goes this approval dot request dot requested for and then when we preview it we're gonna see a person's name appear and then the next thing that I'll point out so here are the two links that I was talking about so click here to go this record so we'll see the construct here instance name portal names Aspen now have this little question mark ID form and table and then I did task right and sis ID now we're gonna see this dollar sign squiggly brace sis approval dot sis ID and bugles portal and I'm going to show you the difference between the two because originally I plopped this in here as a little bit lazy but I'm trying to direct the user not back to the approval record but to the requests in this scenario so we'll just see the difference in a second so way to hit preview and I can't remember it by there we go [Music] excellent so we'll see your approver Jason Miller came through looks like my dot walk don't work maybe on the request itself you know something's going on here where it didn't come through but let's just take a look at these two now so let's click on this one they're gonna bring us to our requests it does perfect so I found the request there's a your suit is open by and then the next thing is we want to click on this one the old way and we're gonna find that it's going to tell us record not found so the dot walk is what made this happen here with that sister approval dot this this ID right so just make sure that take care of that right there and if you want me to sign us via more than happy to do that and yeah I don't know what's going on here this thing but I'll revisit that later we saw here that this approval dot short description did come through so good news on that so again if we want to take a quick look at it see if it comes up actually the approver came through or not the short description so something's going on there with it the dot walking it's just not it's not pulling it through so I'm just gonna leave that one alone for right now and then we can move on to number eight so client and business rule scripts so if we want to take a look here I create every one for reporter by city on the problem table and basically when the reporter by changes and here I defined a variable right because a lot of times what people are gonna do is say okay I want to get the value but on a reference field you have to use yet reference right so I'm saying get the reported by and populate the city right so Aspen here which is our reference value there and then populated with the city right so we're setting the value you underscore city with Aspen or one which is this variable here so it's basically whatever's coming off that user record as the city then we're going to set the city on the record right there so I think we can go back to our problem here and we'll see that's the client script that I was referring to here so it's pulling the city from this user recommend just doing that one time push so remember there's a couple of key questions when you're doing a requirements gathering to ask like what do they want to see in the future do they want to see the old value or the new value if it's something that changes pretty awful okay so we did that and then we're gonna have our record producer script so if you're creating a record producer for everyone here called Aspen or request it's a table name if we scroll down here let's take a look at the constructs so I'm saying you Aspen RP location which I believe I put on the backend form is going to be equal to producer dot the whoever they put in the requester slot dot location okay so we'll take note of that then I have another one down here for phone and I can't remember I think I made two locations I think one's a string and the other one's a choice or something like that I camera over the difference between the two but anyway we have one here for phone so we're saying whatever phone number from this record from this producer is off the Aspen or requester then throw it in here to this Aspen phone and we can see how that works in just a second so again we have our you know information coming off our user record we'll see that this has changed a couple of times that's why it's updating and then we'll go here to our record producer okay so again I don't even have to put in all the other stuff right because the dot walking is doing the work for me I don't need to ask the request for what city there and it's already in the database we have it in data table so just put it in Jason Miami brings me up and I'll put in some of this other stuff too it's critical we're gonna hit submit okay fantastic and now when we go to the back ends we're gonna see let's refresh this list number 17 what do we have here we have our locator this is the RP location we have our phone we have our city but I don't think we had our city in that record producer script now that brings us to number 10 workflow run script now I did comment earlier that I think that the push is to go away from workflows the flow designer so I just wanted to show for some of you that are still messing with workflows oops before we get to our conclusion there how to set this up so this is just the basic run script running off that for that record producer this so workflow you go to workflow editor you can open up a new workflow you can put in this run script [Music] and it's gonna take a second to load but basically what we're saying here is in the scripts current you underscore city that is the name of the fields and then we're gonna have current not variables died you asked in a requester that city and it automatically populates the city as you just saw in that previous example so it's pushing not from the record producer script but from the workflow and it's up to you how to implement that so sometimes you want to put in the workflow because you want to push just that you know that one time and maybe you know you want everything to be here not on the record producer because maybe you're gonna have the approvals in here and some other stuff too so it's all a matter of preference I would say there it doesn't really matter to be honest with you which way you do it but that's up to you okay so here are the 10 things just to review again that you can do dot walking you have forms lists SLA s reports flow designer notifications front-end URLs within notifications client B are scripts record producer scripts and workflow run scripts so there you have it my name is Jason Miller founder of asthma now solutions and we've just unlocked the power of service now