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Loan Request ServiceNow Demo App

Import · Jul 26, 2019 · video

this is an introduction to the app engine capabilities of surface now we will look at a scoped app created in ServiceNow which is used to manage equipment loans by employees for example employee needs a laptop or a smartphone this here is the application and the current requested items the current requested loans and let's open the first record here we see that Jane Doe has created a laptop and the start and end date are here and actual assets she has is a macbook pro she does get reminders because her end date is due and we could also create a new loan from the application by filling in our variables here but let's switch to the mobile application here is mur the screen of my mobile phone and open up the surface now agent app and go to the loan equipment here you see several applets based on the role you will Det will determine which a placebo see but here I will choose new loan for now and I see the types I can loan and when I want a smart phone I can just swipe on it and say create request adjust the date let's use it for two months and now it is created and now when I go back to the platform and review the loans requests I can now open up the request created via the smart phone app and I see that it is to state requested and because that is determined via our flow designer flow we need an approval from the manager so because I'm an admin I can override and right click and approve this request and this will set the state to fulfillment it should change in any second yes now it's fulfillment and we can select an an asset so it will only show us the mobile phones or the smartphones and let's say that this is assigned to the user and select this equipment and now because we have selected this asset for this user it is set to a waiting collection so now let's assume that we are in the in the warehouse where the user will pick up the items and open the app again and as FULFILLER or the employee that gives out the smartphone I can when the when the borrower comes I can scan the smartphone this image may not be the latest and greatest smartphone but ok I have scanned the QR code on the phone I say ok and here I see the request and when I swipe on the request and I can say marques collectors give it to the borrower and here you go and at this point you see that the state of the loan request is set to unknown so now we are done for for this so it's very easy to to to create flows like this and to show it off Here I am in the loan table so the the items you see here the fields over here those are in the loan table and we are extending the loan tables from tasks and the great benefit of that is that in service now you can leverage a lot of available capabilities and the task table is one important and thing about that it contains a lot of fields you can use out of box for workflow applications like start and end dates and the active state what we have done here is added a field for the assets so that's not an out of box but for our extension of the application we can we have added asset and that reverse to the asset table so so we have all our assets in service now and it is managed there so we don't have to create all that's infrastructures ourselves but it is available here the same is for the borrower that's reference to the user field so we only have to add field to the table and after that it's all works and if we would like to for example a simple change if we open up the form design here we see that this is type and here we have States let's say we would like to have the number fields so we have a unique number of deaths of that request save it now it's saved and from this form we can also add new fields if we for example would like to add a decimal field we could drag and drop it and configure it from here and it will be added and it works right right away not going to save that now so we have added the number fields and when i refresh here you will see that the number field is available on the form right now so we have covered the data model and in the fields we can modify the form design and flow designer we have not touched upon that yet but we have seen the actions of flow designer for example the equipment loan flow this is a graphical way to model your process behavior so what we have just seen when a loan is created that it will be set to a state of requested right away that was done by for this flow and the second thing we have just seen is here is first a check if the borrower has a manager so that's defined out of box in the user table so it will ask for approval to that manager its checks the field and it will send out an approval request to death and if the result of that request is that it is approved we will update the record and change the state to fulfillment if the user if the approval does not approve then the case will be closed so a very easy way to configure or to model your processes and in the right pane you see all the fields and all the related things we are working on we are working on a loan records and for example if we would like to include in a notification end date we could just drag and drop that to to the fields we are using so it's really a no code experience to design processes next is the mobile app we did show the mobile app but it can all be configured in the application as well if we go to applications for example all loans here you see that how it will look like so we can figure can configure which field we want to show and we can select different sample of how it will look so again a no code experience to model your mobile applications and then what we have as well we can have multiple channels and very easily so when I type in loan this is select this is a messaging application and this is also available in for example the service portal or Microsoft teams or a bunch of other chat applications and I type in loan and it figures out its most likely I will want to loan something let's say I need a VPN router fill in the start and end date and it's created and it gives me a link back to the platform and here I can review the request I have just submitted and what we have as well is automated testing when we want to upgrade we want to make sure everything is still working and in the service portal which I will show briefly from here I also have the ability to start off alone so this is available for all the end users in the in the organization and let's say I want to test out if this if this works after I have changed something of all there is an upgrade I can go to an automated test framework test loan laptop records producer service portal and this will basically fill in open that form as another user fill in the variables submit it open the resulting records and check if all the records are as we have defined here so let's run this test and what you will see here that all the steps will be done like that here you see that it is as a desk the user I have signed up assigned and now it's opening the forum and it's already done the test so in a few seconds all the steps are done what what would have taken a lot more time manually and here you see that there is an error so let's go to the results and here we see that in step 6 it failed and for the failing step there is a screen shot and I'll open it so you see the start and end date and the type and the type here is laptop and what I see here did in my testing I am testing if the type is pre actor and it's not because it was laptop so that is the reason reason of the failure so that's another capability that makes it easier to maintain so back to the Start screen for overview other capabilities are for example integrating reports where we can monitor the state and we could also in integrate SLA s that our default Li by default available and that can be used to track meeting the our performance that we that we have to meet so to finally to wrap up I hope you have seen that it eat that it's easy to build workflow apps that we can integrate a lots of capabilities from the platform like native mobile and we can use other channels like slack or other applications using virtual agents reporting analytics a lots available to leverage in ServiceNow and we can take it to the next level we can start off easily and if there are requirements to fulfill automatically by sending a request to a third party it is all available without coding or if it's needed we can set up our own integrationist as well so that's it for now if you have any questions feel free to reach out and thank you for now

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