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A custom data lookup rule in ServiceNow is a configuration that you can create to control how data is retrieved and displayed within the platform. It allows you to define conditions and actions that determine how related data from different tables is fetched and presented to users.
When users interact with forms, lists, or modules in ServiceNow, they often need data from related tables. Custom data lookup rules help in this process by automating the retrieval of such related data based on specific criteria. For instance, you might want to display additional information about a user when viewing an incident record, or retrieve data from a related configuration item when working with a change request.
These rules give you the ability to customize the behavior of data retrieval without having to modify the underlying code. Instead, you define conditions that need to be met and specify the actions that should occur when those conditions are satisfied. This can involve fetching data, applying calculations, or transforming data before presenting it to users.
In summary, custom data lookup rules in ServiceNow enable you to enhance the user experience by dynamically fetching and displaying relevant information from related tables, based on your predefined criteria and actions.
Certainly, here's a step-by-step guide on how to create a custom data lookup rule in ServiceNow:
Log In and Access the Data Lookup Rules:
Log in to your ServiceNow instance and navigate to "System Definition" -"Data Lookup Rules."
Create a New Data Lookup Rule:
Click the "New" button to start creating a new data lookup rule.
Define Basic Information:
Name: Give your data lookup rule a meaningful name.
Table: Select the table for which you want to create the data lookup rule.
Active: Check this box to make the rule active and usable.
Run If: Specify conditions that must be met for the rule to run. This can be based on field values or other criteria.
Define Execution Order:
Order: Specify the order in which this rule should be executed compared to other rules. Lower numbers execute first.
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16 авг 2023