2.2 Add fields

Overview

Earlier, you created the back-end form the fulfiller users will see for records on the Telework Case table. In this exercise, you will create the front-end form with questions for the user to answer when submitting the form.

The fulfiller users have requested that the Record Producer ask the requester the following questions from the PDF form we are digitizing:

• Who is the request for?
  • Should auto-populate with the name of the current user, but can be edited to a different user.
• When do you need this?
  • Options should be:
    • Today
    • Tomorrow
    • This week
    • Next Week
• What type of Telework are you applying for?
  • Options should be:
    • Regular and Recurring Telework
    • Remote Telework
    • Situational Telework
• Number of Days per Week?
  • Input should only be an integer. No letters allowed.
  • This field should only appear if the answer to the previous question is 'Situational Telework'.
• What is the reason for Teleworking?
  • Options should be:
    • Dependent Care
    • Medical
    • Reasonable Accommodation

Instructions

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A Question set is a ServiceNow term for a set of questions that can be re-used across multiple Record Producers and Catalog Items. Some questions in the set might have special logic to validate input or auto-populate answers.

The first two questions you will add to your Record Producer already exist on the system as part of a Question set called 'Standard Employee Questions'.

• Who is the request for?
• When do you need this?

1. Add the 'Standard Employee Questions' Question set.
   1. Click the arrow next to Insert new question.
   2. Click 'Question set'.
   3. Type Standard.
   4. Click on 'Standard Employee Questions'.
   5. Click the arrow to the left of 'Standard Employee Questions' to expand the Question set and see what questions it contains.

note

Advanced ServiceNow users may know Questions sets outside of App Engine Studio by a different name 'Variable sets'.

Questions remaining to add:

• Who is the request for?
• When do you need this?
• What type of Telework are you applying for?
• Number of Days per Week?
• What is the reason for Teleworking?

2. Add the question 'What type of Telework are you applying for?'

   1. Click Insert new question.
      
      
   2. Configure the following values:

   Field Name	Field Value
   Question type:	Choice
   Question subtype:	Record reference

   

   3. Scroll down to the Details section.
   4. Configure the following values: (💡 double-click, copy & paste into the form).

   Field Name	Field Value
   Map to a specific field	Checked
   Table field	choose Arrangement
   Question label	What type of Telework arrangement are you applying for?
   Mandatory	Checked
   Question Preview	Notice on the right panel, then Question Preview shows what the question will look like to the user.

   info

   Notice the Question Preview that shows what the question will look like to the user.

   5. Click Continue to Additional details.

   6. Type Arrangement the Source table box and click 'Arrangement' in the drop-down.

   7. Click on the Annotation tab.

   In the current process with the PDF, the team is spending a lot of time correcting and manually re-routing Telework requests due to people confusing the different types of Telework arrangement.
   
   Add an annotation to help the users understand what they are selecting.
   
   

   8. Check the box Show instructions.

   9. Open the file: telework_form_annotation.docx.

   10. Copy all the text in the file ( ⌘ Cmd or CTRL+A, CTRL+C )

   11. Paste it into the Instructions box (⌘ Cmd or CTRL+V ). You can choose to either keep or remove formatting.

   12. Click Insert Question.

Questions remaining to add:

• Who is the request for?
• When do you need this?
• What type of Telework are you applying for?
• Number of Days per Week?
• What is the reason for Teleworking?

3. Add the question 'Number of Days per Week?' using a different way.

   1. Click + Insert below the last question you added.
   2. Click the 'New question' tile.
   3. Set the following values in the Type section:
      
      

   Field Name	Field Value
   Question type	Text
   Question subtype	Single line

   

   4. Scroll down to the Details section.

   5. In the Details section, enter the following information: (💡 double-click, copy & paste into the form).

   Field Name	Field Value
   Map to a specific field	Checked
   Table field	Days per week
   Question label	Number of Days per Week?
   Name	days_per_week

   6. Click on Additional details.
   7. Click on the Text validation drop-down and select Number.
   8. Click Insert Question.

The Telework Case fulfillers want 'Number of days per week' to only appear if the user answers 'Situational Telework'...

This can be done with a Behavior.

note

Advanced ServiceNow users may know Behaviors outside of App Engine Studio by a different name 'UI Policies'.

4. Define a behavior for "Number of Days per Week?".

   1. Hover over the question 'Number of Days per Week?'.

   2. On the right side of the row, click this button.

   3. Click Define new behavior

   4. In the Actions tab, we'll specify the behavior we need:

   Field Name	Field Value
   Make the question mandatory	Yes
   Make the question visible	Yes

   

   5. Click on the Conditions tab.

   

   6. Set the Dynamic Behavior Condition filter to

   arrangement	is	Situational Telework

   

   7. Click Add behavior.

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This will create a UI effect where the "Number of Days per Week" field will only appear when the answer to "What type of Telework arrangement are you apply for?" is "Situational Telework".

Questions remaining to add:

• Who is the request for?
• When do you need this?
• What type of Telework are you applying for?
• Number of Days per Week?
• What is the reason for Teleworking?

5. Add the final question: What is the reason for Teleworking?

   1. Click Insert New Question.
   2. In the Type section set the following values:

   Field Name	Field Value
   Question type	Choice
   Question subtype:	Record reference

   

   2. Scroll down to the Details section.

   3. In the Details section, enter the following information: (💡 Copy & paste into the form).

   Field Name	Field Value
   Map to a specific field	Checked
   Table field	Justification
   Question label	What is the reason for Teleworking?
   Name	justification
   Mandatory	Checked

   4. Click Continue to Additional details.

   5. Type just the Source table box and click 'Justification' in the drop-down.

   6. Click Insert Question.

Your screen should now look like this:

6. Click Save.

Exercise Recap

The Record Producer form now has the required fields and behavior added to it. You were able to leverage a 'Question set' so that you did not have to recreate the Standard Employee Questions.