Exercise 3: Creating a user form on the Portal

Duration: 30 minutes

For this exercise, we will focus on exposing your newly created table on one of the employee portals so that your employees can easily access and create a travel request for themselves.

This is also known as a Record Producer in ServiceNow terminology.

1. Click the App Home tab to return to the main view

2. Click Add under Experience

3. On the following screen, click Record Producer

4. Click Begin

5. On the ADD EXPERIENCE screen, enter Raise a travel request under Name, and Capture employee travel requests for description

6. Click Continue

7. Click Edit record producer

8. Under Description, enter the following text: "Use this form to raise a travel request for all international flights. Approval will be routed to your manager."

9. (Optional) Add an image if you wish (You can use anything you find online)

10. On the left sidebar, click Destination

11. We will define where this form will route requests to. Search and select Travel request. This is the table we first created.

12. On the left sidebar, click Location. We will define which portal this form will be located in. A form can belong to multiple portals on ServiceNow

13. On the main area, click Browse

14. On the next screen, look for Service Catalog under the Available section and move it to the right

15. Ensure that Service Catalog now appears in the Selected section

16. On the bottom right, click Save selections

17. Click Browse under Categories

18. This time, do the same as before, and select Can We Help You? from the Available list

19. On the bottom right, click Save selections

20. On the left sidebar, select Questions

21. Click on the dropdown arrow next to Insert new question, and click Single column container

22. In the pop-up box, enter General Information under Title

23. Click Submit

24. Repeat the top 3 steps again, but this time select Two column container and enter Travel Details

25. Expand the General Information section, click the + Insert icon, and select New question

26. In the next form, fill it out as below

    Name	Selection
    Question type	Choice
    Question subtype	Dropdown (fixed values)
    Map to a specific field on the table	Checked
    Table field	Reason for travel
    Question label	What is the reason for travel?
    Mandatory	Checked

    

    

27. Click Choices

28. Check Include none choice

29. Under Available Choices, add the 3 reasons you added during table creation for Display name: Customer meeting, Internal meeting, Training

30. Copy each of these onto the Value column as well (Both Display name and Value will be the same)

31. On the bottom right, click Insert Question

32. Expand the Travel Details section

33. On the left column, add a New question

34. Fill out the form as follows

    Name	Selection
    Question type	Date / Time
    Question subtype	Date
    Map to a specific field on the table	Checked
    Table field	Departure date
    Question label	When are you leaving?

35. Click Insert Question at the bottom right

36. Repeat the steps above again for Return date

    Name	Selection
    Question type	Date / Time
    Question subtype	Date
    Map to a specific field on the table	Checked
    Table field	Return date
    Question label	When do you return?

37. Now we will capture the locations by looking at the Airport table we created

38. Under the same Travel Details section, add a new question

    Name	Selection
    Question type	Choice
    Question subtype	Record reference
    Map to a specific field on the table	Checked
    Table field	Travel from
    Question label	Where are you departing from?
    Mandatory	Checked

39. Click the Additional details tab

40. Under Source table, search and select Airport (This is the table you imported from the spreadsheet)

41. On the bottom right, click Insert Question

42. In the main screen, follow the steps above once more for Travel to

    Name	Selection
    Question type	Choice
    Question subtype	Record reference
    Map to a specific field on the table	Checked
    Table field	Travel to
    Question label	Where are you traveling to?
    Mandatory	Checked

43. Remember to choose Airport for the Source table under the Additional details tab

44. Now we will capture the estimated airfare. Insert a new question below Where are you departing from?

45. In the main screen, follow the steps above once more for Estimated Airfare

    Name	Selection
    Question type	Text
    Question subtype	Single-line
    Map to a specific field on the table	Checked
    Table field	Estimated Airfare
    Question label	What is your estimated airfare?
    Mandatory	Checked

46. Click the Additional Details tab and type and select Number for the text validation

47. On the bottom right, click Insert Question

48. Your form should now look like this

49. Click Save in the upper right hand corner.

50. Preview how your form will look like by clicking on the Preview button on the top right

51. Try filling in the form with any details, but you won't be able to submit the form as it is in preview mode only

52. Click Now Mobile on the left sidebar

note

Virtual agent is not installed so you will not be able to preview the conversation.

53. The experience also automatically gets added to the mobile catalog, so your users can request for travel on the go

54. Close the preview by clicking the cross icon on the top right

55. On the left sidebar, click Review and submit

56. Click the Submit button

We will test this form on the Service Portal at the end of this session. Now it's time for us to create an approval workflow for this travel request!