Desktop Menu – ServiceNow Integration

Brief Overview

ServiceNow is a cloud-based company that provides software as a service (SaaS) for technical management support. The company specializes in IT, allowing users to manage projects, teams, and customer interactions via a variety of apps and plugins.

ServiceNow's main product is the ticketing system that manages large-scale projects via on-suite ticketing tools, benchmarking to track progress and predictive modeling to manage workflows. IT professionals operating a service desk/help desk can use ServiceNow products to organize their help cases, problem management and instance management.

Use Cases

With the ServiceNow Integration enabled, you will be able to easily access ServiceNow tickets from inside of desktop menu. You will be able to view tickets using the home page widget, search for tickets, and create new tickets.

Use Cases

Search for tickets according to ticket ID

Search for tickets according to ticket name

Search for knowledge articles by article name/description

View and access your open tickets via a Home Screen widget of your open tickets Tickets types: Incidents (INC) Service Catalog Tasks (SCTASKS) The widget has two tabs: Assigned to me - Incidents and Service Catalog Tasks that are assigned to your user Requested by me - Incidents and Requested Items that were requested by you

Create new a new ticket with ActionBot Click the New Ticket button to be redirected to the ActionBot conversation that will assist you in creating a new ticket

Detailed Capabilities

Search

The search will display two different entities: Knowledge base articles and Tickets

• Knowledge base articles: The search results will display ServiceNow KB articles, according to phrases in the title / description
  • Data that should be displayed in the search results:

Security Overview

Read more about WalkMe Menu's integration security and WalkMe Menu's Enterprise Search.

Configure an App in ServiceNow for Desktop Menu Integration

1. Sign in into ServiceNow

2. Navigate to Application Registry menu in the sidebar as follows:

3. Click the New button, and select Create an OAuth API endpoint for external clients

4. Fill in this data in the relevant fields

• Name - Workstation
• Accessible from - All application scopes
• Active - marked as checked
• Redirect URL - https://workstation.walkme.com/servicenow/connected; https://eu-workstation.walkme.com/servicenow/connected
• Logo URL - https://support.walkme.com/wp-content/themes/knowall-child/img/new-logo.png

5. Press Submit

6. On this screen, please copy Client ID, Client secret values

Configure ServiceNow on WalkMe Console

1. Login to WalkMe Console, and navigate to the Menu Integrations tab from the sidebar -

2. Edit the configuration of the ServiceNow app with the parameters you've copied. You will also need to copy and paste 2 additional values:

• ServiceNow Domain - the URL used to access the agents workspace. An example to a correct format of the Agent Workspace URL is - myorganization.service-now.com
  • Note that the URL shouldn't contain https:// , www. , or any /  at the end of the URL
• Service Portal URL (used by users or customers to create tickets and access the knowledge base). An example to a correct format of the Service Portal URL is - myorganization.service-now.com This is optional - if this is the same value as for the agents workspace, no need to populate it

Note: a new toggle has been added to the ServiceNow setup - Use Classic Agent UI

Organizations that uses the classic path should enable this toggle

• If toggle is off - it uses the current path for agents ticket portal /now/workspace/agent/record/{type}/{id}
• If toggle is on - it uses the classic path for agents ticket portal  /now/nav/ui/classic/params/target/{type}.do?sys_id={id}

3. (Optional) Enter the ActionBot conversation ID to the New Ticket ActionBot Conversation ID field in order to enable the New Ticket button

Create a Script in ServiceNow for Desktop Menu Integration

1. Navigate to Scripted REST APIs menu in the sidebar as follows:

2. Click the New button, and fill in this data in the relevant fields

• Name - Is User Agent
• API ID - is_user_agent

3. Press Submit. You will be directed automatically to the Scripted REST APIs view

4. Search for Is user agent and select it

5. Copy the API namespace value for later use

6. Scroll down and on the Resources tab press New

7. Fill in this data in the relevant fields

• Name - get
• HTTP method - GET
• Relative path - /
• Script-

(function process(/*RESTAPIRequest*/ request, /*RESTAPIResponse*/ response) {

var currentUser = gs.getUser();

return {

"isAgent": currentUser.hasRole('itil') || currentUser.hasRole('admin'),

};

})(request, response);

8. Press Submit

Connecting ServiceNow on Desktop Menu

1. Enable the app in Console.

2. Open the desktop menu by clicking the widget (on Windows) / the WalkMe icon on the Mac Menu bar, or by hitting ctrl/cmd+shift+E

3. Click the menu Apps icon on the top-left corner

3. Click Connect on the ServiceNow card

If the ServiceNow card is not available, contact your WalkMe Owner in your organization and ask to enable ServiceNow on the desktop menu.

Technical Notes

To ensure the desktop menu ServiceNow integration works correctly, customers need to allow list the following IP's:

• QA: 54.229.168.224
• PROD: 52.53.115.147
• EUPROD: 3.126.219.141