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ACL - Restrict Groups by User Roles (Script)

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servicenow disable assignment group

SNow Underground

ServiceNow Development Tips!

ServiceNow Group Best Practices

Groups in ServiceNow are a container (many lovingly call a bucket) for users that have similar purposes or functions. It’s really easy to go astray with groups, and there isn’t much guidance on how to best use them and govern them (besides some honorable mentions ).

Table Structure

Just a quick refresher, a Group is a record/row in the sys_user_group table. This table has a couple notable columns, including:

Manager - Should be MANDATORY, every group should have an active manager that is responsible for keeping the group up to date, in terms of purpose, members, description, etc. They should be responsible for quarterly reviewing the group. Note: Many organizations also add a custom field for manager delegates to specify additional users, or they use the OOB delegates feature in ServiceNow.

Group Email - Should be OPTIONAL and sparingly used, depending on it’s purpose some groups should never should receive any email. Also some areas abuse this field and put a dummy email address and are none the wiser.

Parent - Should NEVER BE USED, most modern day implementations, it is best to not leverage parent groups, especially for the purposes of granting roles, reporting hierarchy (use department/business unit/cost center), or “rollup”. Just hide the field and wipe your hands clean.

Description - Should be MANDATORY, every group should have a clear concise description saying what the group is for, and in a certain repeatable format. Typically it should be several sentences to fully describe the audience, usage and related process area.

Source - Should be OPTIONAL, if you use LDAP integration, this field is populated automatically. Otherwise you may choose to populate it with something, but most people choose to leave it as is otherwise. Blank for manually managed groups, and filled in for LDAP/other source.

Group Type - Should be MANDATORY, every group should have one or more group types that help categorize what process areas/purposes the group is used for. This is arguably one of the most critical fields, so you can properly filter down to relevant groups on different forms.

Notable Mentions: Hourly Rate (may be important to populate for chargeback/routing decision trees), Default Assignee (usually not used in the wild… but maybe in small organizations), Exclude Manager/Include Members (usually left as default), Points field (if you are using gamification on communities)

Best Practice Guidelines

1) Separate Process and Security Groups. As a general rule of thumb you should separate the way you grant a role, and the group you use for Catalog Tasks or Incidents. In small organizations this can make sense temporarily, but as you scale, the management of roles almost always is handled by a separate group and has separate criteria for acceptance (training, department, etc.).

2) Define and govern Group Types. As mentioned above it is critical to define a list of group types and have central control over any changes to the list. The related reference fields that point to group should all have a reference qualifier based on the type, so only the proper groups are selected. Also most of the OOB group types aren’t very good… Here is an example of groups types:

security - used for groups that grant roles

catalog - used for catalog request fulfillment

incident - used for groups that can be assigned and work incidents

problem - used for groups that can be assigned and work problems

change - used for groups that can be assigned and work change requests

vulnerability - used for groups that can be assigned and work vulnerable items

knowledge - used for groups that can be assigned and responsible for knowledge articles

approval - used for groups that are used for the primary purpose of group approvals (like a Platform governance group!)

3) Avoid Duplicate Groups. Minimize any potential for creating multiple groups that grant the same roles, and have the same purpose. Every time a new group is created, the current list should be consulted to make sure nothing else fits the need.

4) Groups should not mimic Department structures. Probably one of the easiest traps people fall under is thinking that groups somehow align to departments. Work doesn’t happen in silos, work is collaborative - therefore groups should be collaborative and cross functional. ServiceNow already has a department table structure for that purpose.

5) Don’t Hardcode groups. Besides the cloning aspect, in general it’s still not a good practice to hard code groups into things like UI actions, ACLs, and yes even flows. For security, you should be coding in Roles, and for routing, you should leverage assignment rules or a reference field on a table. The one rare exception where it may make sense to put in groups is within a User Criteria record, but even then, you still have the option to use roles.

6) Use Management Catalog Item. For handling all group related actions, new groups, adding members, updating fields, retiring, should all be handled through a catalog item with the proper approvals built in. There should be built in steps on the create group to check existing groups, and vet the business case. Then on the retirement request, it is important to check related data elements, like where groups “could” have been hardcoded, and make sure data elements like knowledge articles and incidents are moved under a new group.

7. Have a Group Management Dashboard. This is the cherry on top that brings the process full circle. Set up different reports and metrics to see how your groups are being used and if all the correct fields are being populated. Example: Set up a report for catalog groups, and make a list of how many haven’t been used in 6 months. Another example, set up a report for any groups without an active manager. Have an admin check this dashboard once a week/month and take any corrective actions.

Interested in what other best practices people have for managing ServiceNow groups, feel free to comment below!

ServiceNerd

ServiceNow Advanced Reference Qualifier | How to filter the Assignment group based on Assigned To

Been in a predicament in ServiceNow, where you know the person a task needs to be assigned to, but don’t know the right group? I got you!

In this video, we add an advanced reference qualifier on a dictionary override on the assignment group fields (for incidents) that calls a server side script include to run some funky glideRecord queries and return as back a refined list of group sys_id’s. Its then these groups that are shown when you click the Assignment Group magnifying glass.

https://docs.servicenow.com/en-US/bundle/tokyo-platform-administration/page/script/server-scripting/concept/c_ReferenceQualifiers.html

https://www.servicenow.com/community/developer-forum/dynamic-advanced-reference-qualifier-examples/m-p/1386576

Reference Qualifier bit:

javascript:new global.AssignmentGroupFilter().refineAssignmentGroup(current.assigned_to)

Script Include:

Tags: advanced reference qualifier beth anglin GlideRecord reference field reference qualifier script include servicenerd servicenow admin servicenow demo servicenow tutorial sysid in

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Assigned to and Assignment group

The Assigned to [assigned_to] field is a reference  field type that points to the Users [sys_user] table. This field is generally used to designate a user to work on, or be responsible for the task. By default, this field has a reference qualifier (role=itil) set on its dictionary record that prevents any non-itil user from being assigned to a task. You can override this reference qualifier on tables that extend task though, as the Project Task and Service Order tables do, if you have the relevant plugins installed.

The Assignment group [assignment_group] field serves pretty much the same purpose. The reason for having both, is that a workflow might automatically assign a certain type of task ticket to a group, ...

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!{Model.Description}

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The FNPP includes two KLT-40S reactor units. In such reactors, nuclear fuel is not replaced in the same way as in standard NPPs – partial replacement of fuel once every 12-18 months. Instead, once every few years the entire reactor core is replaced with and a full load of fresh fuel.

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Image courtesy of TVEL

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servicenow disable assignment group

IMAGES

  1. How to Create an Incident Report Based on Assignment Group in

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  2. ServiceNow

    servicenow disable assignment group

  3. How to Find the Person Assigned to Your ServiceNow Ticket

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  4. Update a ServiceNow Group : TechWeb : Boston University

    servicenow disable assignment group

  5. Handling Assignment Rules in ServiceNow

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  6. Unable to filter by request_item.assignment_group? : r/servicenow

    servicenow disable assignment group

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COMMENTS

  1. Restrict assignment Group

    Documentation Find detailed info about ServiceNow products, apps, features, and releases. Impact Drive a faster ROI and amplify your expertise with ServiceNow Impact. Partner Grow your business with promotions, news, and marketing tools for partners. Store Download certified apps and integrations that complement ServiceNow.

  2. Retiring/Removing Assignment Group : r/servicenow

    Thank you! If you give that assignment group a "type" it should remove it from there. Could create a "retired" type for those instances. You should look at the reference qualifier for task.assignment_group and see what it's configured to use. The OOB reference qualifier won't exclude inactive groups so you may have to tweak it to filter those ...

  3. How to restrict a specific group incidents to only its ...

    Loading... Loading...

  4. ACL

    I have a requirement where I need to restrict the Assignment Groups by Roles. For example, a fulfiller has the role " Field Services ", when he/she edit the Assignment Groups field in an Incident or Requested Item, only groups with this "Field Services" role will be listed. As far as I know the better (safer) way to do it is with ACL.

  5. Hide the inactive group from the assignment group list on ...

    How to hide the inactive group from the assignment group list on the incident form Resolution Assignment group needs to be filtered based on active values. Following are the steps to achieve this: 1. Go

  6. Configure the group type for assignment groups

    Loading... Loading...

  7. ServiceNow Group Best Practices

    Probably one of the easiest traps people fall under is thinking that groups somehow align to departments. Work doesn't happen in silos, work is collaborative - therefore groups should be collaborative and cross functional. ServiceNow already has a department table structure for that purpose. 5) Don't Hardcode groups.

  8. Assigned to not clearing when Assignment group changes on ...

    The assigned to field is dependent on the assignment group. On the incident table the assigned to clears when the assignment group changes but this does not happen on other tables like sc_task.

  9. Assignment group of record

    The assignment group change on the change of the group membership of the user assigned to the record. Loading... Skip to page content Skip to chat. Skip to page content Skip to chat. The assignment group change on the change of the group membership of the user assigned to the record. ...

  10. Approval Groups vs Assignment Groups : r/servicenow

    You can use groups for both, but set the "type" differently. E.g an approval group would have the type of "approval" and the resolver groups can have a type of "resolver". This then distinguishes them. Then in your "assignment_group" column on your table you can set a reference qualifier to ONLY filter down on the type of ...

  11. ServiceNow Advanced Reference Qualifier

    In this video, we add an advanced reference qualifier on a dictionary override on the assignment group fields (for incidents) that calls a server side script include to run some funky glideRecord queries and return as back a refined list of group sys_id's. Its then these groups that are shown when you click the Assignment Group magnifying glass.

  12. Knowledge Base

    From within the user record, scroll to the bottom and click on the "Groups" tab. This tab will show all the ServiceNow groups the person is a member of. Once you have identified the appropriate group, go back to the browser with the ticket and populate it in the "Assignment Group" field. From the Global Search

  13. The Assignment Group Manager Role

    User management - Assignment group managers can add roles and modules to users, and add and remove users from their assignment group (s). This is done through the ServiceNow request forms on the Service Hub. The Add a new user form is used to add a user to ServiceNow under your organization. Assignment group managers can update the members of ...

  14. Assigned to and Assignment group

    Assigned to and Assignment group. The Assigned to [assigned_to] field is a reference field type that points to the Users [sys_user] table. This field is generally used to designate a user to work on, or be responsible for the task. By default, this field has a reference qualifier (role=itil) set on its dictionary record that prevents any non-itil user from being assigned to a task.

  15. How To Add Users To An Assignment Group In ServiceNow

    This ServiceNow tutorial will demonstrate how to add users to an assignment group in ServiceNow. Specifically, it will demonstrate how to add user to Service...

  16. Victor Mukhin

    Biography: Victor M. Mukhin was born in 1946 in the town of Orsk, Russia. In 1970 he graduated the Technological Institute in Leningrad. Victor M. Mukhin was directed to work to the scientific-industrial organization "Neorganika" (Elektrostal, Moscow region) where he is working during 47 years, at present as the head of the laboratory of carbon sorbents.

  17. How to restrict a specific group incidents to only its ...

    Skip to page content. Skip to page content

  18. Victor Mukhin

    Biography: Victor M. Mukhin was born in 1946 in the town of Orsk, Russia. In 1970 he graduated the Technological Institute in Leningrad. Victor M. Mukhin was directed to work to the scientific-industrial organization "Neorganika" (Elektrostal, Moscow region) where he is working during 47 years, at present as the head of the laboratory of carbon sorbents.

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