**Request ServiceNow Group**
User Story Title: Automate ServiceNow Group Management system/process.
Purpose:
Enable the requestor to create a group, manage group and add group members in ServiceNow. This is an automated request flow. There is no approval required for this request.
Pre-requisites:
Identify the fulfillment group for the catalog item. If the group does not yet exist, then submit a request for a new group.
Approval Path:
Not Applicable
Information to be captured in Service Catalog:
1. Field: Action Type - Choices - Mandatory
Choices:
- None
- Create New Group
- Update Group
- Deactivate Group
**Hint:** Please select the Appropriate Action
*Note: Show fields based on the selection of Action Type*
Action Type selected as 'Create New Group':
Information to be captured for assignment group creation:
1. Field: Application/Function - Type: String - Mandatory
**Hint:** As a requestor, enter the group/application name here.
2. Field: Region - Type: Choices - Mandatory
Choices:
- Global
- APAC
- India
- UK
- USA
3. Field: Type - Type: Choices - Mandatory
Choices:
- None
- Administrators
- Analysts
- Approvers
- Coordinators
- Developers
- Managers
- Support
- Testers
**Hint:** Select the appropriate role type.
4. Field: Level - Type: Choices
Choices:
- None
- L1
- L2
- L3
5. Field: Group Name - Type: String - Read Only - Auto Populate
**Fields:**
- Application/Function
- Region
- Type
- Level
**Hint:** Auto Populate based on Fields with separation character '-'
6. Field: Parent - Type: Reference - Reference to Group table.
7. Field: Group Email - Type: Email
8. Field: Manager - Type: Reference - Reference to Users table (Name, Emp ID, Email) - Mandatory
**Hint:** Group manager will have access to adding and removing users to the group(s) that they own.
9. Field: Detailed Description - Type: String - Mandatory
10. Field: Secondary Group Manager(s) - Type: List - Reference to Users (Name, Emp ID, Email)
**Hint:** Multiple users can be selected as secondary managers for the group.
11. Field: Group Members - Type: List - Reference to Users (Name, Emp ID, Email) - Mandatory - Multiple Values can be selected
**Hint:** Multiple active users can be added as group members for the group being created.
12. Field: Select Type of Access - Type: Choices - Mandatory
Choices:
- None
- Approval and Read Only access to Incident/Problem/Change/Request modules
- Access to work on Incident/Problem/Change/Request records to support the users
- No roles needed
**Hint:** Select the type of access to be associated with the group.
13. Field: Access Justification - Type: String - Mandatory (when Select Type of Access is one of like access to Incident/Problem/Change/Request)
**Hint:** Provide the justification for the access requested above.
Action Type selected as 'Update Group':
Information to be captured for assignment group Update:
(1. Field: Action Type - Choices - Mandatory
Choices:
- None
- Create New Group
- Update Group
- Deactivate Group
**Hint:** Please select the Appropriate Action
*Note: Show fields based on the selection of Group Type*)
1. Field: Group - Drop Down - Show only groups for which the current login user is Manager.
**Hint:** If you are not able to see the Groups, you might not be the manager of any group.
**Note:** Once any group is selected, show the below Options as Checkboxes (Boolean field).
2. Boolean type Fields Options:
Update Group Email Address
Update Parent Group Name
Update Description
Update Secondary Manager
Add Users
Remove Existing Users
Update Group Name
Update Group Access
**Actions:** On each selection, show relevant fields.
Option selected as 'Update Group Email Address':
1. Field: Group Email - Type: Email
Option selected as 'Update Parent Group Name':
1. Field: Parent - Type: Reference - Reference to Group table.
Option selected as 'Update Description':
1. Field: Detailed Description - Type: String - Should show the existing description.
Option selected as 'Update secondary manager':
1. Field: Secondary Group Manager(s) - Type: List - Reference to Users table (Name, Emp ID, Email). Multiple users can be selected.
- *Hint:* Multiple users can be selected as secondary managers for the group.
Option selected as 'Add Users':
1. Field: Add Members - Type: List - Reference to Users table (Name, Emp ID, Email). Multiple users can be selected.
- *Hint:* Please select users for adding to the Group, Multiple users can be selected.
Option selected as 'Remove Existing Users':
1. Field: Remove Members - Type: List - List only group members of the selected group.
- *Hint:* Please select the Members to remove. Multiple Users can be selected.
Option selected as 'Update Group Name**
Fields:
1. Field: Application/Function - Type: String - Mandatory
- *Hint:* As a requestor, enter the group/application name here.
2. Field: Region - Type: Choices - Mandatory
Choices:
- Global
- APAC
- India
- UK
- USA
3. Field: Type - Type: Choices - Mandatory
Choices:
- None
- Administrators
- Analysts
- Approvers
- Coordinators
- Developers
- Managers
- Support
- Testers
- *Hint:* Select the appropriate role type.
4. Field: Level - Type: Choices
Choices:
- None
- L1
- L2
- L3
5. Field: Group Name - Type: String - Read Only - Auto Populate
- *Hint:* Auto Populate based on Fields with separation character '-'
Option selected as 'Update Group Access':
Field: Existing Access - Type: Choices - Should show the existing Access.
- *Hint:* Existing Access associated with the Group.
Field: Update Access - Type: Choices - Show the below choices.
Choices:
- None
- Approval and Read Only access to Incident/Problem/Change/Request modules
- Access to work on Incident/Problem/Change/Request records to support the users
- No roles needed
- *Hint:* The type of access selected here will be updated for the group.
Field: Access Justification - Type: String - Mandatory (when Select Type of Access is one of like access to Incident/Problem/Change/Request)
- *Hint:* Provide the justification for the access requested above.
Action Type selected as 'Deactivate Group':
Information to be captured for assignment group Deactivate:
(1. Field: Action Type - Choices - Mandatory
Choices:
- None
- Create New Group
- Update Group
- Deactivate Group
**Hint:** Please select the Appropriate Action
*Note: Show fields based on the selection of Group Type*)
Field: Group - Drop Down - Show only groups for which the current login user is Manager.
Hint: If you are not able to see the Groups, you might not be the manager of any group.