FAQ

The most frequently asked questions about our Arctive applications «Business Solutions»

Swiss Tool®

Data Table: How can I enable the keyword search in a Swiss Tool Data Table?

To enable the keyword search on a data table, add the option “show_keywords” under “Additional data table options JSON”:

{
"show_keywords": true
}

Please note, that keyword search is only possible if:

  • The data table is not marked as collapsible
  • The header is visible
  • A text index exists on the given table (please see official documentation for additional details).

Starting with San Diego, the first column in a data table will be a link that is styled differently. In some cases, the link might have a wrong colour when selecting an item in the data table.
One can easily override this style by adding the following CSS to your portal (either in a CSS linked in the theme or the portal record itself in the CSS variables field):

td[role=rowheader].selected > a{
color: #fff;
}


Form: Can I customize the popup window shown when I click on the (i)-icon next to a reference field in a Swiss Tool form?

Yes, this is possible. Please check the chapter "Configuring Widget Instances -> Changing reference popup fields" in the guided setup of the Swiss Tool application to see how popup windows in the Swiss Tool form can be customized.

Form: Why is my embedded list not showing in the Swiss Tool form in the portal ?

Make sure you used a custom relationship (= record in table “sys_relationship”) for your embedded list. Displaying embedded lists with out-of-the-box relationship (= relationship with name “[table] -> [table]”) can not be displayed in the Swiss Tool. An out-of-the-box relationship can easily be recreated with a record in “sys_relationship”).

UI Actions/Buttons: What kind of UI actions are supported in the Swiss Tool®?

The Swiss Tool® supports the following UI action types in the portal widgets:

• Form button: Supported in Swiss Tool Form widget
• List banner button: Supported in Swiss Tool Data Table widget (either standalone or as embedded/related list of a Swiss Tool form
• List action button: Supported in Swiss Tool Data Table widget (either standalone or as embedded/related list of a Swiss Tool form

UI Actions/Buttons: Why does the styling of internal UI actions not work correctly?

Make sure you imported the most current version of the Global UI script "ST Style Buttons Desktop". The UI script is linked in chapter “Recommended: Enable UI Action Styles > Download UI Script” of the Swiss Tool guided setup.

Yes, this can be controlled by using the following in the condition field of your UI action:
RP.isEmbeddedList()
RP.isRelatedList()

UI Actions/Buttons: Can I show a list banner button only for a specific instance of a data table?

This can be achieved by checking for the custom injected “relationshipId” or “instanceId” property on the RP-object in your UI action condition as follows:
• To only show a button for a data table of a specific relationship:
  RP.relationshipId == 'REL:fd0546321bed7c10d936b9d51a4bcbeb'
• To only show a button for a data table of a specific instance:
  RP.instanceId == ‘dt_b7a71e5e1b830d10d036a685ec4bcb29’

Attachment Handling: What defines if attachments can be added/edited in the Swiss Tool® attachment handling widgets?

ACLs on sys_attachment will be evaluated to decide if attachments can be added/edited/removed to a record. By default, if a user has write access to a record, he can also add/edit/delete attachments of that record. If a custom handling is required, the out-of-the-box ACLs on sys_attachment must be adapted accordingly. However, this is out-of-scope of the Swiss Tool.

1. Custom relationships (entry in sys_realtionship) can be displayed in Swiss Tool form.
2. Out-of-the-box relationships cannot be displayed in Swiss Tool.

Example of a custom relationship (entry in sys_relationship) replicating the out-of-the-box relationship so it can be display in the Service Portal form.

Make sure the option “Show Embedded List” in the Swiss Tool form widget is enabled.

Deployment Guide®

Instances: Why can I not create credentials to assign to an instance record ?

Credentials can only be created/edited by users with the admin role.

Instances: How can I check if the credentials assigned to an instance are valid?

You can verify the credentials of an instance by clicking the “Verify Credentials” related link that will appear if an instance URL and credentials are set on the instance record.

Instances: Why can I not delete an instances?

An instance can only be deleted if it is not referenced in any instance deployment records. If you want to delete an instance, all items which have an instance deployment referencing the instance have to be removed first. You can always set your instance to inactive and it will not create instance deployment records anymore.

Deployments: Why can I not delete a deployment?

There can be two reasons why a deployment can not be deleted:

  • The deployment already has an item assigned to it. Only deployments not containing any items can be deleted.
  • Only users which are part of the team linked in the deployment can delete the deployment.

Deployments: Why can I not delete an item?

There can be two reasons why a item can not be deleted:

  • An item can only be deleted if it is in the open state. As soon as any action has performed on an instance deployment record of an item it cannot be deleted anymore. You can however use the related link “Reset all instance deployments” to reset the state of an item to open and delete it afterwards.
  • Only users which are part of the team linked in the linked deployment can delete the items of a deployment.

Deployments: Why can I not select certain item types when adding an item to a deployment?

The item types that should be selectable for a team have to be assigned to the team record before. Please navigate to your team record and assign the desired item types with the related list.

Deployments: What is the difference between prerequisites and override?

Setting other items as prerequisite of a given item means the other items have to be completed/skipped before the given item can be completed/skipped. It can be used to create dependencies between items in the deployment.

The fields “Overrides” and “Overwritten by” however, are used to hide old versions of a versioned item. For example you deploy app XYZ v1.0.0 first and later on install XYZ v1.0.1. In this case you might want to override v1.0.0.

NoCode PDF®

What is NoCode PDF®?

With the NoCode PDF® application, you can generate completely new PDFs and also you can automatically fill out PDF forms. Simple, without any coding knowledge. All you have to do is create or upload al template, match the template PDF with the fields of the record and you can have a form PDF with any data you have in ServiceNow. In addition, the NoCode PDF® application helps manage your custom PDF templates. You can integrate data from filtered related lists, custom formatting and much. New templates are production-ready within minutes. All of this in one easy to use interface. And thanks to your custom layouts, every PDF of yours looks simply fantastic.

How do I start using NoCode PDF®?

The first thing you need to do is request a trial of the app from the ServiceNow Store to integrate it into your workflows and try out all the features (on pre-production instances). After installing NoCode PDF®, you will be guided through the Setup on your own instance to get the application up and running. General Instructions on how to install apps can be found on the Service Now product documentation page.
Or simply contact us for a live demo – we’re happy to demonstrate the true power of PDF Bird®.

Can I fill out a PDF form automatically?

Absolutely! This is one of the use cases for the NoCode PDF® application. All you need to do is create a new PDF template by selecting NoCode PDF > PDF Templates > All PDF Templates. Name the PDF template, select the table of data to be filled in and attach your PDF form attachment. The individual fields of the PDF form are automatically recognized by NoCode PDF® and made available to you for configuration. Now you only define which values are to be inserted where in the form. It couldn't be easier.

What is the difference between PDF templates and HTML templates?

A PDF template is required for automatic filling of form PDFs. This can be implemented super simply thanks to NoCode PDF®. With an HTML template you define how a custom PDF should look like and what data is used to generate it.

How do I create a HTML Template?

Creating a template is also super easy. Simply navigate via the filter navigator to NoCode PDF > HTML Templates > All HTML Templates and click on new. The name will be used for display in the platform. The PDF document name is the file name of the generated PDF (without .pdf). As with Business Rules, a table must be specified as the basis for the HTML template. This table (or any table you can dot-walk from it) contains the data to be displayed in the PDF. An optional layout can also be selected, and we encourage you to work with layouts. After creating the template, you can configure the content of the PDF in the WYSIWYG Template Editor. This allows your advanced users to edit the content to be generated as PDFs without any programming knowledge. More sophisticated adjustments are easily possible for those with skills in HTML, CSS, etc.
Fields of a record are specified in the common ${field} notation and dot-walking is also possible. Related lists are managed using PDF Template Sets. More about that can be found below.

What is the advantage of layouts?

A layout enables common information that is used in several templates. An example of this could be your logo. Imagine you would need it on all PDF documents you generate. To implement this, you simply need to create ONE layout in which the logo is placed in the desired location. Then you use that layout your templates and you are done. If you ever need change the logo, you only adjust it in one place.

Where do I configure the display of information in lists?

The display of custom related data is not possible with OOTB ServiceNow PDFs. NoCode PDF® solves this challenge using PDF Template Sets that define a set of data. They consist of three parts. The list header (e.g. table header), the list itself and the list footer. NoCode PDF® also lets you configure what should happen if the list is empty. This way, we keep your PDFs beautiful ;-).

What does NoCode PDF® cost?

NoCode PDF® took many of hours and lots of brains to develop. So, we decided to make the app paid so we can pay the brains that built and maintain it. The pricing is reasonable. Please contact us for a perfectly tailored offer for you.

I need help!

Sure thing. We’re here for you with our very responsive support in all matters NoCode PDF®. You will find the respective contacts details directly in the App, go to NoCode PDF> Support after installing the application. We are happy to help :-).

Visual Kit®

What is Visual Kit®?

Visual Kit® makes it possible to display complex data. Complex models can be displayed anywhere on the platform, in the Service Portal and in a Workspace Experience with simple configuration steps.

How can Visual Kit® be used?

First, you can request a trial version of the Visual Kit® application from the ServiceNow Store to integrate it into your workflows and try out all the features (on pre-production instances). After installing Visual Kit® from the ServiceNow Store, you are ready to go. No further steps are required. General instructions for installing applications can be found on the ServiceNow product documentation page. Or simply contact us for a live demo - we will be happy to demonstrate the true power of Visual Kit®.

What is the advantage of Visual Kit®?

With Visual Kit®, a display can be easily configured and used anywhere without much technical knowledge. Such a display can be developed easily and dynamically together with the end user. The preview function allows the display to be analyzed and feedback to be integrated directly.

Who benefits from Visual Kit®?

The answer to this question is basically simple: everyone.
The employee benefits from a simple overview of case-related data. Visual Kit® puts an end to tedious searching for data or linked data sets.
The customer benefits from shorter processing times, as the employee gets an overview of the case more quickly and easily.
The company also saves on labor costs when processing cases. Here too, the analysis of a case is decisive. The training time for a new employee can also be reduced, as complex data structures are presented in an understandable way at a glance.

What displays are available??

Visual Kit® enables the visualization of complex data environments. The best representation for such hierarchical structures is the Simple Tree. Any use case can be mapped with this representation. Arctive AG is proud of Visual Kit® and is working on the development of further representations. Would you like another representation? Please contact us.

How is a display created?

A display is always linked to a configuration. If you want to map a use case, you can simply search for Visual Kit using the navigation bar. The representations are available in corresponding modules. A display module always contains the list of configurations. You can create a new configuration from this list as usual. As soon as you have created a configuration, you can view it using the "Preview" button.

How is a display integrated into a Workspace Experience?

Visual Kit® provides a separate component for each display. These can be placed in the desired position in the Experience using drag & drop. As with OOB components, configuration is carried out via the Config Panel on the right-hand side.

How is a display integrated on the ServiceNow® platform?

A representation can be displayed in the ServiceNow platform in two ways: as a standalone full-screen UI page or in a form.
To integrate the display in the form, you can simply insert it via the configuration of the form. Visual Kit® automatically creates a UI formatter that can be used in the form. Once the display has been added to the form, the work is done.
If a representation is required on a single page, this can be opened directly via a link. Just as when adding the display to the form, only a one-time configuration of the URL is required in this case.

How is a display integrated into the Service Portal?

Visual Kit® provides a widget to display representations in the portal. This can be placed in the desired position on the portal page using drag & drop in the OOB Portal Designer. As with OOB widgets, configuration is carried out via the Designer and predefined parameters.

What does Visual Kit® cost?

The development of Visual Kit® took many hours and many smoking heads. That's why we decided to charge for the app, so that we can pay the people who developed and maintained it. The prices are reasonable. Please contact us to get a quote perfectly tailored to you.

I need help!

Of course you can. We are there for you with our responsive support for all questions relating to Visual Kit. You can find the relevant contact details directly in the app, go to Visual Kit® > Support after installing the application. We will be happy to help you :-).

DevOps Utils®

What is DevOps Utils®?

DevOps Utils® supports you in your daily work with ServiceNow and points out possible optimizations in the code.

How can DevOps Utils® be utilized?

DevOps Utils® is available to you in the ServiceNow Store as a free solution. After downloading, you're ready to go. General instructions for installing applications can be found on the ServiceNow product documentation page. Alternatively, feel free to contact us for a live demo - we're happy to demonstrate the features of DevOps Utils® and assist you with the installation.

What are the benefits of DevOps Utils®?

With DevOps Utils®, configuration errors are transparently highlighted and code in need of improvement is emphasized. You save time on lengthy issue debugging, thereby enhancing your code quality. Problem-solving becomes a breeze. Thanks to DevOps Utils®, you gain confidence in your instance: quality is improved, and operational monitoring ensures security.

Who benefits from DevOps Utils®?

All those working on your instance benefit from DevOps Utils®: the highest quality standards are met.

What is the prize of DevOps Utils®?

DevOps Utils® is free.

I need help!

Sure thing. We’re here for you with our very responsive support in all matters regarding DevOps Utils®. You will find the respective contacts details directly in the App, go to DevOps Utils > Support after installing the application. We are happy to help :-).

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