This document provides instructions for implementing an order system in ServiceNow. It outlines 29 steps for configuring update sets, roles, users, tables, fields, views and forms within the ServiceNow platform. The steps include creating update sets and roles, adding users to roles, creating and populating tables, extending tables to other modules, renaming modules, adding and arranging fields in list and form layouts, and setting default and mobile views.

1. STARBUCKS
ServiceNow
Order System
Implementation
Guide
By: Manny De Haro, for: MyTechBestFriend

2. 1. Create Update Set:
- Search “update sets” in the navigator.

3. 2. Click “new” to create new update set.

4. 3. Add in company info, and save/submit/update.

5. 4. Creating Roles: search for “roles” in the navigator, and click
“new.”

6. 5. Fill out company info, and save/submit.

7. 5. To make a role contain a user,click the “contains roles” tab.
Then click new.
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8. 6. Search for the user you want to add, and click “>”.
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9. 7. To add groups, search “groups” in the navigator, and click “new.”
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10. 8. Fill out company info

11. 9. To create users, search “users” in the navigator, and click “new.”
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12. 10. To create a table, search “tables” in the navigator, and click “new”.
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13. 11. Fill out company info.

14. 12. To edit the management application, search “application menus” in
the navigator.
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15. 13. To rename a module, search “module” in the filter navigator, and open
the record. Then add the proper role.
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17. 14. To add fields to a table, search for “tables” in the filter navigator, and open the record
you want to update.
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18. 15. After opening the record, right click on the top header, and
navigate to “configure” > “list layout”
Right Click
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19. 16. Add the fields required by filling out the “create new field” prompts. Move
them to the “selected” box by using the “>” button. “Save” when finished.

20. 17. To adjust the default view, select “default view” from the drop down box, and move over
the fields in the order you would like using the “>, <, ^” buttons. “Save” when finished.
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21. 18. To populate a mobile view, repeat #17 but create a new view and title
it, “mobile”
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22. 19. To create a table that extends a task, search “tables” in the filter navigator,
then select “new”.
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23. 20. Fill out the required information. For this table we are going to
extend it and also create a module.

24. 21. To rename a module, search “modules” in the filter navigator,
and open the module created in the previous step.
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25. 22. Change / update the information as required. Click “update” when
finished.

26. 23. To add a field to a table via a personalize list, navigate to the
table, and scroll down to the column field.

27. 24. Add the field.

28. 25. Have the table in the previous step reference a user table by navigating to the
table and fill out the required information. “Update” when finished.

29. 26. To adjust the default list view for the table, navigate to the table and right click
the header. Click “configure” > “list layout”.

30. 26 (a). Order the “selected” fields in the desired fashion using the “
>, <, ^,” buttons. “Save” when finished.
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31. 27. To adjust the mobile list view, repeat the previous step, but make sure
that “mobile” is selected.

32. 28. To adjust the default FORM view, navigate back to the table, right click the header and
click: “configure” > “form layout”.

33. 29. Use the “ >, <, ^,” buttons to adjust the selected fields. Click “save” when finished.