Document id field servicenow 0 Helpfuls 103 Views; Reply. Kilo Guru Options. Skip to page content Skip to chat Is it possible to dot walk a DocumentID type field in an Email notification ? Yes, filtering records from a dependent/source table for a document_id field in ServiceNow is feasible and possible in the Washington D. You would have to pass the documentID value into a different gliderecord query on the incident table to find the state. table. Here is a good example how to setup that: Document ID field | ServiceNow Docs. English (US) Documentation Find detailed info about ServiceNow products, apps, features, and releases. Document ID: You can create document ID fields to reference any record on any table. 2 ACCEPTED SOLUTIONS "Hey ServiceNow community have you found the difference between reference field and document_id field type in ServiceNow. To set the value of the document_id field based on the selected values of the "Table Name" and Document fields in the pop-up dialog, you can modify your transform script as below (function runTransformScript(source, map, log, target /*undefined onStart*/ ) { var tableName = source. Document ID fields make this work because they are dependent on a second 'Table name' field. The table name field has an attribute as described above. affected_records is a document id type field. My code look like this, but not working. sys_id value related any approvals exist in sysapproval_approver table. 2 Helpfuls Reply. Support Manage your instances, access self-help, and get technical support. document_table (document_table is not a column in the live_profile table) where you should have newProfile. 0 Helpfuls 117 Views; Reply. u_reference : document ID field with constraint=u_reference_table If I set u_reference_ta ServiceNow Learn more about ServiceNow products and solutions. Hi all, How to filter Document ID field that should show only active records? After selecting Table Name field the Document field should return only. from_id is the name of the From field. like reference qualifiers in the reference table. Document Id field works for my custom table if followed the steps above. I was hoping that would limit the list of table options for my u_document_id field but it did not. Learning Build your skills with instructor // has a field 'user', that is a reference to sys_user table. Steps to Reproduce 1. But my document Id field shows only one table from my dependent tableName field. m2m tables are not created between "reference fields" and "document id" fields - it does not matter what kind of fields are in the two tables related through the m2m table. When I enter Document ID field I can see the sys_id of the User in the URL, I was thinking about using it to connect tables but I don't Looking for a way to go beyond a reference field and point to any record on any table? Check out Document ID fields with this #servicenowdykDocs: https://doc This workflow runs on a table that does not extend task, so when the approval generates, it is linked to the approving record via the Document ID type field "Approving" [document_id], and not via the Reference type field "Approval For" [sysapproval]. So from notification fields can we achieve this? I tried Dear ${trigger_id. See below Related Record is a Document ID type field. Also document id fields (just as reference fields) don't store "numbers", those store foreign keys - named sys_id in ServiceNow. Thank you. All forum topics; Previous Question; I have a table having two fields one is a Documen ID type field called document and it has dependent value as related table . So you would have u_document_id, and u_source_table fields on the base table Hi all , How to display few records which are based on condition in document field in a document id field. Learning Build your skills with instructor-led and online training. Regards, Siddharam Hi I want to query the table 'sys_notif_subscription' . instance is the document ID field and it does not log anything. Sample JSON response, ServiceNow Document ID Field Explanation | ServiceNow BasicsEnjoy the exclusive content - Our Blogs:-https://servicenowspectaculars. The Source table also has a filter query field, which I want to apply on the list being populated when I click the document ID field. Can we add qualifier condition for document id field. 0 Helpfuls 2,040 Views; Reply. Can we have reference qualifier for Document ID field so that only specific tables should be populated in 'Table Name' field in Select Document Window. The column names do differ from table to table. The approach I outlined in my previous response is applicable to Washington D. I need to find a way to parse out only the number (highlighted in I am trying to fetch the value of a Document ID field in after business rule but the script is not able to fetch the value of only Document ID field. Reference Qualifier on the sys_document_id field (Recommended for simpler cases): How: This is the most common and often the easiest solution. But this has the effect of making the Approval records LOOK LIKE Request Item records. But you should be able to get the same kind of functionality with a Document ID field. The 'cert_task' table has a field called 'id' that is of type Document ID, and references another table. C. Support Manage your instances, I've got a document_id field on my Approval records that I'd like to pull information from for an email notification. document_id field will not allow dot walking, instead you can create a database view, join the current table with the target table where Documentation Find detailed info about ServiceNow products, apps, features, and releases. A document_id field can point to any record on any table. So I planned to build query on approval and sys_journal_field table with following code. getRefRecord(). What I want to happen, is for that document_id field to get populated with the record and table name of the record that generated it. But how we can pre-apply the filter on the docum Hi, I am having Trigger Id field which is of type documentId which is referencing incident table record. The document ID field needs a dependent field of type table name. Im facing an issue where the document field lists out all the records in the source table. Its not the issue with document_id field because I tried my end with the below code and it worked. Reference field is a type of field 2 Helpfuls Reply. Also, is it possible to import the values in to the document Hello all, I have created one field "A1"(Type: document ID). And everytime you insert a record and you have to set Document Id field, you need to set the 'source table' field as well. Mark as New; Bookmark; Subscribe; I noticed that the type for parent_id is document_id and I read somewhere that those types of variables cannot be dot-walked. As per documentation, a document ID field created to reference any record on I am trying to fetch the value of a Document ID field in after business rule but the script is not able to fetch the value of only Document ID field. Creating a Document ID Field - ServiceNow Wiki. gr. It is in place. However, Document 1. the field "Trigger ID" is NOT a reference field but a so-called "Document ID" field: Therefore you have to: Dot-walk to the "Sys ID" field of the Demand record and fill this into "Document ID" field in the Update Record action. getDisplayValue()}, but it is not displaying anything Regards, Gayathri ServiceNow Learn more about ServiceNow products and solutions. Hi Priya, The document id field is like a reference but it does not allow dot walking and hence you cannot do search on other fields other than ServiceNow Learn more about ServiceNow products and solutions. to_table = 'incident'; Easy import is a simplified import process that removes the need to use a transform map by providing a template that contains only the columns you want to import. Dependency is a new form in which "depends on" is a document id field in this field "Table name" and "Document" field is available. Thanks in Advance. Only administrator can use easy import Solved: Hi, I wanted to know if there is any way to search any keyword in document id field in list view apart from sys_id search. See demos and learn more about the Xanadu release, ServiceNow Learn more about ServiceNow products and solutions. Mega Contributor In following the SNC documentation for configuring a field of type 'document ID', I've configured two fields: u_reference_table : choice field with choices values of table names (cmn_location, sys_user, etc). It seems that at the time of generation, the document_id field is somehow blank. Documentation Find detailed info about ServiceNow products, apps, features, querying a document id field type Go to solution. I am creating a mail script to glide the localization requested item table ('sn_lf_requested_item') but the requirement is to exclude document (document id field) from knowledge table ('kb_knowledge') . The value of the document_id field is a sys_id. Document ID: You can create document ID fields to reference any record on any table. ServiceNow Learn more about ServiceNow products and solutions. 0 Helpfuls Reply. ; Impact Drive a faster ROI and amplify your expertise with ServiceNow Impact. But when I try to find A in related lists table Documentation Find detailed info about ServiceNow products, apps, features, and releases. Dot walking the normal way doesn't seem to work on the The field "Approving" [document_id] appears on Approval records [sysapproval_approver] forms. release, as well as in earlier versions. Go to solution. Now I can get the field with "Table Name" data type accurately pointing to the "incident" table but I can not get the other field with "Document ID" data type to populate with a record from the Incident table. Store Download certified apps and integrations that complement ServiceNow. The document_id field references another table, sc_req_item. 2 Helpfuls B. We have a document ID type field named "Trigger ID". e. addEncodedQuery ServiceNow Learn more about ServiceNow products and solutions. Can we make any default filter or qualifier condition on this field ServiceNow Learn more about ServiceNow products and solutions. Solved! Go to Solution. You are close in your code above, the only issue is you have newProfile. I've got a document_id field on my Approval records that I'd like to pull information from for an email notification. 3 Helpfuls Reply. Kilo Guru In response to Goran WitchDoc. mangesh9. sys_id). These fields are included in tables ServiceNow Learn more about ServiceNow products and solutions. yundlu316. Incdient: INC0010013) > Are there any scenarios where we can prefer document id over reference field? I generally don't use document_ids in my apps as I don't want to give the user the ability to point to any record on any table. E. Solved: Hi, I'm trying to use a GlideRecord query to search for a document ID, but it doesn't appear to be working. Hello Experts, We have a document ID field which is fetching "Applies to Table" value from some other source table. @Chuck Tomasi I have referred to your videos about this. The value is the same for document_id and reference fields. Also, is it possible to import the values in to the document Problem How to reference a Document ID type field that is associated with a linked table in the body of any notification when Loading Skip to page content Skip to chat. When I enter Document ID field I can see the sys_id of the User in the URL, I was thinking about using it to connect tables but I don't ServiceNow Learn more about ServiceNow products and solutions. First you will need to create a 'Table Name' field (let's say 'u_table'). This works fine as following. When creating a database view it is sometimes necessary to join tables via a Document ID type field. u_table_name; // Get the selected Table Name the blog is about Document ID field in ServiceNow it is useful for students and servicenow Developers for more updates on servicenow follow the link ServiceNow Online Training For more info on other technologies go with ServiceNow Learn more about ServiceNow products and solutions. Hello, I am trying to fill the "Approving" field with REQ number (first screen shot) and as it is document_id field I added 2 fields to table sysapproval_approver and used code (second screen shot) which I got from a community thread. Impact Accelerate ROI and amplify your expertise. XYZ field is showing all records from 'Account' table. sys_id); //which has some approval records in approval table A document ID field really needs a dependent table field. For example , if we have document filed 'XYZ' and it is dependent on table 'Account'. Example: That's indeed correct, the document field stores only a sys_id. 3) Document ID - This field type is similar to a reference field in that it stores a single sys_id value that acts as a foreign key. Reference: Creating a Document ID Field - ServiceNow Wiki ServiceNow Learn more about ServiceNow products and solutions. They are dependent on another field that tells them the table that the Doc ID field value can be found it. The issue that I am facing currently is that for the document id field type fields like sysapproval and document_id retrieve empty values for it even when the sysparm_display_value=true. sys_class_name ServiceNow Learn more about ServiceNow products and solutions. Second field related table is a choice list having multiple choices of tables . It includes the table as well as the record reference (e. g. On each of the referred tables (B/C/D), I want to show records from table (A) in related lists. Document ID fields simply store a SYS_ID. Hi, smart folks. Joe McCarty1. sys_id; current. Here's some part of Some of the standard designs for these integrations utilize the "correlation_id" field to link a ServiceNow record with one in another application. Alas, a Document ID field needs to be coupled with a Table Name field. I have written the below script, var. Support Manage your instances, Easy enough, Document ID field for the record sys_id and a dependency set Documentation Find detailed info about ServiceNow products, apps, features, and releases. I need simply create modal window with prefilled document_id field "feature". Hi @akshayp ,. Example: If the Document ID field is showing as "Change Hello all, I have created one field "A1"(Type: document ID). Please help. When we crate new article and choose Subcategory ( 'kb_category' ) field, after that 'Category' ('parent_id') shows with populated value. u_parent. The desired outcome is that the field "Approving" is filled wi Hi Mukesh, the field is called to_id, so set current. We don't want to list all the details. (New York case). Does Similar to when we search for choices in a reference field, in the above example looking for Caller in Incident table, we are able to see the caller's name and email id, is there any way to view multiple columns in Document ID type field, i. addQuery('source_id', current. But when assigning the value to document_id in a script it should just be the sys_id. ? A reference field uses a related table field to point to a specific record in the prescribed table. to_table = 'incident'; Hello, I am trying to fill the "Approving" field with REQ number (first screen shot) and as it is document_id field I added 2 fields to table sysapproval_approver and used code (second screen shot) which I got from a community thread. Hi all , I have a field which is type of document id, When we click on the the field a dialog box appears with two fields as Table, Document. When I select the table & record from that field(A1), the display values of the selected record should be populated in another string field A2. I am using this query. use an onAfter business rule to log an event with the table name and sys_id as parameters, then Documentation Find detailed info about ServiceNow products, apps, features, and releases. G Balaji. You may also need to set the to_table and from_table with the name of the tables that the document is coming from as well, for instance: current. This article will describe what the proper format of Excel sheet is supposed to be for Document ID and Document type fields while using an import set to import data. But to map these fields, these fields are not visible on the target table. Hi, I am having Trigger Id field which is of type documentId which is referencing incident table record. If you need this data, you could make a database view between this table, and the table the ServiceNow Learn more about ServiceNow products and solutions. Open an incident Hello everybody, After New York upgrade we have issue with Knowledge articles. Support Manage your instances, it doesn't look like out of box within list view you can access fields/table data on a document_id field. If you have any help, it is very appreciated. Hello, Can someone help me with using a Document ID field in email script. Try to use a document ID field to reference any record on any table. But did not understand how to set the display value for the document id field. is there any way we can add filters to the records from the source table. to_id = incident. @ramandeepgarg6 Probably it too late but you can use the document ID field to create a database view with the table that contains the profile field and you can build your report on the database view. its not giving proper result. A Document ID field requires a dependant field which has to contain a table name so that Document ID field knows what table to point to. The Approval table, sysapproval_approver, has as it's only Display column, a document_id type field. The two go together. to add a reference for the multiple tables in the reference field and the only solution I could implement was adding a Document ID and make it dependent on a field which supplies the target table name. 0 Helpfuls 5,592 Document ID fields ServiceNow has provided "Document ID" field to hold a reference of any table because at some times we have a requirement to hold the reference irrespective of the table. There are plenty of document ID fields in the dictionary to use Regarding performance, if you do want to parse through the dictionary to look for other tables with document_id and cascade delete any records that refer to the one you are deleting then you can push this effort outside the transaction using events. If you need this data, you could make a database view between this table, and the table the And everytime you insert a record and you have to set Document Id field, you need to set the 'source table' field as well. Hi Guys, I need help. I'm struggling to dot-walk and query a Document ID field from the checklist_item table to the chec Document ID fields require a table and the SysID of the record. This behaviour is only seen when the field is made mandatory through a UI policy. Actually, you can dot walk a few values with a document id field: For example with the Metric Instance table: metric. (OnBefore) to a Document ID field but I don't get any result, has anyone tried this before? I tried passing the sys ID of the record, then the table name but nothing seems to work. Partner Grow your business with promotions, news, and marketing tools. How to get "sys_id" from a Document Id field and set that "sys_id" into a reference field. 1 ACCEPTED SOLUTION Go to solution. You can use the same syntax to refer to this field. Manually fill the value "dmn_demand" into the field "Trigger table" Maik Reference fields are a great way to point to a record on another table - but what if you want to point to any record on any table? Chuck will show you how yo. Then when the system renders the Doc ID field for the list or display it uses the table field and the Doc ID field to find the record and get its display value. Since the Document ID field ultimately references the sys_document_id table, you can apply a reference qualifier to the field that refers to this table to define how the choices should be displayed. A sys_id is useless without a knowing what table the record resides on. to_id = sys_id. First you will need to create a 'Table I have a field with type "Table Name" and another field with type "Document ID". document_id field will not allow dot walking, instead you can create a database view, join the current table with the target table where ServiceNow Learn more about ServiceNow products and solutions. I retrieve that record in line 6. Is there a correct syntax for referencing other fields through document_id, or is that something that's just not Whenever approval is created for the HR Payroll case table I am unable to see the Case number in the document id field. Kilo Sage In response to Chuck ServiceNow Document ID Field Vs Reference Field || Use of Document ID FieldYour Queries :-ServiceNow Document ID FieldDocument ID Fieldwhat is document id fi Dependency is a new form in which "depends on" is a document id field in this field "Table name" and "Document" field is available. Sowmya. This field generally displays the type of the record and the record number you will be "Approving", for example, ServiceNow Learn more about ServiceNow products and solutions. OOB checklist macro--the one that controls what values go into the checklist_item record--only works on the task table. Here is the form not showing the Approving field: I want to know the difference between the reference field & document ID field. var asy = current. rlatorre. table Hello Community, Approvers [sysapproval_approver] related list - Approving [document_id] field does not populate when manually adding approvers to the list (when sys_created_by is not system). I want to see something like "Incident: INC000225522" in the "Document ID" type field. Document ID field displays a grey asterisk icon even though the field is unpopulated. The Devvies 2025 are here! Celebrate your hard work and innovation by submitting your apps today. to_table = One of the fields on Evidence Collection details table is document Id field like below. Support Manage your instances, How to get "sys_id" from a Document Id field and set that "sys_id" into The value of the document_id field is a sys_id. Hello, I'm trying to populate a reference field in a table using a business rule. For example , in the below mentioned. "Table name" should be hidden from selected users only "Document" field should be shown up. getValue('name');} It is selecting all certification elements that belong to a certain task (task. You can't dot-walk through that, either. caller is a reference to sys_user. Basically the requirement is after selecting Table Name field the Document field should return only Active records. sys_id; var enQ= 'state=rejected^source_table=kb_knowledge'; var aprquery = new GlideRecord("sysapproval_approver"); aprquery. I need to fetch 'use case name' field from use case table using 'trigger ID'. Impact Drive a faster ROI and amplify your expertise with ServiceNow Impact. Join the excitement! ServiceNow Community servicenow community. Thats why you get a popup when you ServiceNow Learn more about ServiceNow products and solutions. The table field is of type "Table name". The approving [document_id] field autopopulates when an approver is added by workflow. See the dictionary entry for sysapproval_approver table's document_id field as an example how this is done. Thanks. See screenshot. Documentation Find detailed information about ServiceNow products, apps, features, and releases. There are plenty of document ID fields in the dictionary to use ServiceNow Learn more about ServiceNow products and solutions. That might be a better use for a document ID field than a reference field. com/ServiceNow Basics Tu ServiceNow Learn more about ServiceNow products and solutions. Once you have done that,open the Dictionary entry of your Document ID field and set the dependent field to 'u_table'. In the same way after on New ServiceNow Learn more about ServiceNow products and solutions. What table are you talking about though as there may be another reference I have added the document id field where i have to more that one table and its records. (which is below the A1 field). Can any one share their thoughts on how to successfully import the data if the target table has document ID field. Copy the value of the document_id field in to a different reference field where you know what table that reference field points to. ; Partner Grow your business with promotions, news, and marketing tools for partners. I'd recommend investigating another solution that doesn't involve querying sys_audit - you're risking instance performance by running reports on this table unless you use a pretty specific filter. Learning Build skills with instructor-led and online training. In my scoped app, I have a table (say A) which holds references to multiple tables (say B, C & D), and it is done with help of target table and document id. Can you please verify the current. I checked whether 'Display' is true for the HR Payroll case Number field. How can i map any value to document Id type field in transform Map? Solved! Go to Solution. Help. Satya. t. But, I can't seem to make that happen. id. caller_id. var gr = new GlideRecord("sysapproval_approver"); gr. I am trying to fill the "Approving" field with REQ number (first screen shot) and as it is document_id field I added 2 fields to table sysapproval_approver and used code (second screen shot) which I got from a Hi Mukesh, the field is called to_id, so set current. I get the feeling what you really Document ID fields require a table and the SysID of the record. var userName = doc. The difference is that it can store a sys_id pointing to any record in the systemnot just a single table. That record has a regular reference field to the 'sys_user' table, called 'user'. Like Reference fields, Document ID fields allow the record to reference another record. The document id field is like a reference but it does not allow dot walking and hence you cannot do search on other fields other than sys_id. It's always been my understanding that you can't dot-walk document ID's, only reference fields. e. (document_id) field will not display on our Approval form so am seeking some suggestions. Here i'm not able to get into second while loop, field "document_id" is of the type "Document ID". See two examples below, from the 3) Document ID - This field type is similar to a reference field in that it stores a single sys_id value that acts as a foreign key. Document ID Fields cannot be dot-walked. user. The display value is then built using the label of the dependent table field + ':' + display value of the target record with that sys_id in the target table. In my case I made my u_document_id field dependent on my u_table field, which I made a choice list of two values: cmn_location and service_offering. Documentation Find detailed info about ServiceNow products, apps, features, and releases. I think you are trying to use the referenced field in your report. You need to pair it with a Table Name field. Learning Build your skills with instructor-led and online When form loads my dependent tableName field shows correct data. See screenshots. When trying to query the document_id field using KB article sys id. Document ID lets the user choose the table and the associated record Dependency is a new form in which "depends on" is a document id field in this field "Table name" and "Document" field is available. Does anyone have an example of. Learning Build your skills with instructor-led Documentation Find detailed information about ServiceNow products, apps, features, and releases. Partner Grow your business with promotions, news, and marketing tools for partners. Labels: Labels: Team Development; 0 Helpfuls 2,153 Views; Reply. and here is a good example how to write the script: How to set a value to a document ID field using script - Developer Community - ServiceNow Community //Göran. I need to fetch triggerID (document ID field) which is on assessment table. I have created two fields on the import table Table name and Document. ( London case ). w. I hope that made sense. Incdient: INC0010013) The Document Id field doesn't support sorting, as it orders it by the sysid in the field. As far as scripting on Document ID field is concerned, there is no difference between reference field and document id field. addQuery('affected_records','<SYS_ID>'); Can someone provide me with proper method to handle document id field. Please refer below link. You can't do that with a Reference field. or later Documentation Find detailed information about ServiceNow products, apps, features, and releases. > What are major difference between these fields. I want to use a script to add another table as a reference in the "Table Name" field and one of Loading Loading You need to change the "Display" column in the respective table so that it reflects the same for the document ID field. ServiceNow Community ServiceNow Learn more about ServiceNow products and The email. When it comes to licensing, do custom document_id fields count as two columns against total column count (since they technically have two components: the document_id field itself plus the table field), or just one? I need simply create modal window with prefilled document_id field. sys_id metric. So when the user clicks on the related table and selects a table called incident then in the document field search only the active incidents in the descending order should be Documentation Find detailed info about ServiceNow products, apps, features, and releases. It will open on click of search icon of Document ID field. Here is the form not showing the Approving field: Hi Mukesh, the field is called to_id, so set current. ; Store Download certified apps and integrations that complement ServiceNow. That's all. CMDB records AND task based records. This field is auto populated by the system which concatenates the related table and number. Can we. Dot walking the normal way doesn't seem to work on the document_id field, the values don't resolve to anything. based on the table selected, can we see multiple columns in Document ID type field ? I've created a Document ID field following the Creating a Document ID field wiki article.