Updated: Jun 14, 2022
With Michael Burney
In this article, you will receive an overview of modules within ServiceNow. In ServiceNow, the parents are the menu headers and the children are the modules. For instance, Problem is the application menu and Open is the module. We are going to follow the steps to create a new module. To do this, you will need to be logged in as an administrator and you’ll need access to the application menus.
Let’s say that you work at an organization that wants to see all the VIP users that have reported an incident. In order to do this, navigate to Application Menus and search for ‘Incident’; then go ahead and select it. Note that the left pane navigation is the application menu for the incident. Once you go into the incident application menu, you are able to see all the settings for this specific application menu. We can see that in ‘roles’ it is restricted by itil and sn_incident_read. If you scroll down further, you can see that there are other options, such as category, hint, and description. Under these, we see the modules and their current settings. We will now create a new module.
Creating a New Module
To begin, you will select ‘new’. From there, you must fulfill the requirements. First specify the title; for this example, we will call it pen-VIP and place it at order 310. We will leave Hint blank, and you can think of Hint as a hover text. Next, we want to check under the visibility tab. Here we have roles, active, and override application menu roles. Roles we will leave blank because our parent already has roles, and those cascade down to this module. If you ever want to override that, you would select, ‘override application menu roles’ and input the roles you would like to keep under ‘roles’.
Under the Link type tab, this is where you will specify the contents of the module and what it brings up whenever the user clicks it. For the Table field, you select what you are working with; in this case, we will select incident. no view associated with this that we need to use. For the Filter, we would like to see everything active for VIP users. Arguments we will leave blank — think of arguments as a custom filter for things like sorting. We will also leave Window name blank, and because we leave this blank, whenever a user clicks the module, it will open in the current window pane. If you were to add text here, such as ‘_blank’, this would open the contents in a new tab. Then we will go ahead and click Submit.
New Classic Mobile Modules
After submitting, you can scroll down and see the new module you created. Select the module and scroll down to ‘Related Links’ to select ‘New Classic Mobile Modules’. This will take you to the creation of a ServiceNow classic mobile applications module. For showcasing purposes, we are going to place our order at 310. You will see your application menu, table, and filter have all come over from the previous module that was just created. Beneath here, we can see Path, and Path Relative to Root; for showcasing purposes fill in the Path field and check off Path Relative to Root. If path relative to root is checked, that means that this module will open up in the desktop platform view, but left unchecked, it will open up in the mobile view. In this case, we will leave it unchecked.
We will exit out and go see the module we created. To do so we will refresh the browser and navigate to incident. The incident application menu will have the ‘Open-VIP’ module we just created. Clicking on it, we can see all the VIP users that have opened incidents.
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