Field service management / reference
Roles required for Field Service Guided Setup
Different roles are required to perform various steps in Field Service Guided Setup.
THE SERVICENOW DOCUMENTATION LIBRARY
Find the answer.
Get back to building.
Search the documentation here. No installation, database download, or account needed.
Source: ServiceNow’s public documentation · Australia release · refreshed daily when the sync worker is running.
51,657 documents indexed · Last published Oct 30, 2026 at 06:29 UTC
2,361 results for “business rules”
Policy and Compliance Management / task
Define policy exception approval rules
Approval rules define the criteria (risk rating, policy or control objective) that is used for sending approval requests for an exception. Rules can be configured for an application and you can identify multiple levels of approvers, as needed.
Sourcing and Procurement Operations / task
Configure work prioritization for purchase requisitions
Configure the Priority defaulting for purchase requisitions decision table to automatically assign priority levels to purchase requisitions based on line item values or other administrator-defined conditions.
Notify / reference
Components installed with Notify
Several types of components are installed with the Notify application.
Dispute Management / concept
Dispute Management
Dispute management helps agents create dispute cases for both personal and business debit and credit card accounts, as well as non-card (ACH) transactions, and automate the process of dispute routing and fraud-related activities.
Financial services operations / concept
Configuring Financial Services Operations
Set up your Financial Services Operations application by importing financial services data and reviewing and configuring the components installed with the application.
Financial Services Deposit Operations / task
Configure Financial Services Deposit Operations
Review the components that are installed with the Financial Services Deposit Operations application and modify as needed for your organization's business needs.
Employee service management / concept
Assignment and matching rules in HR
The base system uses the automatic case assignment feature to assign an HR case to an agent. It attempts to assign an agent with the least number of cases assigned, has the skills required by the case, and matches the location of the subject person.
Field service management / reference
Field Service Capacity and Reservations Management components
Several types of components are installed with the Field Service Capacity and Reservations Management feature, including tables, business rules, scheduled jobs, and script includes.
Security management / reference
Migration upgrade reference information
Lists and tables of scheduled jobs, table deprecations, and new columns added to existing tables for migration to Security Exposure Management Workspace.
Collaborative Work Management / task
Change or remove the project task connection for a CWM item
Reassign a CWM task or story to a different project task, or break the connection to a project task entirely, from the List view of the CWM Board.
Customer service management / task
Configure Service Model Foundation
Configure the Service Model Foundation feature to enable a foundational data model framework. You can use this framework to create structured and flexible data models that represent your business needs.
API Insights / reference
Components installed with API Insights
Several types of components are installed with activation of the API Insights plugin, including tables, user roles, and scheduled jobs.
Order management / concept
Advanced Approval Management
The Advanced Approval Management application enables you to define workflows for approving Sales Customer Relationship Management entities, such as customer quotes, in your sales organization.
Insurance Claims / task
Configure Individual Life Claims
Configure the components that are installed with the Individual Life Claims application to meet your organization's claims requirements. Examples include long-term care, disability, or critical illness.
Governance risk compliance
governance-risk-compliance/grc-compliance-management-workspace/manage-controls-ws.md
--- title: Manage controls using the Compliance Workspace description: Controls are specific implementations of a control objective. Retired controls do not appear in the list.
Customer service management
customer-service-management/ra-field-recommendation-decision-table-example.md
--- title: Example: Recommend an assignment group for a router issue description: Learn how process analysts or business owners configure a recommended action of type field recommendation to recommend an assignment group for a router issue.
Currency Administration / reference
Life cycle of records containing FX Currency fields
The behavior of FX Currency fields varies during the processing that occurs during the lifetime of a record containing them.
State Management / reference
Installed with State Model
Several types of components are installed with the State Model.State Model adds the following tables.State Model adds the following role.Add, modify, and delete state models for task tables.State Model adds the following script include.State Model adds the following client…
Performance Analytics / task
Enable real-time updating for single score report widgets
Real-time updates ensure that users viewing a responsive dashboard always see the most up-to-date information.
Using an agent or building an integration?
The same documentation is available through the public REST API.
GET /api/docs/search?q=GlideRecord&limit=20 GET /api/docs/document?path=… GET /api/docs/:id?revision=…
Search returns document paths, IDs, snippets, and an index revision. Read by path for a stable reference; numeric IDs should be used with the returned revision. Document bodies are Markdown.