3.

1
LAB

10 – 20 minutes

With an active procedure of testing Infinity devices, Cloud Dimensions needs a method
for managing inventory; tracking how many devices have been issued and to whom.

The various teams involved with Infinity testing have come up with a solution but will need
the help of the system administrator to implement it.

Their plan is to have this information accessed through an application menu with a series of
modules.

The primary data point being tracked will be the Infinity devices but information about the users,
such as name and email, will also be available.

A. Create a New Table

1. As System Administrator, navigate to System Definition > Tables & Columns.

The Tables & Columns module provides a clean interface for browsing a list of
existing tables in the database. Selecting a table name will display its contents:
columns (fields) and their attributes.

This interface provides an easy way to navigate between multiple tables, without
having to open individual records to see and compare table content. Please note
that all data displayed on this page is read only – it may not be edited, unless you
select a table and click the Edit Table button.

2. Navigate to System Definition > Tables to create a new table.

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 3. From the list header, click the New button:

4. Fill out the top of the Table form with the following changes:

Label: Infinity
Name: u_cmdb_ci_hardware_infinity (auto fills with u_infinity)
Extends table: Hardware [cmdb_ci_hardware]
New menu name: Infinity (auto fills)

NOTE: The Name field automatically populates with u_infinity. The table name can
be changed, as long as it starts with the u_ prefix indicating it is a custom table. It is
best practice to rename the table to indicate it is a custom CMDB CI table.

5. Submit.

B. Add Fields to the Infinity Form

1. Use the Application Navigator filter field to navigate to Infinity > Infinities:

NOTE: During the creation of the Infinity table, the Create module checkbox was
selected. As a result, this automatically created the new module Infinities which is a
pluralized form of the table name, Infinity.

2. An empty List (No records to display) is displayed with default fields.

NOTE: In a future lab, you modify the Infinities list layout before importing device
records from spreadsheets.

3. Click New to open a form displaying default fields.

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4. Open the Form Context Menu, select Configure > Form Layout.

5. Remove the Assigned to, Category and Fault count fields, keeping Name, Asset tag,
Installed, and Status in the Selected list.

6. Add the Owned by and Support group fields to the Selected list from the Available
list.

7. Using dot-walking, add Owned by.Email to the Selected list:

a) From the Available list, locate and select Owned by

b) Click the Expand selected reference field icon

c) From the Available list, scroll down and select Email

d) Select Add

You should now see Owned by.Email under the Selected list:

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 NOTE: The Owned by.Email field’s value represents the email of the device’s owner, and
will automatically populate when a value is entered into the Owned by field, as long as
the user record includes an email address..

8. Next, in the Create new field section, enter:

Name: Device Number

Type: String (autofills)
Field length: Small (40) (autofills)

9. Click Add.

10. Add two additional fields:

Name Type Field Length/Reference
Device Version String Small (40)
Device Notes Journal

11. After adding the new fields, rearrange the fields under the Selected list to look like
this:

12. Click the Save button.

13. Close the Saving Form Section window.

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 14. The Infinity New record form displays:

C. Update the Infinity Application Menu

The new Infinity application menu and its modules will be used to create new Infinity device
records from the form you have just designed, as well as display a list of all devices.

1. In the Application Navigator filter field, type Infinity.

2. Hover your curser over Infinity and click the Edit Application icon (pencil):

3. This brings up the Application Menu record for Infinity.

NOTE: You could alternately access this record by navigating to System Definition >
Application Menus and searching for Infinity in the list.

4. Update the Title to Infinity Inventory.

5. Save the record.

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6. From the Modules section, open the Infinities record:

7. Update the record as follows:

Title: All Devices

Order: 200

8. Click Update.

9. Next, click New from the Modules section:

10. Fill out the form:

Title: Add Inventory

Order: 100

11. Click the Link Type* tab and fill out the fields as shown:

Link type: New Record

Table: Infinity [u_cmdb_ci_hardware_infinity]

NOTE: The Table field appears to be read-only (indicated by gray), but clicking on the
table name will open the drop-down menu.

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 12. Your screen should look similar to this:

13. Click Submit.

Knowledge Check

Before creating any table in ServiceNow, the question to always start with is: should the table
be created from scratch or by extending an existing table?

Why did we extend the Configuration Item table instead of creating a new table?

LAB VERIFICATION
New Table - Application Menu and Modules

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Add Inventory Module (Form View)

Cloud Dimensions now has its first custom table, thanks to you!

ServiceNow internal use only. Please do not copy or distribute.