Overview

Your Application Installation and Configuration Guide will be used to assist with the preparation of the ServiceNow instance, deployment of the application and configuration of workflow approval task for integration with OneList Approvals. This document should contain a clear, step-by-step process for the configuration steps that are required after installing your certified application. Additionally, it clearly calls out any application dependencies that may exist.

Application Dependencies

Additional Plugins required: Bright Toolbox (Deployed with the Application)

Configuration Instructions

This section, outlines the steps required to successfully install/configure the ServiceNow instance after installing your application:

1. Install the application

2. Navigate to OneList Approvals -> Application Properties -> Connection Details

3. Fill in OneList environment address and API key (generated by OneList)

External systems connection

Integrations included in the app

The following integration components are outlined below and provide integration user creation instructions:

• Integration components required:

  • OneList API Key

1. Navigate to OneList Approvals -> Application Properties -> Connection Details

2. Fill in Endpoint (default is ‘api’) and API Key

3. Submit

Testing the configuration

The adapter application requires successful communication with OneList Server (external system). The instructions below outline how to test the connection and ensure successful configuration:

After installation navigate to Home page -> Features -> View to ensure that all the Application Features are installed successfully and are already activated.

The admin can initiate changes using the ‘edit table application access’ for each application feature – Business rule, System plugin etc. Refresh the page to force the updates if you made some changes.

Troubleshooting

Troubleshoots steps to troubleshoot the failed configuration are:

• The admin first should navigate to Home -> Features -> View link. There he can find the Application Features list and exact status of each feature along with a detailed info. The admin should inspect the dependency table to make sure that all the features are activated. He can navigate to edit functionality to make changes in order to fix possible issues.

• Get info for failed configurations:

  • From the OneList Approvals application -> Logs, the admin should check OneList Approval Events or REST Request tables or use system logs.

  • Ones the admin identify the problem by logs, he can check the User Guide for help and more details. In the User Guide he can find procedures and videos which show the exact steps to resolve common issues.

• Admin can refer to the Bright Toolbox application for more info about the base functionality (script includes) used in the OneList Approvals application.