Set up a ServiceNow Connection

A ServiceNow Connection uses OAuth to establish secure communication between TrueContext and ServiceNow. With a ServiceNow Connection, you can use ServiceNow Data Sources Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. and Data Destinations A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. to send and retrieve data from your ServiceNow instance. This topic describes how a ServiceNow Connection works and includes steps to set up a ServiceNow Connection.

Available on the Advanced and Enterprise tiers:

Contents

• Set up a ServiceNow Connection
  • How a ServiceNow Connection works
  • Video demo
  • Prerequisites for a ServiceNow Connection
    • TrueContext prerequisites
    • ServiceNow prerequisites
  • Steps to create an OAuth application endpoint
  • Steps to set up a ServiceNow Connection
  • Related topics

How a ServiceNow Connection works

A ServiceNow Connection uses a ServiceNow OAuth application endpoint so that TrueContext can communicate with your ServiceNow instance. In ServiceNow, you create the OAuth application registry and enter a TrueContext URL as the Redirect URL. In TrueContext, you enter the Client ID and Client Secret from your OAuth application registry.

Video demo

This video shows you how to set up a ServiceNow Connection.

Prerequisites for a ServiceNow Connection

TrueContext prerequisites

• You must be a TrueContext Admin user.

• Your team must be on the Advanced or Enterprise tier.

ServiceNow prerequisites

• You must have an admin user role.

• Make sure that the OAuth plugin is active and that you set the OAuth activation property.

• You must create an OAuth application endpoint.

• Take note of the User name and Password you want to use for the Connection.

  Note:

  • We recommend that you create a dedicated integration user. The Connection has the same permissions as the user, so you can control the tables TrueContext can access.
  • Make sure any access control list (ACL) rules you apply to your integration user don’t restrict access to tables you want to use in TrueContext. This can cause errors when you configure your Data Sources and Destinations.

Steps to create an OAuth application endpoint

1. In your ServiceNow Instance, go to All > System OAuth > Application Registry.

2. Select New, and then select Create an OAuth API endpoint for external clients.

3. Enter a Name, and then enter the following information.

   Info:We’re now TrueContext.

   • To support existing integrations, some items will continue to use “prontoforms” or “pf” in the domain or code.

   • For more detailed information about what’s changing, visit https://support.truecontext.com/hc/en-us/articles/19516168513556

   • Redirect URL (Required): https://live.prontoforms.com/security/oauth/connections/servicenow, https:/mycompany.service-now.com/oauth_redirect.do

     Where mycompany is your ServiceNow instance subdomain.

   • Logo URL (Optional): https://live.prontoforms.com/security/branding/logo

     Tip:The Logo URL replaces a placeholder image with the TrueContext logo. This helps you identify your OAuth application endpoint.

4. Select Submit.

5. Open your new OAuth application endpoint and take note of your application Client ID and Client Secret.

Info:The ServiceNow product documentation provides detailed steps to create an OAuth application endpoint.

Steps to set up a ServiceNow Connection

1. In the TrueContext Web Portal The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations., go to Forms & Integrations > Connections A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection. > Create Connection.

2. Select ServiceNow Connection.

   Result: The system opens the Create ServiceNow Connection page.

3. Enter a unique Name (required) and a Description (optional). If you have multiple ServiceNow Connections, a detailed description helps you identify each one.

4. Choose the FormSpaces that can access the Connection.

5. Enter your ServiceNow Instance URL. For example, https://mycompany.service-now.com/.

   Note:You must include https:// in your Instance URL.

6. Enter the Client ID and Client Secret from the OAuth application endpoint you created.

7. Select Connect.

   Are you already signed in to ServiceNow in the same browser?

   • If yes, the system connects you automatically.

     Note:When you select Connect, ServiceNow automatically uses the credentials that you already signed in with. If the system displays the wrong First and Last name, sign out from ServiceNow, Clear the Connection, and repeat step 7.

   • If no, the system prompts you to enter your User name and Password and to Allow access to ServiceNow.

   Result: The system connects to the ServiceNow instance and displays your ServiceNow First name and Last name.

8. Select Create.

   Result: The system creates a ServiceNow Connection. You can use the Connection to set up ServiceNow Table Data Sources and Destinations.

Related topics

• Connections Overview

• Set up a ServiceNow Table Data Destination

• Set up a ServiceNow Table Data Source