Create the Data

We will create the core tables for our application. To create a table in App Engine Studio:

1. Click the Add icon (⨁ Add) for Data on the App Home tab.

   

2. On the How do you want to add data to your app? screen, select the Create a table tile.

   

   

3. Click on the Begin button

4. On the How do you want to create a table? screen, select the Upload a spreadsheet tile.

   

5. Click on the Continue button

6. On the Let's choose the spreadsheet you want to upload screen, click the Drag and drop or browse to upload spreadsheet link

   

7. Browse and select the Telework Data.xlsx file you downloaded

   

8. Click on the Continue button

9. Our spreadsheet has multiple sheets. We only need the first one "Telework Arrangement".

10. Select ☑ Import spreadsheet data in the "Telework Arrangement" box.

11. Click on Convert to table to the right of the Telework Arrangement Sheet name.

    

    tip

    We need to set what value to display when these records will be referenced

12. Let's set the display value

    1. Click the Expand/Collapse icon (⌄) to see advanced configuration options.

    2. Check Display

    3. Click on the Continue button

    

13. Set the table label to Arrangement.The table name will auto populate.

    

14. Click on the Continue button

15. For the admin role, click the All checkbox

16. For the user role, click the All checkbox and then remove the Delete permission

    

17. Click on the Continue button

18. A loading screen will appear while the table is being created. When it completes, Click Done

19. We haven't converted all the sheets in the spreadsheets, so we'll see this message pop up

    

20. Click Yes, leave

21. Again, click the Add icon (⨁ Add) for Data on the App Home tab.

    

22. On the How do you want to add data to your app? screen, select the Create a table tile.

    

23. Click on the Begin button

24. On the How do you want to create a table? screen, Select Create from an existing table.

    

25. Click on the Continue button

26. Type Task, then select the table Task [task] and Click on the Continue button

    

27. Give the table the following properties

    Field Name	Field Value
    (1) Table label	Telework Case
    (2) Auto number	Checked ☑
    (3) Prefix	TLW

    tip

    You can add an identifiable tracking number to your records to make them easier to manage and follow. Selecting this option will automatically add your designated tracking number to each record in this table.

    

28. Click on the Continue button

29. Click the All checkbox for the admin role.

30. Click the Create, Read, and Write checkbox for the user role.

    

31. Click on the Continue button

32. Once the table is ready, let's add the fields (columns) we need. Clic Edit table.

    

33. Close the guide to the Table Builder screen

    

    info

    We can see all the fields that our table inherited from the Task table, making building applications faster.

34. Let's add the fields for our application. Click the Add new field link at the top of the screen

    

35. In the new row created, add the following values:

    1. Label: Arrangement
    2. Hit the [ENTER] key
    3. Column name: arrangement (auto-generated)
    4. Hit the arrow key ▸ [twice]
    5. Hit the [ENTER] key
    6. Type: Reference then select Arrangement

    

36. Again, click the Add new field link at the top of the screen

37. In the new row created, add the following values:

    1. Label: "Days per week"
    2. Hit the [ENTER] key
    3. Column name: (auto-generated)
    4. Type: Integer

38. Again, click the Add new field link at the top of the screen

39. In the new row created, add the following values:

    1. Label: Reason
    2. Hit the [ENTER] key
    3. Column name: reason (auto-generated)
    4. Hit the arrow key ▸ [twice]
    5. Hit the [ENTER] key
    6. Type: Choice
    7. Choice Type: Dropdown with -- None –
    8. Choices:
       1. Dependent Care
       2. Medical
       3. Reasonable Accommodation

    

40. Click Done

41. We now have all the data elements we need to manage our use case. Click the filter options button and then select Hide extended fields. You should have 3 fields as below:

    

42. At the top right, Click on the Save button to finalize your configurations.

    

43. Congratulations, you've built the first tables in your solution.

    Let's take a look at the form that has been generated for our table and adjust the layout.

44. At the top-center of the table, click Form views

    

    As we created our table by extending the Task table, we inherited some fields we don't need for our use case.

45. Remove the following fields (by clicking the X)

    1. Number
    2. Configuration Item
    3. Active
    4. Parent

    

46. Users want to see who opened the case. We can easily fulfill the requirement by reusing the Opened by field from the Task table. In the Fields tab to the left is where existing fields can be added.

info

Note that there are more than 60 fields available to use. The number of fields may be different as other ServiceNow application may add fields onto the Task table.

47. Click the circled plus icon ⊕ to add a field above

    

48. (1) Type Opened by in the Search box and then (2) click on the Opened by field

    

49. Repeat the operation to add the field Arrangement

    

50. Add the field Days per week

    

51. Add the field Reason

    

52. Now we'll add the Activity formatter that provides a way to present the audit history of a particular record

53. (1) Click More and then (2) click Formatters

    

54. Drag the "Activities (filtered)" field onto the form below the Short description field.

    

55. Your form should look like this:

    

56. On the top right, Click on the Save button

    

Exercise Recap

In this exercise, we learned how to create a new application and map out the data elements important to enable our business process.

We learned to use the Table Builder to add and configure columns including Reference fields and Choice lists.

We were able to complete all these tasks using simple point-and-click administration and without requiring specialized application or database knowledge.