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Delete Record

Description

Service Now: Delete Record plugin step deletes a record in a selected Application in Service Now (e.g. Incident, Request, Problem, Change etc.). Users can delete a record from the selected Application based on user permissions.

Configurations

Connection

No.Field NameDescription
1Step NameName of the step. This name must be unique within a workflow.
Connection Settings
2Grant TypeSelect the type of grant from OAuth 2.0 or Basic Auth.
Data type: String
This is a mandatory field.

Notes:
Client ID, Client Secret, and Refresh Token are displayed when Grant Type is OAuth 2.0.
Username and Password are displayed when Grant Type is Basic Auth.
3ServiceNow Base URLSpecify the URL of the ServiceNow instance.
(e.g., https://XXXXXX.service-now.com)
4Client IDSpecify the Client ID of the registered application on the ServiceNow instance.
Data type: String
This is a mandatory field.

Note: Available only if the Grant Type is OAuth 2.0.
5Client SecretSpecify the Client Secret of the registered application on the ServiceNow instance.
Data type: String
This is a mandatory field.

Note: Available only if the Grant Type is OAuth 2.0.
5.aCheckbox: Accept Value as Variable/StaticLeave the checkbox unchecked to accept the client secret value from a field in the previous steps (via a dropdown).
Enable the checkbox to enter the client secret as a text field.
5.bClient SecretThe client secret is encrypted and not stored in the .psw file. Enter the client secret using the widget. The widget supports both Text (static value or environment variable) and Combo (dropdown from previous steps).

This field is mandatory.

Field behavior:
• Enabled checkbox → Field appears as a text box.
• Disabled checkbox → Field appears as a dropdown.
6Refresh TokenSpecify the refresh token to obtain a new access token.
Data type: String
This is a mandatory field.

Note: Available only if the Grant Type is OAuth 2.0.
6.aCheckbox: Accept Value as Variable/StaticLeave the checkbox unchecked to accept the refresh token from a field in the previous steps (via a dropdown).
Enable the checkbox to enter the refresh token as a text field.
6.bRefresh TokenThe refresh token is encrypted and not stored in the .psw file. Enter the token using the widget. The widget supports both Text and Combo options.

This field is mandatory.

Field behavior:
• Enabled checkbox → Field appears as a text box.
• Disabled checkbox → Field appears as a dropdown.
7UsernameUsername to authenticate with the ServiceNow instance.
Data type: String
This is a mandatory field.

Note: Available only if the Grant Type is Basic Auth.
8PasswordPassword to authenticate with the ServiceNow instance.

Note: Available only if the Grant Type is Basic Auth.
8.aCheckbox: Accept Value as Variable/StaticLeave the checkbox unchecked to accept the password from a field in the previous steps (via a dropdown).
Enable the checkbox to enter the password as a text field.
8.bPasswordThe password is encrypted and not stored in the .psw file. Enter the password using the widget. The widget supports both Text and Combo input types.

This field is mandatory.

Field behavior:
• Enabled checkbox → Field appears as a text box.
• Disabled checkbox → Field appears as a dropdown.
Button
9Test ConnectionClick Test Connection to verify whether the connection to the ServiceNow instance is successfully established.

Mandatory Fields: ServiceNow Base URL, Username, and Password.

Notes:
• This button does not support values coming from previous steps as they are accessible only during workflow runtime.
• Static values and environment variables are allowed.
• Once input and output fields are populated, the connection fields can be replaced with fields from previous steps.

Input Tab

Input Fields

No.Field NameDescription
1Form NameA form name needs to be selected from the Form Explorer in which a document or record is to be deleted. The Form Explorer opens when you click the Get button.

Note: Listeners on Form Name do not work for previous step variables, static values, or environment variables.
2Button: GetClick Get Forms to open the Form Explorer window. Select a form from the displayed list or use the filter field to search for a form.
3Criteria FieldSelect a field from the Field Explorer window that is associated with the selected form.
4Button: GetClick the Get button to open the Field Explorer window. This window is populated with the list of fields associated with the selected form on the ServiceNow instance.
5Criteria ValueSpecify a valid value for the selected field. If an invalid value is provided, no record is returned.

Provide a value that uniquely qualifies a record to ensure only one record is returned.

Note: The Criteria Field and Criteria Value together form a query. If exactly one record is returned, that record is deleted. Otherwise, the workflow is aborted.

Confirmation Buttons

No.Field NameDescription
1OKClick OK to confirm the delete operation.

Note: The user must have appropriate permissions in ServiceNow to delete a record using the ServiceNow Delete Plugin.
2CancelClick Cancel to cancel the operation.