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 Name | Description |
---|---|---|
1 | Step Name | Name of the step. This name must be unique within a workflow. |
Connection Settings | ||
2 | Grant Type | Select 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. |
3 | ServiceNow Base URL | Specify the URL of the ServiceNow instance. (e.g., https://XXXXXX.service-now.com) |
4 | Client ID | Specify 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. |
5 | Client Secret | Specify 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.a | Checkbox: Accept Value as Variable/Static | Leave 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.b | Client Secret | The 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. |
6 | Refresh Token | Specify 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.a | Checkbox: Accept Value as Variable/Static | Leave 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.b | Refresh Token | The 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. |
7 | Username | Username to authenticate with the ServiceNow instance. Data type: String This is a mandatory field. Note: Available only if the Grant Type is Basic Auth. |
8 | Password | Password to authenticate with the ServiceNow instance. Note: Available only if the Grant Type is Basic Auth. |
8.a | Checkbox: Accept Value as Variable/Static | Leave 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.b | Password | The 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 | ||
9 | Test Connection | Click 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 Name | Description |
---|---|---|
1 | Form Name | A 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. |
2 | Button: Get | Click 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. |
3 | Criteria Field | Select a field from the Field Explorer window that is associated with the selected form. |
4 | Button: Get | Click 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. |
5 | Criteria Value | Specify 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 Name | Description |
---|---|---|
1 | OK | Click OK to confirm the delete operation. Note: The user must have appropriate permissions in ServiceNow to delete a record using the ServiceNow Delete Plugin. |
2 | Cancel | Click Cancel to cancel the operation. |