Coveo for ServiceNow FAQ
This page contains the most frequently asked questions about Coveo for ServiceNow.
Coveo for ServiceNow Deployment
With Which Versions of ServiceNow is Coveo for ServiceNow Compatible?
Coveo for ServiceNow is compatible with the following ServiceNow releases:
How Do I Install Coveo for ServiceNow?
Follow the Coveo for ServiceNow Deployment Guide.
I’m Being Denied Access to a Coveo Organization From Within ServiceNow. What Can I Do?
Ensure that you were invited to a Coveo Cloud organization. You can log in to your organization using one of the single sign-on options. Check with the person who invited you that the email address they provided is the same as the one you’re using to sign in.
Can I Deploy Coveo for ServiceNow Within a Development Environment?
Unfortunately, ServiceNow development organizations don’t allow trials. The only way to install Coveo for ServiceNow is to do it through our vendor instance, or through a regular customer organization or sandbox.
I Already Have a Coveo Cloud Organization Linked With Another Coveo Product. Can I Link it to ServiceNow?
Yes. If you already have a Coveo Cloud organization linked to another Coveo product, you can link it to ServiceNow as well.
Does Coveo for ServiceNow Support ServiceNow Permissions?
Coveo for ServiceNow doesn’t currently support ServiceNow permissions. However, you can replicate these permissions using query filters (see Configuring Coveo Query Filters).
Does Coveo for ServiceNow Support ServiceNow Database Encryption?
Yes, Coveo for ServiceNow can index the content of an encrypted ServiceNow database.
What’s the Coveo for ServiceNow Release Schedule?
Coveo for ServiceNow is released about a month after each ServiceNow release, which are released at the end of Q1 and Q3, to maximize the potential of the Coveo for ServiceNow capabilities and integration.
Does Coveo for ServiceNow Support the Agent Workspace?
The Agent Workspace will support third-party following the Orlando release (late April 2020). Contact the Coveo product management team if you’re interested in deploying in the Agent Workspace before then.
Can I Add a Recommendation Component to an Article Page?
Right now, it can be done as a custom implementation.
I Can’t Edit an Object in my Organization. What’s Happening?
This is likely an issue with the scope. Try to change the scope of the desired object:
Navigate back to any main page.
Click the gear icon.
Navigate to the Developer tab.
Change the Application value to the scope of the object you’re trying to edit. If you don’t know it, try
Getting Familiar With ServiceNow
We recommend that you read the ServiceNow documentation and has therefore picked several pages that will help you understand key concepts of Coveo for ServiceNow. You must however ensure to read the documentation corresponding to the version of ServiceNow you use.
There are three important ServiceNow concepts you need to be understand to successfully deploy ServiceNow in a more custom, less standard ServiceNow instance. These terms and concepts are however subject to change with different ServiceNow releases.
In addition, ServiceNow has a partner portal offering further information. Ask your IT department for an access to this environment.
Update Sets are ServiceNow’s way of managing multiple developers, versions, and installations of applications within the main platform. If you’re new to update sets, the ServiceNow Get started with update sets documentation page contains a good overview of everything you need to know about working within them.
Ensure you’re working within your update set at all times; this way, changes are tracked and can be removed or carried over into other instances. For more information, see the Update set use page.
Additionally, ServiceNow has the ability to batch update sets, which allows for easier installation and changes. For details on update set batching, see Update set batching.
There may be multiple applications installed in the ServiceNow instance you’re working within. Tables, forms, pages, and portals may all be linked to different applications. This might not be stated explicitly, and you might find yourself unable to modify, save, or edit a form (i.e., in the form designer, sections may be grayed out and unresponsive).
To begin, ensure you understand how applications work. If pages are application-separated, there is likely a reason.
If you’re certain you need to edit something in a different application, click the cog icon in the upper right-hand corner, then click Developer, and then select the desired application. Alternatively, you can also make your change right from the drop-down menu in the header.
If you’re unsure in which application a page resides while editing it in the Page Editor, you can click Open in Platform from the customization menu. An error reading
This record is in the <target application> application, but <current application> is the current application will most likely appear. You can then navigate to the mentioned application and will be able to use the Page Editor as intended.
The reason a form layout and designer may be different has to do with domain separation. The two most common domains you should encounter are
Global is the view that anyone not assigned a domain sees, while
TOP usually cascades down into many other views. Usually,
TOP is used, but it can change, so check which one will be used.
A technicality can cause changes made in a domain to affect the same form in a different domain. For example, you may have a default view in
TOP and a default view in
Global. Editing the default view in either domain shouldn’t affect the other, but there are situations where it does. The best way to avoid this is to only develop in one domain. However, if you need to work across multiple domains, check this knowledge article.
If a functional form ever looks broken in the form editor, it likely is just in a different domain. Do not edit the form from your current domain.
See the following ServiceNow documentation for more information on domains:
ServiceNow Release Notes and Documentation
New York Release