Advanced attachment management in ServiceNow
The ability to manage attachments is a vital part of the ServiceNow platform. It works perfectly fine, but when you need extensive file management, you may lack advanced features like:
- Folders
- Hierarchy
Those features are not provided out of the box, so we created a custom Service Portal widget, which provides the ability to organize attachments into folders and a hierarchy tree.
The widget is FREE and can be downloaded from Github repo, or you can use a direct link to XML update set.
How to install install the widget
To install the widget you need to do the following:
- Download the XML update set.
- Import it into your ServiceNow instance: navigate to System Update Sets > Retrieved Update Sets, select Import Update Set from XML, and upload the XML file.
- Preview and commit the imported update set.
Once the update set installed, a new Service Portal widget File Manager will be available and you can use it on any Service Portal page and in custom applications.
How to use the widget
The widget displays the list of attachments on the current record identified by table and sys_id parameters from the page URL. So make sure you specify those parameters when loading the page:
The widget provides the following functionality:
- Upload files —one or multiple files can be uploaded with a single button click:
2. Create folders — you can create folders and move files instantly:
3. Move files & folders — you can create a folder structure/hierarchy by simple drag’n’drop:
4. Download a file — right-click context menu allows to download a file:
5. Copy direct link to the file — you can share a direct link to the file with other users so they can download the file (users should have at least read access to the file to be able to download)
6. Delete the file — individual files can be deleted using the context menu:
Service Portal widget can also be used in ServiceNow native UI, all you need to do is just to create a UI Macro/formatter which loads a service portal page with that widget:
