Content Selector Configuration Editor

“Nothing in the world can take the place of Persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and Determination alone are omnipotent.”
Calvin Coolidge

Some time ago, I built a little Service Portal widget designed to allow a User to select various sets of records to be display in the Data Table widget on a portal page. I called this widget the Configurable Data Table Widget Content Selector because I designed it to be driven by an external JSON configuration object that could be specified as a widget option. Of course, I ended up just hard-coding the first one during my development and had to go back in later and fix it so that you could actually do that, but now that all works — you just have to build a new JSON configuration object if you want to use the widget on a different page for another purpose. That JSON object is a little complicated, though, so it occurred to me that it would be even better if there was some kind of input screen with some validation that would help you put one of those together. I did that not too long ago for the sn-record-picker, which seems to have worked out fairly well, so I was imagining something very similar, but maybe a little more complex.

There are three main sections to the Content Selector: 1) Perspectives, 2) States, and 3) Tables. My configuration wizard, then, would need a simple section where you could set up your Perspectives, another simple section where you could set up your States, and then a more complicated section where you could set up the Tables for every State of every Perspective. That third section sounds a little overwhelming at first glance, but like most complicated issues, if we break it down into its component parts and focus on one thing at time, we should be able to work through it.

The sn-record-picker Helper was just another portal widget, so that seemed like a decent approach to this endeavor as well. I called it the Content Selector Configurator, and placed it alone on a page of the same name for testing. To begin the process, we need to select an existing applicable Script Include, or enter a name if you want to create a brand new one. We can use an sn-record-picker for selecting an existing one, or to make things even easier, an snh-form-field of type reference, which is just a wrapper around the sn-record-picker that includes all of the labels and validation stuff. To limit the selection to just those Script Includes that are relevant to this process, we can filter on the field that contains the actual script looking for the code that extends the base class. The full snh-form-field element looks like this:

<snh-form-field
  snh-label="Content Selector Configuration"
  snh-model="c.data.script"
  snh-name="script"
  snh-type="reference"
  snh-help="Select the Content Selector Configuration that you would like to edit."
  snh-change="scriptSelected();"
  snh-required="true"
  placeholder="Choose a Content Selector Configuration"
  table="'sys_script_include'"
  default-query="'active=true^scriptCONTAINSObject.extendsObject(ContentSelectorConfig'"
  display-field="'name'"
  search-fields="'name'"
  value-field="'api_name'"/>

… and renders out like this:

Script Include picker

When the selection is made, the snh-change attribute will invoke the scriptSelected() client-side function, so we will need to code that out as well to handle the choice that was made. All of the work necessary to handle the selection will actually occur on the server side, so the client side function just has to kick things over there.

$scope.scriptSelected = function() {
	c.server.update();
};

Over on the server side, things are a little more complicated. We need to use the name of the script to get an instance of the script, and for that, we can use our old friend, the Instantiator. Once we have an instance of the script, we can call the getConfig() function to get a copy of the current configuration object. but before we do that, we have to make sure that we have an input object and we don’t already have a config object. All together, the code looks like this:

if (input) {
	if (!data.config && input.script && input.script.value) {
		data.scriptInclude = input.script.value;
		if (data.scriptInclude.startsWith('global.')) {
			data.scriptInclude = data.scriptInclude.split('.')[1];
		}
		var instantiator = new Instantiator();
		instantiator.setRoot(this);
		var configScript = instantiator.getInstance(data.scriptInclude);
		data.config = configScript.getConfig($sp);
	}
}

Now that we have all of that out of the way, we can work on the actual wizard itself. I wrapped all of the HTML related to selecting a config script in one DIV and then made another, currently empty DIV for the wizard. I used complementary ng-show attributes to hide the wizard until the script was selected, and then hide the selection components once the choice was made. The whole thing now looks like this:

<snh-panel title="'${Content Selector Configuration Editor}'" class="panel-primary">
  <form id="form1" name="form1" ng-submit="save();" novalidate>
    <div class="row" ng-show="!c.data.script.value">
      <div class="col-sm-12">
        <snh-form-field
          snh-label="Content Selector Configuration"
          snh-model="c.data.script"
          snh-name="script"
          snh-type="reference"
          snh-help="Select the Content Selector Configuration that you would like to edit."
          snh-change="scriptSelected();"
          snh-required="true"
          placeholder="Choose a Content Selector Configuration"
          table="'sys_script_include'"
          default-query="'active=true^scriptCONTAINSObject.extendsObject(ContentSelectorConfig'"
          display-field="'name'"
          search-fields="'name'"
          value-field="'api_name'"/>
      </div>
    </div>
    <div class="row" ng-show="c.data.script.value">
      (the wizard lives here)
    </div>
  </form>
</snh-panel>

I still have to add in the ability to create a new script from scratch, but I think I will deal with that later as I am anxious to jump into the wizard itself. I’ll circle back and toss that in before we wrap things up, but right now I just want to get on to fun stuff. That’s an entirely different process, though, so this seems like a good place to stop for now. We’ll jump straight into the wizard next time out.

Fun with Webhooks, Improved

“I think it’s very important to have a feedback loop, where you’re constantly thinking about what you’ve done and how you could be doing it better.”
Elon Musk

So far, I have had relatively good luck playing around with my Simple Webhooks app, and have been able to post content to other systems such as Slack and MS Teams in addition to the test cases that I sent over to webhook.site. One thing that I did notice, though, was that my portal page for editing the details of a Webhook was missing a couple of items found on the corresponding form in the main UI. On the form for a Webhook in the main UI, I built a UI Action that you can use to send a test POST to your URL, and the form also includes a Delete button that you can use to get rid of your Webhook when you no longer need it or want it. The current version of the portal page has neither of those features, so I decided that it was time to add those in.

The first order of business, then, was to add the two buttons to the HTML, right after the existing Save button:

&nbsp;
<button ng-show="c.data.sysId" ng-click="testURL()" class="btn btn-default ng-binding ng-scope" role="button" title="Click here to send a test POST to this URL">Test URL</button>
&nbsp;
<button ng-show="c.data.sysId" ng-click="deleteThis()" class="btn btn-default ng-binding ng-scope" role="button" title="Click here to permanently delete this webhook">Delete</button>

I didn’t want them showing up on new records, since there is no point in deleting a record that you haven’t created yet, so I added an ng-show attribute based on the presence of an existing sys_id. Other than that, it’s just a basic copy and paste of the other button code with some minor modifications. Here’s how it looks rendered out:

New buttons added to the form HTML

The new buttons reference new client-side functions, so next we will need to add those to the existing client-side script. Here are the two that I came up with:

$scope.testURL = function() {
	spModal.confirm('Send a test POST to this URL?').then(function(confirmed) {
		if (confirmed) {
			c.data.action = 'test';
			c.server.update();
		}
	});
};

$scope.deleteThis = function() {
	if (c.data.sysId) {
		spModal.confirm('Permanetly delete this Webhook?<br/>(This cannot be undone.)').then(function(confirmed) {
			if (confirmed) {
				c.data.action = 'delete';
				c.server.update().then(function(response) {
					goBack();
				});
			}
		});
	} else {
		goBack();
	}
};

I ended up putting a Confirm pop-up on both of them, even though technically the URL test is not destructive. I just thought that it might be nice to confirm that you really want send something over to another system before you actually did it. I also added the c.data.action variable so that once we were over on the server side, that code would know what to do. In our previous version, the only call to the server side was that Save button, so there was no question what needed to be done. But now that we have multiple possible actions, everyone — including Save — will need to register their intentions by setting this variable to some known value (save, test, or delete) before invoking c.server.update(). All of the actual work to perform the save, test, and delete actions is done on the server side, so let’s pop over there next.

To begin, I pulled out all of the existing Save logic and put it into a function of its own. Then I added the following conditional step, assuming that I would have similar functions for the other two actions:

	if (input) {
		if (input.action == 'save') {
			save(input);
		} if (input.action == 'test') {
			test(input);
		} if (input.action == 'delete') {
			deleteThis(input);
		}
	} else {
		. . . 

The Delete function turned out to be pretty basic stuff:

function deleteThis(input) {
	whrGR.get(input.sysId);
	whrGR.deleteRecord();
	gs.addInfoMessage('Your Webhook data has been deleted.');
}

Most of the code for the Test URL button I just stole from the existing UI Action built for the same purpose. Much of that is buried in the Script Include anyway, so that turned out to be fairly simple as well:

function test(input) {
	whrGR.get(input.sysId);
	var wru = new WebhookRegistryUtils();
	var result = wru.testURL(whrGR);
	if (result.status == '200') {
		gs.addInfoMessage('URL "' + input.url + '" was tested successfully.');
	} else {
		gs.addErrorMessage('URL test failed: ' + JSON.stringify(result, null, '<br/> '));
	}
}

That’s about all there was to that. Technically, you cannot really call this an enhancement since it is functionality that should have been in there from the start. Let’s just call it a much needed improvement. Here’s the new Update Set.

@mentions in the Ticket Conversations Widget, Revisited

“Continuous improvement is better than delayed perfection.”
Mark Twain

When I hacked up the Ticket Conversations Widget to add support for @mentions, I knew that a number of people had already asked ServiceNow to provide the same capability out of the box. I also knew, though, that these things take time, and not wanting to wait, I just charged ahead as I am often prone to do. However, I was happy to hear recently that the wait may not be all that much longer:

Hi,

The state of idea Service Portal – @Mention Support has been marked as Available

Work for idea is complete and planned to be released in the next Family version

Log in to Idea Portal to view the idea.

Note: This is a system-generated email, do not reply to this email id.
If you would like to stop receiving these emails you can change your preferences here.

Sincerely,
Community Team  

I am assuming that the “next Family version” is a reference to Quebec, although I have nothing on which to base that interpretation. It’s either that or Rome, so one way or another, it appears to be on the way. If and when it does arrive, I will gladly toss my version into the trash and use the real deal instead. I don’t mind building out things that I want that the product currently doesn’t provide, but as soon the product does provide it, my theory is that you fully embrace the out-of-the-box version and throw that steaming pile of home-grown customized nonsense right out the window. I actually look forward to that day.

But then again, that day is not today! Not yet, anyway.

Dynamic Service Portal Breadcrumbs, Corrected (again!)

“What we see depends mainly on what we look for.”
Sir John Lubbock

One of the nice things about sharing your code with others is they end up testing it for you, and they do it from a different perspective than your own. The other day I received a comment from Ken out in California regarding my Dynamic Service Portal Breadcrumbs widget. He wanted to let me know that whenever he dragged the widget onto a page in the Portal Page Designer, the widget would disappear. I’ve had that little widget for quite a while now, and I have corrected it, perfected it, enhanced it, and I was actually aware of that behavior, but I had always just chalked that up as an irritating annoyance. From Ken’s perspective, though, it was a problem that needed to be addressed, and of course, he is correct. So, I decided to see if I could figure out why it was doing that, and if I could actually fix the problem.

I started out by doing a little research, just to see if anyone else had experienced this phenomenon. Sure enough, other people had reported the same behavior with other widgets, and the common thread always seemed to be that there was some coding error in the Client Script of the widget. Armed with that little tidbit of information, I set out to do a little experimenting.

The first thing that I did was comment out all of the code inside of the Client Script function and then run over to the Page Designer to see if that had any effect. Sure enough, the widget now appeared on the screen. That told me that I was on the right track, and that the issue actually was some problem in the Client Script. After that, it was just a matter of running through a sort of binary search, revealing and commenting out various chunks of code until I finally narrowed it down to the one line that was causing the problem:

var portalSuffix = ' - ' + $rootScope.portal.title.trim();

The reason that this worked on all of the pages in all of the portals where I have used it, but not in the Page Designer itself, was that the Page Designer has no title defined. When you try to run the trim() function on a String that doesn’t exist, you are going to get a null pointer exception. That’s obviously not good. So now what?

To step back just a bit, the whole point in grabbing the title was to look for it in the page title and remove it. Page titles in the form of <page title> – <portal title> are extra wide and contain the redundant portal title value, so I wanted to strip off that portion, if it was present. If there is no portal title, then that entire segment of code has no value, so I ended up checking for the presence of the title first, and then tucking all of that code underneath that conditional.

if ($rootScope.portal && $rootScope.portal.title) {
	var portalSuffix = ' - ' + $rootScope.portal.title.trim();
	var cutoff = thisTitle.indexOf(portalSuffix);
	if (cutoff != -1) {
		thisTitle = thisTitle.substring(0, cutoff);
	}
}

That was it. Problem solved. Thank you, Ken, for prodding me to take a look at that. It turned out to be a relatively easy fix, and something that I should have addressed a long time ago. Here’s an Update Set with the corrected code.

Dynamic Service Portal Breadcrumbs, Enhanced, Part II

“There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest of them have to pee on the electric fence for themselves.”
Will Rogers

I meant to do this earlier, but I got a little sidetracked on a completely different issue. Now that that little adventure is behind us, we can circle back to my recent changes to the Dynamic Service Portal Breadcrumbs and test everything out to see if it actually works. For that, I need to build a simple Portal Page, drop the breadcrumbs widget up at the top of the page, and then add a new widget that can listen for the messages coming out of the breadcrumbs widget.

So, let’s start with the new widget. This is just for testing, so we don’t need to get too fancy. Just a couple of test buttons, one to call for the return path and the other a back button that will use the return path. Here is some HTML that should work:

<div class="panel">
  <div class="row" style="text-align: center; padding: 25px;">
    <button class="btn btn-default" ng-click="testFunction();">Test Button</button>
  </div>
  <div class="row" style="text-align: center; padding: 25px;">
    <button class="btn btn-primary" ng-click="goBack();">Back Button</button>
  </div>
</div>

Each button has a function so will need to code those out in the Client Script to handle the clicks:

$scope.testFunction = function() {
	$rootScope.$broadcast('snhShareReturnPath');
};

$scope.goBack = function() {
	if (!c.data.returnPath) {
		$rootScope.$broadcast('snhShareReturnPath');
	}
	while (!c.data.returnPath) {
		pointlessCounter++;
	}
	window.location.href = c.data.returnPath;
};

The first one just broadcasts the message that we missed the return path, so please send it over again. The second one, which is an actual back button, looks to see if we have already obtained the return path, and if not, makes the same call to request it, and the drops into a loop until it shows up. I threw a counter in there just for something to do inside of the loop, but if I display that out, I can also see how long it takes to hear back from the request to rebroadcast the return path. Speaking of receiving the return path, we will need to add a little code to listen for that as well:

$rootScope.$on('snhBreadcrumbs', function(evt, info) {
	c.data.returnPath = info.returnPath;
	alert(pointlessCounter + '; ' + c.data.returnPath);
});

Wrapping all of that together with a little initialization code give us a complete Client Script for our new widget:

function TestWidget($scope, $rootScope) {
	var c = this;
	var pointlessCounter = 0;

	$scope.testFunction = function() {
		$rootScope.$broadcast('snhShareReturnPath');
	};

	$scope.goBack = function() {
		if (!c.data.returnPath) {
			$rootScope.$broadcast('snhShareReturnPath');
		}
		while (!c.data.returnPath) {
			pointlessCounter++;
		}
		window.location.href = c.data.returnPath;
	};

	$rootScope.$on('snhBreadcrumbs', function(evt, info) {
		c.data.returnPath = info.returnPath;
		alert(pointlessCounter + '; ' + c.data.returnPath);
	});
}

There is no server side script needed, so that completes our tester. Now we just have to throw it on a page and see what happens.

Test Page with the breadcrumbs and test widgets

Well, there is our test page containing the two widgets. There is no alert, though, which means that no one was listening when the breadcrumbs widget announced the return path, or something is broken. Let’s try the Test Button to see if we can get the breadcrumbs widget to announce it again.

Alert indicating the test widget has received the broadcast message

OK, that worked. Now, let’s try the back button.

The back button takes you back the previous screen in the breadcrumbs list

.. and that takes us back to the Incident that we were just looking at before we brought up the test page. Nice!

So far, so good. I tried a few more things, like clicking on the back button without first clicking on the test button and clicking on the test button multiple times. Everything seems to work the way in which I had envisioned it. I like it. As far as I can tell, it is good enough for me to put out another Update Set. Although I did get a little sidetracked on this one, it was a quick diversion and I did manage to circle back around and finish it up.

Update: There is a better (corrected) version here.

@mentions in the Ticket Conversations Widget

“Talk is cheap. Show me the code.”
Linus Torvalds

When I first started playing around with @mentions in the Service Portal, I mainly just wanted to see if I could get it to work. Once I was able to figure all of that out, I wanted to work that feature into my form field tag, so I spent a little time working all of that out. But I never returned to the real reason that I want to investigate this capability in the first place, which was to add the @mention feature to the Ticket Conversations widget in the Service Portal. So, let’s do that now.

Now that I know a little bit more about what it takes to do what I want to do, I am going to attempt to be a bit surgical in my interactions with the existing code and try to disturb the existing artifact as little as possible and still accomplish my goal. I still don’t want to alter the original, though, so the first thing that I did was to clone the existing Ticket Conversations widget and create one of my own called Mention Conversations. That gave me my initial canvas on which to work, and left the original widget intact and unmolested. So let’s work our way through the changes from top to bottom.

First, we’ll tackle the Body HTML Template, which contains all of the HTML. The only thing that we really want to change here is the input element for the journal entry (comments). Even though it is only a single line, they still used a TEXTAREA, and we’ll leave that alone, other than to add a few new attributes. Here are the original attributes out of the box:

<textarea
  ng-keypress="keyPress($event)"
  sn-resize-height="trim"
  rows="1"
  id="post-input"
  class="form-control no-resize overflow-hidden"
  ng-model='data.journalEntry'
  ng-model-options='{debounce: 250}'
  ng-attr-placeholder="{{getPlaceholder()}}"
  aria-label="{{getPlaceholder()}}"
  autocomplete="off"
  ng-change="userTyping(data.journalEntry)"/>

To that we will add all of the ment-io attributes needed to support the @mention feature:

<textarea
  ng-keypress="keyPress($event)"
  sn-resize-height="trim"
  rows="1"
  id="post-input"
  class="form-control no-resize overflow-hidden"
  ng-model='data.journalEntry'
  ng-model-options='{debounce: 250}'
  ng-attr-placeholder="{{getPlaceholder()}}"
  aria-label="{{getPlaceholder()}}"
  autocomplete="off"
  ng-change="userTyping(data.journalEntry)"
  mentio=""
  mentio-macros="macros"
  mentio-trigger-char="'@'"
  mentio-items="members"
  mentio-search="searchMembersAsync(term)"
  mentio-template-url="/at-mentions.tpl"
  mentio-select="selectAtMention(item)"
  mentio-typed-term="typedTerm"
  mentio-id="'post-input'"/>

Although that is the only change that we will need to make to the existing HTML code, we also need to provide the template referenced in the mentio-template-url attribute. To include that, we will drop this guy down at the bottom of the existing HTML, just inside the outer, enclosing DIV:

<script type="text/ng-template" id="/at-mentions.tpl">
    <div class="dropdown-menu sn-widget sn-mention">
        <ul class="sn-widget-list_v2">
            <li ng-if="items.length > 0 && !items[0].termLengthIsZero" mentio-menu-item="person" ng-repeat="person in items">
                <div class="sn-widget-list-content sn-widget-list-content_static">
                    <sn-avatar primary="person" class="avatar-small" show-presence="true"></sn-avatar></div>
                <div class="sn-widget-list-content">
                    <span class="sn-widget-list-title" ng-bind-html="person.name"></span>
                    <span class="sn-widget-list-subtitle" ng-if="!person.record_is_visible">Cannot see record</span></div></li>
            <li ng-if="items.length === 1 && items[0].termLengthIsZero">
                <div class="sn-widget-list-content">
                    <span class="sn-widget-list-title sn-widget-list-title_wrap">Enter the name of a person you want to mention</span></div></li>
            <li ng-if="items.length === 0 && items.loading && visible">
                <div class="sn-widget-list-content sn-widget-list-content_static">
                    <span class="sn-widget-list-icon icon-loading"></span></div>
                <div class="sn-widget-list-content">
                    <span class="sn-widget-list-title">Loading...</span></div></li>
            <li ng-if="items.length === 0 && !items.loading">
                <div class="sn-widget-list-content">
                    <span class="sn-widget-list-title">No users found</span></div></li></ul>
    </div>
</script>

That takes care of the HTML, so let’s move on to the CSS. All we need to do there is to include one very important additional CCS file, so we add this line right at the top of that section:

@import url("/css_includes_ng.cssx");

That’s it for the CSS section. The next section is the Server Script, but we don’t need to alter that at all, which is cool, so we will just leave that alone and move on to the Client Controller. Down at the very bottom, we will add three new functions:

$scope.searchMembersAsync = function(term) {
	$scope.userSysId = window.NOW.user_id;
	$scope.members = [];
	$scope.members.loading = true;
	clearTimeout($scope.typingTimer);
	if (term.length === 0) {
		$scope.members = [{
			termLengthIsZero: true
		}];
		$scope.members.loading = false;
	} else {
		$scope.typingTimer = setTimeout(function() {
			snMention.retrieveMembers('sys_id', $scope.userSysId, term).then(function(members) {
				$scope.members = members;
				$scope.members.loading = false;
			}, function () {
				$scope.members = [{
					termLengthIsZero: true
				}];
				$scope.members.loading = false;
			});
		}, 500);
	}
};

$scope.selectAtMention = function(item) {
	if (!$scope.mentionMap) {
		$scope.mentionMap = {};
	}
	if (item.termLengthIsZero) {
		return (item.name || "") + "\n";
	}
	$scope.mentionMap[item.name] = item.sys_id;
	return "@[" + item.name + "]";
};

function expandMentions(entryText) {
	return entryText.replace(/@\[(.+?)\]/gi, function (mention) {
		var response = mention;
		var mentionedName = mention.substring(2, mention.length - 1);
		if ($scope.mentionMap[mentionedName]) {
			response = "@[" + $scope.mentionMap[mentionedName] + ":" + mentionedName + "]";
		}
		return response;
	});
}

The first two are referenced in the ment-io attributes that we added to the TEXTAREA in the HTML template. The last one is used just before saving the comment, so we have to hunt down the line that sends that data back to server for posting to the record, and insert a call to that function. That logic is in the existing post function, and out of the box looks like this:

input = input.trim();
$scope.data.journalEntry = input;

We’ll tweak that just a bit to expand the mentions before sending the comments off to the server to be written to the database:

input = expandMentions(input.trim());
$scope.data.journalEntry = input;

One last thing that we will need to do with the client side code is to add the snMention object to the long list of arguments passed into the controller function. This is necessary because that object is referenced by our new searchMembersAsync function. That should wrap things up one the client side, though, which is the last thing that we need to change, so all that is left to do now is to drop this baby onto the page, fire it up, and give it a spin.

First, we need to find an Incident on the Service Portal to bring up on the ticket page, and then we start typing with an @ sign to activate the pop-up pick list from which you can select a person. So far, so good:

Selecting a person to @mention in the comment

Selecting the person puts square brackets around the person’s name while in the input element, which you can see before hitting Send.

@mentions in the input element before saving

Clicking on the Send button triggers the expandMentions function that we added to the controller, which then adds the sys_id of the User inside those square brackets, all of which gets sent over to the server side to be written to the database. A lot of things happen after that which are not a part of this widget, but when all is said and done, the comment comes back out as part of the time line, and both the sys_id and square brackets are long gone at this point.

New comment added to the timeline

In addition to the removal of the square brackets and sys_id, one other thing that happens when you add an @mention to a comment is that the person mentioned gets notified. If you look in the system email logs, you can find a record of this notification, which comes out like this with an out-of-the-box template:

Standard notice to those @mentioned

The cool thing about that was that we didn’t have to add any additional code or do anything special to make that happen — we just had to pass the @mention details in the proper format and things took care of themselves from there. Pretty slick.

Well, that’s about all there is to that. If you want all the parts and pieces needed to make this work, here is an Update Set. I tried my best to have a fairly light touch as far as the existing code goes, but if you have any ideas on how to make it even better, I would love to hear about them.

Formatted Script Search Results

“Everything should be made as simple as possible, but not simpler.”
Albert Einstein

So, I came up with a way to search all of the places in which a chunk of code might be hiding, but to get the results, I have to run it as a background script and parse through the resulting JSON object. I need something a little more user-friendly than that, so I am going to build a Service Portal widget that takes a user entered search string, makes the call to the search script, and then formats the results a little nicer. Then I am going to add an item to the Tools menu that I created for my sn-record-picker tool that will bring up this new widget. This way, all I will have to do is click on the menu, enter my search terms, and hit the button to see the results.

The first thing that we will need to do is to lay out the page. Nothing exciting here: just an snh-form-field text element for capturing the input, a submit button, and a place to display the results, all wrapped up in an snh-panel. It’s a relatively small snippet of HTML, so I can reproduce the entire thing here:

<snh-panel class="panel panel-primary" rect="rect" title="'${Script Search}'">
  <form id="form1" name="form1" novalidate>
    <div class="row">
      <div class="col-sm-12">
        <snh-form-field
          snh-model="c.data.searchFor"
          snh-name="searchFor"
          snh-label="What are you searching for?"
          snh-help="Enter the text that you would like to find in a script somewhere in the system"
          snh-required="true"
          snh-messages='{"required":"Please enter what you would like to find"}'/>
      </div>
    </div>
    <div class="row">
      <div class="col-sm-12" style="text-align: center;">
        <button class="btn btn-primary" ng-disabled="!(form1.$valid)" ng-click="findIt()">${Search all scripts}</button>
      </div>
    </div>
  </form>
  <div class="row" ng-show="c.data.result">
    <div class="col-sm-12" ng-show="c.data.result.length==0">
      <p>${No scripts were found to contain the text} <b>{{c.data.searchFor}}</b></p>
    </div>
    <div class="col-sm-12" ng-show="c.data.result.length>0">
      <table class="table table-hover table-condensed">
        <thead>
          <tr>
            <th style="text-align: center;">${Artifact}</th>
            <th style="text-align: center;">${Table Name}</th>
            <th style="text-align: center;">${Table}</th>
          </tr>
        </thead>
        <tbody>
          <tr ng-repeat="item in c.data.result">
            <td data-th="Record"><a href="{{item.table}}.do?sys_id={{item.sys_id}}" title="Open {{item.name}}">{{item.name}}</a></td>
            <td data-th="Table Name">{{item.tableName}}</td>
            <td data-th="Table">{{item.table}}</td>
          </tr>
        </tbody>
      </table>
    </div>
  </div>
</snh-panel>

There is an ng-click on the submit button that will call a function on the client-side script, so now is as good a time as any to build that out. Again, there really isn’t all that much code to see here:

function ScriptSearch($scope, $location) {
	var c = this;

	$scope.findIt = function() {
		$location.search('search', c.data.searchFor);
	};
}

You may notice that we don’t actually search for the script at this point; we just branch to a new location. This is a little trick that I stole from my Configurable Data Table Widget Content Selector, which also just takes user input and uses it to build a new URL, and then takes you to that URL where the search actually takes place. The reason for that is so that all of the user input is a part of the page URL, which means that if you drill down and follow any links on the page, when you come back, all of your original search criteria is still intact and the page comes back just the way that you left it. This works really slick in the Service Portal; it’s just really too bad that I didn’t have the same experience when I launched this widget inside of the main UI. But, we’ll deal with that later.

Right now, it’s time to tackle server-side script, and once again, you aren’t going to see much here in the way of actual lines of code:

(function() {
	data.searchFor = '';
	data.result = false;
	if ($sp.getParameter('search')) {
		data.searchFor = $sp.getParameter('search');
		data.result = new ScriptUtils().findInScript(data.searchFor);
		gs.setReturnURL('/$sp.do?id=script_search&search=' + data.searchFor);
	}
})();

Basically, we start out by setting the default values for our two data properties, and then if there is a search parameter on the URL, we override those values with the search term and the results of running that search term through our script searcher. That last line was my attempt to preserve the URL so that when I clicked on an item to go look at it, my results would still be displayed when I returned. Unfortunately, that didn’t work, either. One day, I will figure out how to fix that, but for now, each time I leave the page, I have to search all over again to get my results back. Not the way that I want it to work, but at this point, I can live with it.

That’s about it for all of the various parts. Pretty simple stuff, really. Here’s what it looks like in action:

Script searcher in action

All in all, I like the way that it turned out, although it really annoys my sense of The Way Things Ought To Be when I click on one of those items and then come back and find that my search results are all gone. That’s just not right. One day I am going to fix that, but until that day comes, here is an Update Set for anyone who wants to play along at home, and maybe even take care of that little annoyance for me!

sn-record-picker Helper, Part II

“If I had eight hours to chop down a tree, I’d spend six hours sharpening my ax.”
Abraham Lincoln

Now that we have all of the form fields and controls laid out on the page, the next order of business is to build the function that will use the form input to create the desired sn-record-picker. We have already specified an ng-submit function on the form, so all we have to do at this point is to actually create that function in the client-side script. This function is actually pretty vanilla stuff, and just takes the data entered on the screen and stitches it all together to form the resulting sn-record-picker tag.

$scope.createPicker = function() {
	var picker = '<sn-record-picker\n    table="' + "'";
	picker += c.data.table.value + "'";
	picker += '"\n    field="';
	picker += c.data.field;
	if (c.data.filter) {
		picker += '"\n    default-query="' + "'";
		picker += c.data.filter + "'";
	}
	picker += '"\n    display-field="' + "'";
	picker += c.data.displayField.value + "'";
	if (c.data.displayFields.value) {
		picker += '"\n    display-fields="' + "'";
		picker += c.data.displayFields.value + "'";
	}
	if (c.data.searchFields.value) {
		picker += '"\n    search-fields="' + "'";
		picker += c.data.searchFields.value + "'";
	}
	if (c.data.valueField.value) {
		picker += '"\n    value-field="' + "'";
		picker += c.data.valueField.value + "'";
	}
	if (c.data.multiple) {
		picker += '"\n    multiple="true"';
	}
	if (c.data.placeholder) {
		picker += '"\n    page-size="';
		picker += c.data.pageSize;
	}
	if (c.data.pageSize) {
		picker += '"\n    placeholder="';
		picker += c.data.placeholder;
	}
	c.data.generated = picker + '">\n</sn-record-picker>';
	c.data.ready = true;
	return false;
};

One of the last few things that happens in that script is to set c.data.ready to true. I set that variable up to control whether or not the rendered tag should appear on the screen. Altering any of the fields on the screen sets it to false, which hides the text box containing the generated code until you click on the button again. To make that work, I just added an ng-show to the enclosing DIV:

<div class="col-sm-12" ng-show="c.data.ready">
  <snh-form-field
    snh-model="c.data.generated"
    snh-name="generated"
    snh-label="Your sn-record-picker:"
    snh-type="textarea">
  </snh-form-field>
  <p><a href="javascript:void(0);" onclick="copyToClipboard();">Copy to clipboard</a></p>
</div>

The other thing that you will notice inside of that DIV is the Copy to clipboard link. That one uses a standard onclick rather than an ng-click, because that’s a DOM operation, which is outside the scope of the AngularJS controller. The referenced script, along with another DOM script that I use to set the height of that textarea, are placed in a script tag with the HTML.

<script>
function fixTextareaHeight() {
	var elem = document.getElementById('generated');
    elem.style.height = (elem.scrollHeight + 10)  + 'px';
}
function copyToClipboard() {
	var elem = document.getElementById('generated');
	elem.select();
	elem.setSelectionRange(0, 99999)
	document.execCommand('copy');
	alert("The following code was copied to the clipboard:\n\n" + elem.value);
}
</script>

Clicking on that Copy to clipboard link copies the code to the clipboard and also throws up an alert message to let you know what was copied.

Alert message after copying the code to the clipboard

The next thing on my list was to actually place the code on the page so that you could see it working. I tried a number of things to get that to work, including ng-bind, ng-bind-html, ng-bind-html-compile, and sc-bind-html-compile, but I could never get any of that to work, so I ultimately gave up on trying to use the actual generated code, and did the next best thing, which was to just set up a picker of my own using the selected options.

        <div class="col-sm-12" ng-show="c.data.ready">
          <snh-form-field
            snh-model="c.data.liveExample"
            snh-name="liveExample"
            snh-label="Live Example"
            snh-type="reference"
            snh-change="optionSelected()"
            placeholder="{{c.data.placeholder}}"
            table="c.data.table.value"
            display-field="c.data.displayField.value"
            display-fields="c.data.displayFields.value"
            value-field="c.data.valueField.value"
            search-fields="c.data.searchFields.value"
            default-query="c.data.filter">
          </snh-form-field>
        </div>

This approach allowed me to add a modal pop-up that showed the value of the item selected.

Modal pop-up indicating option selected

The code to make that happen is in the client-side controller:

$scope.optionSelected = function() {
	spModal.open({
		title: 'Selected Option',
		message: '<p>You selected  "<b>' + c.data.liveExample.value + '</b>"</p>',
		buttons: [
			{label: 'Close', primary: true}
		],
		size: 'sm'
	});
};

One other thing that I should mention is that the snh-form-field directive that I used in this example is not same as the last version that I had published. To support the multiple=true/false option, I needed a checkbox, and for some reason, I never included that in the list of many, many field types that included in that directive. I also had to tweak a few other things here and there, so it’s no longer the same. I should really release that separately in a future installment, but for now, I will just bundle it with everything else so that this will all work as intended.

I wrapped the whole thing in an snh-panel, just to provide the means to add some documentation on the sn-record-picker tag. I had visions of gathering up all of the documentation that I could find and assembling it all into a comprehensive help screen document, but that never happened. Still, the possibility is there with the integrated help infrastructure.

Pop-up widget help screen

I also added a sidebar menu item so that I could easily get to it within the main UI. It may be a Service Portal Widget under the hood, but it doesn’t really belong on the Service Portal. It’s a development tool, so I added the menu item so that it could live with all of the other development tools in the primary UI. If you want to take it for a spin yourself, here is an Update Set.

Update: There is a better (corrected) version here.

sn-record-picker Helper

“You are never too old to set another goal or to dream a new dream.”
Les Brown

One of the cool little doodads packaged with ServiceNow is the sn-record-picker. On the Service Portal side of the house, the sn-record-picker gives you a type-ahead search of any ServiceNow table with a considerable number of flexible features. I use it quite a lot, but not often enough to intuitively recall every configuration option available. Although this is a widely used facet of the Service Portal platform, the documentation for this component is relatively sparse, which is uncharacteristic for ServiceNow. A number of individuals have attempted to provide their own version of the needed documentation, and I have even considered doing that myself, but that only solves half of my problem. The other thing that I can never remember is the names of tables and fields, which you need to know whenever you set up an sn-record-picker. What I would really like is some kind of on-line wizard that stepped me through all of the necessary parts and pieces needed to build the sn-record-picker that I need at the time, and it would be even better if had the ability to go ahead and build it so that I could see it live once I completed all of the steps needed to construct it. I looked around for such a tool and couldn’t find one, so I decided to build it myself.

Here’s the idea: create a Service Portal widget that has input fields for all of the configuration options along with some kind of Build It button that would both create the sn-record-picker code based on the user input, and put the code live on the page so that you could see it in action. It seemed like it would be quite useful when it was finished, and fairly simple to put together. After all, how hard could it be?

The first thing that you need for an sn-record-picker is a Table. Since we are building a widget, the easiest way to select a Table from a list would be to use an sn-record-picker. So, it would seem appropriate that the first field on our new sn-record-picker tool would, in fact, be an sn-record-picker. Technically, I will be using an snh-form-field in practice, but under the hood, there is still an sn-record-picker doing all of the heavy lifting.

<snh-panel title="'${sn-record-picker Tool}'" class="panel-primary">
  <form id="form1" name="form1" ng-submit="createPicker();" novalidate>
    <div class="row">
       <div class="col-sm-12">
        <snh-form-field
          snh-model="c.data.table"
          snh-name="table"
          snh-type="reference"
          snh-help="Select the ServiceNow database table that will contain the options from which the user will select their choice or choices."
          snh-change="buildFieldFilter();"
          snh-required="true"
          placeholder="Choose a Table"
          table="'sys_db_object'"
          display-field="'label'"
          display-fields="'name'"
          value-field="'name'"
          search-fields="'name,label'">
        </snh-form-field>
      </div>
    </div>
  </form>
</snh-panel>

I had to look up the name of the ServiceNow table of tables, because I couldn’t remember what it was (sys_db_object), but that may just be because I never knew what it was in the first place. I also had to look up the column names for all of the fields that I needed. I should be able to avoid all of that effort once all of this comes together and I can use my new tool, which of course, is whole point of this exercise. Configuring the table selector is enough to get things started, though, and I don’t like to do too much without giving things a whirl, so let’s throw this widget onto a portal page and hit the Try It! button.

sn-record-picker tool with table selector

Once you have the table selected, you can start selecting from the fields defined for that table. Once again, this is an excellent use for an sn-record-picker, but for the table fields we will need to filter the choices based on the table selected. To do that, we need to build an encoded query for a filter. On the client-side script, we can create a function to do just that:

$scope.buildFieldFilter = function() {
	c.data.fieldFilter = 'elementISNOTEMPTY^name=' + c.data.table.value;
};

Now that we have our filter defined, we can reference it in the next picker that we will need, the Primary Display field:

<snh-form-field
  snh-model="c.data.displayField"
  snh-name="displayField"
  snh-label="Primary Display Field"
  snh-type="reference"
  snh-help="Select the primary display field."
  snh-required="true"
  snh-change="c.data.ready=false"
  placeholder="Choose a Field"
  table="'sys_dictionary'"
  display-field="'column_label'"
  display-fields="'element'"
  value-field="'element'"
  search-fields="'column_label,element'"
  default-query="c.data.fieldFilter">
</snh-form-field>

The default-query attribute of the Display Field sn-record-picker is set to c.data.fieldFilter, which is the variable that contains the value that is recalculated every time a new selection is made on the Table sn-record-picker. Whenever you select a different table, the filter is updated and then the list of available options for the Display Field selector changes to just those fields found on the selected table. This technique will be utilized for the Primary Display Field, the Additional Display Fields, the Search Field, and the Value Field.

In addition to the basic table and field attributes, there are also a number of other attributes that need to be included in the tool as well. I’m not even sure that I know all of the possible attributes that might be available, but my thought is that I will add all of the ones that I know about and then toss the others in when I learn about them. It turns out that there a quite a few, though, and after putting them all in with their associated help information, it made my page long and narrow, and put the button and results way, way down at the bottom of the page. I didn’t really like that, so I decided to split the page into two columns, and to hide any optional parameters unless needed. That format turned out to be much better that what I had originally; I like it much better.

Picker tool split into two columns

To temporarily hide the optional fields, I added an anchor tag with an ng-click above the form field, and gave both the anchor tag and the form field ng-show attributes based on the same boolean variable so that either one or the other would appear on the page.

<div class="col-sm-12" ng-show="c.data.table.value > ''">
  <p><a href="javascript:void(0)" ng-click="c.data.showFilter = true;" ng-show="!c.data.showFilter">Add an optional query filter</a></p>
  <snh-form-field
    ng-show="c.data.showFilter"
    snh-model="c.data.filter"
    snh-name="filter"
    snh-help="To limit the records retrieved from the table, enter an optional Encoded Query"
    placeholder="Enter a valid Encoded Query"
    snh-change="c.data.ready=false">
  </snh-form-field>
</div>

Now that I have configured all of the form fields for all of the attributes, the next thing to do will be to build the code that turns the user’s input into an actual sn-record-picker, and then makes it available for copy/paste operations, and hopefully, to try out right there on the wizard form. That’s actually quite a bit, so I think I will save all of that for a future installment.

Static Monthly Calendar, Part II

“Life affords no higher pleasure than that of surmounting difficulties, passing from one step of success to another, forming new wishes and seeing them gratified.”
Samuel Johnson

Now that we have the empty shell of a static monthly calendar, we can focus our attention on the integration of dynamic, use-specific content. While I have visions of occupying the entirety of the screen real estate devoted to any particular day with colors and graphics and any content that can be conceived by the provider, for now, I am going to stick with the content model that accompanied the template and focus on the mechanics of integrating the content with the calendar. At this juncture, I will leave it to the reader or some future installment to address the full potential of nature of the content, and will instead, devote this writing to the method used to deliver the content to the calendar.

My approach to integrating user-specified content with the generic calendar shell is to utilize a user-defined content provider, which is simply a Script Include that implements a specific function that takes a date as an argument and returns the content in HTML format. To create a simple example, I used the existing sample content from the original template and created a simple script that I called ExampleContentProvider:

var ExampleContentProvider = Class.create();
ExampleContentProvider.prototype = {
	initialize: function() {
	},

	getContent: function(yy, mm, dd) {
		var response = '';

		if (dd == 2) {
			response += '<div class="event">\n';
			response += '  <div class="event-desc">\n';
			response += '    Career development @ Community College room #402\n';
			response += '  </div>\n';
			response += '  <div class="event-time">\n';
			response += '    2:00pm to 5:00pm\n';
			response += '  </div>\n';
			response += '</div>\n';
		} else if (dd == 7) {
			response += '<div class="event">\n';
			response += '  <div class="event-desc">\n';
			response += '    Group Project meetup\n';
			response += '  </div>\n';
			response += '  <div class="event-time">\n';
			response += '    6:00pm to 8:30pm\n';
			response += '  </div>\n';
			response += '</div>\n';
		} else if (dd == 14) {
			response += '<div class="event">\n';
			response += '  <div class="event-desc">\n';
			response += '    Board Meeting\n';
			response += '  </div>\n';
			response += '  <div class="event-time">\n';
			response += '    1:00pm to 3:00pm\n';
			response += '  </div>\n';
			response += '</div>\n';
		} else if (dd == 22) {
			response += '<div class="event">\n';
			response += '  <div class="event-desc">\n';
			response += '    Conference call\n';
			response += '  </div>\n';
			response += '  <div class="event-time">\n';
			response += '    9:00am to 12:00pm\n';
			response += '  </div>\n';
			response += '</div>\n';
		} else if (dd == 25) {
			response += '<div class="event">\n';
			response += '  <div class="event-desc">\n';
			response += '    Conference Call\n';
			response += '  </div>\n';
			response += '  <div class="event-time">\n';
			response += '    1:00pm to 3:00pm\n';
			response += '  </div>\n';
			response += '</div>\n';
		}

		return response;
	},

	type: 'ExampleContentProvider'
};

A real content provider would, of course, use some database table or outside source to obtain the raw data from which the HTML would then be generated, but that’s pretty standard stuff that we don’t really need to get into here. Our ExampleContentProvider is simply a means to demonstrate the process of merging the dynamic content with the static calendar. How and from where you obtain your actual content is clearly up to you, but the method that we have implemented will send your process a year, a month, and a day, and will expect your process to send back the appropriate HTML for that specific day in return. You can see the process in action from these new lines in the server-side code:

if (contentProvider && contentProvider.getContent) {
	thisDay.content = contentProvider.getContent(data.year, data.month, thisDay.date);
}

The content provider is optional, so we need to check to make sure that it is there, and we also need to check to make sure that it has the required getContent method, but if all is well in that regard, we set the content for the day to the HTML returned by getContent method of the configured content provider. On the HTML side of things, then, we bind the HTML to the day using an ng-if and an ng-bind-html attribute.

<ul ng-repeat="w in data.week" class="days">
  <li ng-repeat="d in w" class="day" ng-class="{'other-month':!d.date}">
    <div class="date" ng-if="d.date">{{d.date}}</div>
    <div ng-if="d.content" ng-bind-html="d.content"></div>
  </li>
</ul>

All we need to do now is to get the user-provided content provider passed into the calendar widget somehow. This we can do with a widget option, and to make that happen, we need to add an Option Schema:

[{
    "hint": "Class Name of Script Include that provides content",
    "name": "content_provider",
    "default_value": "",
    "label": "Content Provider",
    "type": "string"
}]

Once the Option Schema is in place, clicking on the pencil icon of the widget while in the Portal Page Designer will open up the Options dialog where you can now enter the name of your content provider:

Specifying the content provider on the widget options dialog

Once specified as an option, you can pick it up in the server-side code:

if (options && options.content_provider) {
	var contentProviderName = options.content_provider;
}

Of course, you really aren’t interested in the name of the content provider … you want an actual instance of the Script Include that you can use to invoke the getContent method. For that, we need to instantiate the object using the name:

var contentProvider;
if (options && options.content_provider) {
	try {
		var ClassFromString = this[options.content_provider];
		contentProvider = new ClassFromString();
	} catch(e) {
		gs.error('Unable to instantiate Content Provider named "' + options.content_provider + '": ' + e);
	}
}

Don’t ask me to explain how all of that works, but I can tell you that it does, in fact, work. If you provide the name of an actual Script Include, it will create a usable instance of it, If you provide anything else, it logs an error, and then it goes on as if you never attempted to configure a content provider.

In addition to specifying the content provider via the Portal Page Designer, you can also specify it when including the calendar widget in another widget. In that case, the code would look something like this:

data.calendarWidget = $sp.getWidget('view-only-monthly-calendar', {content_provider: 'ExampleContentProvider'});

Either way, you have to grab the name from the options and instantiate an actual object before you can use it. Well, that’s just about it for the changes, so the next thing to do will be to bring it up and see how it all works.

Calendar with content provided by external content provider

Not bad! You will obviously want to make your own content provider and get your content from the applicable source, but the calendar widget itself should work for just about any content from any source. There are still a few cosmetic tweaks that I wouldn’t mind doing here and there, but it works, so that’s good enough for now. For those of you who might be interested, here is an Update Set.