ServiceNow for Workflows

Preview

Your Dynatrace environment can integrate with a ServiceNow environment using ServiceNow for Workflows ServiceNow for Workflows, enabling you to create incidents based on your monitoring data and events automatically. Furthermore, you can retrieve groups from ServiceNow and import them as Ownership teams.

Configure the integration

To use ServiceNow workflow actions, you first need to install ServiceNow for Workflows ServiceNow for Workflows from Dynatrace Hub.

  1. In Dynatrace Hub Hub, select ServiceNow for Workflows.

  2. Select Install.

  3. Follow the procedures below to configure your ServiceNow integration.

    Step 1

    Grant permissions to Workflows

    Step 2

    Create ServiceNow basic authentication credentials

    Step 3

    Configure ServiceNow connection

Step 1 Grant permissions to Workflows

Some permissions are required by Workflows to run actions on your behalf. Other permissions are required by actions that come bundled with ServiceNow for Workflows itself.

To fine-tune permissions granted to Workflows

  1. Go to Workflows and select Settings > Authorization settings.
  2. Select the following permissions besides the general Workflows permission.
    • Permissions needed for ServiceNow workflow actions:
      • app-settings:objects:read

For more on general Workflows user permissions, see User permissions for workflows.

Step 2 Create ServiceNow basic authentication credentials

Sign in to your ServiceNow instance and create basic authentication credentials with the following permissions. You will need these credentials in the next step.

ServiceNow user permissions:

  • Search, create and update incidents (table incident)
  • Read categories (table sys_choice, element category)
  • Read subcategories (table sys_choice, element subcategory)
  • Read assignment groups (table sys_user_group)
  • Read resolution codes (table sys_choice, element close_code)

Step 3 Configure ServiceNow connection

You need a configured connection for each of your ServiceNow environments.

To configure a connection

  1. Go to Settings and select Connections > Connectors > ServiceNow.
  2. Select Add Connection
  3. Describe your ServiceNow connection.
    • Connection name: Provide a meaningful name for your connection.
    • ServiceNow Instance URL: Add the URL of your ServiceNow environment.
    • User and Password: Provide your ServiceNow basic authentication credentials (username and password).
  4. Select Create.

Available actions

The following workflow actions are available for the ServiceNow integration. Each action corresponds to an endpoint of the ServiceNow API.

Action

Description

ServiceNow API endpoint

Create Incident

Creates an incident in your ServiceNow environment. An incident represents a problem or an issue that needs to be addressed and resolved.

POST /api/now/v2/table/incident

Create a vulnerability item

Creates a vulnerability item in your ServiceNow environment.

POST /api/now/v2/table/sn_vul_vulnerable_item

Get Groups

Get groups from your ServiceNow environment.

GET /api/now/v2/table/sys_user_group

Comment

Create a comment on an entry in your ServiceNow environment

PUT /api/now/v2/table/${tableName}/${sysId}

Search

Generic search action that allows searching your ServiceNow environment

GET /api/now/v2/table/${tableName}

Create a ServiceNow incident

To raise a ServiceNow incident in your workflow Workflows

  1. In the Choose action pane, search for ServiceNow for Workflows and select Create Incident.

  2. In the Create Incident action, select the Connection to your ServiceNow environment.

  3. Configure the input fields as needed.

    Field
    Description
    Required
    Correlation ID
    Unique identifier (in most cases, this is the Dynatrace event ID).
    optional
    Caller
    The user who reports the incident.
    optional
    Category
    The category of the incident. Category options are derived by querying the sys_choice table with sysparm_query: 'name=incident^element=category^inactive=false'.
    required
    Subcategory
    The subcategory of the incident. Subcategory options are derived by querying the sys_choice table with sysparm_query: 'name=incident^element=subcategory^inactive=false^dependent_value=${category}'.
    required
    Impact
    The impact of the incident.
    required
    Urgency
    The urgency of the incident.
    required
    Assignment Group
    The group that will work on the incident. Assignment groups options are derived by querying the sys_user_group table with sysparm_display_value: 'all'.
    required
    Configuration item
    The affected entity.
    optional
    Short description
    A brief description of the incident.
    optional
    Description
    A detailed description of the incident.
    optional

    For more details, see the official ServiceNow documentation.

Create a vulnerability item in ServiceNow

To create a ServiceNow vulnerability item in your workflow Workflows

  1. In the Choose action pane, search for ServiceNow for Workflows and select Create a vulnerability item.

  2. In the Create a vulnerability item action, select the Connection to your ServiceNow environment.

  3. Configure the input fields as needed.

    Field
    Description
    Required
    External ID
    ID which is associated with the vulnerable item
    optional
    Description
    A detailed description of the vulnerability item
    optional
    Short description
    A brief description of the vulnerability item
    optional
    Risk score
    The risk score of the vulnerability item
    optional
    Risk rating
    The risk rating of the vulnerability item
    optional
    Source
    The source which detected the vulnerable item
    optional
    Source risk score
    The risk score in the source system of the vulnerability item
    optional
    Configuration item
    The affected entity
    optional
    First found
    The date of the detection
    optional
    Priority
    The priority of the vulnerability item
    optional

    For more details, see the official ServiceNow documentation.

Get Groups from ServiceNow

To fetch groups from ServiceNow in your workflow Workflows

  1. In the Choose action pane, search for ServiceNow for Workflows and select Get Groups.

  2. In the Get Group action, select the Connection to your ServiceNow environment.

  3. Configure the input fields as needed.

    Field
    Description
    Required
    SysParm Query
    An encoded query used to filter the result set
    optional
    Limit
    Maximum number of results to return (Default: 100)
    optional

    For more details, see the official ServiceNow documentation.

Create comment in ServiceNow

To create a comment on an entry in a ServiceNow table in your workflow Workflows

  1. In the Choose action pane, search for ServiceNow for Workflows and select Create Comment.

  2. In the Create Comment action, select the Connection to your ServiceNow environment.

  3. Configure the input fields as needed.

    Field
    Description
    Required
    Table
    The table name of the entry to comment on
    required
    Unique record identifier (sys_id)
    The sys_id of the entry to comment on
    required
    Comment
    The comment that will be created
    required

    For more details, see the official ServiceNow documentation.

To search ServiceNow in your workflow Workflows

  1. In the Choose action pane, search for ServiceNow for Workflows and select Search.

  2. In the Search action, select the Connection to your ServiceNow environment.

  3. Configure the input fields as needed.

    Field
    Description
    Required
    Table
    The name of the table in which to search
    required
    SysParm Query
    An encoded query used to filter the result set
    optional
    SysParm Fields
    Comma-separated list of fields that limit the result
    optional
    Limit
    Maximum number of results to return (Default: 100)
    optional

    For more details, see the official ServiceNow documentation.

Troubleshooting

The following is a solution to a problem some people have.