 In Servicely, maintaining alignment between your production environments and non-production environments (e. g.

Instance Cloning

Application Administration

Enhance your deployment strategy with our comprehensive guide on Change Sets in Servicely.  Learn how to effectively track and manage configuration changes across development, testing, and production environments.

Change Sets

 To assist with importing data into the system, there is a range of functionality to help with getting the data, into the tables and format that you require.  This can assist with importing data from a spreadsheet, via LDAP or other integrations that you may utilise.

Data Import & Transformation

Messaging & Notifications

Networking

Permissions & Security

 A reference qualifier filters the available records shown on a reference field’s selection.  For example, if you need to restrict the available options on a form’s field referencing the Location table, you would need to configure a Reference qualifier for that reference field.

Reference Qualifiers

Scripting

 These are the fields that are accessible from every record and table by default (except when defined as otherwise).  These fields are always read only.

System fields and their behaviour

 System events provide an API and methodology for processing any type of event that can handled asynchronously and on background threads.  Candidates for this type of event include audit related actions, triggering integrations and batch calculations.

System Event Definition

 Timezones can be managed in two (2) different ways - directly for users, and for the entire instance.  When updating the Timezone of an instance, keep in mind that this change will impact existing calculations (including but not limited to Timers in Workflows, and SLAs).

Timezone Management

User access and provisioning

Time Cards

Servicely Administration

Out of the Box - Available without modifications from a fresh install of Servicely

OOTB

CMDB

Platform Administration

Servicely Docs

Servicely product documentation including out-of-box configuration

What is IT Service Management?

Ticket management

ITSM Request management

Incident management

Problem management

Change Management

ITSM Processes

ITSM Roles

IT Service Management

Business Applications Overview

What is Enterprise Interactions?

Interaction fields and their behaviour

Additional security and restrictions

Interaction specific roles

Enterprise Interactions

HR Case Fields and their behaviour

HR Case Management - Workflow

Other fields hidden from form and un-used

HR Case automation and functionality

HR Permissions & Roles

Human Resources

Business Applications

Catalog Categories

Catalog Items

Questions

Reference Filter

Catalog

SOFI - Service Agent Assistant

AI Prompt - Single shot LLM Classification/Prompting

Intelligent Routing

Intelligent Automation

Kanban

Announcements

Knowledge base fields and their behaviour

Knowledge fields and their behaviour

Approval within Knowledge

Knowledge Table Schema

Knowledge specific roles

Knowledge Management

Reports

Dashboards

Scheduled reports

Template Reports

Reports and Dashboards

Survey

Templates

Servicely Capability

Application Properties

What is an Application?

Miscellaneous Application Properties

Conversation Application (Beta)

Email processing and management

IP Filtering

Reverse Proxy

Authentication & Authorization

Aggregation API

DateTime API

Job API

Journal API

Logger API

Money API (BigDecimal)

Provisioning Scripts

Script Libraries

Table API (Client)

Table API (Server)

Trigger

UI Event

User Object (Client and Server)

Running Server Scripts

Workflow API

Other API / Javascript Scripts

TableChecks

User Impersonation

Two Factor Authentication (2FA)

Single Sign-on - SAML 2.0

User and Group Provisioning

Aspects & Views

Branding

Checklist Templates

Choices & Choice Lists

Classifications

Custom Related Lists

Table and Field Properties

Form Layouts

Full Text Search

List Layouts

Localisation

Platform Password reset

Query Functions

Record Generation

Reclassification Field Map

Reminder Generation

System Table Cleanup

Schedule

Service Level Management (SLM)

Workflow

Servicely Configuration

Microsoft Teams Group Chat Setup

Microsoft Teams Notification Setup

Microsoft Teams

Adding a new CMDB Class/Table

CMDB Permissions & Roles

Configuration Management Database - CMDB

Inbound Authentication for Integrations

Power BI Integration

GET Request - Retrieving records

DELETE request - Deleting records

PATCH Request - Updating existing records

POST Request - Creating new records

PUT Request - Replacing content of existing records

JSON REST API

Microsoft Intune CMDB Integration

Node-RED Authentication

Node-RED

Managed - OAuth2

Managed - HMAC Body (Servicely compatible)

Managed - Bearer token

Managed - Basic Authentication

Outbound Authentication for Integrations

Outbound HTTP Requests (Scripted)

System Controllers

Foundation Data & Integrations

Creating a new Catalog Item

Upgrade FAQs & Best Practice

Guides

Version 1.10.0

Version 1.7.0

Version 1.8.0

Version 1.9.0

Release Notes

Servicely Administration

Need Help?