 A table operation is a button or a contextual menu that is used to trigger certain operations.  Examples and types below Appears at the bottom of a form next to the default Save buttons.

Table operation

 Aspects are used to provide different views of the same Table record or Table list.  The data for the underlying record will be there, however what fields you show and what logic runs can be different per aspect.

Aspects & Views

 Prior to configuring any of the below, please set-up a custom Portal style first if you have not already done so.  Note that naming it after your company name for the first custom Portal style is recommended.

Branding

 In situations where there are a number of items required to complete a task, you can now set up checklists to help with managing the progress.  This will also show you in the activity log as to when items have been finished or not.

Checklist Templates

 Within the platform, one of the field types that can be created is a choice field.  These fields assist in allowing users to select from a per-defined list of values, without referring to a specific Table.

Choices & Choice Lists

 Classifications are used to classify/categorise any record in Servicely including tickets (i. e.

Classifications

 Within a form, there is often a requirement to show a list of records that does not have a direct relationship with another record type and this is where Custom related lists come in.  This allows you to provide a list of records on a form, whilst using the context of the record you are looking at.

Custom Related Lists

 When you are looking at an individual record, this is often done through a form.  Within Servicely, forms are configurable per , per Table and can even have their own fields for specific pages and provide the ability to interact with the record.

Form Layouts

 A full text search is a search that is accessible from any page and runs on all configured tables.  The search results will be presented on a single page split into the respective tables the search found results in.

Full Text Search

 Often when you are looking to view data, this is done through a list.  Within Servicely lists are configurable per aspect, per Table and can even have their own columns for specific pages and provide the ability to preview and enter records.

List Layouts

 Servicely supports multiple locales and localisation of messages into multiple languages, dynamic translation of fields and the ability to install language packs (a kind of specialised application) that contain LocalizedMessage records for a specific language.  All of this is configurable using application properties.

Localisation

 The left menu within Servicely is the primary way to navigate the interface for users who have more than the platform selfservice role (or as otherwise defined in the application property system. portal.

Platform Password reset

 Query functions are used to dynamically provide a value or list of values based on the current user’s session.  There are two different versions of this, depending on what you want to achieve.

Query Functions

 The record generator functionality provides the ability to generate a sequential group of records that are related to a parent record based on a condition.  This can be used to set up specific work records that when completed will trigger other work record(s) to be created, whilst populating a parent’s field upon completion.

Record Generation

 The reclassification field map capabilities within Servicely allow an easily configurable table to determine the fields or otherwise when attempting to create or update one record from another record.  This Table and the script library provided, provides the mechanism to easily maintain what fields or information is carried over, without having to change the scripting or buttons that trigger a reclassification.

Reclassification Field Map

 The reminder functionality provides the ability to set up repeatable notifications on a schedule within the system based on a condition.  These reminders run until a stop condition is met and then can optionally run a script.

Reminder Generation

 The System Table Cleanup function provides an automated mechanism for clearing data from high volume transactional tables that do not need to track data indefinitely.

System Table Cleanup

 Schedules are used to define either working hours or holidays for the purpose of configuration To find the existing list of Schedules, find Administration > Configuration > Schedules navigation menu and click on “Schedules” Create Schedules To create a Schedule, populate the following fields and click on the Create button.  Public Holidays can be defined as a separate Schedule record.

Schedule

 The service level management functionary provides the ability to track the business duration within or without a specific schedule that a record may take between various conditions.  The SLA definitions that are used to define the parameters of this feature can be run in a defined timezone and can then be started, stopped, paused or cancelled based on a condition.

Service Level Management (SLM)

 All Work extended tables, such as , , and , have auto sequenced numbering function that applies unique numbers for each record created in each table.  Each auto sequenced table number has its own prefix, examples below To configure, go to SequenceNumber by navigating to Application > Table > Table numbering To change a prefix, go to the record definition for your table, e.

Table Numbering

 Servicely provides the ability to create complex custom workflows.  A Workflow can only be updated by a single person at any given time.

Workflow

SCIM Integration for Users & Groups

Servicely Configuration

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

OOTB

CMDB

Platform Configuration

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

Bundles

Question sets

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

Enhanced Template

Templates

Time Cards

Servicely Capability

Instance Cloning

Application Properties

What is an Application?

Miscellaneous Application Properties

Application Administration

Change Sets

Data Import & Transformation

Conversation Application (Beta)

Email processing and management

Messaging & Notifications

IP Filtering

Reverse Proxy

Networking

Authentication & Authorization

Permissions & Security

Reference Qualifiers

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

Scripting

System fields and their behaviour

System Event Definition

Timezone Management

User Impersonation

Two Factor Authentication (2FA)

Single Sign-on - SAML 2.0

User and Group Provisioning

User access and provisioning

Servicely Administration

Table and Field Properties

SOFI on Microsoft Teams

Microsoft Teams Notification Setup

Microsoft Teams Group Chat Setup

Permissions

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