An option to Include referenced field records is available for both dynamic shares and bulk shares so that you can share field records that are related to the base table you are dynamic or bulk sharing. For example, if you are dynamic sharing the Incident table, you can select the Include referenced field records option and then choose to share the referenced fields Assigned To User [sys_user] and Configuration Item (cmdb_ci) for each incident record.
Prerequisites
First, you will need to follow the steps to get started with DataSync for ServiceNow and create a dynamic share or create a bulk share.
Procedure
To share field records that are referenced by the base tables in your dynamic share or bulk share, follow these steps:
Log into your sharing ServiceNow instance and navigate to Perspectium > Replicator > Dynamic Share or Perspectium > Replicator > Bulk Share.
Click into the dynamic share or bulk share that you want to include referenced field records for.
Scroll down to the Additional Settings tab and check the Include referenced field records box.
Scroll down below the Related Links section and click the Referenced Field Records tab.
To share all fields that are referenced by the base table you are sharing, click Add all referenced fields. Otherwise, to share individually specified fields that are referenced by the base table you are sharing, click New. A pop-up will appear confirming that you will leave the page. Click Leave to proceed.
If you clicked Add all referenced fields in Step #5, proceed to Step #7. Otherwise, if you clicked New in Step #5, you will be redirected to the Referenced Field Records form. Choose a referenced field to share records for from the Reference field dropdown. If you do not want to create and maintain a table view to specify referenced fields to be shared or if your account does not have permission to create a view, check the Share only selected fields box. Then, click Submit to finish adding your referenced field record. To add more referenced fields for your dynamic or bulk share, repeat Steps #5-6.
Under the Additional Settings tab, check the Include referenced field records box again. Then, in the bottom left-hand corner of the form, click Update to save your changes.
