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As a part of bulk share, customers can now share out records from one or more related lists of the table being bulk shared.


Prerequisites


(warning) First, you will need to install DataSync for ServiceNow and run the Perspectium Finish Install scripts.

(warning) You will also need to create a shared queue.

Procedure 

To start selecting which related records you want to share, follow the procedures below:



UI Steps


UI Step

Navigate to Bulk Share

In ServiceNow's left side navigation window, navigate to Perspectium > Replicator > Bulk Share or simply type and then click on Bulk Share.


UI Step

Create a bulk share 

Follow the steps to create a bulk share without clicking Execute Now.


UI Step

De-activate the following fields 

Have the following fields un-checked under Additional Settings:

  • Share selected table only 
  • Share child class only
  • Include all child tables


UI Step

Check Share Related Lists

Check the Advanced box to access the Advanced tab.

In the Advanced tab, check Share Related Lists


UI Step

Choose the related list

Click to unlock the Related Lists list. Search for a specific related list by typing in the search bar, or hit the search button to see all related lists of the selected table.


UI Step

Execute your bulk share

Click the Save button at the bottom of the form to save the configurations for your bulk share. Once your bulk share configurations have been saved, you can click back into the bulk share record and click the Execute Now button at the bottom of the form to bulk share out the specified records immediately. Alternatively, you can choose to run a bulk share at specified interval(s) by creating a scheduled bulk share.





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support@perspectium.com