--- title: "Optional features for dynamic shares and bulk shares" canonical: "https://docs.perspectium.com/space/helium/2121456/Optional%20features%20for%20dynamic%20shares%20and%20bulk%20shares" format: markdown --- Once you  have   installed and configured DataSync for ServiceNow , and have become familiar with creating dynamic shares and bulk shares , there are various optional settings that you can configure. There are optional features for dynamic shares and optional features for bulk shares , but there are also a range of features that apply to both dynamic shares and bulk shares.  These optional features can help you customize your DataSync experience and leverage DataSync's robust capabilities to make your organization's integration processes more powerful and streamlined. Explore all of these available features below! Sharing Setup When setting up a bulk share or dynamic share, one of the settings to configure is the  Sharing setup . This setting determines what records are sent out with the share. There are three options:  Share table records only ,  Share all table records and child records , and  Share the last descending child of each table record . The last option is set as the default. Scroll down a bit for a breakdown of each option. You can also read more about this setting at  Replicating ServiceNow's Parent Child Hierarchy . You can set this feature how you desire at the time of creating your dynamic share or bulk share Here's how to change the setting: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to change the sharing setup for. In the resulting dynamic share or bulk share page, in the General Settings  section, use the  Sharing setup  dropdown to select the option you want. Click  Update . Share table records only This feature allows you to share only records for the table you select in your setup of a dynamic or bulk share. Otherwise, by default, shares will share records for the table you select,  as well as  the last descending associated child records for that table. So, this feature disables the sharing of those associated child records and shares the base table only.  For more information on this, see  Replicating ServiceNow's Parent Child Hierarchy . Share all table records and child records This feature allows you to share all child records associated with a table, in addition to the table records themselves. Otherwise, by default, shares will share records for the table you select, and the last descending associated child records for that table. So, this feature enables the sharing of all associated child records along with the base table.  Please note that using this option for dynamic share may result in slowed performance in your ServiceNow instance when using business rules.  For more information on this, see  Replicating ServiceNow's Parent Child Hierarchy . Share the last descending child of each table record This feature for dynamic shares and bulk shares allows you to share only child records that are directly associated with the chosen table, in addition to the table records themselves. This is the default option. For more information on this, see  Replicating ServiceNow's Parent Child Hierarchy . ↑ Go to top of page Conditional shares This feature allows you to create conditional shares that can be used to share records to multiple target queues and/or using multiple table maps . Conditional bulk shares will share out records that meet your specified conditions once at a specified time. Conditional dynamic shares will share out records that meet your specified conditions as records are created, updated, and/or deleted. Here's how to create a conditional share: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to configure. In the resulting dynamic share or bulk share page, in the Runtime Settings  tab, under the Triggers  section, check the Conditional share  box. This will reveal a  PSP Conditional Shares  tab below the  Related Links  section. Click the new  PSP Conditional Shares  tab, and then click  New .  If using Google Chrome, you may see a popup asking if you want to leave the site—click  Leave . On the resulting page, use the  Target Queue  field and the search icon to select a target queue for the conditional shares. (Optional!) Check the  Use Table Map box if you want to use a table map for your conditional share, and use the search icon to find and select the table map you want to use. Now, you're ready to set conditions for the share: Click the lock icon next to  Domain , and then the search icon to choose a domain. To share out all records in all child domains that match the filter conditions you create, check the  Share as Child Domain  box. Next to  Condition , use the choose field  dropdown to choose a field that you want to add filter conditions to. Then, choose an operator and value for that filter. To check which operators are available for ServiceNow field types, see   operators available for filters and queries . To add more conditions, click  Add Filter Condition and repeat Step 7c. To add a conditional "or" clause, click  Add "OR" Clause  instead.  (Optional!) Click  X  in line with any of the filters if you want to remove that filter. (Optional!) Use the  Company  field to find and select a company to filter on, if you want to filter the conditional share by company. (Optional!) Use the  Test Record  option to choose a record to test your conditional share for. Finally, when your conditions for the share are set, click  Submit . Back in the dynamic share of bulk share page, click  Update . Or, if it's a bulk share, you can click  Execute Now . Or, if it's a dynamic share, you can click  Run a Bulk Share  to run your conditional share as a bulk share first before dynamically sharing records based on the conditions you set. ↑ Go to top of page ServiceNow attachments Include attachments This feature allows you to sync your ServiceNow attachments along with your dynamic share or bulk share. Here's how: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to configure. In the resulting dynamic share or bulk share page, in the Runtime Settings  tab, under the Additional Records  section, check the Include attachments  box. Click  Update .  SOME NOTES: Attachment deletes are not currently supported through the   Include attachments   option .  ServiceNow does not support .twb and .twbx attachment. If using a dynamic share, you may want to share out previously uploaded attachments that were updated before your dynamic share was created. After enabling the  Include attachments  option, shared records from the  sys_attachment  and  sys_attachment_doc  tables will be put into outbound messages in the  u_psp_attachment_out_message  table before being shared out of your source instance. You can also share ServiceNow attachments with only specific file extensions . Include embedded images or videos This feature allows you to include embedded images and videos within dynamic shares or bulk shares, so that the subscribing instance(s) to display these images/videos properly when displaying the selected table's records. This feature is only available for tables that have HTML or Translated HTML field types that support embedded images and videos (for example, the  kb_knowledge  table). For any other field types (such as  String ), embedded images/videos will not be shared out properly. For more information on this, see HTML field type . If the images or videos you want to embed are categorized as an  Attachment  type, then you can simply use the  Include attachments option. Otherwise, here's how to include embedded images/videos: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to configure. In the resulting dynamic share or bulk share page, in the Miscellaneous  tab, check the Include embedded images/videos  box. On the subscribing ServiceNow instance, you must subscribe to the follwing tables in order for embedded images/videos to be properly synced between instances: db_image db_video sys_attachment sys_attachment_do Click  Update .  If you are re-sharing a record that a subscribing instance previously received and is showing broken images/videos (because the first time sharing didn't properly share these embedded images/videos), you will need to clear your browser's cache after the subscribing instance receives the re-shared messages for these images/videos to properly display. ServiceNow caches embedded images/videos, even ones that were previously broken but are now fixed. ↑ Go to top of page ServiceNow work notes and comments This feature allows you to include work notes and comments, referred to as  journal fields  in ServiceNow, in your dynamic shares and bulk shares. This feature requires you to configure a ServiceNow instance as a subscriber . Here's how: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to configure. In the resulting dynamic share or bulk share page, in the Runtime Settings  tab, in the  Additional Records  section, check the Include journal fields  AND the  Include audit log  boxes. You must check both of these boxes in order to accurately update the history/activity log on your subscribing ServiceNow instance. For more information about how this works in ServiceNow, see journal fields and audit logging . (Optional!) Upon checking the  Include audit log  box, it will reveal a  Filter audit fields box—if you want, you can check this box in order to specify which audit log records to be shared out. This option is helpful if you want to share out only audit records that are related to specific fields on the table being setup for this share. For example, if you are setting up a dynamic share on the Computer ( cmdb_ci_computer ) table and only want to share out audit records for changes on the Name ( name ) field. In order to filter the audit fields, check the  Filter audit fields box , which will reveal a  Filter Audit Fields  tab in the table at the bottom of the page. Click  New  and in the resulting  Share Field  page, choose the field that you want to filter and share out audit records on. You can add as many fields as you wish. If you have checked the  Filter audit fields  box, but don't add any specific fields, then no audit records will be shared at all. If you want to share audit records, but don't need to specify  filters, then make sure to leave that box unchecked. Click  Update . SOME NOTES: As a default, when   Include journal fields  is selected for a dynamic share, a maximum of 100 comments and work notes records and a maximum of 200 audit log records will be dynamic shared. This limit can be adjusted by changing the system property  com.perspectium.dynamic.sys_journal_field.limit . Bulk sharing of comments, work notes, and audit logs are not restricted by these limits. A new default limit of 200 is also set for dynamically sharing audit log records. This limit can be adjusted by changing the system property   com.perspectium.dynamic.sys_audit.limit . Bulk shares are not restricted by these limits. With   DataSync Agent , the  Include journal fields   option will create the sys_journal_field table on the target database. The  Include audit log  will also create the   sys_audit_log on the target database. However, be aware that this option has the potential to contain a huge amount of data ↑ Go to top of page View names This feature allows you to control the number of fields being shared out from your ServiceNow table. Otherwise, by default, dynamic shares and bulk shares will share all fields available in a table. To enable this feature, you'll want to create a form view, and then personalize it. For information on how to do this, see personalize a form . Here's how to configure a share so that it shares only specific fields: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to configure. In the resulting dynamic share or bulk share page, in the Miscellaneous  tab, use the  View name field to type your form view name. Click  Update .  ↑ Go to top of page Referenced field records This feature allows you to 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 use this feature to share the referenced fields  Assigned To User  ( sys_user ) and  Configuration Item  ( cmdb_ci ) for each incident record.  Here's how to enable the feature: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to configure. In the resulting dynamic share or bulk share page, in the Runtime Settings  tab, check the Include referenced field records  box. This will add a  Referenced Field Records  tab at the bottom of the page.  Click the Referenced Fields Records  tab, and click either  Add all referenced fields to add all fields that are referenced by the base table you are sharing, or click  New if you want to manually select the specific fields. If you press  New , you'll be taken to a new form where you can manually select the  Field  you want. If using Google Chrome, you may see a popup asking if you want to leave the site—click  Leave . Once you've added the Field, click  Submit .  Repeat Step 4a for as many fields as you want. Back in the dynamic share or bulk share page, click  Submit . ↑ Go to top of page Before/after share scripts The  before share scripts feature allows the current record being share out to be processed after it is loaded into a GlideRecord ,  but before it is encrypted and queued up to the Perspectium Cloud Server.  Before share scripts expect  server-side javascript   and is preconfigured with a globally available variable called  current , which  is the   GlideRecord   object that is going to be shared. Because before share scripts are executed every time a record is shared, be aware of the processing delays introduced that will be multiplied when sharing multiple records at the same time. Also, if you have multiple share configurations for the same table (such as different share configurations that each have a different target queue), any changes to the current object may affect any conditions you have to share since this same current object is referenced as we iterate through the table's different share configurations. The  after share scripts feature allows you to specify a script that will run after your dynamic share or bulk share has shared a record.  This can be useful for when you run scripts in the before share script for your   dynamic/bulk  share that you want to then cancel out after the share has run. Variables to use Create before or after share scripts Here's how to create before and/or after share scripts: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to configure. In the resulting dynamic share or bulk share page, click the Scripting  tab. Type your before and/or after share script in the appropriate field. For some scripting examples, see the next section. Click  Update .  Examples of before and after scripts to use For cases where you have a table's records updated frequently but data doesn't actually change (such as a table that gets updated every single day via another integration or ServiceNow Discovery), you may not want the table's dynamic share (with   interactive only   not selected) to run and share out any records. For example, say the field that gets updated every day is u_last_discovered_date. The rest of the fields don't usually change, and you don't want to share these records out again since the subscribing side (such as a database) doesn't really need the latest u_last_discovered_date. In these cases, you can run the following script to ignore sharing the record: function listChangedFields(obj){ var flds = []; var aud = new GlideRecord("sys_audit"); aud.addQuery("documentkey", obj.sys_id); aud.addQuery("record_checkpoint", obj.sys_mod_count); aud.query(); while (aud.next()){ flds.push(aud.getValue("fieldname")); } return flds; } var changedFields = listChangedFields(current); var ignoreFields = ["priority", "urgency"]; // If any changed field falls outside that list, the update will be sent ignore = true; var util = new ArrayUtil(); for (var i=0; i   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to configure. In the resulting dynamic share or bulk share page, click the Runtime Settings  tab, and go to the Triggers  section. Next to  Condition , use the choose field  dropdown to choose a field that you want to add filter conditions to. Then, choose an operator and value for that filter. To check which operators are available for ServiceNow field types, see   operators available for filters and queries . To add more conditions, click  Add Filter Condition and repeat Step 4. To add a conditional "or" clause, click  Add "OR" Clause  instead.  (Optional!) Click  X  in line with any of the filters if you want to remove that filter. Click  Update . ↑ Go to top of page Encryption mode and encryption method Perspectium supports multiple ciphers to encrypt your data when being shared out of your ServiceNow instance. The default cipher is  TripleDES .  You can set a different encryption cipher for your entire instance via the Properties module  ( Perspectium  >  Control and Configuration  >  DataSync Settings ), OR you can set it when you create a shared/subscribed queue. You can also choose which encryption mode to use. There available encryption modes are: Mode Description encrypted Data is encrypted then base64 encoded encrypted_multibyte Data is base64 encoded then encrypted  And if you are going to change the encryption key, make sure to follow these requirements: Encryption Method Required Encryption Key length TripleDES At least 24 characters AES-128 At least 24 characters  Base64 Encode Only At least 24 characters  AES-256 32 characters or more SOME NOTES: When changing the encryption key, make sure to  remove the preexisting key and add the new key.  In certain   ServiceBond ,   AES-128   encryption may be a required cipher. However, in general, ServiceNow's default   TripleDES   encryption algorithm is sufficient for most   ServiceBond . Contact  Perspectium Support  to determine your application endpoint's specific encryption requirements. To ensure that foreign language strings are replicated properly between ServiceNow, instances require that   encrypted_multibyte   encryption mode is selected on the source instance. To ensure that foreign language strings are replicated properly to your target database via a SQL DataSync Agent, you must configure your database connection string for UTF-8 character encoding. For example, agent.xml config is modified with     for MySQL subscriber to add the parameter   characterEncoding=UTF-8 . multibyte_tester com.perspectium.replicator.sql.SQLSubscriber psp.out.replicator.dloo_mac The cow jumped over the moon 127.0.0.1 xxx xxx 3306 mysql autoReconnect=true&characterEncoding=UTF-8 psp_repl ↑ Go to top of page View records processed This feature allows you to see a breakdown of the total number of records processed and shared out on a dynamic or bulk share, including the number of auxiliary records shared if options such as  Include attachments are activated.  Here's how to view the records processed: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to review. Scroll down to the  Records Processed  tab in the table at the bottom of the page. The tab will only appear if you have already executed the share (otherwise there will be no records sent yet). ↑ Go to top of page Notes This feature allows you to include simple notes for internal communication/organizational purposes. Here's how to access: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share. Click the the Miscellaneous  tab to find the  Notes  field. ↑ Go to top of page Switch to legacy view This feature allows you to switch between two "view" options when it comes to forms such as on a dynamic share or bulk share page. The " New view " is a newly designed version that offers improved organization and a more intuitive user experience. This view is included in the  Helium update set from Perspectium, so if you're on Helium, this is likely the default view that you'll see.  The " Legacy view " uses the previous (or "classic", if you will) view, used in the Gold release and earlier.  To check what view you're on, check the top of your dynamic share or bulk share page. If you are in the new view, it will say  Shared He20 Standard view  and if you are in the legacy view, it will say  Shared view . Here's an example of a new view: You may prefer one style over the other. Here's how to switch between the legacy and new view: In  your sharing ServiceNow instance, go to   Perspectium   >   Perspectium Core  >  Shares   >   Dynamic Share  or  Bulk Share  >   View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share that you want to update. Scroll down to the Related Links  section and click either  Legacy view  or  New view . ↑ Go to top of page Add display value language This feature allows you to change the language of display values in your sharing instance. This feature only works for language translations that have been downloaded on your instance.  There are a couple things you need to do first in order to make use of the feature:  First, you need to  activate the language plugin   in your ServiceNow instance.  Then, you need to  Enable DataSync to add display value fields for reference and choice fields (prefixed with 'dv_' by default) Finally, you're ready to set up your dynamic or bulk share to add display value languages: In  your sharing ServiceNow instance, go to  Perspectium  >  Perspectium Core  >  Shares  >  Dynamic Share  or  Bulk Share  >  View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share you want to enable the feature on. Click the the Miscellaneous  tab and check the  Advanced  box . This will reveal a new  Advanced  tab (if the  Advanced  box wasn't already checked). Click the  Advanced  tab and check the  Add display value language  box, then select your desired language from the  Display value language  field. Click  Update .  ↑ Go to top of page Data obfuscation This feature allows your to create obfuscation rules for your dynamic/bulk shares per the  the   General  Data  Protection Regulation (GDPR) . This is useful for cases where you want to "mask" data contained in your share that may be classified as sensitive. Here's how to make use of data obfuscation: In  your sharing ServiceNow instance, go to  Perspectium  >  Perspectium Core  >  Shares  >  Dynamic Share  or  Bulk Share  >  View Dynamic Shares  or  View Bulk Shares . Find and click into the dynamic share or bulk share you want to enable the feature on. Click the the Miscellaneous  tab and check the  Advanced  box . This will reveal a new  Advanced  tab (if the  Advanced  box wasn't already checked). Click the  Advanced  tab and check the  Enable data obfuscation  box. Scroll down to the table at the bottom of the page and click the  PSP Data Obfuscations  tab. This will only be available if you have checked the box in Step 4. In the PSP Data Obfuscations  tab, click  New . If using Google Chrome, you may see a popup asking if you want to leave the site—click  Leave . Type any  Name  for your new rule and enter a number in the  Order  field to indicate when your data obfuscation rule will run compared to other data obfuscation rules in the same share (in ascending order) Finally, use the Type  dropdown to choose a data obfuscation rule type based on the following options: cation rule type from the following options: Click  Submit  to save the new rule, and then click  Update back in the share page. Data obfuscation dashboard You can easily view all of your data obfuscation rules for dynamic shares or bulk shares at the Data Obfuscation Dashboard. To access, go to Perspectium  >  Perspectium Core  >  Shares  >  Dynamic Share  or  Bulk Share  >  Data Obfuscation Dashboard . You will see the same dashboard, with both dynamic and bulk shares listed, regardless of the path you get there. The Data Obfuscation Dashboard is essentially just a breakdown of all existing rules. The first column in the tables show the name of each share which will take users to the respective share when clicked on. The table specifies which table each share is targeting. The last three columns show each type of  data   obfuscation  (Field, Pattern, or Replacement). A green checkmark indicates at least one  data  obfuscation  rule of that type is active for that share, whereas a red X indicates no  data   obfuscation  rule of that type is active. The dashboard also shows the total number of records obfuscated from each table as well as the total number of  obfuscation  rules on each table. ↑ Go to top of page