Add Relate Current Functionality

Note: This page is not applicable to your selected CRM. Proceed to the next topic.

In order to enable relating the current call to a record in ServiceNow, your environment must first be configured in both the ServiceNow instance and your InGenius Admin App to allow for this functionality. Follow the instructions on this page.

Update Application Access

  1. Login to your ServiceNow instance.

  2. Navigate to All | System Definitions | Tables

  3. Search for the 'sys_ui_action' table and select it.

  4. In the top ribbon, select the 'click here' link to edit the record, then select the Application Access tab.

  5. Ensure that the 'Can create' and 'Can update' boxes are checked, then click the Update button at the bottom.

Add Background Script

  1. Navigate to All | System Definition | Scripts - Background

  2. Within the code space, add the following script:

    Copy 
    gs.invalidateCache();

  3. Select the Global option from the 'in scope' dropdown, and then click the Run Script button.

    Note: The script will display a message "Script completed in scope global: script" if successful.