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Creating a ServiceNow task from Hyperproof

After configuring your ServiceNow integration, you are ready to create tasks in Hyperproof that are synchronized with ServiceNow. For information about configuration and requirements, see Hyperproof and ServiceNow.

Note

The first time you create a task to be added to ServiceNow, you must authenticate using your ServiceNow user credentials. That information is stored with your Hyperproof user information and only needs to be entered one time.

Tasks can be created from within an object that supports tasks, such as controls, or from the Work items page. For more information, see Creating a task.

Note

The following default Hyperproof task fields are mapped to ServiceNow. They will always appear when creating a task.

  • Short Description

  • Description

  • Assigned To

  • State

  • Due Date

Other fields in the ServiceNow default view are also visible on the Hyperproof task window. To control which fields show in the Hyperproof task window, you must configure the default view in ServiceNow. It's recommended to consult your ServiceNow administrator if you wish to configure the default view.

  1. From the left menu, select the tab that corresponds with the object you want to link the task to. For example, if you want to link the task to a control, select the Controls tab.

  2. Select the specific object. For example, if you want the task linked to control ID 1234, select that control.

  3. Click the Task icon.

    task-icon-generic.png

  4. Optionally, click the Pin icon to pin the Tasks panel.

    tasks-pin-icon-generic.png

  5. Click New task.

  6. Enter a name for the task. This field is required.

    Tip

    Task titles have a 250-character limit.

  7. Enter a description.

  8. Select the assignee in the Assignee field. This field defaults to the name of the creator. The Assignee must be a user in Hyperproof. If the user you need is not in the list, select the Add them to Hyperproof link below the list of user names. You can add the user as a Contact if they are not going to do any work in Hyperproof. See Adding users to your organization.

    Note

    Assignees in Hyperproof are matched with assignees in ServiceNow based on their email address. To ensure that the task is assigned to the correct person in ServiceNow they must have the same email address in both systems.

  9. In the Due date field, enter the date this task should be completed.

  10. In the Priority field, select a priority setting for this task.

  11. The Target field can't be edited during task creation. It should display the object ID of the object where you are adding a task, such as a Control ID.

  12. The proof field can't be edited during task creation.

    Note

    Proof cannot be linked until the task is created. When proof is uploaded, it's linked to the task and is visible in the task's proof area. The proof remains linked to the task until the task is submitted and closed.

    When the task is closed, the proof can be found in the task's proof area, the linked object's Proof tab—e.g. the Proof tab of a control—, and in the organization's main proof list. This activity can be observed in the task's Activity Feed.

  13. If this is the first time you are using the ServiceNow integration, follow the steps below to authenticate using your ServiceNow user credentials.

    1. Click the ServiceNow integration icon in the upper-right corner.

      The Create connection window displays.

    2. In the Instance field, enter your ServiceNow instance name. You can find this by logging in to ServiceNow and copying the first part of the URL. For example, if your ServiceNow URL is https://your-company-name.service-now.com, then your instance name is your-company-name.

    3. Enter your ServiceNow username.

    4. Enter your ServiceNow password.

    5. Click Submit.

  14. On the task window, click the ServiceNow icon and select Create a task. For information on the Attach an existing task option, see Attaching an existing ServiceNow task to a Hyperproof task.

  15. In the Ticket type field, select a ServiceNow task type. Types include:

    Additional fields display based on the task type selected. These fields are specified in ServiceNow, but they are not required.

  16. Complete the fields associated with the task type you selected.

  17. Click Create.

    The task is created.

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