This article details the default field mappings and scheduled strategies installed with the ServiceNow to OnePlan integration.
Default Field Mappings
Currently, we do not have default field mappings for this integration.
All possible field names for the tables will appear when selecting the dropdown list on either side, select the fields desired to be mapped to, then click on the blue plus button on the right.
To change the direction of the field mappings, click on the arrows between the fields until the desired direction has appeared.
Default Scheduled Jobs
There are no scheduled strategies automatically set up by default.
To add a schedule, click Add Schedule, choose the strategy desired, and then fill out the appropriate information. Click Save.
Available Strategies
ServiceNowToOnePlan
The ServiceNowToOnePlan strategy brings in tasks from ServiceNow into OnePlan as a plan level item. The tasks being brought in will be from the table that was listed in the ServiceNow Table: Plans field when setting up the integration.
SyncOnePlanToServiceNow
The SyncOnePlanToServiceNow strategy will grab all tasks created within OnePlan (tasks are in the Work Plan – Schedule section) and move those work items to ServiceNow table listed in the ServiceNow Table: Tasks field.
Important
It is highly recommended that there is a field mapping from ServiceNow to the OnePlan Plan Id (that is bidirectional), this will allow the SyncServiceNowToOnePlan to run.
SyncServiceNowToOnePlan
The SyncServiceNowToOnePlan strategy will bring in any list item within the ServiceNow table listed as the ServiceNow Table: Tasks, and if that item is mapped to a OnePlan Plan Id, it will be brought into OnePlan as a task.
SyncServiceNowToOnePlanResource
The SyncServiceNowToOnePlanResource strategy brings in resources from ServiceNow into OnePlan.