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CWM Copy Automations

A ServiceNow widget that copies automation rules from one CWM board to another.

Features

  • Board selection - dropdown lists of all accessible CWM boards with space names
  • Automation preview - shows all automations on each board with human-readable descriptions
  • Bulk copy - copies all active automations from source to destination in one click
  • Overwrite mode - optional toggle to delete existing automations on the destination board before copying
  • Automation types supported:
    • Update automations ("When [field] changes to [value], set [field] to [value]")
    • Notification automations ("When [field] changes, send notification")
    • Email automations ("When [field] changes, send email")
    • Date-based automations ("When [date] arrives, send notification/email")
  • Results summary - shows count of copied and removed automations with success/error messages

Installation

  1. Import the widget into your ServiceNow instance via the Service Portal Widget Editor
  2. Add the widget to a Service Portal page or dashboard

Usage

  1. Select a source board from the dropdown
  2. Select a destination board (must be different from source)
  3. Review the automations listed for both boards
  4. Optionally check Overwrite to remove existing automations on the destination first
  5. Click Copy Automations

Warning: The overwrite option is destructive - it deletes all existing automations on the destination board before copying. Use with caution.

Files

File Purpose
client.js AngularJS controller - handles board selection, copy actions, UI state
server.js GlideRecord queries to fetch boards/automations and perform the copy
template.html Widget HTML template with form layout and automation lists
style.css Styling for the form, automation cards, and status indicators

Dependencies

  • ServiceNow CWM application
  • AngularJS (provided by ServiceNow Service Portal)
  • Bootstrap (provided by ServiceNow Service Portal)

Limitations

  • Only copies active, non-corrupted automations
  • Copies automation configuration only (trigger, update, notification settings) - does not copy related records
  • Users must have access to both source and destination boards

Security

Uses GlideRecordSecure for board queries to enforce ACL permissions.

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