How to Integrate CIM with other task tables

[Manjeet Singh]

ServiceNow CIM app provides a structured and systematic way to collect improvement initiative across different applications on ServiceNow platforms. This helps in breaking silos across different processes when it comes down to improvement related initiative/tasks and drive improvement at all levels in the organization.

We have provided out of the box integration with many different application areas that are commonly used to submit improvement initiative to CIM improvement register. Now if you want to create integrate with any other task based app/table then follow the below steps.

Integrate CIM with other task tables:

The CIM integration (both inbound and outbound) are defined through CIMIntegrationAPI. Follow the below steps to add your table. 

The example below shows how to add "create improvement action" on the Change table.

Step1: Open sys_extension_point.list table and Navigate to "CIMIntegrationAPI" . 

Step 2: Click on "Create new implementation" under related links (see below). This will create a script include that extends CIMIntegrationAPI. The new extension instance will be editable and you can use to create inbound "create improvement initiative" action from other tables to the CIM. 

A new extension instance is created as shown in the image above. This new extension will be editable and give it a name so that you can identify it easily.

Step3:  Open the newly created extension by clicking on the class name field in the table. You will see Implement the methods "getInboundIntegrationTables"(list of table records that can create new improvement initiatives). 

Refer existing script include "CIMIntegrationAPI" (current implementation of extension point) to implement the above-mentioned methods. For example in screenshot below, change_request is added to the inbound tables. This will now support change_request to create a new improvement initiative.

Step 4 - Save and close the form.

Go to change table - open a change,  and you will see "create improvement initiative" UI action available under related link (see below). You can follow these same steps for all task types table that you want to provide integration with CIM.

How to create outbound integration to create record in other table from CIM

Step1: Open sys_extension_point.list table and Navigate to "CIMIntegrationAPI"

Step2: OpenCIMIntegrationAPI. If it shows as readonly then click on "Create new implementation" under related links. If you had already created a new implementation for inbound integration then you do not have to do it again. You can open the same extension point.

Step 3: Find the  "getOutboundIntegrationTables" and add the entry for outbound table as needed. See example for Problem table added in screenshot below.

Step 4: Create the outbound UI actions on Improvement Initiative or Improvement task level as needed. Go to CIM - open a record - on the form - right click - configure - UI actions. You can make a copy of existing UI action and change the outbound table names. 

Refer CIM documentation for more examples and use cases here.