ConfigBot Config Sheet: Setup and Usage Guide

Introduction

Config Sheet contains predefined settings to control the execution flow and avoid generating unnecessary data while creating workbooks. During the Compare process, records are compared based on the selected columns value defined in the Configuration Sheet. Additionally, all created and updated records are captured and included in the Update Set for easy migration and deployment.

Please review the below content to gain a clear understanding of the Configuration Sheet usage and how it helps streamline workbook generation, comparison, automation, and update set capture processes.

Following are the Items

• Maintain Update Set
• Dependent Feature
• ConfigBot Filters
• Record Value Column

Maintain Update Set

Values:

• Yes
• No

The Maintain Update Set toggle handles the automatic creation of Update Sets. When you set this to Yes, the system automatically spins up a new Update Set that is pre-configured according to ServiceNow’s recommended best practices. All you have to do is type your desired name into the adjacent Update Set Name column. It completely automates the manual setup for you, keeping your development organized and standardized without the extra clicks. 
Please Note: You may notice that some modules in this sheet do not have a "Maintain Update Set" option. This occurs for one of two reasons: 

1. No Update Capture: The underlying module contains data or configurations that ServiceNow does not naturally track or capture within Update Sets. 
2. Analysis/Generation Only: The module is strictly used for analyzing data or generating records, meaning it does not create permanent configuration changes that require migration. 

Dependent Feature

Values:

• Yes
• No

The Dependent column is designed to help you fetch child records based on the parent records you have already selected. 
To get this feature working, you first need to define the parent record. ConfigBot will then automatically target the first sheet filter to establish the dependency. 

For example, if you are working within the HR Service module: 

1. Set the Dependent toggle to Yes. 
2. Select your desired filter. 
3. If you have selected options from Fetch Only or Fetch All, Except these or Fetch By Query, then you need to specify relevant information in next column 

Essentially, this sets up the parent-child relationship so ConfigBot knows exactly which sub-records to pull based on your main criteria. 

ConfigBot Filters 

One of the most practical features ConfigBot offers is the ability to handpick exactly which records you want to pull. Instead of forcing you to fetch everything blindly, it lets you define specific criteria so you only grab the data that actually meets your current needs. 

A Quick Note on Data Fetching 
Please Note: As ConfigBot retrieves your data, it automatically applies a standard, pre-defined background query during the fetch process. These background rules help ensure your data is clean and properly filtered right out of the box. If you want to see exactly how these background queries are set up, you can find the complete list for all tables in the Tips & Tricks sheet. 

1. Fetch All 

This filter pulls all records from the relevant table while automatically applying the standard background query during the fetch process. 

2. Fetch All, Except these

This filter pulls every record from the relevant table except for the specific ones listed in the next column. It also automatically applies the standard background query as it retrieves the data. 

3. Fetch Only 

This filter pulls only the specific records from the relevant table that you explicitly name in the next column. Just like the other options, the standard background query is automatically applied during the fetch. 

4. Fetch Active Only 

This filter targets only the active records within the relevant table, automatically applying the standard background query as it pulls the data. 

5. Fetch InActive Only 

This filter isolates and pulls only the inactive records from the relevant table, automatically applying the standard background query during the fetch process.

5. Fetch InActive Only 

This filter isolates and pulls only the inactive records from the relevant table, automatically applying the standard background query during the fetch process.  

6. Fetch By Query 

This filter allows you to pull records based on a custom query string you provide in the next column. The system will combine your custom input with the standard background query to fetch the exact data you need.  

Record Value Column 

• Values: Sys ID / Name 
• Column Format: [Module Name] Record Value (e.g., Groups Record Value) 

This column is exclusively available in select modules—primarily those where multiple records might share the exact same name. It directly controls the underlying logic of your sheet's Comparison Functionality (the system feature that compares data across iterations and highlights matching data in Green and differences in Red). 

By changing this setting, you define the rule the software uses to determine whether two records are truly identical or different: 

Options Explained: 

• Sys ID 

The software will match and compare records using their unique ServiceNow System ID (sys_id). This ensures the comparison engine treats records as identical only if they are the exact same system object, preventing duplicate names from skewing your green/red comparison results. 

• Name 

The software will match and compare records using their display name.[Text Wrapping Break] 
Please Note: The Name option acts as a dynamic key-value pair that is entirely unique to each sheet. Because different sheets track completely different types of data, every individual sheet contains its own unique key-value logic under the hood to ensure the system evaluates the correct name identifiers for that specific record class. 

Updated on: 07/23/2026