Configuring ServiceNow portal content is labor-intensive: defining topic hierarchies, creating child topics, and mapping the right content types requires significant time and strong information architecture skills. With ConfigBot for ServiceNow, you can generate portal-ready navigation quickly, maintain relationships automatically, and retain full, efficient control over the experience. 

The following article explains how to use the Connected Content in ConfigBot to perform different operations. 

Step 1: Log in to ConfigBot 

Enter your username and password on the login page, then click Submit to access your ConfigBot portal. 

Step 2: Access the Connected Content Module

From the ConfigBot dashboard, navigate to the Platform, and click on Connected Content module tile to open it. 

Step 3: Create a New Iteration 

Click the Add New Iteration button 

• Enter the Iteration Number 
• Select the Workspace or ADD NEW Workspace  
• Enter Host Address  
• Choose the Instance Type  
• Enter your Company ID and Username  
• Add a short Description   

After filling in all details, click Submit to create your iteration. 

Step 4: Set the Filter Configuration: 

Once the iteration is created, open the workbook and navigate to Config Sheet and select filter type, in fig below, I have selected fetch All filter type so it will fetch all records present in the instance 

You can also select other filter type   

• Fetch All: will fetched all the records from the instance  
• Fetch All, except these: will fetch all records except those that are mentioned in the next column.  
• Fetch Only: will fetch the records that are mentioned in the next column.  
• Fetch Active Only: will only fetch active records.  
• Fetch In Active Only: will only fetch inactive records.  
• Fetch By Query: will only fetch records that are associated with the query  

Or you can use the Dependent Functionality by selecting "Yes" in Column D "Dependent" 

When Dependent is set to Yes, records are fetched based on their parent record. This ensures that only the child records associated with the selected parent configuration are retrieved. 

Dependency Relationships:  

Topic → Records are fetched using the configured filter.  

• Connected Content → Records are fetched based on the related Topic records.   
• Featured Content → Records are fetched based on the related Topic records.   

Quick Link & External link Records are fetched using the configured filter.  

Step 5: Generate Workbook 

Once the iteration is created, click on the Hamburger Menu and select Generate workbook. 

In the pop-up window:  

• Enter your ServiceNow password  
• Add any execution notes (optional)  
• In Advanced Options, Select "Select All" check box to Generate workbook. 

Click Confirm and Start to process execution 

This step prepares the workbook with the basic configuration setup and backfilled the data from ServiceNow instance. 

Step 6: Review Results 

Once the execution status changes to Complete, open the generated workbook. You will notice that the sheet backfilled with the data 

Automation (Configure Records using ConfigBot):

Open Generated Workbook:

• Click on sheet icon to open generated workbook 
• Navigate to the desired Sheet
• Create and update the records. 

To Start Configuration for Automation: 

Step 1: Create Topic:

Fill in the required fields such as Parent, Taxonomy, Name, and other mandatory details to create a valid Topic record. 

Back to workspace:

• Click the Hamburger Menu and select Request Reprocess. 

Click the Hamburger Menu again and this time select Start Configuration 

In the pop-up window: 

• Enter your ServiceNow password 
• Add any notes 
• Select the checkbox “Topics”  as we have to first configure the new topic.
• Click Confirm and Start to execute 

Note: If you don't want to configure new topic just skip this step and move to configure other records

once the topic is configured, you can move to other relevant records.

Step 2: Create Connected Contents:

you can connect your recently configured topic from the highlighted column.

Step 3: Create Featured Content:

You can connect your recently created Topic and Connected Content from the highlighted dropdown.

Step 4: Create External Link:

Step 5: Create Quick Link:

Step 6: Finally, navigate to the Config sheet. Set Maintain Update Set to Yes and enter the desired Update Set Name.

Note: Make sure to pending the status of each record before running automation. 

Step 7: Start Configuration 

Once your configuration data is set:  

• Return to your iteration in ConfigBot.  
• Click the Hamburger Menu and select Request Reprocess. 

Click the Hamburger Menu again and this time select Start Configuration 

In the pop-up window: 

• Enter your ServiceNow password 
• Add any notes 
• Select the checkbox for configured screens 
• Click Confirm and Start to execute 

Step 8: Monitor Progress 

You can click the Information logs (🛈) icon on your iteration to monitor the processing status in real time. 

Once the execution Complete, proceed to review your results. 

You will notice highlights across multiple tabs: 

• Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned. 
• Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 

Validation (Validate Configuration Changes from the sheet):

Step 1: Open the Generated workbook  & Pending Records:

• Click on the sheet icon to open the generated workbook 
• Navigate to the desired sheet for which you want to validate the data and change the Processing Status to “Pending” 

Step 2: Start Execution (Validation) 

Once the Processing Status is set to “Pending, close the workbook and navigate back to workspace 

Click on the hamburger menu icon and select “Request Reprocess” 

Click on the hamburger menu icon again and this time select “Start Validation” 

In the pop-up window: 

• Enter your ServiceNow instance password.
• Add any execution notes 
• Select the checkbox for the desired sheet (as for this example - selecting Topics

Click "Confirm and Start" to start execution

Step 3: Review Results

Once the execution status changes to Complete, open the generated workbook. 

You will notice highlights across multiple tabs: 

• Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned.  
• Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 

Compare (Compare Between Two Executions): 

Step 1: Should have two Generated Workbooks   

Ensure that you have two workbooks generated.  

Step 2: To Start Compare Execution: 

Click on the hamburger menu icon and select “Request Reprocess” 

Click on the hamburger menu icon again and this time select “Compare iteration” 

In the pop-up window:

• Select the iteration you want to compare against. 
• Click Confirm and Start to start the execution process. 

Once the status shows complete, open the workbook and navigate to each sheet to see the changes 

You can notice highlights across multiple tabs: 

• Red Highlights – Indicate differences between the two iterations. 
• Green Highlights – Indicate matching values across both workbooks. 

These color-coded results allow you to instantly identify what has changed or remained consistent between the two ServiceNow instances. 

Or we can also Navigate to the “Compare Summary” Sheet, to find the differences 

This Sheet provides a quick and reliable way to verify data consistency between executions. Instead of manually inspecting records, you can visualize differences and matches in a structured tabular form. 

Thank You! 

Updated on: 09/14/2026