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# ConfigBot for ServiceNow - Group

**Groups** for ServiceNow help teams efficiently manage and configure user groups within their ServiceNow environment. It centralizes group creation, membership management, and role assignments in a single, intuitive spreadsheet interface, making it easy to create and update groups, add or remove members, and assign or revoke roles with precision. 

Users can seamlessly perform insert, update, and comparison operations across multiple versions to ensure consistency and alignment across teams and departments. 

Designed for scalability and control, **Groups** empower administrators to manage team structures efficiently, maintain role-based access integrity, and ensure smooth collaboration across the ServiceNow platform. 

The following article explains how to use the **Group** module in **ConfigBot** to perform different operations. 

**Step 1: Log in to ConfigBot** 

Enter your **username** and **password**, then click Submit to access the portal. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1s7pntt.png)

**Step 2: Access the Groups Module** 

From the **Home Screen**, Navigate to **Platform** and click on the **Group** module tile 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_100dnbi.png)
**Step 3: Create a New Iteration** 

Click the **Add New Iteration** button 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1lxe2cb.png)

*  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  

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1kpkttq.png)
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 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_ufnpu7.png)
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 B **"Dependent"** 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1tv7a4u.png)

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:**  
**Group** → Records are fetched using the configured filter.  
* **Group Member** → Records are fetched based on the related **Group** records.   
* **Group Roles** → Records are fetched based on the related **Group** records.   

**Step 5: Generate Workbook** 

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

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1nn6xxc.png)

**In the pop-up window:**  
* Enter your ServiceNow password  
* Add any execution notes
* In **Advanced Options,** Select All check box to Generate workbook (As we want to generate all sheets). 
* Click **Confirm and Start** to process execution 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1sswb7.png)

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 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1aooh36.png)
**Automation (Configure Records using ConfigBot):** 

**Step 1: Open Generated Workbook:** 

* Click on sheet icon to open generated workbook 
* Navigate to the desired Sheet (**Group**, **Group Member** and **Group Roles**)
* Create and configure the records. 

**To** **Start** **Configuration** for **Automation:**

**Step 1:** Navigate to **Group** Sheet, Create the Groups according to your configuration. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_u643hf.png)

**Step 2:** Then Navigate to **Group Member** Sheet, to add/remove members from the group.   

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1mapatx.png)

**Step 3:** Then Navigate to **Group Roles** Sheet, to add/remove roles from the group. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1tp5oik.png)

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

**Step 2: Start Configuration** 
Once your configuration data is set:  
* Return to your Workspace.  
* Click the Hamburger Menu and select **Request Reprocess**. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_qxh6rs.png)
Click the Hamburger Menu again and this time select **Start Configuration** 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1aaqvop.png)
**In the pop-up window:** 
* Enter your ServiceNow password 
* Add any notes  
* Select the Advance options boxes which you configure on sheets.  
* Click Confirm and Start to execute 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_17hq1lf.png)
**Note:** Select check boxes options as per your Configuration.  

**Step 3: Result Overview** 

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

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1eaing6.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_hc27qg.png)

 
Once the execution **Complete**, navigate to workbook to review your results. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_yxc5lj.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1er37e9.png)![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_cvz0k4.png)
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. 
* **Amber Highlights** → Indicate that delete changes have been made 

**Validation (Validate Configuration Changes from the sheet):** 

**Step 1 – Open the Generated workbook** 

Click on the sheet icon to open the generated workbook 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1p8q6ax.png)
**Step 2 – Change the status to Pending**  

Navigate to the desired sheet for which you want to validate the data and change the **Processing Status** to **“Pending”** 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_r276hn.png)
**Step 3 – 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”** 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_61jbfx.png)
Click on the hamburger menu icon one more time and now select **“Start Validation”** 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_5fjzgx.png)

**In the pop-up window:** 
* Enter your ServiceNow instance password. 
* Add any execution notes 
* Select the checkbox for the desired sheet
* Click Confirm and Start to process execution 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1g3w0op.png)

**Step 4: Review Results** 

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

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_t68ove.png)

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.  

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_8bgpeo.png)

**Step 2 – To Start Compare Execution:** 

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

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_ijox9b.png)
Click on the hamburger menu icon one more time and now select “**Compare iteration**” 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_9apvnq.png)

**In the pop-up window:** 
* Select the iteration you want to compare against. 
* Click Confirm and Start to start the execution process. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_2xdao1.png)
Once the status shows **complete**, open the workbook and navigate to each sheet to see the changes 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1xbb2pi.png)
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 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1sxd7jt.png)


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!**