> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.configbot.ai/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # ConfigBot for ServiceNow - Group & Tags ConfigBot for ServiceNow - Groups & Tags enables administrators to manage and maintain security related configurations within their ServiceNow environment through a structured spreadsheet interface, allowing administrators to review and manage configurations efficiently. The module supports the following security-related components: * Groups * Tags * Security Tag Rule * Filter Groups * Filter Group and Condition Using the Groups & Tags module, administrators can reverse existing configurations from ServiceNow into structured sheets and then perform validation, automation, and comparison operations. This provides a centralized way to review configuration differences, validate existing records, apply configuration changes, and compare security-related configurations across ServiceNow instances or executions. Helps streamline the management of security operations related configurations while improving consistency, traceability, and control across ServiceNow environments. The following article explains how to use the Groups & Tags module in ConfigBot to to perform 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_1g9pa7c.png) **Step 2: Access the Group & Tags Module:**  From the Home Screen, Navigate to Security Operations and click on the Groups & Tags module tile.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_86m9fe.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_1i04432.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_hesibc.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, as 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_xp21mo.png) You can also select other filters 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"  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_mvv7hv.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:** Groups → Records are fetched using the configured filter.   * Tags → Records are fetched based on the related Groups Records * Security Tag Rule → Records are fetched based on the related Tags Records * Filter Groups → Records are fetched based on the related Tags Records * FLTR GRP ADV COND → Records are fetched based on the related Filter Groups Records **Step 5: Generate Workbook** Once the iteration is created, click on the Hamburger Menu and select Generate workbook.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_wxixu8.png) In the pop-up window:   * Enter your ServiceNow password. In this example, certificate-based authentication is being used. * Add any execution notes * In Advanced Options, Select All box to Generate workbook.  * Click Confirm and Start to process execution  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_b6p7cv.png) This step prepares the workbook with the basic configuration setup and backfilled the data from ServiceNow instance.  **Step 6: Review Results** Once the status shows Complete, open the generated workbook, and navigate to each sheet to see the data backfilled successfully from the instance.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_eo71bg.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_4pc801.png) # Automation **(Configure Records using ConfigBot):** This section explains how to configure the Groups & Tags security operations components in ConfigBot. The configuration should be completed in the following order: Groups → Tags → Filter Groups → Filter Group and Conditions → Security Tag Rules **Step 1: Open Generated Workbook:**  Click on sheet icon to open generated workbook  * Navigate to the desired Sheet. * Create and update the records.  **Step 2: Create Group**: Navigate to the Groups sheet and fill in the required columns ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_156nh5t.png) The Security Operations Team group will later be referenced by the security tag configuration and filter conditions. **Step 3: Create Tags:** After creating the group, navigate to the Tags sheet and fill in the required columns. **Note:** You can attached the recent configured security group from the highlighted column ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_zfkb3d.png) **Step 4: Create Filter Groups:** Once the tag has been configured, navigate to the Filter Groups sheet and create filter group by fill in the required columns. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1it82u1.png) **Step 5: Configure Filter Group Conditions:** After creating the Filter Group, navigate to the Filter Group and Condition sheet and create Filter Group and Condition by fill in the required columns. **Note:** You can attached the recent configured Filter Group from the highlighted column ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_ghrglf.png) **Step 6: Create Security Tag Rule:** After configuring the Filter Group and its conditions, navigate to the Security Tag Rule sheet, and create Security Tag Rule by fill in the required columns. **Note:** You can attached the recent configured Security Tag and Filter Group from the highlighted columns. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_asb3b9.png) **Step 7: Maintain Update Set:** Finally, navigate to the Config sheet. Set Maintain Update Set to Yes and enter the desired Update Set Name. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1b5lo27.png) **Note:** Make sure to pending the status of each record before running automation.  **Step 8: Start Configuration**  * Once your configuration data is set:   * Return to your Workspace in ConfigBot.   * Click the Hamburger Menu and select Request Reprocess.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_ej2qc5.png) Click the Hamburger Menu again and select Start Configuration  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_h481nd.png) In the pop-up window:  * Enter your ServiceNow password. In this example, certificate-based authentication is being used. * Add any notes  * Select the checkbox “Select All” (as we automated all sheets)  * Click Confirm and Start to execute  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1f30gh2.png) **Step 9: Monitor Progress:** You can click the Information logs (🛈) icon on your iteration to monitor the processing status in real time.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_18nwl7y.png)](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image\_ynymag.png) Once the execution Complete, proceed to review your results.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_11ailqi.png)](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image\_stvds6.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_5sixfa.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.  # 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_1o5l1c2.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_1ipvqg2.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_7fpzgt.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_66j972.png) **In the pop-up window:**  * Enter your ServiceNow password. In this example, certificate-based authentication is being used. * Add any execution notes  * Select the checkbox for the desired sheet  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_13ivuw5.png) Click Confirm and Start to start execution.  **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_1do0yzj.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1gnv14k.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_1s6g975.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_c19gjj.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_x6mww8.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_14dtwwk.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_ofy9z4.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1ykhi7i.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_hlym01.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.