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# ConfigBot for ServiceNow - Lifecycle Event

Lifecycle Event for ServiceNow simplifies and automates lifecycle management processes by centralizing HR services, lifecycle events, activity sets, activities, and task templates in one intuitive spreadsheet interface. It enables teams to easily create, update, and manage configurations for consistent and efficient employee journey experiences. 

With its scalable and precise automation approach, Lifecycle Event empowers HR and operations teams to streamline workflows, reduce manual effort, and maintain alignment across every stage of the employee lifecycle, from onboarding to offboarding. 
 
The following article explains how to use the Lifecycle Event 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_z4fgr3.png)
 
**Step 2: Access the Lifecycle Event Module:** 

From the **Home Screen**, Navigate to **Employee Workflows** and click on the **Lifecycle Event** module tile. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_k1dpd8.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_ftfzew.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_zgsncn.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_10tn737.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_1qguuxm.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:** 

**Lifecycle Events** → Records are fetched using the configured filter. 
* Activity Sets → Records are fetched based on the related Lifecycle Event records. 
* Activities → Records are fetched based on the related Activity Set records. 
* Task Templates → Records are fetched based on the related Activity records.
* HR Service  → Records are fetched based on the related Lifecycle Event 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_1asb39v.png)

**In the pop-up window:**  
* Enter your ServiceNow password  
* 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_1gnhgeh.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_1w9qg0p.png)

**Automation (Configure Records using ConfigBot):** 

**Open Generated Workbook:** 
* Click on sheet icon to open generated workbook 
* Navigate to the desired Sheet (Hr Service, Lifecycle event, Activity Sets and others)
* Create and update the records. 
 
**To Start Configuration Automation:** 

**Step 1:** Create a Lifecycle event. Fill in the required fields such as **Name**, **Table**, and other mandatory details to create a valid Lifecycle event.   

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_h86d6.png)


**Step 2:** Navigate to Activity Sets sheet, if required. Create Activity Sets, Fill all the required fields such as title, display title, active and others. You can also attach the newly created Lifecycle Event from the highlighted Dropdown. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1146vcj.png)

**Step 3:** Navigate to Task template Sheet, create a Task template, also fill all the required fields to create a valid Task Template record. 

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

**Step 4:** Navigate to the **Activities** sheet. Create Activities for your activity Sets and ensure they are associated with the correct Activity Sets. Fill in all mandatory fields required for the Activities and select the same application scope used in the previous steps. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_w399x7.png)

**Step 5:** Navigate to the **HR Service** sheet and create an HR Service. Populate the required fields such as **Name**, **Centre of Excellence (COE)**, **Topic Category**, and any other mandatory fields to create a valid HR Service. You can also attach the newly created Lifecycle Event from the dropdown. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1wk69m5.png)

 
**Step 6:** 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_fx9t1b.png)

**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 Workspace in ConfigBot.  
* Click the Hamburger Menu and select Request Reprocess. 

 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_qja8ju.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_13j0il1.png)

**In the pop-up window:** 
* Enter your ServiceNow password 
* Add any notes 
* Select the checkbox “Select All” (as we automating all sheets) 
* Click Confirm and Start to execute 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1kxfbgi.png)
 
**Step 8:** 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_xvjhm0.png)
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_545ian.png)

Once the execution **Complete**, proceed to review your results. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_h1yqoq.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_3egi6a.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_1skvmd8.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_lz7fe2.png)
Click on the hamburger menu icon again and this time select **“Start Validation”**

 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_m9fl42.png)

**In the pop-up window:** 
* Enter your ServiceNow instance password. 
* Add any execution notes 
* Select the checkbox for the desired sheet 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_p2cs9a.png)

Click **Confirm and Start** After Configuration. 

**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_fiyno9.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1pygz0z.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_pa2s12.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_7yt99g.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_x53w3f.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_5g12ck.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_1bx9ihg.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 You 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_s1jjdp.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!**