Quick Message enables administrators to efficiently manage and configure ServiceNow quick messages through a structured spreadsheet interface. It allows users to reverse existing quick message configurations from a ServiceNow instance into the workbook, where they can review, validate, compare, and automate quick message records.

With Quick Message, administrators can streamline the management of frequently used messages, identify configuration differences, validate existing records, and create or update multiple quick messages through ConfigBot.

The following article explains how to use the Quick Message 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 Quick Message Module

From the ConfigBot dashboard, navigate to the Platform, and click on Quick Message 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, as I have selected Fetch Active Only filter type so it will fetch all active 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  

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
• 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 status shows Complete, open the generated workbook, and navigate to each sheet to see the data backfilled successfully from the instance.

Automation (Configure Records using ConfigBot):

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 Quick Message:

Fill all the fields such as Name, and other required fields to create a valid Record. 

Step 3: Maintain Update Set:

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 4: Start Configuration 

• Once your configuration data is set:  
• Return to your Workspace in ConfigBot.  
• Click the Hamburger Menu and select Request Reprocess. 

Click the Hamburger Menu again and select Start Configuration 

In the pop-up window: 

• Enter your ServiceNow password 
• Add any notes 
• Select the checkbox “Select All”
• Click Confirm and Start to execute 

Step 5: 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 

Click on the sheet icon to open the generated workbook 

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” 

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”

Click on the hamburger menu icon one more time and now select “Start Validation” 

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 start execution. 

Step 4: 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 one more time and now 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: 09/24/2026