To create a Change Management instance, select the Change Management tab, and click the button. To edit an existing instance, click on an Instance row from the list.

Enter values for the fields as described in the table below.

Field Name	Required	Description
Instance Code	Yes	Short name for the instance. As the code is available as Groovy and Shell variables it must not contain spaces or other special characters, aside from underscores.
Instance Name	Yes	Display name for the instance.
Change Management	Yes	The change management system.
Description	No	A meaningful description of the instance.
Active	Yes	Whether or not the instance is active in the system. Defaults to "Yes" when creating a new instance.

If the selected Change Management System has any properties defined, enter the values for those properties.

Click the Test button to test the connection and verify that the url, port, username, and password are correct. Click the Save button to save the changes. Optionally click the Apply button to save the changes, but remain on the current screen until the Cancel button is clicked.

ServiceNow Properties

Property	Type	Description
ServiceNow URL	String	The URL for accessing ServiceNow.
ServiceNow User Name	String	A local ServiceNow service account user with a non-expiring password.
ServiceNow Password	String	The password for the ServiceNow User Name above. Note that encrypted properties are stored in Credential Store (Local or External) and can be configured using Edit button next to credential name drop down. Alternatively, you can reuse single credential for multiple properties also, in which case you should name that credential appropriately. Required for the following Auth Types, BasicAuth and OAuthResourceOwner
ServiceNow Auth Type	String	Authentication method for connecting to ServiceNow, BasicAuth, OAuthResourceOwner, OAuthJWTAssertion. Defaults to BasicAuth. @Since 5.6.0.6
ServiceNow Client ID	String	The auto-generated unique ID of the application. The instance uses the client ID when requesting an access token. @Since 5.6.0.6 Required for the following Auth Types, OAuthResourceOwner and OAuthJWTAssertion.
ServiceNow Client Secret	String	The shared secret string that both the instance and the client application use to authorize communications with one another. The instance uses the client secret when requesting an access token. (Encrypted). @Since 5.6.0.6 Required for the following Auth Types, OAuthResourceOwner and OAuthJWTAssertion.
ServiceNow Keystore Path	String	ServiceNow Keystore Path (path to the jks file). @Since 5.6.0.6 Required for the following Auth Types, OAuthJWTAssertion.
ServiceNow Keystore Passphrase	String	Java keystore passphrase for the ServiceNow Keystore (Encrypted). @Since 5.6.0.6 Required for the following Auth Types, OAuthJWTAssertion.
ServiceNow Certificate Alias	String	Private certificate alias. @Since 5.6.0.6 Required for the following Auth Types, OAuthJWTAssertion.
ServiceNow Certificate Passphrase	String	Passphrase for the ServiceNow Certificate (Encrypted). @Since 5.6.0.6 Required for the following Auth Types, OAuthJWTAssertion.
ServiceNow JWT Verifier Map Key ID	String	ServiceNow JWT Verifier Map Key ID. @Since 5.6.0.6 Required for the following Auth Types, OAuthJWTAssertion.
ServiceNow Certificate Algorithm	String	Algorithm used for the certificate. Defaults to RS256. @Since 5.6.0.6 Required for the following Auth Types, OAuthJWTAssertion.
ServiceNow Refresh Token Lifespan	Long	The number of seconds that a refresh token is valid. The instance uses the lifespan value when requesting a refresh token. By default, refresh tokens expire in 100 days (8640000 seconds). @Since 5.6.0.6
ServiceNow Request GET URL	String	The URL to get the change request details as json response. @Since 5.4.0.1 Default URL is /api/now/table/change_request?sysparm_query=number%3D{SN_CHANGE_NUMBER} If needed, you can change and use your custom GET url for ServiceNow REST endpoint. The URL should include {SN_CHANGE_NUMBER} string as the execution system will replace it with the actual change number during execution. e.g. /api/xyz/mycompanty_servicenow_generic_api/readChangeRequest?number%3{SN_CHANGE_NUMBER} If the response returned from this GET API contains an attribute called description it will be mapped to the description of the linked ticket, otherwise the description on the links tab will appear as empty. Prior to 5.5.0.2, an error would occur if the description field was not present in the payload returned from this GET API.
ServiceNow Navigation Request URL	String	The URL to open ServiceNow and navigate to the Change ticket associated to the project workflow execution @Since 5.4.0.3 Default URL is /nav_to.do?uri=change_request.do?sysparm_query=number={SN_CHANGE_NUMBER} The URL should include {SN_CHANGE_NUMBER} string as the execution system will replace it with the actual change number during execution. e.g. https://<instance name>.service-now.com/nav_to.do?uri=change_request.do?sysparm_query%3Dnumber%3DCHG0080007 e.g., if you want to use Service Catalog, url will be like https://<instance name>.service-now.com/nav_to.do?uri=sc_request.do?sysparm_query%3Dnumber%3DREQ0067001
ServiceNow Request POST URL	String	The URL to create a change request. @Since 5.4.0.3 Default URL is /api/now/table/change_request If needed, you can change and use your custom url to create a new change using the POST operation if you want to use Service Catalog, then change the url to /api/now/table/sc_request
Approved Check Script	String	A Groovy expressions which determines whether a task for the change ticket is approved or not. The expression must return a boolean, and has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the ServiceNow REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage. If the Approved Check Script is left blank, the default implementation is to return true if the "approval" field of the ticket is set to "approved". Simple Example which is used by default TICKET.approval == 'approved' Example that checks myfield value specific to target environment (TICKET.myfield == 'UATApproved' && FD_ENVIRONMENT_CODE='UAT') \|\| (TICKET.myfield == 'PRODApproved' && FD_ENVIRONMENT_CODE='PROD') If you want to see values that can be used, enable `FINEST` log level for `flexagon.fd.model.integration.cms.`CMSScript using Admin Operations. Following example is to check if current date time is between start_date and end_date defined on Ticket. Let's assume format for the date string returned and TimeZone as GMT. Check if now is between start_date and end_date defined on ticket import java.util.Date; import java.util.TimeZone; import flexagon.ff.common.core.utils.FlexDateTimeUtils; if(TICKET.approval == 'approved' && TICKET.start_date != null && TICKET.end_date != null) { Date start = FlexDateTimeUtils.stringToDate(TICKET.start_date, "yyyy-MM-dd HH:mm:ss", TimeZone.getTimeZone("GMT")); Date end = FlexDateTimeUtils.stringToDate(TICKET.end_date, "yyyy-MM-dd HH:mm:ss", TimeZone.getTimeZone("GMT")); Date now = new Date(); if(now.after(start) && now.before(end)) { return true; } } return false;
Rejected Check Script	String	A Groovy expressions which determines whether a task for a change ticket is rejected or not. The expression must return a boolean, and as has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the ServiceNow REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage. If the Rejected Check Script is left blank, the default implementation is to return true if the "approval" field of the ticket is set to "rejected". Simple Example which is used by default TICKET.approval == 'rejected' Example that checks myfield value specific to target environment (TICKET.myfield == 'UATRejected' && FD_ENVIRONMENT_CODE='UAT') \|\| (TICKET.myfield == 'PRODRejected' && FD_ENVIRONMENT_CODE='PROD')
Additional Info Script	String	@since 5.5.0.2 A Groovy expression which determines additional information to add to an external approval when it is approved or rejected. The expression must return a Map<String, String> and have an entry with the key of "notes" for the value to get added to external approval as a task note. Script has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the ServiceNow REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage. Example where ServiceNow Approver(s) and time of approval are added to task notes import flexagon.ff.common.core.rest.FlexRESTClient; import flexagon.ff.common.core.rest.FlexRESTClientResponse; import flexagon.ff.common.core.utils.FlexJsonUtils; import flexagon.fd.model.integration.util.ApiException; import org.json.JSONObject; import org.json.JSONArray; import java.util.HashMap; import java.util.Map; import javax.ws.rs.client.Entity; import javax.ws.rs.core.Form; import javax.ws.rs.core.MediaType; def returnMap = [:] def snowUrl = '{SN_URL}' def user = '{SN_USER_NAME}' def password = '{SN_PASSWORD}' def resourcePath = '/api/now/table/sysapproval_approver?sysparm_display_value=all&sysparm_query=state%3Dapproved%5Edocument_id%3D' + TICKET.sys_id try { FlexRESTClient restService = new FlexRESTClient(); FlexRESTClientResponse response = restService.url(snowUrl).path(resourcePath).basicauth(user, password).mediatype(MediaType.APPLICATION_JSON).setValidateResponse(true).get(); JSONObject jsonResponse = null; jsonResponse = FlexJsonUtils.getJSON(response.getResponseString()); def listOfApprovers = jsonResponse.getJSONArray('result'); for (int i = 0; i < listOfApprovers.length(); i++) { def approver = listOfApprovers.get(i); def linkRequestUrl = approver.getJSONObject('approver').getString('link') restService = new FlexRESTClient(); response = restService.url(linkRequestUrl).basicauth(user, password).mediatype(MediaType.APPLICATION_JSON).setValidateResponse(true).get(); jsonResponse = FlexJsonUtils.getJSON(response.getResponseString()); jsonResponse = jsonResponse.getJSONObject('result') if (returnMap.isEmpty()) { returnMap['notes'] = 'Approvers: ' + System.getProperty("line.separator") } else { returnMap['notes'] = returnMap['notes'] + System.getProperty("line.separator") } returnMap['notes'] = returnMap['notes'] + jsonResponse.getString('name') + ' (' + approver.getJSONObject('sys_updated_on').getString('display_value') + ')' } } catch(Exception ex) { returnMap['notes'] = ex.getMessage() } return returnMap
Don't Poll	Boolean	Returns whether FlexDeploy should poll ServiceNow to check the change tickets for Approval/Rejection. The default value is false, which means polling will occur. Only check this box if you are using the FlexDeploy REST API to communicate ticket approval/rejection.

ServiceNow Modules

Most common usage for ServiceNow is using the change request module, but other objects like service catalog request can be used by modifying the default GET, POST, and Nav URLs. If you plan to use a different module, for POST operation, use the tickets tab in the CMS configuration screen to add any additional fields required to create the object.

BMC Remedyforce Properties

Property	Type	Description
BMC Helix Remedyforce URL	String	BMC Helix Remedyforce Instance URL (https://<instance_name>.salesforce.com)
BMC Helix Remedyforce User Name	String	BMC Helix User Name
BMC Helix Remedyforce Password	String	BMC Helix Remedyforce Password Note that encrypted properties are stored in Credential Store (Local or External) and can be configured using Edit button next to credential name drop down. Alternatively, you can reuse single credential for multiple properties also, in which case you should name that credential appropriately.
Client Id	String	Connected App Client Id
Client Secret	String	BMC Helix Remedyforce Client Secret
Approved Check Script	String	A Groovy expressions which determines whether a task for the change ticket is approved or not. The expression must return a boolean, and has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the BMC Remedyforce REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage. If you want to see values that can be used, enable `FINEST` log level for `flexagon.fd.model.integration.cms.`CMSScript using Admin Operations.
Rejected Check Script	String	A Groovy expressions which determines whether a task for a change ticket is rejected or not. The expression must return a boolean, and as has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the BMC Remedyforce REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage.
Additional Info Script	String	@since 5.5.0.2 A Groovy expression which determines additional information to add to an external approval when it is approved or rejected. The expression must return a Map<String, String> and have an entry with the key of "notes" for the value to get added to external approval as a task note. Script has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the ServiceNow REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage.
Don't poll	Boolean	Disable automatic polling (every minute) of BMC Helix tickets for status changes. Check if using REST API to communicate status changes to FlexDeploy.
Specified Object URL	String	Object Name URL (/services/data/vXX.X/sobjects/{OBJECT_NAME})
Category Id	String	Category FK Id (e.g a216g0000005NvDAAU)

Freshworks Freshservice Properties

Property	Type	Description
Freshservice URL	String	Freshservice URL (https://<your_helpdesk_domain_name>.freshservice.com)
Freshservice API Key	String	API key for Freshservice Note that encrypted properties are stored in Credential Store (Local or External) and can be configured using Edit button next to credential name drop down. Alternatively, you can reuse single credential for multiple properties also, in which case you should name that credential appropriately.
Approved Check Script	String	A Groovy expressions which determines whether a task for the change ticket is approved or not. The expression must return a boolean, and has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the Freshservice REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage. If you want to see values that can be used, enable `FINEST` log level for `flexagon.fd.model.integration.cms.`CMSScript using Admin Operations.
Rejected Check Script	String	A Groovy expressions which determines whether a task for a change ticket is rejected or not. The expression must return a boolean, and as has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the Freshservice REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage.
Additional Info Script	String	@since 5.5.0.2 A Groovy expression which determines additional information to add to an external approval when it is approved or rejected. The expression must return a Map<String, String> and have an entry with the key of "notes" for the value to get added to external approval as a task note. Script has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the ServiceNow REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage.
Don't poll	Boolean	Disable automatic polling (every minute) of Freshservice tickets for status changes. Check if using REST API to communicate status changes to FlexDeploy.
Freshservice Requester Id	String	Freshservice agent id for API access(should be a number)

Jira ITSM Properties

Property	Type	Description
Jira URL	String	Jira URL (http://myjira.atlassian.net)
Jira User	String	Jira User Name
Jira API Token	String	API token for Jira Note that encrypted properties are stored in Credential Store (Local or External) and can be configured using Edit button next to credential name drop down. Alternatively, you can reuse single credential for multiple properties also, in which case you should name that credential appropriately.
Jira Ticket URL Pattern	String	The URL to open Jira ITSM and navigate to the change ticket associated to the project workflow execution Default URL pattern is /browse/{JIRA_CHANGE_NUMBER} The URL should include {JIRA_CHANGE_NUMBER} string as the execution system will replace it with the actual change number during execution
Jira GET Rest API Pattern	String	Jira Rest API URL Pattern for a GET request Default URL is /rest/api/2/issue/{JIRA_CHANGE_NUMBER} If needed, you can change and use your custom GET URL pattern for Jira ITSM REST endpoint. The URL should include {JIRA_CHANGE_NUMBER} string as the execution system will replace it with the actual change number during execution.
Jira POST Rest API Pattern	String	Jira Rest API URL pattern for creating a change ticket Default URL pattern is /rest/api/2/issue If needed, you can change and use your custom URL to create a new change using the POST operation
Approved Check Script	String	A Groovy expressions which determines whether a task for the change ticket is approved or not. The expression must return a boolean, and has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the Jira ITSM REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage. If the Approved Check Script is left blank, the default implementation checks the status of the ticket to determine if it's approved. Statuses of awaiting implementation, implementing, and completed are considered approved and return true. Default Check TICKET.fields.status.name == 'Awaiting implementation' \|\| TICKET.fields.status.name == 'Implementing' \|\| TICKET.fields.status.name == 'Completed' Example that checks custom field value specific to target environment (TICKET.fields.customfield_10107.status == 'UATApproved' && FD_ENVIRONMENT_CODE='UAT') \|\| (TICKET.fields.customfield_10107.status == 'PRODApproved' && FD_ENVIRONMENT_CODE='PROD') If you want to see values that can be used, enable `FINEST` log level for `flexagon.fd.model.integration.cms.`CMSScript using Admin Operations.
Rejected Check Script	String	A Groovy expressions which determines whether a task for a change ticket is rejected or not. The expression must return a boolean, and as has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the Jira ITSM REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage. If the Rejected Check Script is left blank, the default implementation checks the status of the ticket to determine if it's rejected. Statuses of declined, canceled, and failed are considered rejected and return true.
Additional Info Script	String	@since 5.5.0.2 A Groovy expression which determines additional information to add to an external approval when it is approved or rejected. The expression must return a Map<String, String> and have an entry with the key of "notes" for the value to get added to external approval as a task note. Script has access to the following variables: TICKET - an object with fields (JSON) contained in the change ticket, as returned by the ServiceNow REST API. Fields are referenced as TICKET.<field name>.<sub-field name> FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage.
Don't poll	Boolean	Disable automatic polling (every minute) of Jira tickets for status changes. The default value is false, which means polling will occur. Only check this box if you are using the FlexDeploy REST API to communicate ticket approval/rejection.