May 26, 2023

Business Rules in ServiceNow

Within ServiceNow, business rules are an essential component used to define automated actions and behavior within the platform. Business rules in ServiceNow are server-side scripts that execute whenever a record is inserted, updated, deleted, or displayed. They allow you to define conditions and actions based on specific events or data changes within the platform. Business rules help automate processes, enforce policies, and maintain data integrity.

Business rules in ServiceNow play a vital role in automating processes, enforcing business logic, and maintaining data consistency across various applications and modules within the platform.

Here are a few key aspects of business rules in ServiceNow:

  1. Conditions: Business rules are triggered based on conditions specified in their scripts. These conditions evaluate data values, such as field values, to determine if the rule should be executed.
  2. Actions: When the conditions of a business rule are met, specified actions are executed. These actions can include setting field values, displaying messages, creating or updating records, or running additional scripts.
  3. Scope: Business rules can be defined at different levels within ServiceNow, such as at the global level or specific to a table or application. This allows for granular control over when and where the rules are applied.
  4. Order of Execution: Business rules are executed in a specific order determined by the numeric value assigned to them. Lower values are executed first, while higher values are executed later. This order is crucial when multiple business rules are defined for the same event or condition.
  5. Debugging and Testing: ServiceNow provides tools and logs to help debug and test business rules. Developers can review logs, debug scripts, and simulate rule execution to ensure they are functioning as intended.




There are four types of Business Rules in ServiceNow

  1. Before business rules
  2. After business rules
  3. Display business rules
  4. Async business rules
To ensure smooth functioning, business rules have a designated execution order, determined by their assigned numeric values. Lower values execute first, while higher values execute later. This order is essential when multiple rules are defined for the same event or condition, preventing conflicts and ensuring proper sequencing.

Order of execution of Business Rules

  • Before business rules: Scripts configured to execute before the database operation with an order of less than 1000.
  • Before engines.
  • Before business rules: Scripts configured to execute before the database operation with an order greater than or equal to 1000.
  • The database operation (insert, update, delete).
  • After business rules: Scripts configured to execute after the database operation with an order of less than 1000.
  • After engines
  • Email notifications
  • After business rules scripts are configured to execute after the database operation with an order greater than or equal to 1000.


Best practices for Business Rules:

  • Understand Business Requirements: Gain a clear understanding of the business requirements before creating business rules. This helps ensure that the rules align with the desired outcomes and functionality.
  • Keep Business Rules Simple: Aim to keep business rules concise and focused on specific tasks. Avoid creating overly complex rules that may be difficult to maintain or understand. Splitting complex rules into smaller, more manageable rules can improve clarity and maintainability.
  • Prioritize Rule Execution Order: Set appropriate execution order values for business rules to control the sequence in which they are executed. Ensuring the correct order of execution prevents conflicts and ensures the expected behavior.
  • Use Server-Side Scripts Judiciously: Server-side scripts in business rules provide powerful capabilities but should be used judiciously. Excessive or inefficient script usage can impact system performance. Consider using client-side scripting where appropriate to offload processing to the user's browser.
  • Validate and Sanitize Data: Implement data validation checks within business rules to ensure data integrity. Validate user inputs, perform necessary data type checks, and sanitize data to prevent security vulnerabilities such as cross-site scripting (XSS) attacks.
  • Leverage Server-Side Conditions: Whenever possible, use server-side conditions in business rules rather than client-side conditions. Server-side conditions are more secure and reliable, as they execute on the server and are not subject to manipulation or bypassing by users.
  • Prevent Recursive Business Rules: Do not use current.update() in a Business Rule script. The update() method triggers Business Rules to run on the same table for insert and update operations, potentially leading to a Business Rule calling itself over and over. When a recursive Business Rule is detected, ServiceNow stops it and logs the error in the system log. However, this behavior may cause system performance issues and is never necessary.You can prevent recursive Business Rules by using the setWorkflow() method with the false parameter, current.setWorkFlow(false). This will stop Business Rules and other related functions from running on this database access. The combination of the update() and setWorkflow() methods is only recommended in special circumstances where the normal before and after guidelines mentioned above do not meet your requirements.
  • Use Script Includes Instead of Global Business Rules: Global Business Rules have no condition or table restrictions and load on every page in the system. Script includes only load when called. If you have already written a global Business Rule, move the function definition to a Script Include. 
  • Test and Debug Thoroughly: Thoroughly test business rules in different scenarios and user roles to ensure they behave as intended. Utilize debugging tools and logs provided by ServiceNow to identify and resolve any issues efficiently.
  • Document Business Rules: Maintain proper documentation for your business rules, including their purpose, conditions, actions, and any related dependencies. This documentation helps in understanding and maintaining the rules over time.
  • Regularly Review and Optimize: Periodically review your existing business rules to identify any redundant or obsolete rules. Remove or optimize rules that are no longer needed or that can be combined with others for better efficiency.
  • Follow ServiceNow Best Practices: Stay updated with the latest best practices and guidelines provided by ServiceNow. These recommendations evolve over time, so it's essential to keep track of any new guidelines and apply them to your business rule development.

In summary, business rules in ServiceNow are valuable tools for automating processes, maintaining consistency, and enforcing business logic within the platform. They contribute to enhanced efficiency and accuracy across various applications and modules.



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