Configuring Shift Left in ServiceNow

Adding a New Shift Left Configuration

1. In ServiceNow, navigate to Shift Left > Configurations.

2. Click New to add a record.

3. Enter or search for your MIDServer name, SMSProvider, and SiteCode.

4. In the Recast Portal, click the Copy License icon in the Actions column.

5. In ServiceNow, paste the license text in the License field.

6. Click Submit.


Configuring Shift Left Buttons

When viewing an incident, a Shift Left button appears next to the Caller and Configuration Item fields. In order for the buttons to appear in a ServiceNow incident form, both buttons must be configured, the Caller and Configuration Item fields must be populated, and the Configuration Item must be a computer or a server.

Clicking the Shift Left button next to the Caller field opens the Available User Actions window which displays user information and all Shift Left actions assigned to the user.


Clicking the Shift Left button next to the Configuration Item field opens the Available Device Actions window which displays device information and available device actions.

Setting up the Shift Left Caller Button

You can also set up the Shift Left Caller button by running the Add Shift Left User Button.js script from https://github.com/Recast-Software/Shift-Left in Background Scripts.

To configure the Caller button:

1. In the same ServiceNow incident form, right-click on Caller and select Configure Dictionary from the drop-down menu.

2. Click Edit Global Record, if necessary.

3. Under Attributes, add ;x_471418_recast_ri_recast_user at the end of the ref_contributions list. Use a semicolon to separate the values.


4. Click Update.

Setting up the Shift Left Configuration Item Button

You can also set up the Shift Left Configuration Item button by running the Add Shift Left Device Button.js script from https://github.com/Recast-Software/Shift-Left in Background Scripts.

To configure the Configuration Item button:

1. In ServiceNow, navigate to Service Desk > Incidents.

2. Click New to open a new incident form.

3. Right-click on Configuration item and select Configure Dictionary from the drop-down menu.

4. Click Edit Global Record, if necessary.

5. Under Attributes, add ;x_471418_recast_ri_recast_ci at the end of the ref_contributions list. Use a semicolon to separate the values.

 6. Click Update.


Assigning Shift Left Roles

Viewing Shift Left Roles

To view all Shift Left roles:

1. In ServiceNow, navigate to User Administration > Roles.

2. Enter x_471418 or just x in the Name field. (Shift Left's roles all begin with x_471418.)

The results will include an ApplicationAdmin role, as well as an individual role for each type of user or device action.

Customizing User Roles

While the ApplicationAdmin role grants access to all Shift Left actions, all other roles limit access to actions, allowing you to specify a set of permissions for individual users or groups.

To assign Shift Left roles:

1. In ServiceNow, open Organization - Users.

2. Select a user.

2. On the Roles tab, click Edit

3. On the Edit Members page, search for x in the Collection list to view all available Shift Left roles.

4. Select roles for the user and move each from the Collection to the Roles List by clicking the right arrow.

5. Click Save.