Auto-fill catalog item form in the Service Portal
Use ServiceNow AI Lens to extract data from documents and auto-fill catalog item forms in Service Portal. For example, auto-fill a new vendor onboarding form by extracting key details such as vendor name, address, contact email, and banking information from multiple documents, that includes Excel files, emails, images, and PDF documents.
Before you begin
Role required: lens_user
About this task
You can auto-fill catalog item forms in the Service Portal in two ways:
From your browser: Use ServiceNow AI Lens to capture a screen from the browser, analyze the contents of the captured screen and auto-fill the form fields in the Service Portal — no download or installation of the desktop app required. For more information, see create-record-in-the-service-portal.md.
Note:
The screen capture experience may vary depending on your browser.
Tip: For the best experience, use ServiceNow AI Lens on any Chromium-based browser.
The browser-based experience supports single-screen capture. To capture multiple screens or upload files, see create-record-in-the-service-portal.md.
- From the desktop app: Use the ServiceNow AI Lens desktop app for the full range of capture and analysis capabilities, such as multi-image capture and file uploads. For more information, see create-record-in-the-service-portal.md.
Procedure
- Auto-fill catalog item forms in Service Portal by performing any of the following methods.
| Method | Steps | ||||||
|---|---|---|---|---|---|---|---|
| From your browser |
The URL is https:// This procedure demonstrates how to auto-fill a vendor onboarding form in the Service Portal. For example, you could select New Vendor Registration. Note: This confirmation dialog appears when you select Fill with Lens for the first time. You can make this a one-time step by selecting Always allow <instance-name.service-now.com> to open links of this type in the associated app before selecting Open ServiceNow AI Lens.app. If you launch the ServiceNow AI Lens for the first time, the onboarding journey widget appears. You can select Don't show me again to hide the widget the next time you launch ServiceNow AI Lens. You can resize the ServiceNow AI Lens scanner window by dragging the scanner window borders. Extract data from a single screenshot and auto-fill the form The default character limit is 500. Users with the admin role can increase this limit to up to 5000 characters by navigating to the ServiceNow AI Lens confirms that the catalog item form is filled. Extract data from multiple screenshots and auto-fill the form You can resize the scanner window by dragging its borders. The default character limit is 500. Users with the admin role can increase this limit to up to 5000 characters by navigating to the The first screenshot is captured. The second screenshot is captured. Repeat the step to capture more screenshots, if required. The ServiceNow AI Lens preview window displays the screenshots that you've captured. The catalog item form is auto-filled. In the catalog item request form, confirm that the catalog item form fields are correctly filled. The fields that are auto-filled by Now Assist are highlighted with the Sparkle icon Do one of the following actions:- Manually adjust the information in the fields and save the record. - In the ServiceNow AI Lens window, provide different instructions or take more screenshots and select Analyze so that ServiceNow AI Lens can extract, comprehend the data again, and auto-fill the data into the record. Save the record by selecting Submit. You can analyze the artifacts as many times as needed without reloading the form. |