Create a record in an instance by using ServiceNow AI Lens
Create a record in the ServiceNow instance by auto-filling the form fields with data that ServiceNow AI Lens extracts from captured screens, documents, and files.
Before you begin
To access the ServiceNow AI Lens functionality, perform the following steps:
- Install ServiceNow AI Lens on your ServiceNow instance. For more information, see Install the ServiceNow Lens in the ServiceNow instance.
- Turn on the ServiceNow AI Lens skill to add the generative AI capability. For more information, see Activate the ServiceNow AI Lens skill.
- Download the ServiceNow AI Lens installer to scan your desktop screen. For more information, see Download the ServiceNow AI Lens installer.
Note:
- To use ServiceNow AI Lens from your browser, turn on the ServiceNow AI Lens skill.
- For the full range of ServiceNow AI Lens capabilities, turn on the ServiceNow AI Lens skill, and download and install the desktop application.
Verify that ServiceNow AI Lens has access to record the screen on your system. For more information, see Providing permission to ServiceNow AI Lens.
Don't scan any personally identifiable information, such as medical reports, financial reports, or other sensitive data, when using ServiceNow AI Lens as you don't want to expose the large language model (LLM) to any sensitive information.
Role required: lens_user
About this task
You can create a record in the ServiceNow instance in two ways:
From your browser: Capture the contents from the browser, and let ServiceNow AI Lens analyze the captured screen and auto-fill the form fields — no download or installation required. For more information, see Use ServiceNow AI Lens from your browser.
Note:
The 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, Use ServiceNow AI Lens from the desktop application.
- 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 Use ServiceNow AI Lens from the desktop application.
Procedure
- Create a record in the ServiceNow instance by performing any of the following methods.
| Method | Steps |
|---|---|
| From your browser |
Image omitted: luanch-from-sn-instance.png Create with Lens button on the ServiceNow form view.</p> Note:
Image omitted: lens-capture-screen-button.png Capture screen button for the browser-based experience.</p>
Note:
ServiceNow AI Lens shows the captured Outlook email screen that it will analyze. Image omitted: lens-image-captured.png Image captured</p>
The form is auto-filled. Image omitted: lens-notification-form-fill.png Form is auto-filled.</p>
Image omitted: view-form-details-in-tab.png View auto-filled form fields</p></td></tr><tr><td id="use-desktop-app"><strong>From the desktop app</strong></td><td><ol> Example of a table: Incidents.
Image omitted: luanch-from-sn-instance.png Create with Lens button on the ServiceNow form view.</p> Note: On non-production instances, you can control which tables display the Create with Lens button using the following system properties:
Image omitted: lens-select-open-ai-lens-desktop.png Open AI Lens desktop button.</p>
Note:
Image omitted: onboarding-widget-lens.png Onboarding journey widget with three pages to show you the highlights of the application.</p>
Note: A document can be an image, a scanned handwritten note, web page, Excel sheet, or a Microsoft Word document.
The default character limit is 500. Users with the admin role can increase this limit to up to 5000 characters by navigating to the Image omitted: lens-auto-fill-form-single-scrnsht.png Extract data from a single screenshot or uploaded files</p> Note: Use the Upload file icon to upload one or more files from which data is extracted and auto-filled in the form. For more information, see Upload one or more files. The form is auto-filled with the extracted data. Image omitted: lens-form-filled-instance.png Form is filled with extracted data.</p> Note: The default character limit is 500. Users with the admin role can increase this limit to up to 5000 characters by navigating to the Note: Use the Upload file icon ( Image omitted: lens-file-upload-icon.png File Upload icon.) to upload one or more files from which data is extracted and auto-filled in the form. For more information, see <a href="../sn-lens-standalone-app/">sn-lens-standalone-app.md</a>.</p> The first screenshot is captured. Repeat the step to capture more screenshots, if required. Note: For more information, see Configure system property. Note: You must have the admin role to set the system properties. The form is auto-filled. Image omitted: lens-form-filled-instance.png Form is filled with extracted data.</p> |
In the ServiceNow instance, review the text that is auto-filled by Now Assist into your record.
The fields that are auto-filled by Now Assist are highlighted with the Sparkle icon
.
Only the fields that are supported by ServiceNow AI Lens get auto-populated with the extracted data. If you don’t have any supported fields in your form, then ServiceNow AI Lens won’t update the record. For more information about the supported fields, see [Field types supported](field-types-supported.md).
| Option | Action |
|---|---|
| If the auto-filled text looks good | Save the record by selecting Save. |
| If the auto-filled text requires changes | 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 Save. You can analyze the artifacts as many times as needed without reloading the form. |
Related topics
Supporting information for ServiceNow AI Lens
ServiceNow AI Lens limitations
Update a record in an instance by using ServiceNow AI Lens
Extract and analyze data with ServiceNow AI Lens desktop app