groeimetai/update-set-workflow

Update Set Workflow for ServiceNow

Update Sets are MANDATORY for tracking changes in ServiceNow development. Without an Update Set, changes are not tracked and cannot be deployed to other instances.

Before ANY Development

ALWAYS create or ensure an Update Set is active before making changes:

// Step 1: Check current Update Set
var current = await snow_update_set_current()

// Step 2: If no Update Set or using Default, create one
if (!current || current.name === "Default") {
  await snow_update_set_create({
    name: "Feature: [Descriptive Name]",
    description: "What and why this change is being made",
  })
}

// Step 3: Now safe to make changes
// All changes will be tracked!

// Step 4: When done, complete the Update Set
await snow_update_set_complete({
  update_set_id: current.sys_id,
})

Update Set Naming Conventions

| Type | Format | Example | | ----------- | --------------------- | ------------------------------------ | | Feature | Feature: [Name] | Feature: Incident Auto-Assignment | | Bug Fix | Fix: [Issue] | Fix: Approval Email Not Sending | | Enhancement | Enhancement: [Name] | Enhancement: Dashboard Performance | | Hotfix | Hotfix: [Issue] | Hotfix: Critical Login Bug |

Update Set Lifecycle

1. In Progress - Active, receiving changes
2. Complete - Ready for export/promotion
3. Ignore - Changes won't be promoted (use for experiments)

What Gets Tracked

Update Sets automatically capture changes to:

• Tables and columns
• Business Rules
• Script Includes
• Client Scripts
• UI Policies and Actions
• Workflows and Flow Designer flows
• Service Portal widgets and pages
• ACLs and Security Rules
• System Properties
• Scheduled Jobs
• And more...

What Does NOT Get Tracked

• Data records (use Import Sets for data)
• Attachments on records
• User session information
• Some system tables (sys_user, etc.)

MCP Tools for Update Sets

// Create new Update Set
snow_update_set_create({
  name: "Feature: My Feature",
  description: "Description of changes",
})

// Switch to existing Update Set
snow_update_set_switch({
  update_set_id: "sys_id_here",
})

// Get current Update Set
snow_update_set_current()

// Complete Update Set
snow_update_set_complete({
  update_set_id: "sys_id_here",
})

// Export Update Set as XML
snow_update_set_export({
  update_set_id: "sys_id_here",
})

Best Practices

1. One feature per Update Set - Don't mix unrelated changes
2. Descriptive names - Make it clear what the Update Set contains
3. Complete when done - Don't leave Update Sets open indefinitely
4. Test before completing - Verify all changes work correctly
5. Never use Default - Always create a named Update Set