Integrate Lucidchart with ServiceNow

For admins: install the ServiceNow integration

1. Log in to your Lucid account.
2. Select Integrations from the left-hand menu.
3. Search “ServiceNow” using the search bar.
4. Select ServiceNow.
5. Click Manage connections from the top-right corner of the page.
6. Select: 
   1. Connect for me to install the integration for just yourself. 
   2. Connect for my team to install the integration for everyone on your Lucid account.

Note: You must be a Lucid admin to set up this integration. If you are not an admin, follow steps 1-4 to access a prompt where you can request that your admin install this integration.

OAuth 2.0 setup checklist

1. Make sure the Grant Type is set to “Authorization code”.
2. Make sure the integration has the following scopes:
   • offline_access
   • lucidchart.document.content
   • folder
3. In Lucid, make sure you have a regular folder.
   • To create one, Click +New in the top-left corner of the Lucid home page and select Folder and then Folder again.

Generate a diagram in ServiceNow

Generate a Lucidchart diagram in your ServiceNow APM solution to get better insight into your data, including application usage and tech stack. This is available for Business Applications and Business Capabilities. Read on to learn more.

Business Applications

To create a Lucidchart diagram for a Business Application in ServiceNow, follow these steps:

1. Log in to your ServiceNow Enterprise Architecture solution.
2. Select All from the menu at the top of the page.
3. Click Business Applications.
4. Choose a business application.
5. Select Create Diagram on the top-right of the business application page.
6. In the pop-up modal, input or select the following information:
   
    
   • A name for your diagram
   • The diagram type
   • The entities you would like built into the diagram
   • Link to an artifact
     • Note: You can opt to create a new or select an existing architectural artifact to link your diagram to.
7. Click Create Diagram. 

Once you have created a diagram, you will see a message at the top of your business application page similar to this one:

This message contains a link that you can click to view the diagram in Lucidchart. If you opted to link the diagram to an artifact, it will also provide a link that will navigate you to that artifact.

Business Capabilities

To create a Lucidchart diagram for a Business Capability in ServiceNow, follow these steps:

1. Log in to your ServiceNow APM solution.
2. Select All from the menu at the top of the page.
3. Click Business Capabilities.
4. Choose a business capability.
5. Select Create Diagram on the top-right of the business capability page.
6. In the pop-up modal, input or select the following information:
   
    
   • A name for your chart
   • The chart type
   • The business capabilities you would like included
     • Note: Check the box next to “All Business Capability” to have all of them included in your chart.
   • Link to an artifact
     • Note: You can opt to create a new or select an existing architectural artifact to link your diagram to.
7. Click Create Diagram. 

Once you have created a diagram, you will see a message at the top of your business application page similar to this one: 

This message contains a link that you can click to view the diagram in Lucidchart. If you opted to link the diagram to an artifact, it will also provide a link that will navigate you to that artifact.

FAQ

Can I visualize anything from ServiceNow in Lucidchart?
No. This integration with ServiceNow only supports visualizing Business Applications and Business Capabilities within the Enterprise Architecture solution.

Why am I getting an OAuth token error?
The ServiceNow integration hits Lucid’s API looking for a list of folders in the Lucid user’s root Lucid directory/folder. If there is none, the integration returns an error claiming there was an issue with the OAuth token. To prevent or resolve this error, follow the steps found in the OAuth 2.0 setup checklist section of this article, including creating a Lucid folder.

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