Step 1: Check that the VividCharts Update Set Packager update set is committed in “Retrieved Update Sets”
Step 2: Add app picker and update set picker to header through gear icon
Step 3: Change Application scope to VividCharts
Step 4: Go to “Local Update Sets”
Step 5: Create New update set
Step 6: Give it a relevant name, keep state as "In progress"
Step 7: Submit and Make Current. Keep this tab open.
Step 8: Open a new ServiceNow tab. Copy 'sp?id=vc_update_set_packager' and paste after your instance url so the url reads: 'hostname.service-now.com/sp?id=vc_update_set_packager'. Note, "hostname" is usually replaced by your company name.
You will be directed to a page that resembles this:
If you are having trouble accessing the VividCharts Update Set Packager, please reach out to VividCharts for support.
Step 9: Choose the asset you want to package. In this example, we are going to package a Summary Template.
Step 10: Select the elements to include by clicking the checkbox on the far left column.
Step 11: Confirm Current Update Set is correct
Step 12: Click Package to Update Set
Wait until the message appears: " '...' successfully packaged to the '...' update set"
From here, either add additional assets by repeating steps 9 - 12, or close this tab and move on to step 13.
Step 13: Go back to “Local Update Sets”. Click into the current update set
Step 14: Go back to the update set record. Change state to "Complete" and Save.
Step 15: Export to xml
Step 16: Change file name to name of update set.
Step 17: Commit the xml to a testing instance to confirm assets have been captured as expected.