Getting Started

You have Blueprints installed and a role assigned. This page walks you through opening the app for the first time, what you see, and what to do next based on your role.

Blueprints runs inside your ServiceNow instance. No separate infrastructure. Your data stays where it is.

What YouDesign Blueprints does

Blueprints is a ServiceNow amplifier. It runs directly on your data and unlocks capabilities that were not previously possible. Structured visual blueprints you can see, measure, and govern.

You can	How it works
Start from a reusable template	Templates define the structure: tables, fields, filters, relationships, and min/max rules
Build a blueprint from real or planned records	Pull live ServiceNow data onto the canvas, or stage future-state records
Define or review relationships between records	Existing relationships load automatically. Add, edit, or remove as needed
Measure compliance against template rules	Live per-record and per-blueprint scoring. Green, amber, red.
Share the result in a read-only presentation view	Presenter Mode. No edit rights, no exposed instance.

What you need before you start

Prerequisite	Detail
Blueprints installed	On a sub-production instance (trial) or licensed instance. See Installation and Setup
A role assigned to you	Blueprint Template Editor, Blueprint Editor, Blueprint Committer, or Blueprint Viewer. See Roles and Permissions
At least one template available	Ships with the instance or created by a Blueprint Template Editor

If you can open the app but you do not see actions such as New Blueprint, Manage Templates, or Commit Changes, that usually means your role does not include that permission. See Roles and Permissions.

The four concepts to learn first

Concept	What it is
Template	Defines the structure of a blueprint: which tables, which fields, which filters, which relationships, and min/max rules
Blueprint	A working instance created from a template. Holds selected records, layout, future-state work, and review context
Save/Update	Stores current template or blueprint work
Commit Changes	Publishes approved blueprint changes back to ServiceNow. Separate workflow from normal saving

Your first workflow

1. Open Home

Who this workflow is for

The workflow below is for users with a Blueprint Template Editor, Blueprint Editor, or Blueprint Committer role. Blueprint Viewers land in Presenter Mode and can review existing blueprints. See Roles and Permissions for what each role can do.

The app opens on Home. From Home you search templates, create blueprints, manage existing ones, and open Auditor.

2. Create a blueprint from a template

On Home, click New Blueprint to open the Select a Template dialog. Then:

1. Search by name or filter by Category to find the right template
2. Click the chevron on a template to inspect its tables, relationships, and rules first if you want
3. Click the template to create the blueprint

If you only need to review rules without building a blueprint, open Auditor instead and choose a template there.

3. Add data to the blueprint

Inside the Blueprint Editor:

• use the Data Hub on the left to search tables and records
• drag a record onto the matching table card on the canvas, or double-click it to add it
• records that are already in the blueprint show a green check in the Data Hub

4. Review details and issues

Use the Data panel on the right to:

• edit blueprint metadata such as name, description, status, and target date
• review or edit record fields
• inspect relationships
• see missing required values and relationship issues

5. Save your work

Use Save in the header to store your current work. After the first save, the button changes to Update for subsequent saves.

The editor also protects unsaved changes. If you try to leave the page with pending edits, an Unsaved changes dialog asks whether you want to Save and leave or Leave without saving. Press Esc to dismiss the dialog and stay on the page.

6. Review compliance

Use the compliance score in the header or on Home to see whether the blueprint currently satisfies the rules defined by its template.

If you need a deeper, record-by-record review, use Compliance and Auditor.

7. Present or share

Use Present when you want a read-only view for workshops, reviews, or leadership updates. See Presenter Mode and Sharing.

Where to go next

• If you manage blueprint standards: Templates
• If you build drafts and update data: Blueprints
• If you work mostly with canvas content: Records and Relationships
• If you review quality or prepare audits: Compliance and Auditor
• If you want a fast reference: Keyboard Shortcuts and Glossary