Scope & Related Lists
The Scope feature connects a YouDesign Models board to any record in any ServiceNow table. Once a board is in the scope of a record, it shows up on that record's related list in ServiceNow — so stakeholders who live in ServiceNow-native forms can discover and open the relevant YouDesign Models board without knowing where to look.
This is how you make a diagram part of a record's context instead of a separate artifact hiding in a teamspace.
Why Scope Matters
A Business Application owner opens their record in ServiceNow and sees a linked architecture diagram in the related list.
A Change Request reviewer finds the target architecture for the change without leaving the form.
An auditor on a compliance record follows the related list straight to the governance board.
The scope is a lightweight reference — one board can be scoped to many records, and one record can have many boards in scope.
Adding a Scope
Scope is managed from the board's metadata on the YouDesign Models homepage.
Open the YouDesign Models homepage.
Select the board you want to scope.
In the About tab, find the Scope field.
Click the + icon to add a new scope.
In the dialog, select the table you want to scope against.
Select the record from that table.
Click ADD.
The scope appears in the Scope section of the board's metadata as a clickable chip.
Removing a Scope
Click the × on the scope chip to remove it. This does not delete the board or the scoped record — it only disconnects them.
Seeing the Board on a ServiceNow Record
Once scoped, the board appears in the YouDesign Board related list on the scoped record's ServiceNow form.
Out-of-the-Box Coverage
The YouDesign Board related list comes pre-configured on key tables such as:
Business Application
CMDB Configuration Items (common variants)
Adding the Related List to Other Tables
If the related list isn't showing on a table you care about, an administrator with ServiceNow System Administrator privileges can add it:
Open the form view for the target table.
Right-click the form header → Configure → Related Lists.
In the "Available" list, find YouDesign Board and move it to the "Selected" list.
Save.
The list will now show every board that has that record in scope, plus every board that uses that record on its canvas.
The related list shows all boards where the element has been selected as scope, or where the element has been used on the board. Either relationship puts the board in the list.
What Appears in the Related List
For each matching board, the list shows:
Board Name (links to the board)
Description
Type
Folder (breadcrumb to the teamspace)
Owner
Updated / Updated by
From the related list, users can open the board directly — no search, no navigation.
Limits & Gotchas
Scope is one-way metadata — scoping a board to a record doesn't give users access to that record, and doesn't give users of that record access to the board. Access is governed by the record's ServiceNow ACLs and the board's sharing independently.
Orphaned scopes — if the scoped record is deleted in ServiceNow, the scope entry remains. Clean up stale entries periodically if tidiness matters.
The related list only appears where it's configured. Tables without the YouDesign Board related list on their form view won't surface the scope, even if it's set.
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