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ControlUp Workflows

Resolving Permission and Custom Field Issues When Creating ServiceNow Records via ControlUp Flows

Posted on August 28, 2026

When attempting to create an event in ServiceNow via a flow, a common issue encountered is the error message stating, "You don't have permission for this action(edit_ai_agent)." Despite this message, extra fields can be added in the flow, but these custom fields do not appear in the REST message received by ServiceNow. This issue is often accompanied by the problem where fields such as short description, description, or custom fields (e.g., "company") show up empty or without values on the created record, especially when the target is a custom table extended from the task table. The root cause of the permission error "edit_ai_agent" was identified as a bug on the integration side, which was scheduled to be fixed in an upcoming release. Importantly, this error itself does not affect the actual payload sent to ServiceNow. Rather, the missing field values within ServiceNow are typically due to two main configuration issues on the ServiceNow instance side. First, custom fields must be referenced using their internal column names, which start with the prefix "u_" (for example, "u_company") rather than their field labels. ServiceNow ignores unknown or incorrectly named fields silently without showing an error. Second, the integration user account used by the flow requires proper Access Control List (ACL) permissions: specifically, it needs create ACL rights on the custom table and write ACLs on the individual fields. Without these permissions, ServiceNow will create the record but omit values for fields lacking write permissions, resulting in empty fields. To validate what data is actually received by ServiceNow, administrators can use the inbound REST transaction logs (found under System Logs > Transactions) to inspect incoming requests. If there are errors like "ACL Exception Insert Failed" in the flow's run history, it confirms that ACL permissions need adjustment for the integration user. Ensuring these conditions—correct internal field names with the "u_" prefix and appropriate ACL permissions—will allow custom fields to populate correctly in ServiceNow records created via the flow. Relevant documentation for working with ServiceNow's field naming conventions and ACL settings can be found in ServiceNow's official resources, and for troubleshooting integration issues, ControlUp's knowledge base and support channels offer further guidance. The fix for the "edit_ai_agent" permission bug was targeted for the next product release following this report.

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How to Update Records Without Duplication and Manage Retention in Custom ControlUp Edge Data Indexes

Posted on August 27, 2026

When writing records to a custom ControlUp Edge data index via the REST API (POST to edge/api/data/), users may encounter an issue where repeated writes of the same record result in duplicate entries rather than updates to existing records. Additionally, there is a desire to prevent these records from expiring after the default 28 days of inactivity. This discussion sheds light on both the mechanics of record updating and the association of records with the endpoint running the write operation. The key to controlling whether a record is created anew or updated lies in the uniqueness of the "key" field or primary identifier used in the data index schema. When writing data via a PowerShell script—whether executed inside ControlUp or externally—the operation will create a new record if the key value is not recognized. To update an existing record, the key must remain consistent and the write must explicitly target that key. The official ControlUp scripting guide provides useful guidance for writing data to an index, outlining how to structure the payload and use keys: https://support.controlup.com/docs/scripting-guide#writing-to-a-data-index. Running the script inside ControlUp offers the advantage of on-demand execution with local file availability, but it is not strictly necessary; scripts can also run externally. A practical complication arises from the fact that data written to the index often becomes associated with the endpoint where the script executes, as seen when the computer name appears linked to each record. This behavior stems from ControlUp’s design, where data sources are tied to machine endpoints to facilitate monitoring and troubleshooting. In scenarios where building information needs to be stored independently of endpoint context, some organizations have implemented custom solutions such as storing building data locally on endpoints (e.g., in registry or Active Directory properties), then running scripts on each endpoint to gather and send this data to ControlUp. While this approach inherently associates data with those endpoints, it maintains up-to-date building information across the environment. Controlling record expiration beyond the default 28 days typically requires adjusting settings on the data index or implementing regular writes to keep the record active. Without ongoing updates, ControlUp’s retention policy will remove inactive records. Users are also encouraged to explore ControlUp Workflows for automating data collection and writing processes, which can streamline operations despite a learning curve. The ControlUp support team and community forums remain valuable resources for addressing specific scripting and data index challenges. For additional details and sample scripts, the ControlUp scripting guide is recommended: https://support.controlup.com/docs/scripting-guide#writing-to-a-data-index.

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Support for Boolean Fields in ControlUp Indexes via PowerShell Scripts

Posted on August 26, 2026

A community member inquired about the official support for Boolean columns in ControlUp when written to via a PowerShell script. They noted that their script was functioning as expected, showing a dropdown with options for "true" and "false" instead of a plain text box for the Boolean field. This behavior indicates that Boolean fields are recognized and handled appropriately within the ControlUp system's indexing and UI. The confirmation came from multiple users, including a ControlUp expert, that Boolean fields are indeed supported. ControlUp's platform supports defining columns with Boolean data types, enabling users to interact with these fields through dropdown selectors for true/false values, which enhances data consistency and ease of use. This means that scripts or automation workflows that write Boolean values into ControlUp indexes can rely on native support for true/false states. This feature is useful for scenarios where binary states need to be tracked and toggled directly from the ControlUp interface without requiring manual text input. For more detailed information on supported data types and scripting integration with ControlUp indexes, users can refer to the official ControlUp documentation at https://docs.controlup.com, and consider the ControlUp Academy (https://cuacademy.controlup.com) for deeper learning resources on scripting and data management in ControlUp.

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How to Use ControlUp Workflows to Add Devices to Groups and Tagging Devices Efficiently

Posted on August 25, 2026

A new user of ControlUp sought guidance on building workflows to manage device organization, specifically adding devices to groups and tagging them. The user was attempting to create a workflow starting with a "List Devices" step, filtering devices by an ID pattern containing "HR," followed by a "Set Group" step intended to assign those devices to an "HR" group. However, uncertainty arose over what value to enter in the "Device ID" field within the "Set Group" step. A key insight provided by community members clarified that the "List Devices" action returns multiple device records, each representing a unique device. Consequently, the "Set Group" step cannot directly accept multiple device IDs at once in a simple field. Instead, it requires isolating each device's ID through iteration. This can be accomplished by using an array to collect the IDs and then looping through the array to apply the group assignment individually to each device. This approach ensures that each device is addressed correctly when setting group membership. Further advice noted that an alternative and potentially more streamlined approach is to assign the group at the time of agent deployment. According to ControlUp's official documentation on agent installation and distribution (https://support.controlup.com/docs/edge-dx-agent-distribution-and-installation-for-windows#installation-methods), groups can be set during the agent installation process itself, which might simplify workflows where initial grouping is critical. For complex or specific setup requirements, it is recommended to consult your ControlUp Customer Success Manager (CSM), who can provide tailored support based on your environment and goals. This guidance should help new users effectively automate device grouping and tagging using ControlUp workflows while leveraging best practices outlined in the official resources.

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Status and Options for Ivanti Neurons ITSM Integration with ControlUp

Posted on August 20, 2026

ControlUp currently offers a native, first-party integration exclusively with ServiceNow for IT service management (ITSM) purposes. This integration provides advanced functionality beyond typical ticket creation: it can update an originally created ticket automatically if the same issue recurs, close the ticket when the issue resolves, and reopen it if the problem reappears, based on configurable recurrence and timing settings. Additionally, this ServiceNow integration is embedded directly into the device overview and specific device details user interface within ControlUp, providing seamless operational visibility. Other ITSM systems are supported primarily through ControlUp Workflows, which offer integration capabilities with several platforms including Jira Service Desk, Freshservice, Zendesk, TOPdesk, and Halo ITSM, using broad REST-based connectivity. ManageEngine ServiceDesk Plus and its on-premises version also have integration options available behind feature flags. While Jira is integrated for workflows, it does not yet have a native ControlUp integration matching ServiceNow’s level of direct functionality. Regarding Ivanti Neurons ITSM, there is currently no native or first-party integration with ControlUp. No active development plans or timelines have been announced for such an integration. Ivanti Neurons is also not included in the existing set of ITSM connectors available in ControlUp Workflows. However, users interested in integrating Ivanti Neurons can leverage the Workflows platform’s custom integration feature, which allows interaction with Ivanti’s REST API to build tailored solutions fitting organizational needs. Although this requires some configuration effort, it is the recommended alternative until an official integration is developed. The ControlUp team has acknowledged requests for additional native ITSM integrations beyond ServiceNow, including Ivanti Neurons and Jira, and has indicated these will be considered for future roadmap development. However, no estimated time of arrival (ETA) is provided at this stage. For now, leveraging the robust Workflows engine with available connectors and custom API integrations offers the best path forward for integrating ITSM systems other than ServiceNow. For detailed guidance on configuring Workflows, custom integrations, and the native ServiceNow integration, users can refer to ControlUp’s official documentation at https://docs.controlup.com and the ControlUp Academy at https://cuacademy.controlup.com.

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How to Configure Low Disk Space Alerts by Percentage in ControlUp for Devices

Posted on July 30, 2026

In ControlUp for Devices (CU4D), setting up an alert to notify an administrator when any device's OS disk free space drops below a certain threshold can be configured through the Events > Alert Rules section. To create an alert for low disk space, a user needs to define the appropriate category, metric, condition, and value that represent the target threshold. The recommended approach is to use an alert rule that monitors the free space on the OS disk. While the initial example provided in the community discussion suggested a value-based threshold (e.g., a specific number of gigabytes free), it is also possible to configure an alert based on a percentage of free disk space. This is important for flexibility as percentages provide a more relative and scalable measure across devices with different disk sizes. To implement this, the alert should be defined in the category related to storage or disk metrics. The metric to monitor would be the percentage of free space available on the OS disk. The condition would then be set to trigger when this percentage falls below a certain value (such as 10%). Once the alert triggers, it can be configured to send an email notification to administrators. Furthermore, ControlUp’s integration with script actions can automate responses to these alerts, such as running a system disk cleanup or presenting a user prompt to clean up space. For detailed steps and additional options, users are encouraged to refer to the official ControlUp documentation on alert rules and script actions, as well as the ControlUp Knowledge Base and Academy resources at https://docs.controlup.com and https://cuacademy.controlup.com. These resources provide comprehensive guidance on setting conditions, selecting metrics, and automating remediation workflows based on alerts.

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How IP Restrictions Affect REST API Access and How to Configure the IP Allow List in ControlUp

Posted on July 30, 2026

When IP Restrictions are enabled in a ControlUp organization, they apply not only to user sign-in at app.controlup.com but also to REST API calls that use API keys or tokens for authentication. Initially, there was confusion about this behavior, with one party assuming that IP Restrictions only affected user sign-ins via the web application and would not restrict API calls. However, further investigation clarified that IP Restrictions do indeed apply to API requests. The key issue encountered was that reporting workflows that fetch machine statistics via the REST API started returning "Unauthorized" errors after IP Restrictions were enabled. Although the API tokens used for authentication were verified as valid and not expired, the requests failed due to the IP restriction settings. The resolution involves adding the public egress IP addresses of the systems making the API calls (such as those running the reporting workflows) to the organization's IP Allow List in ControlUp. This setting is accessible under Settings → Security → IP Allow List in the ControlUp management console. Once the calling system’s IP addresses are added to the allow list, API calls from those IPs will be authorized, provided a valid API token is also used. For more detailed guidance, official ControlUp documentation and references include the API endpoint for managing IP allow lists (https://api.controlup.io/reference/orgipallowlistpubliccontroller_create) and the knowledge base article on IP Allow Lists (https://support.controlup.com/docs/ip-allow-list). These resources offer comprehensive instructions for configuring the IP Allow List to control API access securely.

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How to Preserve Static Filters When Copying ControlUp Dashboards

Posted on July 24, 2026

In ControlUp dashboards, users may desire to create copies of a dashboard with pre-set filters that remain consistent and "locked" across multiple instances or devices. However, a limitation exists in that filters on copied dashboards reset to default values rather than preserving the original filter settings. This is because filter states are saved within the URL, allowing users to copy or bookmark filtered views. At the time of the inquiry, a reported bug prevented these filters from automatically restoring when a dashboard was copied or opened from a saved URL. This issue affected workflows where multiple dashboard copies were needed with static filter criteria for consistent monitoring or reporting. ControlUp acknowledged the bug and targeted a resolution by mid-August. The issue has since been resolved, enabling filters to properly restore from the URL when duplicating or accessing dashboards. While users can facilitate quick filter selection with variables, the fix now ensures filter states remain persistent as intended when copying dashboards, thus supporting more effective and static customized dashboard scenarios. For further details on dashboard filter functionality and managing variables, users can refer to the ControlUp Knowledge Base and related documentation available at https://docs.controlup.com. The ability to save and restore filter states enhances dashboard usability, particularly in environments requiring consistent monitoring views across multiple devices or team members.

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How to Use the New Markdown Export Feature in ControlUp Documentation for Large Language Model Integration

Posted on July 23, 2026

ControlUp's documentation site has introduced a new feature that allows users to copy any documentation page in markdown format. This enhancement is particularly useful for users who want to upload ControlUp content directly into large language models (LLMs), facilitating better and more precise script crafting or automation related to ControlUp products. For example, users can now easily convert the "Scripting Guide" page into markdown and input it into their LLM environment, ensuring that the model has detailed, structured data to work from. This markdown export capability streamlines the process of creating LLM-friendly documentation inputs, addressing a common challenge when working with extensive or complex technical materials. By providing content in markdown, the documentation is preserved in a clean, readable, and semantically rich format that LLMs can parse more effectively than raw HTML or PDF files. While it is not explicitly confirmed whether this feature was developed directly by the ControlUp team or if it stems from an update to the documentation platform itself, it represents a valuable improvement for the community. It supports advanced use cases such as automated script generation, query assistance, and customized training data preparation for ControlUp’s digital employee experience (DEX) and IT performance monitoring tools. The feature has been recognized positively by users for simplifying integration of official ControlUp documentation into AI-driven workflows. For more details on ControlUp’s scripting options and how to utilize documentation effectively, users are encouraged to visit the official documentation site at https://docs.controlup.com, where this new markdown export option is available.

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ControlUp Community Meetup 15: How to: Connecting MCP AI to your Real-Time Data

Posted on July 10, 2026

Learn how to connect AI to live enterprise data using the ControlUp MCP Server. In this session, Chris Twiest explains the fundamentals of Model Context Protocol (MCP), including LLMs, prompts, system prompts, tool calling, and retrieval, before demonstrating how to connect Claude Desktop to ControlUp. Watch a live walkthrough of configuring the MCP Server, querying real-time endpoint data, visualizing application crashes, comparing results against historical baselines, and using system prompts to dramatically improve AI accuracy. The session also explores practical use cases, including upgrade planning, combining multiple MCP servers, building custom AI interfaces, and the future of autonomous endpoint management.

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