Thank you so much for this. Your videos are on point for quickly learning Flow. I love that you call out the gotchas. I have been using ServiceNow workflows since 2012 and this is brave new world for me. Thanks for making it easy.
Really appreciate the effort you put into making these videos. My company's decision makers woke up one day and decided to retire the enterprise IT management system in ~8 months, replacing it with ServiceNow - and I'm talking about a large multinational here. Videos of the community, especially yours, have been both time and life savers to people like me, caught in the middle of the storm. Thank you.
Ah haha 😀 we’ve all been there, you are not alone 🙂. Happy to know I’ve helped in some way. Thanks. What apps/processes are you putting in? ITSM to start?..it’s a exciting journey so buckle in 🙂.
@@ServiceNerd Just ITSM for now. To be honest, this platform has been impressing me with all of its features and capabilites. Definitely a welcome change, albeit a bumpy one :)
😀 wouldn’t be as interesting if everything went to plan 😀..how boring, yet less stressful would life be?! Good luck with the rest of the journey. Hope it goes well
sir, i have been creating a certfication reimbursement catalog item , but was't able to add stages and lot of things, trying since 5-6 hours , thank you so much , this was the best video. i will just suggest this video to my friends🤩
Hey! Thanks for the kind words!!! It makes the couple hours of edits worth it :). I did this vid a while back and so will be doing a re-hash soonish/when I find the time. THanks
Dude you helped me sooooo much. There are so many items in Servicenow that I spend hours upon hours trying to find information for. You explained in 30 minutes what Servicenow explains in 30 articles.
Thanks for kind words..makes it totally worth it knowing I’ve shared something of use 😀 thanks. I’ll be doing some more in the coming week. Stay tuned!
Excellent video! I learned everything I needed to know about the Flow stages to complete a task at my job in 5 minutes watching this. Well done, thank you!
Thanks a lot for sharing this knowledge, I am creating a catalog item which would trigger a flow on submission and this video has immensely helped me in my implementation.
Thank you so much for this! I've somehow stumbled my way into being the Service-now admin at work, and Flow Designer had me stumped. I think you might've saved my job! LOL
I absolutely love comments like this!! Makes it 100% worth doing the vids! Stay turned for a re hash in this one..this is an oldish one so want to update to make it slightly more fun. 😀. Glad it helped!
This video is brilliant. Was getting really frustrated struggling to see why my Flows were not bringing stages into my portal. Had no idea that is where Stages were set in Flow Designer. Thanks a mill!
Hey There. Great video. I was looking for how to add stages in a ServiceNow Flow. This isnt covered anywhere on any of the youtube videos I came across. I think this video is really helpful in general, so maybe if you add how to add stages to the title of the video it will get more views because none of the videos on youtube cover this. Thanks and Have good day.
Question: if I want to send an email notification from the system with buttons that have for Approve and Reject--how does that work? The way it is shown, it does create my Approval, but there is no email sent to the Approver. I would like to send an email to the Approver with the option to Approve via email.
Thanks for the comment! Always looking for some ideas and hoping to ramp up the vids as the UK lockdown gets lifted. Anything specific about UI actions?
Hey thanks for subscribing and the comment..much appreciated. Stages in any order? I guess my "consultant" answer would be more along the "think of the process lines". Requests by they're nature are pre defined and therefore do or should have an order, not as fluid as lets say incident process. Perhaps look at all the use cases in that process to map out the pre-determined routes and go from there. May well be turn out you can map those out in flows by being a lil clever :)
Hii u r vedio is nice to explain..I have question when we attach excel file, how to create a multiple ritms under single request? Can we achieve this in flow designer?
Great Video and the Channel as a whole. Great help to the rest of us. My question pertains to 12:45 mark. I am not able to select name_vs. Any idea why? How else can I choose manager approval in flow designer?
Hi, Thanks for the comment. So the name_vs is the name of the variable I created on the form (which is a reference to the person requesting for in this case) You have may have a different field on your form with a different name. Make sure to do the 'Get Catalog Variables' activity at the start of the flow so you then have access to all variables on your request from the data pill. Hope that helped.
This was a great vid. Simple and to the point. Question, how did you circumvent or handle the approval stage on the sc_request? Currently, there is an OOTO BR that prevents any sc_req_item flows from being kicked off until the sc_request stage is set to request_approved. I've had to create another flow that auto-approves sc_requests when they are submitted for my sc_req_item flow to kick off. However, this is flawed because not every sc_request should get auto-approval.
I don't recall having to do anything specific at the time. Although was a while ago and I'm old! Maybe re-create the "old" style flow on the sc_request table in flow designer. Shouldnt take too long and should do the trick. Weird if thats not OOTB though.
Hi Tarik, today I spend much of my time looking for a solution and the answer is here: community.servicenow.com/community?id=community_question&sys_id=c57ecf4bdbf0089014d6fb2439961985 Basically, you have to create a "business rules" that directly points to updating the sc req (approve them) of our example. how do we distinguish it?: the sc req item has 6 variables and if some mandatory values are completed, then you should approve the requirement for the flow to run. I hope you can understand it, or I can leave the code if you need it
Great video, on the flow designer with a Service catalog perspective. Any inputs on how do we get the state updated on the RITM based on that set on the SCTASK? For ex. If a task is Closed Incomplete or Closed Skipped, the same needs to be updated on the RITM. any inputs on this will be really helpful.
Thanks for the comment. If using Flow designer to do this you could create an action for creating the SCTASK and on completion of that task add another action after of Update Record (the RITM) and make the RITM state equal to the SCTASK. You can use the tree selector for this. That's a fairly straight forward approach but with all things SN there are multiple ways to achieve the same result and so its about looking at the options and going with the right one for the situation :)
Hello @serviceNerd, your video helps me a lot. But I have a doubt if some work notes are added to the catalog task, how does it come on the request and also if the catalog task state was set to be closed incomplete then still the request state was moved to closed in this video. How we can overcome it. Thanks,
Hey! thanks for the comment...OOTB comments/notes added to sc_tasks dont go up to the parent RITM. Ask the question: Do you want that to happen? How confusing will it be when you have more Cat tasks all sending notes up. Do you have to prefix the notes perhaps? If you do this for 1 item flow, should you do it for all and therefore a global config. I suggest the latter and so perhaps add this to its own flow or old school business rule (I did a video on just that..have a look in by back catalogue).
I seem to have an issue, the approval isn't automatically assigned to the requestor's manager until I manually approve the sc_request record. Once I manually approve the REQ, then the RITM will automatically update the approver to the user's manager. Is anyone getting this behaviour as well? Any solutions?
Hey..replied on another comment I think 😀. Check out Why doesn't my RITM Flow start? | Service Catalog Request Workflow | REQ Flow ruclips.net/video/EFYZY8EDR9M/видео.html
Hi, Thank you so much for your amazing videos. Just curious about a requirement if we have 1000 catalogs and use same flow however we need to assign assignment groups and different number of catalog task for half of items. how do we achieve this ??
Thanks for the comment! Great question…you’d probably want to create a specific workflows for each scenario and perhaps use a data lookup table for the assignment groups..or perhaps more scalable create a specific dynamic workflow app to cater for all this..but that’s a project in its own right! 😀
So when you have the create catalog task step, does the next step automatically follow once the catalog task is completed? As in you don't have to configure that?
Hey thanks for the comment..you can set the flow to wait for task completion before moving on or just carry on..it’s a check box in the action when you add it in. Enjoy!
Hmmm I don't recall having to do anything specific to close the REQ. I believe is the Close Parent if Required Business rule on the sc_req_item table that closes the REQ if all items are closed so maybe worth having a look at that rule.
Did the Flow create the REQ or did OOB workflow create the REQ? i'm having issues with our REQ level workflow getting triggered when trying to use flow on a catalog item request.
Hi @ServiceNerd, Thanks for the video! It's been incredibly helpful with so much, however I'm having issues with the triggering part. From what I can gather, the submission of a request in a catalog generates a RITM (in this case, the BMW) and a parent REQ (I assume for "cart" purposes and being able to have multiple items per REQ), but this trigger only seems to fires when the parent REQ has already been approved for me, where on yours the flow triggers anyway and the RITM's updated. Any idea how/why (I'm currently running almost completely OOTB)? Much appreciated!!
Hey @yarrick..sorry for the delay. This was a while ago and so casting my mind back :)..you could set the REQ to auto approve. Simply create a Flow for the REQ table that sets approval to approved on creation. Or there is an OOTB legacy workflow which you can recreate in Flow..it has some monetary conditions to either gain approval or auto approve. Apologies this was a while ago so may well have changed. I will absolutely do a new video to answer/go through some of the comments on this one...just had a great idea for a vid :) thanks
@@jordangoodfellow7730 Hey mate, So sorry that I missed this reply! Yes, I did find a solution. I found a post within the ServiceNow community forums that directed me to a "Business Rule" which determines when a Flow should be triggered, called "StartFlowDesigner Flow". In order to get things to work, I needed to: - Go into Business Rules - Locate the Rule called "StartFlowDesigner Flow" - Navigate to the "Advanced" tab - Update the "condition" under which the Flow should be triggered - I personally removed the "&¤t.stage=='request_approved'" part - My rules trigger condition now reads: "!current.cat_item.flow_designer_flow.nil() && current.flow_context.nil()" Once done, as the Triggering is no longer dependent of the state of the Request, all worked as expected (well, so far) Hope I'm not too late to have helped! and Good luck! ref: community.servicenow.com/community?id=community_question&sys_id=ab4daaf9dbe8885cd58ea345ca961959
Subscribed. These are great. Thanks for taking the time. Do you think you might look at sequential approval in a future video? ie. approver 1 has to approve before approver 2 is asked for their approval? I've been trying various approaches to no avail.
Hi, Thanks for the comment and sub! always appreciated :) I plan on doing a few more FD vids but current lockdown/outside commitments are absorbing the time at the min. I'll add this one to the list as did this the other day. My key thought: When adding an approver to FD it associates to an approval field (to set when requesting/approved), as that's only 1 field I guess we have to say its 1 approval phase which covers 2 different approver types. i.e. the approval of the records is only fully set once all approvals (from the different approver types) have been made. In short..you can add an 'if' activity after the first approve. i.e. if approval activity == approved then move to next.
Hey! sorry on the delay..a busy few days, kept meaning to reply. So...i had a look at this on yesterdays live stream. It suggests for the name_vs needs to be a reference field pointing at the sys_user table. Then when you select the manager from the data picket it will show. IF there is still no manager option and your are sure you have a reference field pointing at sys_user. Check the sys_user table to check if the manager has been re-labelled or perhaps someone may have made inactive (dont know why). Try those out. Thanks
Hello! Great video! I was just wondering, how is the relation between REQ and RITM managed? Since there's always a request created when you order an item, how does it know when the request is done? Do we need another flow for that? In your example, the RITM get marked as Closd Complete at 29:58 once the task is done and the flow is finished > will the REQ also be completed since that is the only Item in request? Thank you!
ahhh good question...You do actually need a REQ flow to run..a basic one if needed but works the same as legacy workflow in the sense the RITMS will start after the REQ workflow has ended.
In this instance yes the REQ will be marked as closed as this RITM is the only one in associated to the REQ. The relationship between the REQ and RITM doesnt change when using FD and so works the same as legacy. If memory serves correctly there's a few business rules that run on RITM level that keep everything (RITM and REQ) joined up. My advice is dont mess wit those :)
Thanks for the video. Nice to see a couple of things in there that I have never used - such as stage durations. If you have a way to break into list variables via the 'Get Catalog Variables' flow action rather than having to write custom scripts, can you divulge ?
Thanks for the comment, glad it helped. Do you mean how can we get at list variables to use in the flow when using the OOTB action "Gt catalog variables"?
Hi, Firstly, thank you for the informative video. I have a requirement like creating the copy of the particular request including variables of catalog item when end date(custom field) on the requested item matches with current system date. Is it possible through workflow.
Thanks for the comment. Much appreciated. Would need to understand a little more what your trying to achieve. However on the face of it, if you want to create a copy of the current ritm at a set time/date you could create and add a custom action to the flow triggered by a wait condition. In the action you could use the catalog api to create a copy of the ritm.Obv you’d have to create that action as I don’t believe that comes as standard. Hope that helps.
@@ServiceNerd Thanks for the reply :) The scenario is like below. A user raises a request for his access through catalog item which has requested for, manager, end date and some check box variables in it. When user raises request the end date field will get the date of 90 days after from the creation date (ie. the date on which the access expires) so the user needs to raise a request again after 90 days. Here we want to automate this like whenever the end date matches with the current system date the request needs to be automatically created with the same variable values that user has selected before.
Hi, yes so you could do this with a custom action triggered on x date/time. The action would contains something like this (docs.servicenow.com/bundle/orlando-application-development/page/script/server-scripting/reference/r_ServiceCatalogScriptAPI.html). I'd create the action with some inputs which includes the variables (q and a's)..perhaps pass them in as a json object and consume them from within the script in the custom action.
How do you add a manual catalog task in a flow designer? (By default, there is 1 catalog task and theuse may add 1 or more catalog task manually. How do you check them before closing the RITM?)
To check for closure of sc_tasks prior to ritm task closure you can lookup record actions and use for each to cycle through any open sc_tasks. If found then add to a flow variable. Then when the for each has finished check to see if the flow variable is set. Not tried that but can’t see a reason that wouldn’t work. Good luck 😀
@@ServiceNerd We are planning to develop an appp in ServiceNow where data from several external systems will be fetched using rest API calls, importsets, etc.; and will pass each fed through flow designer and use some complex logic to create the output to display to the user. I am new in servicenow and trying to understand what modules I have to learn to design and develop the application. I understand that we will have to use service portal and flow designer. I am not sure if service catalog is needed or not. Also, what else I need to know.
@@amohammed8972 Hi..sorry missed this message. Understanding IHub, Flow designer and spokes is where I'd start here. There are plenty of servicenow resources which go through each in more detail and of course the community is a hub of experts for specific questions/areas.
Hi, Thank you for informative video particularly about stages, but i have a question would appreciate if it get answered. I wanna know what if we have two SC tasks i.e., sc_task1 & sc_task2 with same stage (lets suppose DESIGN stage)but the duration/SLA of each sc_task is not same i.e., sc_task1 has 5 days where as sc_task2 has 4 days and stage of requested item has to be in design stage until both task are completed. Thanks in advance & Have a great day.
Hi, Thanks for the like & msg..appreciated. Excellent Q..I guess its all in the specifics..do they run in parallel or sequence? etc. You could add the stage with a duration of the total I guess. Although..FD does have its limitations currently. i.e. the estimated duration of the request itself doesn't calculate or display on creation, meaning the end user would never see it. Stay tuned for more FD videos, this may well make the topic list :)
@@ServiceNerd Thanks for reply, I have one more question though i am struggling to trigger flow designer using service catalog trigger, my instance is madrid, i have install plugin for service catalog support. i am unable to find the solution why my flow is not getting triggered for service catalog. In my instance i have a outbound soap message integration to create RITM. Highly appreciate your response. thank you!!
A bit tricky without full context..however 1 thing to try. Remember that the RITM wf/flow only runs once the REQ wf/flow has finished. IF using flow designer to run on the RITM, the parent REQ also needs an associated flow (created in FD of course). Create a simple flow on the REQ table to set the REQ as approved then end. Note: You can test the RITM flow within FD itself, however this wont take into consideration a REQ flow. Hope that helps.
Hi @servicenerd, I really like you video - and i have quest due to a demo i need to setup. The Use case: I have a incident ticket and some times i need to collect information to the user (caller) from a external system. the external System is a SOAR tool withc will report the results back to SNOW as a work note. Could you point me out to the right approach / documentation what i need to setup? I dont understand how to do those steps in SNOW ... triggerirng a flow, and how do i setup a flow to trigger the external system like a SOAR? Thanks for your feedback
Hi!..thanks for the comment. As with most things in SN there a multiple ways to achieve the same result. The trick is knowing which one to take with all factors considered. Your requirement is an integration and so the default answer has to be to look at integrationHub capabilities with flow designer. You can trigger the flow server side (from record update) or client side if needed, This does has some license implications and so need to know what license the instance is under (spk to acc manager). Failing this route you could do this via a standard REST service setup and call it from an action like UI action of field change etc and setup a script include to handle the processing etc.
Part of why I love my job...always something new to learn :) I did do a flow designer/integration hub (just for fun) which shows a quick outbound rest setup..check it out it may be of use: ruclips.net/video/9KvNrFdaPlI/видео.html
Thank you so much for this. Your videos are on point for quickly learning Flow. I love that you call out the gotchas. I have been using ServiceNow workflows since 2012 and this is brave new world for me. Thanks for making it easy.
Love this!!
Really appreciate the effort you put into making these videos. My company's decision makers woke up one day and decided to retire the enterprise IT management system in ~8 months, replacing it with ServiceNow - and I'm talking about a large multinational here. Videos of the community, especially yours, have been both time and life savers to people like me, caught in the middle of the storm. Thank you.
Ah haha 😀 we’ve all been there, you are not alone 🙂. Happy to know I’ve helped in some way. Thanks.
What apps/processes are you putting in? ITSM to start?..it’s a exciting journey so buckle in 🙂.
@@ServiceNerd Just ITSM for now. To be honest, this platform has been impressing me with all of its features and capabilites. Definitely a welcome change, albeit a bumpy one :)
😀 wouldn’t be as interesting if everything went to plan 😀..how boring, yet less stressful would life be?! Good luck with the rest of the journey. Hope it goes well
@@pycklez I'm Jealous... :) Always nice to be at the beginning of a ServiceNow implementation. Keep learning and you will be busy for a while
sir, i have been creating a certfication reimbursement catalog item , but was't able to add stages and lot of things, trying since 5-6 hours , thank you so much , this was the best video. i will just suggest this video to my friends🤩
Hey! Thanks for the kind words!!! It makes the couple hours of edits worth it :). I did this vid a while back and so will be doing a re-hash soonish/when I find the time. THanks
Dude you helped me sooooo much. There are so many items in Servicenow that I spend hours upon hours trying to find information for. You explained in 30 minutes what Servicenow explains in 30 articles.
Thanks for kind words..makes it totally worth it knowing I’ve shared something of use 😀 thanks. I’ll be doing some more in the coming week. Stay tuned!
Excellent video! I learned everything I needed to know about the Flow stages to complete a task at my job in 5 minutes watching this. Well done, thank you!
Love it!!
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.@@ServiceNerd
Great explanations! I was lost on how to translate things we did in workflows to flows. Now it's very clear to me, thanks :)
Excellent!! Thanks for the kind words.
Thanks a lot for sharing this knowledge, I am creating a catalog item which would trigger a flow on submission and this video has immensely helped me in my implementation.
Awesome! Glad it helped!! Comments like that is what it’s all about. 🤗
Thank you so much for this! I've somehow stumbled my way into being the Service-now admin at work, and Flow Designer had me stumped. I think you might've saved my job! LOL
I absolutely love comments like this!! Makes it 100% worth doing the vids! Stay turned for a re hash in this one..this is an oldish one so want to update to make it slightly more fun. 😀. Glad it helped!
First video I've found that used stages. Thank you.
Awesome! Glad I can help!. Don’t forget to subscribe 😀
Thank You Very Much!! I was going crazy trying to figure out how to add stages, turns out its that easy lol.
Awesome!! 😎 glad to help.
Thank you for this quality content. You just solved a major problem i've been facing for a week now.
Glad to hear it!
Extremely helpful, in particular the “how to add stages” to flow. 😊💪🏻👍 Thank you!!
Glad it was helpful!
Thx for the video. Very nice to see and learn. I had some issues yesterday but you showed me how to fix it!
Glad it helped!
Wonderful video. This set me straight. Thank you.
No problem! Happy to help!
This video is brilliant. Was getting really frustrated struggling to see why my Flows were not bringing stages into my portal. Had no idea that is where Stages were set in Flow Designer. Thanks a mill!
Excellent! Thanks for the comment and glad it helped :)..will be doing a few more on FD in the next few weeks. Stay subscribed and stay tuned!
ServiceNerd Dont know if you take requests, but how to properly use Look Up Records Action to then use For Each loop logic would be 👌
step by step well detailed video. Thank you
Awesome! Thanks for the comment..glad it helped.
Excellent video to watch . Thanks for your efforts.
Love this! Thanks for the comment..expect another vid on this soonish.
Great video, thanks for putting this together!!
Thanks for the comment! Makes it worth it. I was going to do a re hash of this at some point as it’s quite an old one.
Great video, stages in particular! Also, the usage for scheduled jobs in flow designer! maybe a little video to cover that? All in all, brilliant!
Thanks for the comment. Great suggestion..Ill add that to the flow designer list :)
we need more information around the interaction between REQ and RITM as it pertains to flow designer.
Thanks for the comment..will add that to a future video.
Wonderful Explanation!
Excellent!! glad to help. Thanks for the comment.
Thank you very much for explanation!
Awesome! Comments are really appreciated so thanks 🙂. Glad to of helped.. new vid formats when we hit 2k so stay tuned 👍
Hey There.
Great video. I was looking for how to add stages in a ServiceNow Flow. This isnt covered anywhere on any of the youtube videos I came across.
I think this video is really helpful in general, so maybe if you add how to add stages to the title of the video it will get more views because none of the videos on youtube cover this.
Thanks and Have good day.
Hey..thanks for the view and comment. Feedback is much appreciated!..it was kind of a tricky find :)..thanks for the advice..ill add something in.
@@ServiceNerd Adding stages in workflows is known but in flow designer its not covered.
Thank you very much for this informative video. It helped me a lot in creating my first Flow.👍
Awesome!
Very helpful. Thank you so much!
You're very welcome!
Great work, I appreciate the thorough breakdown as well as the tips & tricks you mentioned.
🙂 thanks for the kind words!..always appreciated.
very clean and well-demonstrated video. Lots of good pointers. Thank you.
:) Thanks for the kind comments. Stay tuned more of the same...well different content of course :)
Question: if I want to send an email notification from the system with buttons that have for Approve and Reject--how does that work? The way it is shown, it does create my Approval, but there is no email sent to the Approver. I would like to send an email to the Approver with the option to Approve via email.
Thanks for the comment..have you tried these: www.servicenow.com/community/developer-forum/how-to-approve-or-reject-a-record-through-email/m-p/1869610
Great work! Nice Demo!
Thanks for comment much appreciated:)
Hi @ServiceNerd please make video on database views....It's making my tasks really hard. And this is an awesome video
Thanks for the comment and sorry for the delay.. Ill add it to to the list..they can be tricky!
Awesome, please make a series on UI action
Thanks for the comment! Always looking for some ideas and hoping to ramp up the vids as the UK lockdown gets lifted. Anything specific about UI actions?
@@ServiceNerd Thanks for the reply, not sure this can be call but how to call workflow or design flow from UI Action
Stay safe
Thank you so much for the detailed explanation. Would you help me with how can we store this service catalog data into another user defined table.
Hey sorry on the delay..can you explain further?
Excellent video, def answered all my questions.
Excellent! Glad to help..stay turned for the next instalment.
Please how do i create email notification? Thank you very much. You made it look so easy
Already done 😀 check out the flow designer email vid if that’s what your after.
Excellent video, thank you. Do you have any tips on if it is possible to design a flow so the stages can be completed in any order?
Hey thanks for subscribing and the comment..much appreciated. Stages in any order? I guess my "consultant" answer would be more along the "think of the process lines". Requests by they're nature are pre defined and therefore do or should have an order, not as fluid as lets say incident process. Perhaps look at all the use cases in that process to map out the pre-determined routes and go from there. May well be turn out you can map those out in flows by being a lil clever :)
Hii u r vedio is nice to explain..I have question when we attach excel file, how to create a multiple ritms under single request? Can we achieve this in flow designer?
nice
Thanks 😀
Great Video and the Channel as a whole. Great help to the rest of us. My question pertains to 12:45 mark. I am not able to select name_vs. Any idea why? How else can I choose manager approval in flow designer?
Hi, Thanks for the comment. So the name_vs is the name of the variable I created on the form (which is a reference to the person requesting for in this case) You have may have a different field on your form with a different name. Make sure to do the 'Get Catalog Variables' activity at the start of the flow so you then have access to all variables on your request from the data pill. Hope that helped.
This was a great vid. Simple and to the point. Question, how did you circumvent or handle the approval stage on the sc_request? Currently, there is an OOTO BR that prevents any sc_req_item flows from being kicked off until the sc_request stage is set to request_approved. I've had to create another flow that auto-approves sc_requests when they are submitted for my sc_req_item flow to kick off. However, this is flawed because not every sc_request should get auto-approval.
I don't recall having to do anything specific at the time. Although was a while ago and I'm old! Maybe re-create the "old" style flow on the sc_request table in flow designer. Shouldnt take too long and should do the trick. Weird if thats not OOTB though.
Hi Tarik, today I spend much of my time looking for a solution and the answer is here:
community.servicenow.com/community?id=community_question&sys_id=c57ecf4bdbf0089014d6fb2439961985
Basically, you have to create a "business rules" that directly points to updating the sc req (approve them) of our example. how do we distinguish it?: the sc req item has 6 variables and if some mandatory values are completed, then you should approve the requirement for the flow to run. I hope you can understand it, or I can leave the code if you need it
Great video, on the flow designer with a Service catalog perspective. Any inputs on how do we get the state updated on the RITM based on that set on the SCTASK? For ex. If a task is Closed Incomplete or Closed Skipped, the same needs to be updated on the RITM. any inputs on this will be really helpful.
Thanks for the comment. If using Flow designer to do this you could create an action for creating the SCTASK and on completion of that task add another action after of Update Record (the RITM) and make the RITM state equal to the SCTASK. You can use the tree selector for this. That's a fairly straight forward approach but with all things SN there are multiple ways to achieve the same result and so its about looking at the options and going with the right one for the situation :)
Hello @serviceNerd,
your video helps me a lot. But I have a doubt if some work notes are added to the catalog task, how does it come on the request and also if the catalog task state was set to be closed incomplete then still the request state was moved to closed in this video. How we can overcome it.
Thanks,
Hey! thanks for the comment...OOTB comments/notes added to sc_tasks dont go up to the parent RITM. Ask the question: Do you want that to happen? How confusing will it be when you have more Cat tasks all sending notes up. Do you have to prefix the notes perhaps? If you do this for 1 item flow, should you do it for all and therefore a global config. I suggest the latter and so perhaps add this to its own flow or old school business rule (I did a video on just that..have a look in by back catalogue).
In order for closure of cat tasks to impact the parent RITM you would need to set that in the flow. i.e. Cat task closes, set state of RITM to x.
I seem to have an issue, the approval isn't automatically assigned to the requestor's manager until I manually approve the sc_request record. Once I manually approve the REQ, then the RITM will automatically update the approver to the user's manager. Is anyone getting this behaviour as well? Any solutions?
Hey..replied on another comment I think 😀. Check out Why doesn't my RITM Flow start? | Service Catalog Request Workflow | REQ Flow
ruclips.net/video/EFYZY8EDR9M/видео.html
Hi, Thank you so much for your amazing videos. Just curious about a requirement if we have 1000 catalogs and use same flow however we need to assign assignment groups and different number of catalog task for half of items. how do we achieve this ??
Thanks for the comment! Great question…you’d probably want to create a specific workflows for each scenario and perhaps use a data lookup table for the assignment groups..or perhaps more scalable create a specific dynamic workflow app to cater for all this..but that’s a project in its own right! 😀
@@ServiceNerd thank you for your comment.
So when you have the create catalog task step, does the next step automatically follow once the catalog task is completed? As in you don't have to configure that?
Hey thanks for the comment..you can set the flow to wait for task completion before moving on or just carry on..it’s a check box in the action when you add it in. Enjoy!
Thanks for the wonderful video. My request is not closing on closing the task but request item is closing. Is it something wrong config by me
Hmmm I don't recall having to do anything specific to close the REQ. I believe is the Close Parent if Required Business rule on the sc_req_item table that closes the REQ if all items are closed so maybe worth having a look at that rule.
Did the Flow create the REQ or did OOB workflow create the REQ? i'm having issues with our REQ level workflow getting triggered when trying to use flow on a catalog item request.
The REQ is created outside of flow designer and so not isolated to what we were doing in this video here.
Hi @ServiceNerd, Thanks for the video! It's been incredibly helpful with so much, however I'm having issues with the triggering part. From what I can gather, the submission of a request in a catalog generates a RITM (in this case, the BMW) and a parent REQ (I assume for "cart" purposes and being able to have multiple items per REQ), but this trigger only seems to fires when the parent REQ has already been approved for me, where on yours the flow triggers anyway and the RITM's updated. Any idea how/why (I'm currently running almost completely OOTB)? Much appreciated!!
Hey @yarrick..sorry for the delay. This was a while ago and so casting my mind back :)..you could set the REQ to auto approve. Simply create a Flow for the REQ table that sets approval to approved on creation. Or there is an OOTB legacy workflow which you can recreate in Flow..it has some monetary conditions to either gain approval or auto approve. Apologies this was a while ago so may well have changed. I will absolutely do a new video to answer/go through some of the comments on this one...just had a great idea for a vid :) thanks
I'm having the same issue. Were you able to find a solution?
@@jordangoodfellow7730 hey..check out the latest flow design video..Why doesn't my RITM Flow start? | Service Catalog Request Workflow | REQ Flow
ruclips.net/video/EFYZY8EDR9M/видео.html
Did one specifically for the what the issue may be 👍. Hope it helps
@@jordangoodfellow7730 Hey mate, So sorry that I missed this reply!
Yes, I did find a solution.
I found a post within the ServiceNow community forums that directed me to a "Business Rule" which determines when a Flow should be triggered, called "StartFlowDesigner Flow".
In order to get things to work, I needed to:
- Go into Business Rules
- Locate the Rule called "StartFlowDesigner Flow"
- Navigate to the "Advanced" tab
- Update the "condition" under which the Flow should be triggered
- I personally removed the "&¤t.stage=='request_approved'" part
- My rules trigger condition now reads: "!current.cat_item.flow_designer_flow.nil() && current.flow_context.nil()"
Once done, as the Triggering is no longer dependent of the state of the Request, all worked as expected (well, so far)
Hope I'm not too late to have helped! and Good luck!
ref: community.servicenow.com/community?id=community_question&sys_id=ab4daaf9dbe8885cd58ea345ca961959
Subscribed. These are great. Thanks for taking the time. Do you think you might look at sequential approval in a future video? ie. approver 1 has to approve before approver 2 is asked for their approval? I've been trying various approaches to no avail.
Hi, Thanks for the comment and sub! always appreciated :) I plan on doing a few more FD vids but current lockdown/outside commitments are absorbing the time at the min. I'll add this one to the list as did this the other day. My key thought: When adding an approver to FD it associates to an approval field (to set when requesting/approved), as that's only 1 field I guess we have to say its 1 approval phase which covers 2 different approver types. i.e. the approval of the records is only fully set once all approvals (from the different approver types) have been made.
In short..you can add an 'if' activity after the first approve. i.e. if approval activity == approved then move to next.
On 12:45 i'm unable to get manager option as there is no options avaialable showing from the name....plz help
Hey! sorry on the delay..a busy few days, kept meaning to reply. So...i had a look at this on yesterdays live stream. It suggests for the name_vs needs to be a reference field pointing at the sys_user table. Then when you select the manager from the data picket it will show. IF there is still no manager option and your are sure you have a reference field pointing at sys_user. Check the sys_user table to check if the manager has been re-labelled or perhaps someone may have made inactive (dont know why). Try those out. Thanks
Sure
Hello!
Great video! I was just wondering, how is the relation between REQ and RITM managed?
Since there's always a request created when you order an item, how does it know when the request is done? Do we need another flow for that?
In your example, the RITM get marked as Closd Complete at 29:58 once the task is done and the flow is finished > will the REQ also be completed since that is the only Item in request?
Thank you!
ahhh good question...You do actually need a REQ flow to run..a basic one if needed but works the same as legacy workflow in the sense the RITMS will start after the REQ workflow has ended.
In this instance yes the REQ will be marked as closed as this RITM is the only one in associated to the REQ. The relationship between the REQ and RITM doesnt change when using FD and so works the same as legacy. If memory serves correctly there's a few business rules that run on RITM level that keep everything (RITM and REQ) joined up. My advice is dont mess wit those :)
Thanks for the video. Nice to see a couple of things in there that I have never used - such as stage durations. If you have a way to break into list variables via the 'Get Catalog Variables' flow action rather than having to write custom scripts, can you divulge ?
Thanks for the comment, glad it helped. Do you mean how can we get at list variables to use in the flow when using the OOTB action "Gt catalog variables"?
Hi,
Firstly, thank you for the informative video. I have a requirement like creating the copy of the particular request including variables of catalog item when end date(custom field) on the requested item matches with current system date. Is it possible through workflow.
Thanks for the comment. Much appreciated. Would need to understand a little more what your trying to achieve. However on the face of it, if you want to create a copy of the current ritm at a set time/date you could create and add a custom action to the flow triggered by a wait condition. In the action you could use the catalog api to create a copy of the ritm.Obv you’d have to create that action as I don’t believe that comes as standard. Hope that helps.
@@ServiceNerd Thanks for the reply :) The scenario is like below. A user raises a request for his access through catalog item which has requested for, manager, end date and some check box variables in it. When user raises request the end date field will get the date of 90 days after from the creation date (ie. the date on which the access expires) so the user needs to raise a request again after 90 days. Here we want to automate this like whenever the end date matches with the current system date the request needs to be automatically created with the same variable values that user has selected before.
Hi, yes so you could do this with a custom action triggered on x date/time. The action would contains something like this (docs.servicenow.com/bundle/orlando-application-development/page/script/server-scripting/reference/r_ServiceCatalogScriptAPI.html). I'd create the action with some inputs which includes the variables (q and a's)..perhaps pass them in as a json object and consume them from within the script in the custom action.
How do you add a manual catalog task in a flow designer? (By default, there is 1 catalog task and theuse may add 1 or more catalog task manually. How do you check them before closing the RITM?)
It’s been a while and so don’t have that flow setup..however you can just use create record action to create another sc_task
To check for closure of sc_tasks prior to ritm task closure you can lookup record actions and use for each to cycle through any open sc_tasks. If found then add to a flow variable. Then when the for each has finished check to see if the flow variable is set. Not tried that but can’t see a reason that wouldn’t work. Good luck 😀
will I be able to run the flow designer from service-now portal?
Hi, Thanks for the comment. Can you explain a little further on what you mean specifically?
@@ServiceNerd We are planning to develop an appp in ServiceNow where data from several external systems will be fetched using rest API calls, importsets, etc.; and will pass each fed through flow designer and use some complex logic to create the output to display to the user. I am new in servicenow and trying to understand what modules I have to learn to design and develop the application. I understand that we will have to use service portal and flow designer. I am not sure if service catalog is needed or not. Also, what else I need to know.
@@amohammed8972 Hi..sorry missed this message. Understanding IHub, Flow designer and spokes is where I'd start here. There are plenty of servicenow resources which go through each in more detail and of course the community is a hub of experts for specific questions/areas.
Hi,
Thank you for informative video particularly about stages, but i have a question would appreciate if it get answered. I wanna know what if we have two SC tasks i.e., sc_task1 & sc_task2 with same stage (lets suppose DESIGN stage)but the duration/SLA of each sc_task is not same i.e., sc_task1 has 5 days where as sc_task2 has 4 days and stage of requested item has to be in design stage until both task are completed.
Thanks in advance & Have a great day.
Hi, Thanks for the like & msg..appreciated. Excellent Q..I guess its all in the specifics..do they run in parallel or sequence? etc. You could add the stage with a duration of the total I guess. Although..FD does have its limitations currently. i.e. the estimated duration of the request itself doesn't calculate or display on creation, meaning the end user would never see it. Stay tuned for more FD videos, this may well make the topic list :)
@@ServiceNerd Thanks for reply, I have one more question though i am struggling to trigger flow designer using service catalog trigger, my instance is madrid, i have install plugin for service catalog support. i am unable to find the solution why my flow is not getting triggered for service catalog. In my instance i have a outbound soap message integration to create RITM.
Highly appreciate your response. thank you!!
A bit tricky without full context..however 1 thing to try. Remember that the RITM wf/flow only runs once the REQ wf/flow has finished. IF using flow designer to run on the RITM, the parent REQ also needs an associated flow (created in FD of course). Create a simple flow on the REQ table to set the REQ as approved then end. Note: You can test the RITM flow within FD itself, however this wont take into consideration a REQ flow. Hope that helps.
Hi @servicenerd, I really like you video - and i have quest due to a demo i need to setup. The Use case: I have a incident ticket and some times i need to collect information to the user (caller) from a external system. the external System is a SOAR tool withc will report the results back to SNOW as a work note. Could you point me out to the right approach / documentation what i need to setup? I dont understand how to do those steps in SNOW ... triggerirng a flow, and how do i setup a flow to trigger the external system like a SOAR? Thanks for your feedback
Hi!..thanks for the comment. As with most things in SN there a multiple ways to achieve the same result. The trick is knowing which one to take with all factors considered. Your requirement is an integration and so the default answer has to be to look at integrationHub capabilities with flow designer. You can trigger the flow server side (from record update) or client side if needed, This does has some license implications and so need to know what license the instance is under (spk to acc manager). Failing this route you could do this via a standard REST service setup and call it from an action like UI action of field change etc and setup a script include to handle the processing etc.
Part of why I love my job...always something new to learn :) I did do a flow designer/integration hub (just for fun) which shows a quick outbound rest setup..check it out it may be of use: ruclips.net/video/9KvNrFdaPlI/видео.html