Automation of CMDB Attestation

nameisnani
Mega Sage

Hi Team , 

 

can anyone please help me on this requriment 

 

The ARC Assessment needs to be completed by the person who manages the Business Application every 12 Months - The intension of this request is to set up a way of reminding the Manager of the Business Application that the ARC assesment is due to be completed 1 month ahead of the yearly anniversary of the assessment - First write a query that identifies all the business applications that are due for an ARC assessment reminder letter

In other words the query Returns all the Business Application values where
(Today) = "ARC Assessment Date" + 11 Months
For those Business Applications generate an email to the "Managed By" person to remind them that their ARC assessment is due in the next 30 Days
This job should run on a schedule which is to be defined - I suggest daily

 

nameisnani_0-1745901340494.png

 

 

 

please provide flow designer steps if possible please provide flow screenshots for better understanding 

2 REPLIES 2

Udayrathore049
Tera Contributor

1. Scheduled Flow Setup:

Trigger: Set up a scheduled flow to run daily.

Condition: Use a "Look Up Records" action to query the Business Application records where:

ARC Assessment Date is not empty.

ARC Assessment Date is exactly 11 months ago from today's date.

This can be achieved by comparing the ARC Assessment Date with GlideDateTime minus 11 months.

2. Sending Reminder Emails:

For each Business Application record returned:

Retrieve the "Managed By" person's email.

Use the "Send Email" action to send a reminder email, informing them that the ARC Assessment is due in 30 days.


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Regards
Uday Rathore
ServiceNow Developer
LinkedIn: https://www.linkedin.com/in/uday-rathore049/

Hi @Udayrathore049 

 

could you please provide me the flow configuration screenshots ,