Catalog task

[Akki1]

Once item submitted I want to create catalog task and assign to one group and then once the first task is complete then I want to create second catalog task and assign to group bcd. And if first task is marked incomplete or cancelled or something then change state of ritm and close it. Shouild I use flow designer?

[Mark Manders]

Yes. That's the easiest way to do it. Your process is visualized and you can drag and drop anything you need.

[Robbie]

Hi @Akki1,

You've got some great advice already here. My '2 cents' as it were:

If you're wanting to apply these changes to an already existing item and that item has a workflow associated - then simply update the existing workflow.

If the changes are for a new or yet-to-be productionised item, then now would be a good time to use flow designer to control this.

To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.

Thanks, Robbie

[Akki1]

@Robbie 

But do I need to update ritm record also in flow? If both ctask is closed will the ritm not close automatically or if first ctask is made incomplete then ritm will be marked incomplete? or should it be manually put in the flow?

[Robbie]

Hi @Akki1,

So as to ensure you get the desired result based on whether option 1 or option 2 (or more) is followed, you can use the 'Set Values' step under 'Utilities' in the workflow editor (or if its a flow, use appropriate steps) as shown below to update the item state. (so in short - yes. Update the ritm)

To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.

Thanks, Robbie

[Maddysunil]

@Akki1 

Yes, using Flow Designer in ServiceNow is a suitable and powerful approach to automate the process of creating and managing catalog tasks based on the completion status of preceding tasks. Flow Designer allows you to design complex workflows with ease, using a visual interface to define the logic and sequence of actions.

Step-by-Step Implementation

1. Create a Flow:

   • Go to Flow Designer > Create New Flow.
   • Name your flow (e.g., "Catalog Task Sequencing").

2. Set Trigger:

   • Select the trigger for when a catalog item is submitted. This could be tied to a specific RITM table event or a catalog item submission.

3. Add Actions:

   • Create the First Task:
     • Add an action: Create Record.
     • Table: Catalog Task [sc_task].
     • Set the Assignment Group to Group A.
     • Set other necessary fields (e.g., RITM reference, task description).

4. Wait for Task Completion:

   • Add an action: Wait for Condition.
   • Condition: Wait for the Catalog Task state to change to "Complete".

5. Add Conditional Branching:

   • Add an action: If.
   • Condition: If the task state is "Complete".

6. Create the Second Task:

   • Under the "If" condition for task completion:
     • Add an action: Create Record.
     • Table: Catalog Task [sc_task].
     • Set the Assignment Group to Group BCD.
     • Set other necessary fields.

7. Handle Task Incompletion/Cancellation:

   • Add another condition under the "If" action to check for task incompletion or cancellation.
   • If the task is incomplete or cancelled:
     • Add an action: Update Record.
     • Table: Requested Item [sc_req_item].
     • Set the state to "Closed Incomplete" or appropriate status.

Please Mark ✅Correct if this solves your query and also mark 👍Helpful if you find my response worthy based on the impact.

Thanks