Creating a fillable form as part of Catalog item workflow

Aaron25
Tera Guru

Hi Everyone,

 

Had a question about creating a fillable form for users to fill out as part of an catalog task workflow.

 

Here are the steps we are trying to accomplish:

 

Example Onboard form:

 

 Catalog Item is submitted and user information is populated including their manager.

 

 Once the Item is submitted two things happens. 

1. A catalog task is created to the Service Desk Team to action the account creation (Done)

2. A fillable form is sent to the Manager taken from the field populated from above for them to fill out. The form would be information like access, hardware etc. This can be done via email, or ideally a link to ServiceNow.

Once the form is completed, it would add it to either the RITM or SCTASK for the Service Desk to action.

 

Would the above be doable as part of the catalog workflow? Or would this require another Request Item all together?

 

Thank you in advance.

 

 

 

2 REPLIES 2

Derek T
Tera Contributor

Did you ever figure out if this is possible? I have a similar request at work here 

Hi Derek,

 

So I ended up making a hidden catalog item that get's automatically sent to managers from our HRIS system for them to fill out.

 

Once we get the catalog item, we just use the parenting option for the tasks manually so we can keep track of the requested access.

 

I had to add the parent field for SCTasks so it is visible.

 

Bit of a workaround but the way our business and HRIS is set up this was the best solution for us.