Creating a workflow using flow designer

June Anderson
Tera Contributor

Hi

 

I am needing to create a simple workflow using flow designer, I could use workflow editor for this but I want to get into the habit of using the flow designer and needing help

 

Its a simple workflow where only HR manager group members can create a account provisioning/de-provisioning  from the portal and when all mandatory fields are entered, and submitted, then the Service Task Catalogue is created and assigned to the Human Resource Management Group

 

And as a member of the Human Resource group, when I assign the task to myself and I set the state to closed, then the service task catalogue is closed

 

Please see the form below

 

JuneAnderson_0-1706572455354.png

Thank you 

5 REPLIES 5

Kai Tingey
Tera Guru

sounds quite straight forward, what specifically are you having an issue with in flow designer? 

 

basically you want trigger = service catalog

add action get catalog variables and point it at your catalog item

add action create catalog task, use the bread crumbs to assign it to requested item from trigger and populate the task fields as required, you can use the 'get catalog variables' activity to dig out the user's responses.

Leave the 'wait' box checked - this will pause the flow until task is completed.

then add an 'update record' action, point it at the requested item from the trigger using the breadcrumbs again.

Set it to update state to "closed complete". This will close the request item, and by extension, request.

 

Never done it before, lol just looking at it and could not figure out where to start from

 

Thanks for your help. Let me attempt it 

This is where my issue is, cant find the variables to point them to the catalog item

JuneAnderson_0-1706576224008.png

 

@June Anderson 

 

For accessing the variable you should use the 'Get catalog variable ' action .

I have attached the snapshot for your reference.

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