Custom table and Process Flow design

[Ace009]

Let's say you have a Ticket (catalog item) with 3 possible "Request Types", for sake of simplicity: Create, Modify, Delete. Each of these types have their own different and unique steps, fields, validations etc. The requirement is to also utilize the Process Flow formatter on the backend form for fulfillers.

How would you set up the form/catalog item, tables, etc?

The challenges Im seeing are:

• Only one process flow can be created for a table
  • have to utilize some jquery to hide steps that dont apply to a specific Type
• Record producers can only create a specific record type. 
  • In case you want to create a table for each type to utilize unique process flows

[Tanushree Maiti]

Hi @Ace009 

• In The catalog item , add a Select Box type variable named like Request Type
• Add 3 question Choices

                Create 

                Modify

                 Delete

• Create a flow for this catalog item and attach with it.
• Based on Requested type selection ( Create/Modify/Delete) - You decide approval And fulfillment flow and design the flow accordingly

In Flow, After the "Get Catalog Variables" step, add a Flow Logic > If block:

• Condition: request_type (variable) is create.
• Action: Insert steps for record creation (e.g., Create Record) Or Create SCTASK  with assignment group who will do the fulfillment manually

2. Handle Modifications

Add an Else If block:

• Condition: request_type is modify
• Action: Use the Update Record action to change existing data. Or Create SCTASK  with assignment group who will do the fulfillment manually

3. Handle Deletions

Add another Else If block:

• Condition: request_type is Delete
• Action: Use the Delete Record action or set a "status" field to "Inactive." Or Create SCTASK  with assignment group who will do the fulfillment manually