Flow Designer for catalog item

runda
Tera Contributor

Hi All,

I wish to create a flow for my catalog item where it meets the below condition

IF location is remote or Onsite it should create catalog task once this task is closed it should create new catalog task.

If Location is not remote offshore and onsite then create catlog task for onsite team.

Is there any way to achieve this

Thanks

1 ACCEPTED SOLUTION

MD AQUIB KHAN
Giga Guru

Hi Runda,

As per your requirement, I have created the flow designer. Please replicate the same.

Step 1:

Flow Designer:

1. Trigger:

MDAQUIBKHAN_0-1667830628673.png

2. Add Action: Get Catalog Variables. Note it is OOB Action to fetch the all the variables.

MDAQUIBKHAN_1-1667830821483.png

Points to be noted: Submitted Request (Requested Item): Select the Trigger>Request Item Record using the Data Pill Picker.

3. Now Your Conditions

    If Location is Remote or Onsite, then Create one catalog task.  Note Please modify accordingly. 

MDAQUIBKHAN_2-1667831085457.png

MDAQUIBKHAN_13-1667834675985.png

 

 

4.  Then Create one Catalog task. Select from actions Create Catalog Task. No Need to select the create record actions.

MDAQUIBKHAN_4-1667831286243.png

Create Catalog Task Action:

MDAQUIBKHAN_14-1667834778585.png

 

 

Note: Make sure to check the wait box because until unless the record is closed completed. Then the other task will create.

5.  Now your another condition, If the above task is closed complete then only Create the other Catalog task.

 For this, I have used Lookup Record to fetch catalog task which is closed ClosedComplete. 

MDAQUIBKHAN_16-1667834939854.png

MDAQUIBKHAN_15-1667834880597.png

 

MDAQUIBKHAN_17-1667835002401.png

 

There are few important points to consider.

1. Query the table: Catalog Task: sc_task

2. Condition:  Request Item.SysID is Trigger.Requested itemRecord & State is Closed Complete. // Basically, to link the the RITM with catalog task

6. If status is Closed Complete, then Create the Catalog task.

MDAQUIBKHAN_18-1667835097896.png

Condition Step4> i.e., 4 Catalog Task Record >State is Closed Complete.

 

Create Task: 

MDAQUIBKHAN_19-1667835205717.png

 

7. Your Last Condition if the location is not Remote, offshore. Or if there is any use else if 

Then 

MDAQUIBKHAN_20-1667835255667.png

MDAQUIBKHAN_21-1667835360862.png

 

 

Final Flow will look like this:

MDAQUIBKHAN_22-1667835467534.png

 

Output: Second task will create once the first task is closed complete. 

MDAQUIBKHAN_23-1667835509312.png

 

Else task:

MDAQUIBKHAN_24-1667835584564.png

 

Flow Output:

For Else Condition 

MDAQUIBKHAN_25-1667835666381.png

 

If Condition:

MDAQUIBKHAN_26-1667835729356.png

 

View solution in original post

4 REPLIES 4

OlaN
Giga Sage
Giga Sage

Hi,

Yes it sounds like something that is quite easy to implement.

Have you looked at working with Flow designer at all?

If so, what's the issue? Where are you stuck?

runda
Tera Contributor

I am creating my first flow I added trigger as service catalog and added the if condition but I don't know when the catalog task closes how to create another task Do I need to create update record to update the RITM for closed condition

 

Just add another Create Catalog task action.

 

flow-multiple-tasks.png

MD AQUIB KHAN
Giga Guru

Hi Runda,

As per your requirement, I have created the flow designer. Please replicate the same.

Step 1:

Flow Designer:

1. Trigger:

MDAQUIBKHAN_0-1667830628673.png

2. Add Action: Get Catalog Variables. Note it is OOB Action to fetch the all the variables.

MDAQUIBKHAN_1-1667830821483.png

Points to be noted: Submitted Request (Requested Item): Select the Trigger>Request Item Record using the Data Pill Picker.

3. Now Your Conditions

    If Location is Remote or Onsite, then Create one catalog task.  Note Please modify accordingly. 

MDAQUIBKHAN_2-1667831085457.png

MDAQUIBKHAN_13-1667834675985.png

 

 

4.  Then Create one Catalog task. Select from actions Create Catalog Task. No Need to select the create record actions.

MDAQUIBKHAN_4-1667831286243.png

Create Catalog Task Action:

MDAQUIBKHAN_14-1667834778585.png

 

 

Note: Make sure to check the wait box because until unless the record is closed completed. Then the other task will create.

5.  Now your another condition, If the above task is closed complete then only Create the other Catalog task.

 For this, I have used Lookup Record to fetch catalog task which is closed ClosedComplete. 

MDAQUIBKHAN_16-1667834939854.png

MDAQUIBKHAN_15-1667834880597.png

 

MDAQUIBKHAN_17-1667835002401.png

 

There are few important points to consider.

1. Query the table: Catalog Task: sc_task

2. Condition:  Request Item.SysID is Trigger.Requested itemRecord & State is Closed Complete. // Basically, to link the the RITM with catalog task

6. If status is Closed Complete, then Create the Catalog task.

MDAQUIBKHAN_18-1667835097896.png

Condition Step4> i.e., 4 Catalog Task Record >State is Closed Complete.

 

Create Task: 

MDAQUIBKHAN_19-1667835205717.png

 

7. Your Last Condition if the location is not Remote, offshore. Or if there is any use else if 

Then 

MDAQUIBKHAN_20-1667835255667.png

MDAQUIBKHAN_21-1667835360862.png

 

 

Final Flow will look like this:

MDAQUIBKHAN_22-1667835467534.png

 

Output: Second task will create once the first task is closed complete. 

MDAQUIBKHAN_23-1667835509312.png

 

Else task:

MDAQUIBKHAN_24-1667835584564.png

 

Flow Output:

For Else Condition 

MDAQUIBKHAN_25-1667835666381.png

 

If Condition:

MDAQUIBKHAN_26-1667835729356.png