Flow Designer for Multiple Catalog Items

[ShivangiC]

This is my requirement:-

use any catalog item to submit the request. When req item is created, 1st task must be created with name 'Confirm COD'. When 1st task is completed, 2nd task must be created 'Update Tracker'. on 2nd task we have 2 choice fields-- 'New Equipment-- with Yes and No options' and 'Old Equipment-- with Yes and No options'. if user selects 'Old Equipment->Yes', then an incident record must be created. if user selects 'New Equipment->Yes', then 3rd task must be created with name 'Select Customer'. Once 3rd task is Closed Complete, 4th task will be created named 'Request for Bill'. Once 4th task is Closed Complete, 5th task will be created with name 'Submit Bill'. Once 5th task is Closed Complete, the Approval must be triggered to 'Hardware' group. If approver approves it, next task must be created named 'Confirm Delivery'. If request is rejected, again from the 3rd task actions will be repeated. If any of the tasks is marked as Closed Incomplete, RITM is marked as Closed Incomplete and the flow will be ended. Once if the final task is marked as Closed Complete,RITM is marked as Closed Complete and the flow will be ended.

Please help me do it with 'flow designer' and also need to implement the same requirement with Workflow also.

[Dr Atul G- LNG]

Hi @ShivangiC 

It is look easy but you need to use the variable carefully

https://youtu.be/428Is211ZFQ

[Ehab Pilloor]

Hi @ShivangiC,

The requirement is straighforward and easy to implement if you are familiar with using flows.

1. Use Service Catalog Application based trigger for your flow.

2. For 1st catalog task, use Create Record action and add Confirm COD in Short Description.

3. For 2nd catalog task, you would need those fields as resolver variables on the catalog item. And you could use if condition for its combinations and use Create record action on incident table.

4. You can create a subflow for 3rd, 4th and 5th catalog tasks as it is to be repeated after approval is rejected. Use wait checkmark in flow from 2nd catalog task so that flow runs after each catalog task is closed complete. 

5. You can add Ask for Approval action and choose the group as Hardware.

6. You can use if approval is accepted in if condition and add an action to create a catalog task. Use stages and Short description to mark your catalog tasks.

If you found my response helpful, please mark it as Solution and Helpful.

Thanks and Regards,

Ehab

[ShivangiC]

Hi

I am stuck at Catalog Task 2 where I am unable to find those choice fields for if condition.

FYI, those choice field must only be visible at catalog Task 2.

SS attached below