Flow Designer: Replacing HR Task with Catalog Task for Catalog Item Submission

[seaxie]

Hello everyone, I am new to the forum and hoping for some guidance on a challenge I'm facing with Flow Designer.

I'm building a subflow that needs to create a task for a People Leader. This task's purpose is to prompt them to submit a "Reclaim Asset" catalog item for a resigned employee. The crucial part is that when the People Leader opens this task in the Service Portal, it should directly display the "Reclaim Asset" form for them to complete.

Our initial idea was to use the OOTB Submit Catalog Task action. This action creates an hr_task that successfully presents the "Reclaim Asset" form within the Service Portal when the People Leader opens the task.

However since the "Reclaim Asset" form submission is no longer considered part of the HR process. We want to switch from Submit Catalog Task to the Create Catalog Task action. The issue I'm running into is that the Create Catalog Task action has a mandatory "Requested Item" field, which seems to require an sc_req_item record. When I try to leave this field blank or link it to the HR Case record (which triggers my subflow and is an sn_hr_core_case record), the flow fails with a "No valid req found" error. This confirms that the field strictly requires an sc_req_item record.

Is there an alternative or more direct way to use the Create Catalog Task action to achieve the desired outcome of presenting the "Reclaim Asset" form directly within the task in the Service Portal? Any insights or different approaches would be greatly appreciated!

[Mark Manders · Accepted solution]

Of what process is this task part of? You can just add the link to the form in that task and have it close the task as soon as the form has been submitted. 

But also: why not create the entire RITM/TASK from the subflow? You know the user that resigned and you have the assets in the system, so all the information is available. Does this have to be a manual task?