New hire Onboarding using Orderguide Sequencing and Process Automation Designer(PAD)

[RiteshAlla]

Hi Team,

I want to use Order guide sequencing fulfillment plugin for my new hire onboarding Order guide. This plugiin helps me to create a RITM and wait for its completion before starting other RITM's in the Orderguide.

I want to use the Outputs from the first RITM and use them in the subsequent RITM's.

For example - First RITM will be to create a new user account. Following RITM's will use this newly created user info to request other services.

Sequencing works perfectly fine using the plugin.

But i need help on how to use the outputs from the first RITM  and pass them to the subsequent RITM's. Has any one done this before? If so, how can we acheive this?

[Old Jonesy]

Hey Ritesh,

I'm actively working on a similar requirement. I don't have a solution yet, but maybe you've completed this already?

If not maybe we can bounce ideas. I'm starting with this post to hopefully jumpstart the configuration - Updating all RITMs once a field change on one RITM 

[RiteshAlla · Accepted solution]

Hi @Old Jonesy , I have used the Flow designer flow  for my requirement and that works perfectly. Once the first RITM is closed complete, my flow gets triggered. As my first RITM is to create user account, i have lookup user records action in my flow which searches for created user and populate this user as Requestedfor for the subsequent RITM's. I think similar thing can be done for  any variable from the first RITM and pass it to the other RITM's. Let me know if you need any help.

[Old Jonesy]

@RiteshAlla Yes! I definitely could use some help. I have the same requirement. I was hoping to solve this in Workflow Editor, but if you have it working in Flow Designer I'd love to see how you did it. I'm certain it will work for me as well.

[RiteshAlla]

@Old Jonesy  - You can achieve this using Workflow editor too. I did not try that way as we do not update or create workflow for each item. Here is how i did it with Flow Designer

As advised in this forum question heading, i used On boarding Sequencing plugin along with Process Automation Designer to just allow one RITM to be worked on while others are waiting from the order guide.

Flow steps as below:

Flow is triggered as soon as the Catalog tasks created from all other RITM's in the Order guide other than the first one. In my case account creation.

1) I loop through to all catalog tasks to get the ones which belong to the above request and does not belong to account creation RITM which is the first one.

2) I search for the Catalog task which belong to the first RITM which is account creation.

3) Now i wait for the Account creation catalog task to be closed complete. This can be via manually closed or some automation adds the user to the AD or ServiceNow user table.

4) Now you get Flow to get variables from the Account creation sctask as we need them to search for created users.

5) We use look up to search user table to search for the user created mentioned in first catalog task

6) Then for each found catalog task records from step 1

7) Update the Catalog task record with Requested for as the user found from Step 5

😎 Same as step 7. Update RITM

In your case, the first RITM can be anything. Once the first RITM is closed then get variables from that Sctask and use that in the flow. If this is confusing or still need help, please outline your requirements.