Using an MVRS in Workflow Studio

TomDickson
Tera Contributor

I'm trying to create a new workflow in Workflow Studio for Staff Offboarding, and it's the first time I have used an MRVS in a workflow.

The catalogue request form has an MRVS which is populated with the hardware records once the name of the departing user is entered on the form.

The requestor can then select an action for the asset, as per screenshot below. 

MRVS.jpg

Now in Workflow Studio, I want to set up the following:

 

  1. If action required is Return to Technology Services > Create Catalogue Task. 
    Then a task is available for our Field Services team to collect the asset(s) with that action. All assets with that action should be listed in the task the description.
  2. Once that task is closed, then I want 'Update Record' to update the assets to In Stock state (and a corresponding substate)

 

  1. If action required is Transfer > Update Record. 
    Then the asset record is updated with a new Assigned To name. 

 

However I cannot select these fields for an If logic.

Screenshot 2025-08-15 140810.png

I looked elsewhere and found information relating to creating a For Each loop, but that did not assist me. 

TomDickson_0-1755232791842.png

Any help would be appreciated. I only started using workflow editor this year, and my scripting background isn't strong.

8 REPLIES 8

I have followed your example; however, my selections are greyed out in the second component of the loop. 

Workflow.jpg

 

Ok, I have gotten further today with the screenshot. 
It created the catalogue task for me, with the MRVS in the task. It however shows assets in the MRVS which are both Return to Technology Services and Transfer. 
I'll need it to only show those under Return to Technology Services.

Screenshot 2025-08-20 150452.png

 

@TomDickson , you can write a catalog client script or ui policies on the variable set for that instead of flow.

If this works, please mark it as helpful/accepted — it keeps me motivated and helps others find solutions.
Shashank Jain

@TomDickson , If my above solution helped you a little bit - please mark it as accepted/helpful so that it help future readers. That will be much appreciated.

 

If this works, please mark it as helpful/accepted — it keeps me motivated and helps others find solutions.
Shashank Jain