Workflow Source Request: Assignment group?

[felixmiske]

Where is the Assignment Group for Source Requests determined / configured?

I can see that:

• the catalog item does reference the "Standard Hardware Asset Request" (comes with HAM Pro)
  • that the flow waits for the RITM Sourced state to change to true
• that there is a separate workflow "Source Request" on the Request creating the catalog task "Source Request Items"
  • the workflow is not referenced in the catalog item
  • the workflow sets the assignment group for the catalog task
  • the triggering of the workflow seems related to the Request attribute "sourceable"

I would guess that the trigger for the workflow is somehow connected to the Service Catalog (compare https://www.servicenow.com/community/ham-forum/in-custom-catalog-item-sourcing-task-not-created/m-p/...) - but how and where?

[ericward · Accepted solution]

Hello, I posted this in another thread you commented on, but I figured I would update it here as well.

Source request workflow is triggered when the Request is 'Sourceable'. On the Request table there is a field called Sourceable that is marked as true if the catalog item(s) are published from models. Not to be confused with the field called 'Sourced' that is also on the Request. If you are publishing hardware or software models to the catalog then you will notice that a field called 'Model' gets populated on the catalog item. There is a business rule on the Request that runs and looks at the Item associated to the Request item. To summarize if the Item associated to the Request item has a model, then Sourceable gets marked as true. This workflow is required to properly create the Catalog Sourcing task that is needed for Procurement. 

The Catalog Sourcing task is auto set with an Assignment group called 'Procurement'. If you want to change this it is very easy to do so. In the left hand nav navigate to 'Workflow editor'. once that page is opened on the right hand side search for 'Source request'. Refer to my attached screenshot. To edit a workflow it must first be 'checked out'. Check out the workflow, edit and update the assignment group of the task in the screenshot called 'Create task', then once you are done you must 'Publish' the workflow. To publish follow the same method you took to check it out. Hopefully this is helpful. 

[felixmiske]

Hi Eric,

Thank you very much for your reply. Especially the information that the model determines if an Request Item is sourceable and how to change the Assignment Group 👍 

One addition that stumbled upon: when checking the workflow, one should also check the workflow conditions (Workflow Editor > Workflow > Hamburger > Properties). It's clearly stated which conditions need to be fulfilled (Request needs to be approved) 🙃

[ericward]

Yes, it does have the conditions within the workflow properties 🙂 Happy to help!