Workflows

[AJ5]

Hello,

I have a question regarding the OOTB workflows in ServiceNow. The documentation states that these workflows are configurable, but it does not clarify whether we should modify them directly or create a copy to work on. Since the OOTB workflow is very basic and does not meet our needs, I would appreciate any recommendations you might have on how to proceed. Thank you in advance! 

[Runjay Patel]

Hi @AJ5 ,

To clone/copy oob workflow you need to navigate to workflow list and open the one which you want to modify or make a copy of it.

To modify you can checkout and do the modification.

For requested item these workflow will be attached OOB there you have to make changes.

for example: catalog "Apple iPhone 13" is oob item which has oob workflow "Procurement Process Flow - Mobile" attached to it, if you want to change the same then you have to update the workflow with new or amended workflow which you wanna apply on it.

Hope it is clear to you now.

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[AJ5]

Thank you, @Runjay Patel .I understand how to modify the workflow. My question is specifically about the nature of the changes. The ServiceNow documentation states that workflows are configurable, but it does not clarify whether we should update the oob version or create a copy and make the updates there. Any advise?

[Runjay Patel]

Hi @AJ5 ,

As per ServiceNow best practice you should make a copy of oob one and then make changes as per your need. Do not update in oob one as it will create problem during upgrade.

Please accept the solution if it help.

[AJ5]

Okay, so after the copy, should we also deactivate the OOB workflow?