Best Practices for Creating a Generic Flow for Catalog Items

[sattar3]

Hello Everybody,

We have a requirement to create a generic flow for catalog items that can be reused for multiple catalog items in the future. Based on the RITM state, we need to set the corresponding stage.

Please suggest the best practices for implementing this and let us know if there are any potential drawbacks after publishing this subflow/flow.

Mapping of State to Stage:

• Open → Order Under Review
• Work in Progress (WIP) → Fulfillment
• Pending Approval → Waiting for Approval
• Fulfilled → Delivery
• Closed → Closed Complete

Thanks,

Sattar

[Dr Atul G- LNG]

Hi @sattar3 

It is straightforward, and yes, you can create a generic flow. Even in the client, we already have a generic flow. You can take reference from the OOTB flow, build your own, and set the stages accordingly.

[AndersBGS]

Hi @sattar3 ,

Please see my article where I describe how to have a flow designer flow for multiple catalog items: https://www.servicenow.com/community/workflow-automation-articles/one-workflow-for-multiple-catalog-...

[sattar3]

Thanks for your reply @Dr Atul G- LNG @AndersBGS .

I built a generic flow intended to update the Stage when the State of an RITM changes. However, the Stage is not updating during normal operation. When I click Test in the flow and run it against a specific RITM number, the Stage updates as expected.

Could you please review the below screenshots and let me know if there’s anything wrong with the flow configuration or trigger conditions?

Update Record option is not working in our client instance because of that i used Update Multiple RITM Action

Overall flow steps be like in the below:

@Ankur Bawiskar can you help here?

Thanks,

Sattar

[Dr Atul G- LNG]

Hi @sattar3 

The flow looks good and should save effort. If it’s not updating immediately, it might take some time for the stage/status to refresh. Are you referring to the correct field on the RITM form?