Is there a way to create a catalog item that will create an RITM and then automatically assign a separate catalog task to every member of an assignment group?

[Jeremy F_]

We are looking to create a catalog item that we can use to create an RITM that then automatically assigns separate catalog tasks to every member of a specific assignment group. Then, the RITM does not close until all catalog tasks have been completed. The use case is for our help desk analysts to review new KB articles. We want to submit the request to have them review the new article. This way we can ensure that each analyst has to address the catalog task. This will also give them a way to account for the time required to review the article. I am familiar with creating catalog items, but I don't know how to automate simultaneous, individual catalog tasks to members of a specific assignment group.

[Logan Poynter]

Look into Flow Designer. RITM as your trigger record and then create task action for your needs.

Please mark my answer as correct/helpful if it has helped you.

[shloke04]

Hi @Jeremy F. 

Yes that is possible. Please find the steps below to achieve your requirement:

1) You can use Flow Designer for this as explained below:

Navigate to the module "Flow Designer" as shown below:

2) Now click on New and Select Flow as shown below:

3) Enter the Name of your Flow and make sure to select "Run as" System user as highlighted in Red below:

4) Now select the Trigger condition of the flow as "Service Catalog" as shown below:

Click on Done.

5) After selecting the trigger condition the first action which you need to select is "Get Catalog Variables" as shown below:

Select your Catalog Item name and select the variables of your Catalog item as well:

Now select another action as Look Up Records as shown below:

Select the Table as Group Member and select the Group Name as shown below in above action:

Now just follow the screenshot as shown below:

Final If block will look like below:

Now we need to loop in through members and create task which will be final step:

Have used For each which is available in Flow logic similar to If block

Now select the Action as Create Catalog Task as shown below:

Catalog task action shown below:

Final Step:

Link this Flow to your Catalog Item.

Open your catalog item and in Process Engine tab you need to select your Flow:

Hope this helps. Please mark the answer as correct/helpful based on impact.

Regards,
Shloke

[shloke04]

I have given every step in detail along with multiple screenshot so that you can achieve this in one go.

Let me know if you have a query.

If your query is resolved then do mark my answer as correct and close this thread for others.

Regards,

Shloke