WF to Flow designer

[pramn]

I need to convert workflow to flow designer 

can someone guide me till here after that i can take it .

[Dnyaneshwaree]

Hello @pramn ,

I have converted many workflows into the flow. So, if you have any doubts in any step then serch that instead of that particular activity of workflow what you can use in the flow and if any issues occur then elaborate it here so i am able to help you. Here's a step-by-step guide to help you get started:

Step 1: Identify the Workflow

1. Open the Workflow: Navigate to the Workflow Editor in ServiceNow and open the workflow you want to convert.
2. Review Workflow Activities: Identify all the activities in the workflow, including approvals, tasks, conditions, timers, and notifications.

Step 2: Create a New Flow in Flow Designer

1. Navigate to Flow Designer: Go to Flow Designer > Designer and click on New to create a new flow.
2. Name Your Flow: Give your flow a meaningful name and description.

Step 3: Define the Trigger

1. Set the Trigger: Choose the appropriate trigger for your flow, such as record changes, schedule, or catalog item submission. This trigger should match the condition that initiates your workflow.
   • For example, if your workflow is triggered by a new record in a table, select the Record trigger and specify the table and conditions.

Step 4: Add Flow Logic

1. Add Actions: For each activity in your workflow, add a corresponding action in Flow Designer. Use the available actions like Create Record, Update Record, Wait for Condition, Send Notification, etc.
   • For tasks: Use Create Task or Create Record action.
   • For approvals: Use the Ask for Approval action.
   • For conditions: Use If condition logic.
   • For timers: Use Pause action or the Wait for Condition action with a timer.

Example Flow

Here’s an example to illustrate the conversion of a simple workflow with a task creation and approval process:

1. Trigger: Record Inserted into Incident table.
2. Actions:
   • Create Task: Create an Incident Task.
   • Ask for Approval: Send an approval request to the assigned approver.
   • If Approved:
     • Create Record: Update the Incident state to Resolved.
   • If Rejected:
     • Create Record: Update the Incident state to Awaiting Info.

Step 5: Test Your Flow

1. Validate Actions: Ensure all actions and conditions in your flow are configured correctly.
2. Test the Flow: Run the flow to test its functionality. Create test records that trigger the flow and verify each action executes as expected.

Step 6: Finalize and Activate

1. Review and Finalize: Check all the configurations, logic, and actions in the Flow Designer.
2. Activate the Flow: Once everything is verified, activate the flow.
   
   
   

[Vrushali Kolte]

Hello @pramn ,

Before getting into actual transition, I would suggest you to go through this training, as it will be a bit challenging without it.

https://nowlearning.servicenow.com/lxp/en/now-platform/flow-designer-fundamentals?id=learning_path_p...

If my answer solves your issue, please mark it as Accepted ✔️and Helpful👍!

[SN_Learn]

Hi @pramn ,

You can start as below:

The trigger condition will be Service catalog:

In the action, Get catalog variable and then select Request Item record, select the catalog item(I have selected 'Cisco Jabber' replace it with your catalog item name), then you will be able to view the variable present in that item.. drag that to right and now we will check the condition in next step.

Now select 'Flow logic' and select 'if'
Give it a name then define as below, we are dot walking to the email of the requested for and then provide the check that you want.

Similarly, perform further steps.

You can refer to below resources: 

Go With the Flow - Flow Designer Tutorials and Use Cases 

Mark this as Helpful / Accept the Solution if this helps