Assistance Needed: Automated Daily/Monthly Tasks in ServiceNow
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yesterday
Good Afternoon,
I am new to ServiceNow and need assistance automating two task/request processes. Despite my efforts, I haven’t managed to get it working the way that it needs to and I want it to. The details are below:
Requirements:
Daily Task/Request
- At 09:00 daily (Working days only), automatically generate a form for the ServiceNow Admins group.
- The form contains simple checklist items (e.g., backup verification, checking host pools).
- The form is assigned to the Service admins group for filling out
- An admin completes and submits the form
- Once the form is marked Closed Complete, reassign the task to the IT Department Head for oversight
Monthly Task/Request
- Same process as above, but triggered monthly with different questions.
What I’ve Tried:
- Created a request item with questions/variables.
- Built a flow that triggers daily, creates the record, and assigns it to the admin group.
- The request is created and assigned correctly, but users can only view variables—they cannot complete the questions or update the responses.
Request: Could someone provide a step-by-step guide to achieve this? I am open to sharing screenshots (with sensitive information removed) if that would help. If there is any relevant documentation detailing the process, please point me in that direction.
I appreciate any guidance, and please assume I have minimal ServiceNow experience.
Thank you in advance for your assistance.
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