Creating Workflows in ServiceNow Using Flow Designer: A Simple Guide for Beginners

[BillMartin]

If you’re just starting out with ServiceNow and need a straightforward way to create workflows, Flow Designer is here to make your life easier. Whether you’re automating tasks, streamlining processes, or building something entirely new, Flow Designer lets you do it all without needing advanced coding skills.

Here’s the seven steps on how you can create your first workflow in ServiceNow:

1. Access Flow Designer
   Log in to your ServiceNow instance, search for “Flow Designer,” and open it up. It’s all set up for you to dive in.

2. Create a New Flow
   Click New, select Flow, and give it a name that matches its purpose (like “Approval Workflow” or “New Hire Process”). Don’t forget to add a quick description if needed—it’ll help you and others understand what it does.

3. Add a Trigger
   Triggers decide when your flow should start. For example, you can trigger the flow when a record is created, updated, or even at a specific time. Select your trigger type and configure it based on what you want your workflow to do.

4. Add Actions
   Actions are the steps your workflow takes. Want to send an email, create a record, or assign a task? Just add an action, choose what it should do, and fill out the details.

5. Use Data Pills
   Data Pills are a game changer! They let you transfer data between steps. For instance, you can take an “Incident Number” from a created record and include it in an email notification. Just drag and drop to connect the dots.

6. Test Your Workflow
   Before setting it live, test your flow to see if everything works as planned. It’s a great way to catch any errors and fine-tune the steps.

7. Activate the Flow
   Once it’s working perfectly, activate your flow to make it live. From now on, it will automatically run whenever your trigger conditions are met.

Creating workflows with Flow Designer is simple and incredibly powerful. Give it a try, and you’ll be automating like a pro in no time!

Want to see a step-by-step demonstration? Watch my tutorial on YouTube where I walk you through creating a workflow in Flow Designer from start to finish. 

Have any questions or need help? Drop them in the comments—I’d love to assist! Let’s make ServiceNow work for you.

[yuvarajkate]

Thank you. This is very helpful.

[BillMartin · Accepted solution]

Thank you @yuvarajkate , that you find my article helpful!

[vishwajeet5550]

Choose the Table

Add Action in the flow designer

If you selected Create Record, choose the Table

Fill in the required fields for the record, such as Short Description, Assigned To, Priority etc

Click Save

[BillMartin]

thank you for sharing