question Create a Demand task automatically when Demand goes to screening state. in SPM forum

Create a Demand task automatically when Demand goes to screening state.

Chandler2 — Tue, 13 Apr 2021 14:56:51 GMT

It has to be a business rule I believe. Can someone share some example code?

Re: Create a Demand task automatically when Demand goes to screening state.

Miguel Donayre — Tue, 13 Apr 2021 19:00:38 GMT

I would recommend using Flow designer to do this. It would easier to manage and require less coding.

Re: Create a Demand task automatically when Demand goes to screening state.

Miguel Donayre — Tue, 13 Apr 2021 19:11:55 GMT

Re: Create a Demand task automatically when Demand goes to screening state.

Chandler2 — Thu, 15 Apr 2021 03:32:19 GMT

Hi,

Thanks, I got the answer.

Questions:

1. I see that it can be done with a before and after BR both. So if one has to do with a BR then which is the correct way and why? Can I use one BR to create multiple records, each with different values?

2. while doing with a flow, will I be able to create more than one record, each with different values?? While populating demand task fields, I have to concatenate Demand field values and/or Demand field value with a string and populate in one demand task field. How and where to put that code?

3. What should I select in the Run trigger? I read the docs but not clear to me.

Re: Create a Demand task automatically when Demand goes to screening state.

Miguel Donayre — Fri, 16 Apr 2021 23:05:58 GMT

You can with the business rule, and I would make them After business rules. You want to create them once the state changes. You can also create multiple demand tasks. You would just have to code it. I don't have any saved to share... it's been a while since I used this method.

For the flow designer, YES, you can. You can even set up creating a task to happen only when the task above it is complete. All you have to do is add the create task action after the 1st one.

The trigger can be tricky. You will have to read each one of the explanations to see which one fits your need.

I usually use an updated one when I know something will change, like your example of the state. But if I need to create something when some are created ONLY, I will add the create trigger.

There are some good videos on the doc that help explain it, and there is some training to help with flow designer

https://nowlearning.service-now.com/lxp?id=overview&sys_id=14111ca61bf21c10dad363d07e4bcb3b&type=course

https://docs.servicenow.com/bundle/quebec-servicenow-platform/page/administer/flow-designer/concept/flow-designer.html

as far as combining two fields, you can try to use the script option for that field

I hope that helps you out.

Re: Create a Demand task automatically when Demand goes to screening state.

Chandler2 — Tue, 20 Apr 2021 06:09:27 GMT

Thank you so much for the detailed response.

My question on the trigger was about the options we select in Run Trigger:

1. For each unique change

2. Once etc

I went through the doc on it but it was hard to understand which is saying what. If you can share an example when to use which option.