How do I automatically skip transfer order line stages?

Dash2
ServiceNow Employee
ServiceNow Employee

Hello community;

 

I am trying to modify transfer order steps to reduce the number of tasks that need to be done. I've tried using flow designer to no avail. 

I want to reduce the number of tasks when transferring an item to get it ready for fulfillment and then deliver (the asset).  So basically two tasks; Shipment Preparation and Delivered. 

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2 REPLIES 2

Brian Collins1
ServiceNow Employee
ServiceNow Employee

I would not try to modify the OOB steps, but what you can do is create a business rule or flow that looks for tasks you do not want and then close them.

This will prevent you from creating any customizations in the process making upgrades more difficult.

Hi Brian

I have a similar requirement, but not getting ideas to achieve that. 

I have a requirement to create only 2 task for all type of model category. This is Transfer order journey. There is a OOTB table "alm_template_task" where default task template are available and  which helps create multiple task like below.

1. Ready for fulfillment

2. Prepare for shipment

3. Ship

4. Receive

5. Deliver

However, my requirement is to create only 2 customize task that is "Ship Asset" and "Receive Asset" for all type of model category.  There is a ootb script include "TransferOrderLineTemplateTaskAPI" which is called in the workflow (Transfer Order Line). I am not sure where and what exactly the changes I have to do to achieve this requirement. 

Could you please share some ideas.