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Way to Export Flow Views showing Tasks, approvals, etc.

terrieb
Tera Guru

Happy Friday everyone!

 

Totally random question asked by my Service Desk Manager today so putting this out here in the slim hope I can get an answer.

 

He is looking to create 3 levels of Service Desk itil groups and then he would like all the tasks that the current Service Desk itil group is assigned to by default in a Flow to be reviewed and update task assignment group to one of the "new" level assignment group instead.  Just the tasks, not the assignment group of a Request or RITM record in the flow.

 

We found a way in the diagram view of a flow to Download it to a png file, but we are talking like 50+ catalog items to do this singular task with so hoping we can find a different way.

 

It may be unanswerable, but maybe not???

 

Thanks!!

3 REPLIES 3

Mark Manders
Mega Patron

There currently isn't another way to do this. 
But why not use assignment rules instead of assigning in the flow? That gives a better exportable way of handling it.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

Hemanth M1
Giga Sage
Giga Sage

Hi @terrieb ,

 

Why don't you go to those catalog item list view(50+) check for the unique flows configured, review and update instead?

HemanthM1_0-1759498718155.png

 

Hope this helps!

 

Accept and hit Helpful if it helps.

Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025

SP22
Giga Sage

@terrieb,

Could you please try Data Lookup & Record Matching.

https://www.servicenow.com/docs/bundle/zurich-servicenow-platform/page/product/service-catalog-manag...

Step-by-Step Implementation

1. Create a Custom Data Lookup Table

  • Go to System Definition > Tables.
  • Create a new table (e.g., u_sc_task_lookup) that extends Data Lookup Matcher Rules [dl_matcher].
  • Add fields:
    • Category (String or Choice)
    • Urgency (Choice)
    • Assignment Group (Reference to sys_user_group)
    • Priority (Integer or Choice)

2. Populate Lookup Data

  • Navigate to your new table (u_sc_task_lookup.list).
  • Add rows like:
    Category Urgency Assignment Group Priority
    HardwareHighIT Support Group1
    SoftwareMediumApplication Support2
    AccessLowIdentity Management3

3. Create a Data Lookup Definition

  • Go to System Policy > Rules > Data Lookup Definitions.
  • Click New → Select Data Lookup Rule.
  • Fill in:
    • Name: SC Task Auto Assignment
    • Source Table: sc_task
    • Matcher Table: u_sc_task_lookup
    • Check:
      • Active
      • Run on insert
      • Run on update

4. Define Matcher Fields

  • In the Matcher Field Definitions related list:
    • Add:
      • Source table field: category
      • Matcher table field: category
    • Add:
      • Source table field: urgency
      • Matcher table field: urgency

5. Define Setter Fields

  • In the Setter Field Definitions related list:
    • Add:
      • Source table field: assignment_group
      • Matcher table field: assignment_group
      • Check Always replace
    • Add:
      • Source table field: priority
      • Matcher table field: priority
      • Check Always replace

6. Test the Rule

  • Create a new sc_task record with:
    • Category = Hardware
    • Urgency = High
  • The system should auto-populate:
    • Assignment Group = IT Support Group
    • Priority = 1


If this helped to answer your query, please mark it helpful & accept the solution.

Thanks
Santosh.p