CAN WE ATTACH WORKFLOW TO A ORDER GUIDE ?? IF SO HOW ?

[anoopr77]

CAN WE ATTACH WORKFLOW TO A ORDER GUIDE ?? IF SO HOW ?

[Harish KM]

Hi kaja,

In your default workflow give the condition which you have given and oly difference woulde be your condition is not value..so your default workflow will not trigger when your workflow condition meets

[jim pisello]

Hi Rakesh,

What purpose do you have for running a workflow on an Order Guide record? After all, the Order Guide itself doesn't do anything except to collect information and act as a container for a specific set of items. When the order guide is submitted a Service Request is created, along with individual request items for each item that was ordered as an option.

If you need a workflow to manage information that was collected on the order guide, the easiest option is to include a catalog item on the order guide which will always be ordered when the guide is submitted (do not place any conditions on this item in the Order Guide's rule base). Ensure that this catalog item contains all of the same variables that appear on the Order Guide, and make sure you have enabled cascading variables from the order guide. Then create a workflow for this item.

With this approach you don't need to add any custom fields to the Service Request table (you can if you want-- the SNC Guru article linked in a previous reply is useful in its own right), nor do any fancy editing of workflow properties.

[aubrey_tribble]

Thanks for the tip.   This approach works well for us!!

[jim pisello]

Terrific, I'm glad it was helpful for you Aubrey!

[carlh]

I feel like this is something I want to know more about.  

We're currently working on our process and part of it is no wanting the users to get the full order guide UI experience.   Once the order guides are built, we want to automate requesting them.

My idea:   Record producer in the catalog with the same variables that are in the Order Guide.   Once the Record producer is submitted, we want the requestor to be done. Asset Manager will review for completeness and then approve it. Once approved, the request will be sent via workflow or web service to our external PO/Requisition system to go through the usual Approval Process and then when approved, we want to update the Request back in ServiceNow.