Configuring Custom Requested Item Stages for Use in Flow Designer's Actions
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02-27-2020 06:38 AM
Just started working with ServiceNow for the first time and diving right into the Service Catalog and Flow Designer. I need to add a new sc_req_item stage value (Waiting for Review) for those service items which do not need a formal approval. This new value was added through Choice Lists (sys_choice) and I made sure it was set to active. When I returned to the Flow Designer to configure the action (Update Requested Item Record) I do not see the new choice appearing for the field (Stage). I continue to see the same default values. I assume I have missed a step. Any guidance would be greatly appreciated.
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flow designer
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Service Catalog
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09-11-2020 09:11 AM
I guess it is too late for answering, however Stages with the Flow Designer is still not very obvious subject, so I decided to share some thoughts:
1. All Stages should be configured in a Flow definition. After clicking a three-vertical-dots button (More Actions menu) you can go to Stages settings. There you decide which stages can be used.
2. Do not use 'Update Requested Item Record' action to update stages. It is better to use a line above an action to set a proper Stages.
3. RITM and REQ states are stage-driven, which means that based on stages we set in a flow, proper states are set on the corresponding records. It is better to use out-of-the-box stage sets or change just labels, but not values: there are a lot of Business Rules which set records states depending on stage values.
Jason, in your case I would still use waiting_for_approval value of stage, but for mentioned catalog items I would set label of this stage in your flow to "Waiting for Review".
I hope above description will help people who faced similar issue as you did.
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11-03-2020 06:53 AM
Hello
Could you please tell me whether you were able to set the custom stages if so please provide your answers so that it will be very helpful for me others as well who will be looking for a similar solution.
Thanks!!!
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12-16-2020 09:35 AM
You can set stages by navigating to workflow > Stage Sets.
By creating new records there they will appear in flow designer stages after importing stages.