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12-08-2024 08:16 PM - edited 12-08-2024 08:22 PM
If you’re just starting out with ServiceNow and need a straightforward way to create workflows, Flow Designer is here to make your life easier. Whether you’re automating tasks, streamlining processes, or building something entirely new, Flow Designer lets you do it all without needing advanced coding skills.
Here’s the seven steps on how you can create your first workflow in ServiceNow:
Access Flow Designer
Log in to your ServiceNow instance, search for “Flow Designer,” and open it up. It’s all set up for you to dive in.Create a New Flow
Click New, select Flow, and give it a name that matches its purpose (like “Approval Workflow” or “New Hire Process”). Don’t forget to add a quick description if needed—it’ll help you and others understand what it does.Add a Trigger
Triggers decide when your flow should start. For example, you can trigger the flow when a record is created, updated, or even at a specific time. Select your trigger type and configure it based on what you want your workflow to do.Add Actions
Actions are the steps your workflow takes. Want to send an email, create a record, or assign a task? Just add an action, choose what it should do, and fill out the details.Use Data Pills
Data Pills are a game changer! They let you transfer data between steps. For instance, you can take an “Incident Number” from a created record and include it in an email notification. Just drag and drop to connect the dots.Test Your Workflow
Before setting it live, test your flow to see if everything works as planned. It’s a great way to catch any errors and fine-tune the steps.Activate the Flow
Once it’s working perfectly, activate your flow to make it live. From now on, it will automatically run whenever your trigger conditions are met.
Creating workflows with Flow Designer is simple and incredibly powerful. Give it a try, and you’ll be automating like a pro in no time!
Want to see a step-by-step demonstration? Watch my tutorial on YouTube where I walk you through creating a workflow in Flow Designer from start to finish.
Have any questions or need help? Drop them in the comments—I’d love to assist! Let’s make ServiceNow work for you.
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12-09-2024 06:10 AM
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12-08-2024 10:13 PM
Thank you. This is very helpful.
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12-09-2024 06:10 AM
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12-09-2024 06:39 AM
Choose the Table
Add Action in the flow designer
If you selected Create Record, choose the Table
Fill in the required fields for the record, such as Short Description, Assigned To, Priority etc
Click Save
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12-09-2024 04:15 PM
thank you for sharing