How to activate workflows?

[Jorge Salazar]

Hi

I'm creating a new Catalog Item with its workflow as process engine, also new. When trying this, the workflow is not triggered and also when searchig for the Active Context, there is none.

I'm working on a Dev instance with the ITSM and SIR applications activated.

Am I missing a configuration, plugin or something?

Thanks in advance

Please forgive my bad english

[Ct111]

So , if I guess right , you have created workflow by clicking on New option in workflow under workflow option in catalog and not in workflow editor from outside , if you have created workflow differently and trying to attach to catalog item then you should attach proper conditions to trigger it else it won't work and also on proper table . So , I always suggest making workflow from catalog item option.

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[Gaurav Shirsat · Accepted solution]

Hi Jorge

The Link will guide you to activate workflow.

Add the Active field to the List Layout (or personalize the list) to add Active.

Set the Active field from false to true.

https://community.servicenow.com/community?id=community_question&sys_id=d112cbe9db98dbc01dcaf3231f96...

if your workflow is not triggered,make sure that your workflow is published.

1. Start by checking the workflow properties (in the hamburger menu in the upper left). Is your workflow operating on the same table as your record? Are there any conditions specified (e.g. catalog item type needs to be found, a certain state needs to be hit, etc.)?
2. You can check the conditions under Workflow> Workflow Versions, locate the record and the conditions should be visible on that form as well.
3. check if there is a workflow on the parent request and what that looks like. Is it running? Is it waiting for an approval? Has it completed?
4. all RITMs have a parent REQ associated with them. It's the way the catalog/cart process works.If you open the RITM that was created, you'll see a Request field on that form. That's your parent request (Ex: REQ0010002). You should have a 'Show Workflow' link in the Related links section of the form the same as on the RITM. That will tell you more information about the parent request's workflow.
5. If the UI action is there and it doesn't appear it likely means that particular request does not have a workflow. That's good to know. You can confirm this by looking in the workflow editor (or the list of workflow versions) that work on the sc_request table.Which brings us back to the original question... why isn't your RITM workflow starting? Did you check for any conditions in the workflow versions record?
6.  
7. Did you check under Workflow> Workflow Versions to see if the workflow associated with the sc_req_item table has any conditions on it?

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Thanks and Regards

Gaurav Shirsat

[Jorge Salazar]

Thanks Gaurav, it looks like we're on the right path

I tried this from your reply:

4. all RITMs have a parent REQ associated with them. It's the way the catalog/cart process works.If you open the RITM that was created, you'll see a Request field on that form. That's your parent request (Ex: REQ0010002). You should have a 'Show Workflow' link in the Related links section of the form the same as on the RITM. That will tell you more information about the parent request's workflow.

What I did to trigger the work flow:

1. Open the parent Request (the "Show Workflow" link didn´t show up)
2. As the Request field "Approval" was "Not Yet R3quested", updated to Approved
3. Then, the workflow I previusly configured was triggered (this is what I was looking for)

So, the next question is if I'm missing somethig else?

This is happening on the DEV instance of my company, not my personal dev instance. 

On my personal dev instance was no need of Do anything on the parent Request. Just configure the workflow for the Requested item table and no more to make it works

[johnfeist]

Hi Jorge,

Let's start with the basic questions:

Have you published the workflow?

What table is the workflow running against?  If it's for a catalog item, make sure that it's running against sc_req_item.

Hope that helps.

:{)

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