The CreatorCon Call for Content is officially open! Get started here.

IntegrationHub - How to use a template to define field values

James Kailukai1
Tera Guru

I have read a lot of documentation about creating a Complex Object in Flow Designer and saving it as a template. I have been able to save my object as a Template. I even watched multiple videos, including Göran Lundqvist episode 25 on creating them. I have yet to find anything that shows how to use it in a subflow as I am trying to do below. 

I created a simple sample object called My first template 

find_real_file.png

I can see that it was saved. If I go to create a new object, you can see that when I say Start from a template, it shows the template I created. 

find_real_file.png

 

Here is my question. 

I have created a subflow and in one of the action steps I am looking to create a new record. You can see in the below screen shot; I can add all the fields individually. 

What I cannot figure out is how to "Drop in a template to define your field values

How do I use the My first template in the Fields

find_real_file.png

I was hoping it was as simple as selecting a pill from the "Data" column, but not able to find the correct pill.

find_real_file.png 

How do I use the My first template in a subflow? 

5 REPLIES 5

Dom_Wolfenden
Tera Contributor

Is anyone else loving the fact that it says "(Optional)" in the text "(Optional) Drop in a template to define your field values" yet the field is mandatory. If you wanted to use this action without a template it seems you can't.

 

For those that are interested the below page describes how to create the template. 

Create a template value input

 

If the link stops working in the future search for "Create a template value input" in https://www.servicenow.com/docs

 

Extract from linked page:

"

Create an input.
In the Label field, enter a label to help flow designers understand the purpose of the field.
This is the label for the field when the flow designer adds the subflow or action to a flow.
For example, enter Select fields.
In the Type field, select the Template Value option with the tables icon.
Use the tables icon to select the table containing the record you will create or update. For example, if you are adding a Create Catalog Task action in a subflow, set the Type to Template Value.Catalog Task [sc_task].

template-value-tables.png

Add an action step or action that will use the template value.
The action step or action must create or update a record.
For example, add a Create Task action to a subflow that will create an incident task.
Drag the Template Value data pill into the Field Values or Fields field.
(Optional) You can set static values in addition to dynamic template values by selecting + Add Field Value.

"