Order Guide and REQ approval instead of RITM approval

Armin Heinlein1
Giga Expert

I created an Order Guide and the Order Guide created as desired the RITM's with their appropriate workflows. All RITMs require, in this case, approvals (actually two, the department manager and then C-Level) and I want to avoid that the managers are getting overwhelmed with approving each RITM I need to know if there is a way to have the managers just approve the REQ rather than the RITM and that the RITM inherits the approval? BTW, the RITMs show already "Request approved" already (see below).

I am new to ServiceNow so if you could point me to documentation or explain the steps that would be greatly appreciated.

Thank very much in advance

Thanks Armin

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1 ACCEPTED SOLUTION

anurag92
Kilo Sage

Oh yes, basically WF gets attached to a record as soon as the record is created, and for Order guide RITMs get created as soon as   I have 2 approaches for you: 1. Create a variable in Order Guide, say u_approved, and set it as true when Order Guide is approved in "Service Catalog Request" workflow. In Rule Base, add this condition with existing condition i.e. u_approved = true. 2. In this approach, we don't rely on Rule base, in fact Rule base is blank. When Approved, just include a Run Script activity and in this activity write a script to create RITMs (a complex one, but tried and tested).


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17 REPLIES 17

anurag92
Kilo Sage

You can modify the Request workflow, to include an approval activity, and remove them from Catalog Item. This will allow RITMs to be created only when Order guide is approved.


Hi,



I am sorry and I am not sure if I completely understand. I updated the Workflow "Service Catalog Request" with an approval workflow but that this workflow is never executed. Instead all the workflows from the RITM are being executed and all RITM are automatically approved and are now in fulfillment stage. Where do I set that the workflow "Service Catalog Request" is executed?  


anurag92
Kilo Sage

Oh yes, basically WF gets attached to a record as soon as the record is created, and for Order guide RITMs get created as soon as   I have 2 approaches for you: 1. Create a variable in Order Guide, say u_approved, and set it as true when Order Guide is approved in "Service Catalog Request" workflow. In Rule Base, add this condition with existing condition i.e. u_approved = true. 2. In this approach, we don't rely on Rule base, in fact Rule base is blank. When Approved, just include a Run Script activity and in this activity write a script to create RITMs (a complex one, but tried and tested).


Thank you for your help and it works.



Now I have another challenge. Since the Service Catalog Request is always executed and I have my approvals set (2 level approval) in there how can avoid running certain Catalog Items that do not need an approval?


Can I check for name of the catalog item or a flag? I was wondering if I could set a true/false condition and then check for it in the workflow for the Service Catalog Request? I also have some cat items that only require only one level of approval and they are not bound to Price.