Order Guide with a Workflow

[Shay Faingold]

Hi,

I want to create an on-board process using the Order guide, but I want to add a workflow for a 1st task which will then trigger all the other relevant items in the order guide.

The reason I want this to happen is that we need a first task to create the user in the AD, and only then, I want the other RITM to be fired (e.g, Laptop, Mobile device, etc...).

so to make things easy, here is an example of the process:

the line manager fill the order guide form, asking for all relevant equipment: Laptop and Mobile device.

The first task, goes out to Help desk, to create the user.

Once they closed the task that related to them, I want it to trigger the other items from the Order guide.

(so the items will be associated with the correct user in ServiceNow)

I already tried to solve it with a regular Request and request items, and build the relevant workflow behind it to fire the other items and the other workflows, but i'm struggling to pass the variables over, so the Order guide does help with that, but Its just missing the part of a workflow and setting the right order of things.

Thank you for your help,

Shay

[JJ1]

So when the order guide is fired from workflow,will it not create multiple items ? and what about the order of creation for those items ?.

We have a similar requirement ,Instead items & order guide I am creating tasks in specific order in the item level workflow.

[Shay Faingold]

You are right, It created a new request with multiple items under that (depends on the amount of items requested in the main form).

But the reason I took that approach is to be able to manage only one item (e.g, iPhone 6, it have its own workflow and approval process, and I dont want to manage 2 items, one for any employee that want to order it and one for new starter) and the ability to have the workflow around the first request of the new starter - we wanted to create a task for our help desk and notifications around that, so it was easier to managed rather then a order guide.

I'm sure there were more reasons for me to go that route, but as you may know by now, you can achieve the same result in various method in the platform, I guess its all depends what makes more sense to you

[Simon Rudd]

Hi Shay,

Yeah that would be great if you could share what you did - the requirement is very similar to yours in the way that you could have 4 or 5 different items to be actioned but they need to wait for the AD item to be completed first!

Cheers

Simon

[Shay Faingold]

Hi Simon,

So its not complete, but thats the basics and most important, its working

The workflow:

so you can see that its a plan workflow for a request, I am waiting for the user to be created (and a task for ServiceNow admin team if any issue is being discovered in the process), and the most important part, the call for: 'Scriptable Order Guide' in this you need to:

1. make sure you have an Order Guide with the relevant items & variables

2. make sure you pass the variables from the original request to your order guide items, so in the 'Scriptable Order Guide' make sure you have that:

        var parameters = new global.JSON().decode(current.payload);

        var parameters = {

        opened_by : current.opened_by + "",

        requested_for : current.variable_pool.caller_id + "",

        caller_id : current.variable_pool.caller_id + "",

        microsoft_project : current.variable_pool.microsoft_project + "",

        microsoft_visio : current.variable_pool.microsoft_visio + "",

        company : current.variable_pool.company + "",

        Location : current.variables.employee_location + "",

        line_manager : current.variables.line_manager + "",

        Project : 'No' + "",

        cost_center : current.variables.cost_center + "",

        Justification : 'New Starter Request' + "",

        Req_date : current.variables.employee_start_date + ""

        };

        var answer = new global.JSON().encode(parameters);

        //All depends on the variables that you need, this is just an example

Hope that this information help and let me know if you need anything else,

Shay

[Simon Rudd]

Thanks Shay, appreciate you taking the time to help.

If you get a chance, check out this link: Control the Execution Order of Request Items in an Order Guide - ServiceNow Guru

Maybe useful for you going forward!

Cheers

Simon