"SFTP File Transfer" Workflow Example?

Geoffrey Bishop
Tera Contributor

‎10-18-2022 07:59 AM

I need to generate a CSV file from ServiceNow, and SFTP that file to a target server for consumption.

My company has subscribed to IntegrationHub Professional which includes the SFTP File Transfer Workflow.

 

Q1)  Is that likely to be my best option for getting the file from ServiceNow to our downstream server?

Q2)  If so, is there a good Example somewhere?  I'm having trouble finding one.

Q3)  The workflow seems to require "Source" information as well as destination information.  Is the source host going to be my MID Server?

Q4)  I'm pretty confused about the "Credential Tag" concept.  Is the Tag field the same thing as the "Tags" field that many tables in ServiceNow have?  Am I supposed to create a Credential record for my own MID Server, and apply a Tag to it so that it can be found by this workflow?

 

Here are the required fields in the workflow:

1.png

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Any guidance would be appreciated.  Thank you, and may the bit gods shine their light upon your soul.

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Geoffrey Bishop
Tera Contributor

‎10-24-2022 07:44 AM

I believe I figured out my own answer to Question 4.  I'm going to post the answer in case it helps someone...

What the SFTP File Transfer workflow refers to as a "Tag" is now called an "Alias":

1.png

 

You setup a tag/alias in the sys_alias table:

2.png

 

Once you have a tag/alias setup, you can apply it to one or more Credential records:

3.png

 

(This type of Tag has nothing to do with the "Tags" field that appears on many different record types in ServiceNow.)

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