Workflow design
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02-07-2025 04:48 AM
Hi All,
Good evening!
I have designed a catalog item form name is security access request for this i am strucked in understanding workflow could you please explain here:
select request type is 5 types
under first request this is the workflow given
under second one
3rd is same like above
4th request no task
5th request is
Please help me in understanding
Thanks
Pavithra
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02-07-2025 06:08 AM
Hi @velkuruhari
What I understood:
- Create a variable and add the 5 types of requests in a dropdown.
- Based on the selected value, in the Flow:
- Action → Get Catalog Variables.
- If the value is Type 1:
- Action → Ask for approval (Manager approval).
- Action → Create task to assign badge."
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02-07-2025 07:16 AM
Hello @velkuruhari
As per your statement, I believe you have created a catalog item with a request type having five options as told. Now for your workflow or flow, it's simple: first, try to check what option is selected in Request Type, and depending on the value selected, you need to take further action.
Now in the first use case, if option 1 is selected, you will first need to trigger approval, but before that, your requirement says that if the request is placed by the user's manager only, then approval is not needed, so we will check if that condition matches or not; if not, then ask for approval. else Go to direct task creation; if it matches, then ask for approval, and upon approval, create the task, and when the task is created, it will have a short description "Create new badge" with the assignment group "Badge Admin.".
Similarly, you would do for other conditions, check the below part to get more in pictorial format if my long statement bored you.
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Thanks & Regards
Viraj Hudlikar.