Workflow design

velkuruhari
Tera Contributor

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

 

velkuruhari_0-1738932243678.png

under second one

velkuruhari_1-1738932348792.png

3rd is same like above

4th request no task

5th request is 

velkuruhari_2-1738932426224.png

Please help me in understanding

 

Thanks

Pavithra

 

2 REPLIES 2

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @velkuruhari 

What I understood:

  1. Create a variable and add the 5 types of requests in a dropdown.
  2. Based on the selected value, in the Flow:
    • Action → Get Catalog Variables.
  3. If the value is Type 1:
    • Action → Ask for approval (Manager approval).
    • Action → Create task to assign badge."
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Viraj Hudlikar
Giga Sage

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.

Flow with Options.gif

 

If my response has helped you hit helpful button and if your concern is solved do mark my response as correct.

 

Thanks & Regards
Viraj Hudlikar.