How to create the flow

[1__SathvikT]

Hi,

How I can create a Flow such that when a record in created in the table- Approval goes to the Creator’s Manager.

Give me the complete steps. and also the testing steps

[Deepak Shaerma · Accepted solution]

Hi @1__SathvikT 

### 1. Navigate to Flow Designer

First, log into your ServiceNow instance. Once logged in, navigate to the Flow Designer. You can do this by typing “Flow Designer” in the filter navigator on the left side of your screen and selecting it.

### 2. Create a New Flow

In the Flow Designer interface, you will see an option to create a new Flow. Click on “New” to start.

- Enter a Name for the Flow, for example, “Approval Process for New Record.”
- Optionally, add a description to detail the purpose of the Flow.
- Select the Application scope appropriately.

### 3. Define the Trigger

For this Flow, the trigger will be the creation of a new record in a specific table.

- Click on the “Trigger” tab, then select “New.”
- Choose “Record” as Trigger type.
- Select “Inserted” as the action.
- In the “Table” field, choose the table you’re targeting (e.g., Incident, Request, or a custom table).
- Click “Save.”

### 4. Define the Action to Get the Creator’s Manager

Your next step is to get the manager of the user who created the record.

- Click “Action” in the main Flow area.
- Search for and select the Action called “Lookup Record” or a similar Action depending on the ServiceNow version. This is used to find the manager.
- Configure the Action to look up the User [sys_user] table where the “User” is the “Created by” field of the trigger record.
- You’ll want to retrieve the manager’s information (usually “manager” field) from the result.

### 5. Define the Approval Action

Next, add the action that will create and route the approval to the manager.

- Click on “Add Action” in the then section.
- Search for the “Create Approval” action or a similar named action. Configure it by:
- Setting the “Approval for” to the record that triggered the Flow.
- Setting the “Approver” to the manager obtained from the previous action.

### 6. Configure the Approval Steps

You can add additional actions based on the outcome of the approval, such as sending notifications or updating the record with the approval status.

- Use the “Condition” blocks to define what should happen if the approval is Granted or Rejected.

### 7. Test Your Flow

Before activating your Flow, it’s essential to test it to ensure it behaves as expected.

- You can use the “Test” functionality within Flow Designer to simulate the creation of a record and verify that the approval request is sent to the correct manager.

### 8. Activate the Flow

Once you’re satisfied with the testing, activate the Flow by toggling the “Active” switch to “Yes.”

Note: Please Mark this Helpful and Accepted Solution. If this Helps you to understand. This will help us a lot.
Thanks & Regards 
Deepak Sharma

[Deepak Shaerma]

@1__SathvikT  Thanks for marking this as helpful, if you found this the right way to configure the flow designer. Please Accept this as Solution also. 
thanks and regards
deepak sharma