Add a workflow with Workflow Studio

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 2 minutes de lecture

    • Use Workflow Studio to build a workflow to standardize the way that the department processes requests. Configure the workflow to execute whenever a department request is submitted. This workflow will request an approval from a group of users designated as Department Request Approvers.

    Avant de commencer

    Role required: admin or delegated_developer

    Procédure

    1. Navigate to All > App Engine > ServiceNow Studio.
    2. In the Navigator panel, expand the Table category and select the Marketing Design Request table.
    3. Select Flows.
    4. Select Add new flow.
    5. In the Name field, enter Marketing design request created.
    6. Select Show advanced options.
    7. In the Run as field, select System user.
    8. Select Continue.
    9. Select When the record is created for how to trigger your flow.
    10. Select Continue.
    11. Beneath the trigger, select Add a node.
    12. Select Action.
    13. Select Update Record.
      Add an update record action to your flow.
    14. Select the data pill picker ( under Inputs for the Record field.
    15. Select Trigger – Record Created.
    16. Select Record.
      Use the data pill picker to select Trigger-Record Created > Record.
    17. In the Table field, search for and select the Marketing Design Request table.
    18. Select Add field value under Fields.
    19. Set Fields to Assigned to.
    20. Set Value to David Loo.
      Select Assigned to as the field and David Loo as the assignee.
    21. Select Done.
    22. Select Add a node.
    23. Select Action.
    24. Select AES Catalog Builder.
    25. Select Wait for Condition.
    26. Select the data pill picker ( on the Action Properties modal, under Record.
    27. Select Trigger – Record Created.
    28. Select Record.
      Use the data pill picker to select the Trigger-Record Created > Record.
    29. Select the Marketing Design Request table in the Table field.
    30. Select Edit under the Table field.
    31. Set the condition to [State] [is] [Design complete].
    32. Select Done.
      Set the condition to State is Design complete.
    33. Select Add a node.
    34. Select Flow Logic.
    35. Select If.
      Add an If Flow Logic into a new node.
    36. Select the data pill picker ( next to Condition 1.
    37. Select Trigger – RecordCreated.
    38. Select Record.
    39. Select External.
    40. Select Done.
      Select the Trigger-Record Created>Record>External.
    41. Select the (+) on the true branch.
    42. Select Action.
    43. Select Ask For Approval.
      Add the Ask for Approval action to your flow.
    44. Select the data pill picker ( next to the Record field.
    45. Select Trigger – Record Created.
    46. Select Record.
      Add Trigger-Record Created > Record to the Record field.
    47. Select the Approve Approval Action.
    48. Change to Approve or Reject.
      Add an Approve or Reject action to the approval action
    49. Select Choose approval rule.
    50. Change to Anyone approves or rejects.
    51. Select Add Group.
    52. Select Pick a group.
    53. Search for brand.
    54. Select Branding Dept.
    55. Select Done.
      Add the Branding department group to the approval rule.
    56. Select (+) to add FlowLogic after the approval.
    57. Select Flow Logic.
    58. Select If.
      Add If flow logic to your approval action.
    59. Select the data pill picker ( next to Condition 1.
    60. Select 4 – Ask For Approval.
    61. Select Approval State.
      Select 4-Ask for approval > approval state for the Condition.
    62. Select Select a choice.
    63. Select Approved.
    64. Select Done.
    65. Select the (+) on the false branch.
    66. Select Action.
    67. Select Update Record.
      Add the action to update a record under the False option.
    68. Select the data pill picker ( under the Inputs section, next to Record.
    69. Select Trigger – Record Created.
    70. Select Record.
      Add a trigger-record created input.
    71. Select Add field value under Fields.
    72. Select Select a field.
    73. Search for state.
    74. Select State.
    75. Select Select a choice.
    76. Select Closed Incomplete.
      Add an option for the Closed Incomplete state.
    77. Select Done.
    78. Select (+) below the Action you just created.
    79. Select Flow Logic.
    80. Select End Flow.
      Add the End Flow flow logic.
    81. Select Done.
    82. Select Add a node under the If Action.
      Add a node under the If action.
    83. Select Action.
    84. Select Update Record.
    85. Select the data pill picker ( in the Inputs section, next to Record.
    86. Select Trigger – Record Created.
    87. Select Record.
    88. Select the Marketing Design Request table in the Table field.
    89. Select Add field value.
    90. Select Select a field.
    91. Search for state.
    92. Select State.
    93. Select Select a choice.
    94. Select Closed Complete.
      Select the Closed Complete option.
    95. Select Done.
    96. Select Save.
    97. Select Activate.