Use a hardware asset request flow

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read

    • Use a hardware asset request flow for requesting, sourcing, and deploying hardware catalog items from the Service Catalog application.

    Before you begin

    Role required:
    • catalog_admin
    • procurement_admin

    About this task

    Create a request for a hardware catalog item from the Service Catalog application. Associate the catalog item with the Standard Hardware Asset Request flow to trigger the flow.

    The Workflow Studio application is used to create the Standard Hardware Asset Request flow to take you through the process of sourcing, procuring, and deploying your hardware catalog items. As the flow takes you through the various stages, the asset details are automatically updated. You can open the Standard Hardware Asset Request flow to view the status of the stages in the flow.

    Figure 1. Standard Hardware Asset Request flow
    Hardware asset disposal flow

    Procedure

    1. Log in with credentials for the role of catalog_admin and navigate to Service Catalog > Maintain Items.
    2. Open the hardware catalog item and in the Flow field, select Standard Hardware Asset Request.
      If the Flow field isn’t visible, add it to the form layout by right-clicking the menu icon and navigating to Configure > Form layout.
    3. Select Save.
      The Standard Hardware Asset Request flow is now associated with the hardware catalog item.
    4. Navigate to Service Catalog and select Hardware.
    5. Select your catalog item from the list.
    6. In the Location field, specify the location where the assets should be deployed.
      By default, this field is set to the location of the logged-in user. However, you can select a location from the list of available locations.
      Note:
      This field is available only for Hardware catalog items that are published from Hardware models after upgrading to Hardware Asset Management 8.0.0.
    7. In the Quantity field, specify the quantity of the assets and select Order Now.
    8. Log in with credentials for the role of procurement_admin and open the new request.
    9. In the Requested Items related list, select the request item.
    10. In the Requested Item form layout, select the Flow Context related link to view the current stage of the Standard Hardware Asset Request flow.
    11. Select the Catalog Tasks related list to view the sourcing task for the request.
    12. Open the catalog task and select Source Request.
    13. In the Source Request form layout, select Add Transfer Order or Add Purchase Order to source the request via a transfer order or a purchase order.
      After you procure the catalog item, the Asset pick task is created for the Requested item only if the asset is sourced from the stockroom which has the Asset Pick task enabled. Otherwise the Deployment task is created for the Requested item without the Asset pick task. For details, see Enable the Asset pick task for your stockroom in the Hardware Asset Workspace.
    14. Select the Requested items related list and select the requested item.
    15. Select the Catalog Tasks related list.
      • If the Pick task is enabled for the source stockroom, complete the Asset pick task first and then complete the Deploy task.
      • If the Pick task isn't enabled, complete the Deploy task.
    16. Complete the Asset pick task using the Mobile Agent application.
      For details on completing this step, see Manage hardware asset pick tasks using the Mobile Agent application.
      The Deployment task is created for the requested item.
    17. Close the Deployment task.
      In the Standard Hardware Asset Request flow, the action that is associated with deploying the assets is complete. The State, Assigned, Installed, Location, and Assigned to fields of asset are updated. The CI that is associated with the asset is also updated.