Process flow formatter

The process flow formatter provides a graphical summary of the stages in a process. The formatter is typically shown at the top of forms that are part of a process.

Each record on the Flow Formatter [sys_process_flow] table represents a process stage and can have a different condition applied to it. When specified conditions are fulfilled, the formatter highlights the current stage and places a check mark next to all previous stages.

These examples show a workflow in Core UI interface.

Figure 1. Core UI process flow for a change request

When any formatter stages are defined for a table, they appear on the form associated with that table in the order specified, assuming the formatter has been added to the form.

Activate the process flow formatter

You can activate the Process Flow Formatter plugin.

Avant de commencer

Role required: admin

Procédure

1. Navigate to All > System Applications > All Available Applications > All.
2. Find the plugin using the filter criteria and search bar.

   You can search for the plugin by its name or ID. If you cannot find a plugin, you might have to request it from ServiceNow personnel.

3. Select Install to start the installation process.
   Remarque :

   When domain separation and delegated admin are enabled in an instance, the administrative user must be in the global domain. Otherwise, the following error appears: Application installation is unavailable because another operation is running: Plugin Activation for <plugin name>.

   You will see a message after installation is completed. For information about the components installed with a plugin, see Find components installed with an application.

Create a process flow formatter

You can create a process flow formatter stage.

Avant de commencer

Role required: admin

Procédure

1. Navigate to All > System UI > Process Flow.
2. Click New.
3. Complete the form, as appropriate.

   Field	Description
   Table	Select a table for this process flow formatter.
   Name	Enter a name to identify the formatter.
   Label	Enter the name to be displayed in the form configuration slushbucket.
   Active	Select the check box to ensure that the formatter stage is active. When the check box is cleared, the formatter stage does not appear in the flow display.
   Order	Enter a number to indicate where in the process flow the formatter will be displayed. Formatters are arranged with the lowest number on the left and the highest number on the right.
   Condition	Use the condition builder to set the conditions under which the formatter is highlighted as current. Any field available in the condition builder, such as SLA or Impact, can be used to trigger a process flow stage.
   Description	Describe the process flow formatter. This description does not appear on the actual formatter.

4. Repeat as necessary for each stage.