ERP Canvas Use ERP Data action details for flows

  • Release version: Washingtondc
  • Updated April 10, 2024
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of ERP Integration Use ERP Data Action Details for Flows

    The Use ERP Data action in Workflow Studio allows users to test and integrate ERP (Enterprise Resource Planning) data within the ServiceNow AI Platform. It enables building flows that can retrieve or update data from the ERP system after creating and managing models in ERP Integration.

    Show full answer Show less

    Key Features

    • Role Requirements: The action requires roles granted through delegated development or those assigned to the user.
    • Inputs: Users must provide values for various input parameters, including:
      • ModelName: Specifies the ERP model for the operation.
      • ModelOperation: Defines whether to Read or Update the ERP system.
      • Mandatory Field(s): Required fields established in the ERP model.
      • Optional Field(s): Optional fields defined in the ERP model.
      • System: Identifies the connected ERP system.
    • Outputs: The action provides outputs that can be used in subsequent operations:
      • Action Status: Contains runtime details of the action.
      • Don't Treat As Error: Allows reporting action status as success or error.
      • Error Message: Contains any error messages generated.
      • Response: Returns requested data from the ERP system.

    Key Outcomes

    By utilizing the Use ERP Data action, ServiceNow customers can seamlessly integrate ERP data into their workflows, enhancing data accessibility and operational efficiency. This integration facilitates the automation of processes involving ERP systems, ultimately streamlining business operations and decision-making.

    After you're done creating and managing your model in ERP Canvas, go to Workflow Studio and use the Use ERP Data action to test your model's inputs and outputs. You can then build a flow with the action to incorporate ERP (Enterprise Resource Planning) data into the ServiceNow AI Platform.

    For information on using the Use ERP Data action to retrieve ERP data, see Building flows to read or update the ERP system.

    Roles and availability

    Available as part of ERP Canvas.

    Role requirements
    This action requires roles granted by delegated development or assigned to the user. For more information, see User access to Flow Designer.

    Inputs

    Provide a value for each input that your action needs. To add dynamic values, you can also select data pills using the pill picker.

    ModelName
    Data type: Dynamic Choice

    Name of the ERP model that contains the read or update operation. The model must already be created, and have the read or update operation defined in ERP Canvas. For more information, see Managing how models read and update the ERP system.

    ModelOperation
    Data type: Dynamic Choice

    Whether to Read or Update the ERP system. The read or update entity must already be defined in ERP Canvas. For more information, see Add a read or update entity to a model in ERP Canvas.

    Mandatory Field(s)
    Data type: Dynamic Template

    Fields that are required for the operation. Fields must already be defined as required input parameters when you manage the model in ERP Canvas. For more information, see Manage input parameters for an ERP model operation.

    Optional Field(s)
    Data type: Dynamic Template

    Fields that are optional for the operation. Fields must already be defined as optional input parameters when you managed the model. For more information, see Manage input parameters for an ERP model operation.

    System
    Data type: Reference

    Name of the connected ERP system. For more information, see Working with ERP systems in ERP Canvas.

    Outputs

    You can use these outputs as inputs for other items.

    Action status
    Data type: Object

    Data pill that contains the current runtime details about the action. The Action Status object consists of a code and a message.

    Don't Treat As Error
    Data type: True/False

    Option to report the Action Status as an error or a success when returned to a flow.

    Error Message
    Data type: String

    String data pill containing the error message produced by the action, step, or system operation.

    Response
    Data type: Dynamic Object

    Requested data that's returned from the ERP system. For more information, see Choose output parameters for an ERP model.