Create Catalog Task action

  • Release version: Washingtondc
  • Updated June 13, 2024
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    Summary of Create Catalog Task action

    The Create Catalog Task action in Flow Designer allows users to create a record in the Catalog Task [sctask] table, linking it to a requested item from the Requested Items [screqitem] table. This action enables the flow to utilize the catalog task record as part of its data processing.

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    Key Features

    • Roles and Availability: Accessible as a core action in Flow Designer, available for users with the flowdesigner or admin roles.
    • Input Parameters:
      • Table: Specify the task table (e.g., Catalog Task [sctask]).
      • Requested Item: Record of the requested item this catalog task fulfills.
      • Short Description: Brief description for the catalog task.
      • Fields: Set field values for the catalog task, allowing dynamic input if used in a subflow.
      • Wait: True/False flag to pause the flow until the task is completed.
      • Template Catalog Item: Record for populating catalog variables (no data pill values supported).
      • Catalog Variables: List of variables providing additional information for the catalog task.
    • Outputs: Outputs include a reference to the created Catalog Task record, which can be utilized in other parts of the flow.

    Key Outcomes

    When implemented, the Create Catalog Task action facilitates a structured workflow for processing catalog item requests. For instance, a flow can be set to require approvals before creating a catalog task. If the wait condition is selected, the flow will pause until the catalog task is fulfilled, ensuring that subsequent actions are executed only after the task's completion.

    Creates a record in the Catalog Task [sc_task] table associated to a requested item in the Requested Items [sc_req_item] table. Adds the catalog task record as data to be used in the flow.

    Roles and availability

    Available as a Flow Designer ServiceNow core action. Users with the flow_designer or admin role can add an action to a flow and define configuration details.

    Inputs

    Provide a value for each input that your flow needs. To add dynamic values, you can also drag and drop pills from the Data panel or select them from the pill picker.

    Table
    Data type: Table Name

    Extension of the Task table in which to create a record. For example, Catalog Task [sc_task] or Incident Task [incident_task].

    Requested Item [Requested Item]
    Data type: Record

    The requested item record from the Requested Item [sc_req_item] table that this catalog task fulfills.

    Short Description
    Data type: String

    The short description for the catalog task.

    Fields
    Data type: Template Value

    The field values that you want to set in the catalog task. If adding the action to a subflow, you can allow flow designers to dynamically set field values. See Create a template value input.

    Wait
    Data type: True/False

    Flag indicating whether to pause the flow until the Task record is no longer active. You can add a wait condition by dragging-and-dropping a True/False data pill into this input. The flow only waits for the Task record to complete when the condition field is true.

    Template Catalog Item [Catalog Item]
    Data type: Record

    The Catalog Item [sc_cat_item] record you want to use to populate the catalog variables slush bucket. This input does not support any data pill values.

    Catalog Variables
    Data type: Slush Bucket

    The list of catalog variables that you want to show on the catalog task. These variables provide more information to the catalog task fulfiller.

    Outputs

    These outputs appear in the Data panel. You can use them as inputs elsewhere in your flow.

    Catalog Task
    Data type: Record

    Reference to Catalog Task record created.

    Use a flow to process a catalog item request

    Configuration of the Create Catalog Task action

    In this example, the Service Catalog Item request flow first requests manager and department head approval. Only approved requests ever run the Create Catalog Task action. The Requested Item input uses the requested item that triggered the flow to run. The Fields input sets the value of the task short description, assign group, and description. Since the wait input is selected, the flow will pause while the catalog task is being fulfilled. Also since there is no template catalog item selected, there are no catalog variables available to this task.

    Execution details of Create Catalog Task

    In this example, the flow execution details show the requested item record number and the catalog task record number. The action state is listed as waiting since the Wait input was selected. The flow waits until the catalog task is closed before continuing.