Create Catalog Task action
Summarize
Summary of Create Catalog Task action
The Create Catalog Task action in ServiceNow automates the creation of a record in the Catalog Task [sctask] table linked to a requested item in the Requested Items [screqitem] table. This action is designed to be used within Workflow Studio as a core ServiceNow action, enabling users to integrate task creation seamlessly into flows. It helps in managing catalog tasks efficiently by associating them with specific requested items and providing relevant task details.
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Key Features
- Roles and Availability: Available to users with
flowdesigneroradminroles for use in flow design. - Inputs:
- Table: Specifies the task table to create a record in, such as Catalog Task [sctask] or Incident Task [incidenttask].
- Requested Item: The requested item record that the catalog task fulfills.
- Short Description: Text describing the catalog task.
- Fields: Template values to set additional fields within the catalog task dynamically, supporting configuration in subflows.
- Wait: Boolean flag to pause the flow until the task is no longer active, enabling flow synchronization with task completion.
- Template Catalog Item: The catalog item used to populate catalog variables for the task (does not support dynamic pill values).
- Catalog Variables: A selection of catalog variables to provide additional context to the catalog task fulfiller.
- Outputs: Provides a reference to the created Catalog Task record, which can be utilized elsewhere in the flow for further processing.
Practical Application for ServiceNow Customers
This action enables customers to automate task creation linked to catalog item requests within their workflows. For example, a flow can first require approvals before creating a catalog task, setting fields like short description, assignment group, and description dynamically. If the wait option is enabled, the flow pauses until the catalog task is completed, ensuring proper sequence management.
By integrating Create Catalog Task into flows, customers can:
- Streamline task fulfillment associated with catalog requests.
- Control flow execution based on task completion status.
- Customize task details dynamically using templates and catalog variables.
This results in improved process automation, better task tracking, and enhanced coordination between request approvals and task execution.
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 Workflow Studio 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
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.
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.