Generate workflow activity
Summarize
Summary of Generate workflow activity
The Generate workflow activity in ServiceNow Zurich release allows you to immediately create task or approval records from any subsequent task or approval activities in the workflow path. This pre-generation enables tasks and approvals to be established upfront but still completed sequentially as the workflow progresses. It is specifically designed for workflows running on tables extending the Task table.
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Key Features
- Pre-generation of tasks and approvals: Creates tasks with state set to Pending and approvals with state Not Requested, including setting expected start and due dates.
- Sequential completion: Although tasks and approvals are pre-generated, they must be completed in order during workflow execution.
- Duration calculation: Expected start and due dates are calculated based on the expected durations of tasks and approvals between the Generate activity and each subsequent activity. For branched workflows, the longest path duration is used.
- Multiple use and refresh: The Generate activity can be used multiple times to refresh tasks and approvals with updated information, which is helpful if approvers or task details change during the workflow.
- Excluding activities: Activities can be excluded from generation by selecting the “Skip during generate” checkbox on conditions, allowing control over which tasks or approvals are created.
- Input variables: You can control whether approvals and/or tasks are created or only used to calculate durations by selecting corresponding options.
Practical Implications for ServiceNow Customers
Using the Generate activity enables you to streamline complex workflows with multiple dependent tasks and approvals by creating them all upfront while maintaining the necessary sequential order. This ensures better predictability of task timelines and approval processes, improving workflow management and visibility.
The ability to refresh generated tasks and approvals allows workflows to remain flexible and accurate in dynamic environments where approvers or task details may change after workflow initiation.
By managing which activities are skipped during generation, you can tailor the workflow execution to specific requirements, preventing unnecessary or premature task creation.
Example Use Case
In a workflow example, approvals such as Approval-2 and Approval-3 are generated immediately, while Approval-4 is skipped due to a rejection condition marked to skip during generate. Expected start and due dates for tasks are set based on their durations and dependencies, ensuring tasks start only after prerequisite tasks complete, reflecting realistic workflow timing.
The Generate activity immediately creates task or approval records from any task or approval activities placed after the Generate activity in the workflow path. These pre-generated tasks and approvals start when the task and approval activities are reached during flow execution. This allows a task to have a set of associated pre-generated sequential tasks or approvals, but still require them to be completed in order.
By default, the workflow does not create any tasks or approvals until it reaches them in the workflow.
- If it is a task activity,
creates the task and sets:
- The State to Pending
- The Expected Start Date
- The Due Date
Note:Task activities run as the user whose actions complete the task the workflow was waiting for and advances the workflow. - If it is an approval activity, creates the approvals and sets:
- The approval State to Not Requested
- The Expected Start Date
- The Due Date
Note:Approval activities run as the user whose actions match the approve or reject conditions the workflow was waiting for and advances the workflow.
Expected start dates and due dates are calculated based on the Expected Duration of all of the tasks and approvals between the Generate activity and the activity being updated. In the case of a branched path (between a Branch and Join activity), the longer duration will be used for any post-branch activities.
The Generate activity can be used more than once, and any tasks or approvals will be refreshed with updated information. This is useful in situations where the list of approvers or other important information is still editable while the workflow is in process and it may be necessary to update or correct the generated approvals or tasks.
- Rejected (for any of the approval activities)
- No condition of If activity
- Continue condition of Turnstile activity
- Incomplete condition of Join activity
Input variables
Input variables determine the initial behavior of the activity.
| Field | Description |
|---|---|
| Generate approvals | If selected, approvals are created when running the Generate activity. If cleared, the approvals are used to compute their estimated duration, but no approvals are created. |
| Generate tasks | If selected, tasks are created when running the Generate activity. If cleared, the tasks are used to compute their estimated duration, but no tasks are created. |
States
| State | Description |
|---|---|
| Executing | The activity is executing. |
| Finished | The activity finished running. See the result value for the outcome of the activity. |
| Cancelled | This activity, or the workflow that contains this activity, was canceled. |
Example
- Approval-2
- Approval-3
Approval-4 is skipped since the Rejected condition of Approval-3 has Skip during generate selected.
| Task | Expected Start Date | Reason | Due Date |
|---|---|---|---|
| Task 1 (1 day) | Jan. 1, 2016 | Jan. 2, 2016 | |
| Task 2 (1 day) | Jan. 2, 2016 | Task 1 is 1 day | Jan. 3, 2016 |
| Task 3 (2 days) | Jan. 1, 2016 | Jan. 3, 2016 | |
| Task 4 (1 day) | Jan. 3, 2016 | Task 3 is 2 days | Jan. 4, 2016 |
| Task 5 (1 day) | Jan. 4, 2016 | Task 4 ends the latest before the Join | Jan. 5, 2016 |
Notice that Task 5 starts on Jan. 4, 2016 since the longest path (based on due dates) to the Join is Task 3/Task 4.