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#4 What is Flow Action in ServiceNow | Actions in Flow Designer | ServiceNow Flow Designer Training

Import · Mar 08, 2021 · video

[Music] please subscribe to my channel and click on the bell icon to get the regular updates of my channel and do not forget to like comment and share hello everyone welcome back to sas world service now this is part of servicenow flow designer training in this section we will learn about actions in flow designer and we will see how can you utilize out-of-the-box actions to achieve different requirements in servicenow platform what is an action an action is a reusable operation that enables process analyst or developers to automate different features in the platform without need of writing a code core actions core actions are actions provided by servicenow out of the box so basically you can perform different actions in service now like create a racket update a racket search for a record query a table in that case service now has already provided some set of out-of-the-box actions which you can perform which you can create to deliver different features or whatever actions you want to take basically to deliver those features you can definitely utilize those out of the box actions and those out of the box actions are called as core actions and these actions cannot be viewed or edited directly from action designer design environment where you basically create custom actions because these are out of the box so you cannot touch them you can just use them in order to utilize to deliver different features in the platform and if i give you an example that is ask for approval that is out of the box core action let's see these different out of the box actions in my personal developer instance this is my personal developer instance and i have already opened flow designer in another tab now in order to use actions i definitely need to create a flow so i will just click on this new button and i will click on flow once you will click on flow you will get this popup and you can provide the name so maybe i will give demo dot or maybe flow and then i can just click on submit for now now this will save and create this new flow now here we have two sections trigger and actions trigger is something basically what condition what what exactly the event will trigger this flow so that it can process different actions so for now i can just maybe select create it and that created is also for a table that is maybe a racket of incident table so i will select incident and if you want a filter like condition if when when that condition will match for that particular record of this table then only this flow should trigger so i'm not putting any condition right now so i will just click on done now as we are talking about action so if you will see this second section that is that says actions and if i will click on this you will see it says action flow logic and subflow so you can definitely select all these three different options now i want to create action in order to create an action i just need to click on this action and here you will see available out of the box actions provided by servicenow and if you will create a custom action you can also see in this list but this is my personal developer instance and i have not created any custom action as of now so these are all out of the box actions so now the first one here you can see and this basically shows under spokes and we have some other spokes as well which are not installed yet which which are basically installed when you enable those plugins now if i go at the top here we have service now co now these are all different actions which you can utilize to deliver different functionalities and if i start from here you can see we have first action that is add work note link to context now this particular action basically adds a link and information about the execution details of a flow when it is triggered or basically when it is basically executed for any particular racket in that case you can just use this action and this will automatically add that link in the work notes or any journal field so you can see it says add a work note like link referencing to the execution context then we have ask for approval which basically triggers the approval as well because in service now for different tasks you definitely need to trigger approvals which will which you normally use via workflows so in this case you don't need workflows you don't you don't need to write any kind of scripting and you can just use these actions and trigger approvals as well then we have a few actions related to create or update of rackets create tasks delete as well and then if i go a little bit bottom here you have lookup brackets now this is the most important action i would say because in service now in order to query rackets a developer write a query that is glide racket query but here you don't have to write any script you can just use this lookup record in the backend it will definitely run that query but you don't have to write any script just you can just use this action now in every action you need to provide some inputs so as i selected this lookup racket so it will ask you so all these inputs basically are different for each action depending on the kind of action you are selecting so in this case you have you can say it says action lookup record now in which table you want to look up the racket you can select here or maybe you can also select it from the data pill then you can provide the condition because in glide racket query you provide the condition like dot add query that's something you can mention over here but as of now you can see it is not populated how exactly it will be populated because conditions are basically related to the fields so in that case once you will select the table let's say i'm selecting incident this condition will automatically show all those relevant fields all the fields associated with this particular table and you can see here and then you also have option to order those rackets and you also have if multiple rackets so you can see it says if multiple rackets are found what exactly you want if you want to fail this step or you return only first racket so those are the things you can select here then don't fail on error that means if you get any error from this particular step or this particular action then don't fail it that means it should still proceed for the next action whatever action you will provide in the flow let's use one of the action and see how exactly it works in service now in flow so i will just select here this first one add work note link to context and here we have this incident created already uh i can select the table so i can select the same table that is incident table here i can select the racket now which racket i will not select it from here because i want to select the same record which will be created so for that i can just select from this data pill and if i will click on this and i can just click here you can see it auto automatically picked up from here so then we have this journal field now this will automatically show you what all journal fields you have on that particular table so here we have work notes and some other but i think it has to be updated in work notes and then if you want additional comments as well you can put that so here we have it says additional comments that means it is not additional comment i'm not talking about the comment field additional comment field this is basically talking about what extra comment you want to add so this will automatically add the link but before that it will add this this particular line as well flow execution started what i will do just to show you uh that how exactly it works i will just change this string and then i will just click on done so when you exactly create a flow you you provide the trigger and then you add different actions as of now i'm just giving just creating just one action and then i can just click on save and then i can just activate it so basically this flow will be triggered when new incident racket will be created and this will also add this work note link basically context that execution link so let's go here and i will basically create a new incident now this is something i'm just showing an example of of action however you will see my further videos where i will show you the practical scenarios of different action that how exactly you can use those actions to achieve different types of functionalities which basically you were maybe achieving with the help of coding till now and and that's how you can understand the power of flow designer in servicenow platform so i will quickly select caller here so maybe this one and then i will mention test and i will just click on save so once you will click on save that particular flow should trigger and now we can click on execution and i'm sure you can see it got queued up so if i open this it should complete you can see it got completed so when you add an action or maybe multiple actions you can see how exactly flow is executing those actions whether it got completed maybe it gave some error that you can see in the execution details so if i click on here you can see uh it automatically referred that incident number so which we basically recently created and it's the same incident you can see here and then it got completed what exactly it did it performed this action and what was the action i will show you whether it processed or not properly so if i refresh it and you can see here we have this flow execution started demo and if you remember i added this line this particular word myself just to show you that what was that additional comment and you can see here we have this execution now this particular execution details i can directly get it from here as well you will see the same screen when you will click on that link now this way you can at least know that yes your flow has triggered for this particular racket so i would definitely recommend all of you to use this feature this action i was not mandatory it's totally up to you but but from from from my perspective i think you should definitely use this for all of your flows wherever you are using these action this flow designer just to make sure that yes system has triggered system has executed your flow properly without any issue in next few videos you will see that how exactly you can utilize different other actions we have provided by servicenow in order to deliver the requirement you get from your customers and clients and you will come to know that the features which you are basically achieving with the help of coding as i mentioned like querying the glide racket query you can do it directly with this drag and drop providing some information some inputs and you will be able to achieve same functionality with flow designer without writing a single line of code so if i'm able to enhance your learning experience please do subscribe my channel and like and share and comment to my videos thank you and have a great day

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