ServiceNow San Diego - Flow Templates Part 3
[Music] hi everyone justin here this is the third and final installment on my flow template videos and this is basically going to cover the last step right the citizen developer or someone coming into app engine studio and using the flow template that you created in flow designer as part of their application it's going to be an automation that they create there now if you haven't seen the first and second videos the first video covers creating a template second video covers the actual configuration of the template so you can set up the opportunity for your citizen developers your people using that flow template to alter the flow itself without having to come in and actually use flow designer to change it now i'll put links to those um so you can get to those videos if you want if you did watch that second video i missed a very important and final step i'll call your attention up here at the top so we talked through configuring the flow going into the template setup and what i didn't do and it caught me when i tried to finish the rest of this video is i didn't activate it so once you've configured it and done what you need to do you need to activate the flow otherwise it's not going to show up in this next area i'm going to show you so let's hop on over there app engine studio this is the home for creating applications and when we're talking about applications on the now platform it's basically a way to have tables and structure around things i've got in here access to application templates we'll cover that in a whole other video i've got my recent applications and in the use case that i want to demonstrate to you today and i'm going to create an app just to follow through on the the story here so the story is i've got an innovation team the innovation team is part of the organization but they're not really someone who does incidents or catalog tasks coming from a catalog but they have work that they need to track and they've chosen servicenow as their place to track that work is very common use case that we see all the time so when they if we wanted to say hey here have access to app engine studio we've got some you know automation in there to make sure you don't break anything but go ahead and create the things that you need so i'm going to create a table we're going to use the task table to actually set them up we don't really need to use the incident table or the catalog task table we can just go with straight up task that's going to give them assignment group and priority and stuff like that so let's go ahead hit the drop down here and we're going to search for task and we'll scroll to the bottom oop i picked the wrong one that always happens in a demo let's try that again go down here to task and there we go click continue now i'm going to go ahead and give it a name and we'll call this innovation tickets right that's how they want to refer to themselves we'll go ahead and set an auto number on it and it doesn't need to be extensible because you know no one's really going to copy a custom app like or it may not come copy a custom app but we're done there so we've got our own table and now the innovation team has seen that the help desk team has this flow that escalates to microsoft teams that we covered in the second video and they want to take advantage of it too so now they can be redirected to say come over to your logic and automation and the servicenow admins it made it super easy for you to take that flow and adopt it to your team so here i've got the option to use a flow and i don't see the template that i created let's hit refresh see if we get a better experience if i hit refresh because i know i activated that because i just showed you on the previous tab that was activated so let's try that again we'll add the logic and automation the flow there we go there's my flow template demo i'll go ahead and open that up we'll get started now this is the key thing here so it's going to let them change if you watch the second video the table that they're coming from so the flow by default use the incident table and maybe for their team they're not going to use incidents right so we just created a table for the innovation team so let's search for renovation and we see the innovation ticket so now this flow is going to use innovation tickets as the um as the table that's going to trigger that workflow we'll go ahead and change the condition that we set up in the second video to the innovation team instead of help desk and remember we put a little help text there so enter a different team name if needed we gave them some helpful information about the formatting of that and then if they want to change the priority maybe innovation team is serious about their tickets and they want to have a teams channel for anything that's priority 2 and above and so we'll click done there we'll give it a name innovation team escalate and teams so we can go ahead and put in team innovation team escalate to teams got that done there we'll click continue this is going to go ahead and create the flow so everything is going to be set up for them all that logic we saw talking to teams doing the if then um elf logic that was in the flow it's going to take care of all that for them and they're going to have access to that particular functionality that was saved as a template now if you're an admin you can still come in and see that flow right so that flow is going to be now a flow and not a template and we can see that it created it right there at the top innovation team escalade to teams and if i open that up it's still in draft mode because i haven't actually published it over in app engine studio but not important what i wanted to show you is look at this the table has changed on the trigger it's now innovation tickets and it's already going to have that table selected they didn't have to come in and do that they didn't have to select that table and the lookup group record change right so oh i hit a key there we don't want to change that so let's just escape out of there and open that back up okay there's my innovation tickets cancel out there and then my lookup group record change so there's where they were able to come in and say look up where the group name or name is equal to innovation team instead of help desk team so that automatically came through from one of those input variables and a sign of this last thing to show you just to follow this all the way through in my if statement remember if it was priority is critical which was one now since they overrode that it is now two or high um for this escalation to happen to create a channel and teams post a message and send another sms to the manager of that group so that is the third and final video in how to use flow templates in servicenow i hope you found this video helpful if you did please like please subscribe or share it with somebody who you think might be interested and that's all for now we'll see you on the next video [Music]
https://www.youtube.com/watch?v=skMfCCNUAAY