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ServiceNow San Diego - Flow Templates Part 2

Import · Mar 30, 2022 · video

[Music] hey everyone justin here and now we're going to talk about flow templates again this is the second and three videos and the first video i'll link to it on the screen we covered actually how to create a flow template so we started with the flow created a new flow saved as a template in this video we're going to actually configure the template so just a refresher once you've activated this functionality you'll have a new menu item and i've pre-staged a template so that it's ready to go and i thought very carefully about how what flow we're going to actually do so what scenario would you have a citizen developer coming in using a template and repurposing it for their team their application their use case and so what i kind of came up with is this scenario where there's a team maybe it's it or maybe a specific team in it that has a flow to escalate to microsoft teams and as part of that escalation it checks the assignment group so it only does it for a particular group then puts it in the right teams channel posts a message and then if the priority is a certain amount it'll escalate that message so that's what you're seeing here we have a trigger for incident created we have a group lookup which this will make sense in a second why we're doing a group lookup because we want this flow to be repurposable by other teams we're going to prompt them for the group they're going to use then we'll use it in our if condition before sending the message post a message in the teams check that criticality of the incident or ticket and then if it is create a channel and teams post a message and even send an sms to the manager of the group for that team so i'll call your attention above my head upper right we have a new drop down option because this was saved as a template you as an admin can come in and say i'm going to switch to my template setup view so you could still come in and modify the flow and configure it but for the actual template configuration we'll switch to template setup and now you see the interfaces change a little bit the canvas the main stage is a bit different on our trigger we can actually say use the incident table or let the user select a different table so i'm going to change this right here and we're going to say hey if you want to use a different table maybe you've got a custom application or you're looking at catalog tasks you could do that here we could specify whether it's mandatory not specify a default value and even provide them a hint and we'll just say select a different table if needed and you'll see these hints when we get into the actual the third video of this series where we actually use the template in our application so we specified a variable there now we may want to give them the chance to change this from help desk so i've got on a condition or lookup i've got what table i'm looking at the order by select the first record all the things that you expect the only thing i want them to change when they set this up is the condition so we're going to say collect new new user input and for that equals help desk we're going to say enter a different team name if needed and i'm going to say format is name equals team name just to make it clear that it's a condition they're going to need to leave this name equals inside of that right so we're trying to help non-admins actually use this and find value in it so we'll let them specify that value and then we'll let the flow carry on post a message and all that the other thing i might want them to do is they may want a different criticality maybe for a different uh maybe a priority two or priority three they want to create a channel and swarm the incident or swarm the ticket in teams for that so we'll say select a different select a lower priority if needed and this will be things they configure so that's three different examples now if you're interested in what exact fields you can have them or prompt them for input i'll put them on the screen too but basically i'm reading from a list string list choice a reference to another table or another record in servicenow table name like you saw me do up above url multi-line small text area two line text area price email and integer those are the supported field types that will show up there so i've got those configured now i'm going to go ahead and save this and i'm going to flip back into the flow view to show you something because i think this is really important too once these user inputs are collected right so you're going to see in a third video when the citizen developer comes in to use the actual template they're going to be prompted for these values and they can leave them to the default values or they can change them and what we can do is not just use those to alter the workflow but we can use the components the data pills in the actual flow itself so if we need to repurpose that information somewhere else we can so let's go up here again to our view we're going to change this back to flow and what i want to point out to you is going to be in the upper right hand corner and if we have a new section up here for template variables so i'll go ahead and expand that so you can see it remember we let them specify a different table of different priority and that condition on the group name so it was name equals help desk so if i wanted to maybe in the message that i'm putting in here in the title we'll say a new incident and we can say a new priority priority and then we'll just take whatever priority they're putting in there and use that in the subject of my actual message before it gets sent to teams i'll just make sure there's a space in there so now i'm not only changing the logic of my if statement or my condition i'm using that same input that they're providing me in the actual flow to alter the message that's going to go into teams that way they don't need to come in here and configure this post message action or know anything about channel ids and all that stuff right so we can kind of pre-configure all that for them and i can save this and then now that will be part of this flow when they use this template so what i want to show on the next video what you'll see in the next video is basically a citizen developer coming into app engine studio creating an app or using an existing app and then creating an automation and one of those automations will be this flow template i hope you like this video if you did please like please subscribe or even share it with somebody else you think might be interested that's all for now we'll see you on the next one [Music] you

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