Submit a catalog item through inbound email | Flow Designer | ServiceNow
hi everyone in this video we are going to talk about how we can submit our catalog item via an incoming email and service now so when we talk about incoming emails and submitting a catalog item we have two options available one is inbound email actions where we can write scripts and use certain apis like cart api and all to submit our catalog item and the second and most convenient option that we have available as of today is the flow designer where we can pass our incoming email and fetch the body or the subject of the email and accordingly take action and submit a catalog item easily so in this video we are going to talk more about the second option which is the most convenient one using the flow designer so to make things easy and to save some of our time i have already created a catalog item which i am going to submit via an incoming email and in this catalog item i have created a couple of fields like requested by which will specify who is the sender of the email and the short description here i'm going to fetch the subject of that email and the description where i'm going to fetch the body of the email so let's quickly jump on to the flow designer part and now i'm going to click on new over here let me give it a name everything else i will keep as same and run as let's select systems and i'm going to click on submit over here now first of all i need to specify a trigger in my flow designer which will trigger this flow so what exactly my trigger in this case is an incoming email so let's select that particular option which is inbound email and i can also give a specific condition over here like for example all the emails coming to a specific email id so let's do that so here i'm going to give the condition like all the emails that are coming to this particular instance so i've already formatted the email that i have to send just to save us some time in real world what happens is every organization have their support help desk and when they plan to move to service now uh with the help of the microsoft or google account teams they redirect those emails coming to their support emails to the service now instance and accordingly they can take action for example support at the rate [Music] the ultimate winner.com and let's click on done now i need to add an action over here so what action i need to take over here is submit catalog item request now i need to select which catalog item actually i want to submit run this email comes to the service now instance and in the requested by i can simply pull the user record from the email from here the data pills are available and in short description i'm going to pull the subject let's put a body in the description i think this is more or less what i need for now so now my email condition is there secondly i'm submitting a catalog item now what else could be required over here uh let's say i want to see that email in my catalog task as well but we'll see how that works first let's test it out if this is working fine or not so my flow is saved successfully i'm going to activate it now my flow is activated also now let me click on send button on this email and let's see if this gets converted into a ticket or not so i can monitor all the emails that are coming into my instance in this particular list so far you have not received that email so there it is the email is received in the service now instance now and let me add another column to specify whether it is getting associated with a target record or not so this is the email no it is not getting associated with the target record so far but we'll look at that for it as well first let me open request items that i have in this instance and this is the latest one so i can see the variable list over here but i do not see that email in the activity list so let's verify available fields also and let me add that sender receive email so this is how we can enable all the emails on the form in the activity list so that we can see what email came and what went outside [Music] okay so it is not associated with the atm led center catalog task okay so short description says testing inbound action description says please stall to the activities to check that your email this just to let everyone know that this is configured in the workflow itself there was a workflow dedicated in the backend for the demo catalog item and if i see here okay send received emails is included but still i cannot see the email in the catalog task also so let's go back to our flow and let's make sure that the email is visible in the activities list also or let's say catalog task so not what now what i'm going to do is i'm going to check if a task exists for this particular catalog item that was submitted and the request item is this one let's click on done and i am going to update the email record now [Music] so this is my email record so let's drag and drop it here and i want to update the target and the target is my catalog task record let's try to drop it here and i can also update the target table will verify if it is works or we will have to pass the ssid specifically done save and activate my flow is activated successfully now let me go back to my email inbox and i'll click on send again let's see how it works this time so [Music] i have not received that record yet refresh now let's wait for a couple of minutes so there it is here my other team is created and if i open it let's go to the task since we updated the email on the task variable values are fine it says please call let's go so this is my email which was sent from my email id to the servicenow instance and a catalog item is submitted and we can also see the email attached to the task now let's hop to the emails module and we'll see the difference so let's do show matching on the recipient list so this was my previous email where the email was not getting attached to the ticket created in the back end and this is the recent one where i can also see the catalog task which is updated in the target field so this is how we submit a catalog item via an incoming email with the help of a flow designer thank you for watching
https://www.youtube.com/watch?v=z4ExyTBorX0