ServiceNow Flow Template Builder Unleashed: Create ServiceNow Flows Like a Pro with This Demo!
[Music] hi all and welcome back so in today's tutorial we'll be exploring around an exciting topic around the floor designer which is flow template Builder I think you might most of the people must have not heard about it or or used it but let's first understand what is flow template Builder so flow template Builder a number citizen developers to create their own flow templates flow templates guide flow authors to create flows for very common use cases okay and then use that particular template to in the application Studio to create all kind of automations right so use the flow template Builder to Define flows actions and flow template variables template author can create templates from the flow with the required configuration flow designer template author can view or edit an existing flow template in the floater plate Builder so without wasting any time let's jump on to the personal development instance which you can see on my screen and first let's understand how we can get this option enabled on our system so what you can do you can simply jump into the plugins foreign plugin for the same so let's look into the plugin for the same so the plugin name is SN underscore flow underscore template and it's pretty easy to get also so if you get if you simply type low template or I have already installed it out right so this is the plugin flow template Builder so you have to enable this out once you enable this out everything will be sorted for you okay and you can get going and how you can ensure that this particular plugin is enabled what you can do you can simply go to the flow designer because that's that's what we want to start from right so I will just open the flow designer interface and if this plugin is not able you will not be able to see the option called template okay if you see the same template option that means your plugins is installed don't worry about this interface because I am using the banker instead which recently got slowed down so I'll be creating videos on the same under the latter point but today we'll be focusing on this so uh this is where you can see all the templates okay so currently there is one template created called ABC now let's try to understand how we can create first Glo template and then we will see how we can use it out okay into our system so what you can do you can simply go to the flow so what is the flow template first try to understand so you can consider template which has a primitive definition right that you want to have certain repetitive actions right you want to temptatize it out okay so that whenever new things come up or whenever new flow comes up as a requirement right you don't have to start from the sketch you will have some boilerplate or things ready with you and you have to do customization on top of it and that's it it's done so in this similar way to template works so you can define template flow template and you can use this template to have predefined configuration when you are creating new flows so let's look into example so these are the flows right so let's look some flow and which has internal let's consider task let's see if something is there or the task thing no which which flow we should take let's look something in the global scope I don't want to go with the change I just I'm just looking for something which makes sense with this particular uh configuration which you are trying to do so I'll just go to the next page and here we got service catalog item request okay so you know whenever we have a floor around service catalog right the generic flow is completely same okay approvals and all those things but it may vary from category item to catalog item so let's create a template around the cat Academy and then based on our requirement we can customize it out so let's open this particular flow out service catalog item twist and this particular template this particular flow is activated so what exactly is doing it's doing request manager approval then department head upper was and so on okay it's creating certain catalog items then even notification is sending creating catalog task and so on we don't care about all these things because we are not going in table of how the flow works today so now I think that this is the most common steps which we follow when wherever we are dealing with any catalog items right so I want to templatize it out so how I can template this out you can simply go to this three three dots over here okay which you can see on yes on the right side so this this three dots okay and if you go to this if you click on this three dots so there is an option over here you can see save flow as template so you have to just click on this particular option and see what happens so as soon as you click on this option it asks what should your template name so I will just give now service catalog flow template and I will keep it in global scope you can select any scope out but for now I will keep it in Globus openly and you can simply go to save as soon as you say without it will pop up a new window okay for the template so currently the save is going on so it got saved okay and this is the new vendor which is called as flow Template Designer so it has the entire replica of the flow okay but it's a template and now what you can do you can either delete something or for example if if I don't want this particular catalog task and the last or I don't want this lock thing right so you can simply delete it out it will get deleted from the template or if you go to this view right this particular over here so there are two options one is the flow and the second option is template setup so this is where the things get interesting so if I click on template setup so it will open float Template Designer View and here you can modify the things out modify the things in what way so it will be looking into the same so over here what you can do you if you want you can change the properties okay so like flow name if you want to give the description I will just give the description a test if you want to add icon you can do that also also we have option called manage catalog variables so you can create new variables flow variables if you want you can create it from here and the third option we have is flow variables so if there are any flow variables right or you want to create sums for example if I want to create um what input 1 and I can give it as type as Boolean or Let's do let's make it true of false and you can add it out in the similar way you can add a number of it okay so this is how it works okay you can define template input variables also what you can do if I click on this particular actions currently is requested item and it's read for completion default value is true so you can change this Behavior out so default values like wait for true so what it is doing it will wait oops turn it to True okay you can change it out based on your need or you have two more options the first option you can see over here is collect new user inputs so what exactly this input means so this particular creates a template variable okay if we expand the template variable to configure the input as per our requirement so I selected collect new template new user input and if I click over here so it gives okay what should the field name I'll give it test one two three types do we want to make it mandatory yes mandatory the default value is true if you want to make it provide a hint take and ROM here so you can do all this kind of things so whenever a new person is using this particular template so we will have the hold of this particular thing so other option we have is use template variables so as we have seen we have defined certain template variables okay so what exactly does it it gets input from the previous steps okay whatever is happening prior to this so if I click over this wait for completion because this is what it was there before okay in the similar way if I go over here you can Define it up so what it's trying what I'm trying to explain is like you have tons of option to play around okay you can configure the inputs okay based on you can define a default value or you can Define it through the variables template variable which has already been used or you can create a user input so that a user can pass that value on the runtime so once you have done all the things that we have deleted certain things out we have configured certain things out what you can do you can simply save this out this particular template so what is doing it's saving service catalog flow template and once it's saved will activate it activate it out and then we will see how we can use it out okay to create flow out of this template so we have saved it out let's activate it out also so we'll activate it out and you must be thinking right key okay the flow got saved it got activated also but where exactly this data is getting stored good question right probably this question should come to your mind so this data gets stored into CIS app template table so if I go over here if you go to all and if I type says underscore app this could template dot list this is a table where this particular flow templates gets stored okay so if I it's already sorted by updating so you can see this particular so is catalog flow template got created and it's into active stage and which is into Global application and if you open this out you can find all the configuration with respect to that particular template so I hope till this particular point it's clear to everyone that how we can create a flow template using flow Template Designer okay how we can make the changes to the flow add to the variables how we can configure it out and now we'll be seeing how we can use it out so here you can see all the template input variables and so on okay whatever was there now in order to use data what you have to you have to go to the app engine Studio because you will be using it into your applications itself so we'll open the interface for app engine Studio from here and for time being let's let me use this demo app okay which I am working on so once you open this app you must be aware about this configuration right you can add experiences and so on so I'm using this template over here and over here as you know we have a section called Logics and automations right from here you can add workflows or flow whatever you want right so I will click on this add button over here you can see this particular add button so I will click on this particular add button in order to add the flow so as soon as you click in an ad it asks what exactly you want to do okay you want to use you want to create emails you want to create process Creation with a template or you want to create a flow so definitely we want to create a flow so as soon as you click over here it gives you option built from scratch if you want to build from scratch or you can see tons of templates over here so does it resonate to something yes this is the template which we just created if you preferred logo and all this thing it will be over you so if I click on it it will be like add logic Auto and automation service catalog flow template which we have created the description is coming over here test and you have to just click on begin as soon as you click on begin it will start pulling the data out of the template and it will ask what because we will be creating flow from flow first we create a template now from template we are creating flow so it's asking what should be the name of the template so we will give it nice service catalog template to slow make sense right and I will just copy the C over here if you want to have an advanced option you can play around it but I will keep it as is for now and you just click on if I you just have to click on this continue button so let's click on this continue and just sit quietly okay so you don't have to do things from scratch again and again now you can simply use the template to do the things and it's like success your flow is ready perfect so you can either go to done okay or you can edit this flow out so we'll go to edit this flow and now whatever was there in the template it got added to this particular flow perfect right so it has saved tons of your time ton of your time right if you want to do the same thing and now you can play around the same if you want to cancel delete something certain things out you can delete it out if you want to means you can play around you can see the configuration you can modify the flow accordingly according to your requirement and that's it so you don't have to do it from the scratch to the end so this is how now we can use the float Template Designer okay in order to create the template flow template and then we have seen how we can use the template in order to create a flow out of the template okay so this is all for today's tutorial I hope you liked it out if you like please sub subscribe to my channel and press the Bell icon so that you will get notified of my upcoming videos till then stay safe step yeah have a nice day thank you foreign
https://www.youtube.com/watch?v=wkDPecr2Nag