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ServiceNow's Game-Changer: ServiceNow Process Automation Designer Demo & Overview

Import · Aug 15, 2023 · video

[Music] hello everyone and welcome back to our Channel today we are driving into a tool that's real legendary the free business automatic has streamlined the process that's right we are talking about service stop process automation designer or in short we call it as pad so let's get started servicenow is a cloud-based platform that offers an array of iot service management and business processes automation capabilities it's the idea solution for organization looking to enhance efficiency improve customer experience and make operation smoother and one of the Steeler its Steeler feature is the process automation designer so let's understand what is Project automation designer so process automation designer within service now is a design to let you create manage and visualize end-to-end business process and how does it do this without a through a sneak and intuitive drag and drop interface that makes workflow design just like a piece with process automation designer you can Define the sequence of activities set up conditions and approvals integrate with other system ends much more all this without writing a single line of code so without wasting any further time okay let's jump into the demo so as you can see here on my screen this is my personal development instance and it's on the Van Curtis so you may see something different from your own personal instance okay uh in today's tutorial we what we'll be doing I'm thinking from a long time that I want to create an application uh for Jim so we will try to create some basic infra for the same so for that what we'll be doing let's jump into the app engine Studio I'll just open the interface for app industry and or what I'm trying to do I want to create I I'm trying to accumulate so I have a data set I am trying to accumulate all the uh exercises which are there which get performed to gym and then probably we will we can placed on the user requirement um if someone wants six packs apps so what exercise you should perform if someone want just to create biceps what exercise you should perform all those kind of things we will be doing through that app so let's create an app okay and I will give it a name as and my gym I will not do anything oh yeah I'll just do continue I'll keep rules as this photo because I don't want to waste a lot of time over there and here we go we have created the basic framework for our app the apigee strip pretty easy okay now I will not just go through this step what the first and foremost thing what we have to do we have to create a table okay so what I will do I will just go to the data and I already have an Excel uh with with the data of all the I've created Excel void so let's create a table for Access using that the same table so I will just do the imported spreadsheet kind of option okay I will just continue I will just go to the desktop it should be the Mega Gym data set okay I am not a gym freak person because but um I think it will be useful for others and I will be like yeah the force row is a header okay I want data also I will just to continue I want to create a new table so I will just go and create a new table I'll just go on continue and it should be a standalone table right because it's just a base out and what we'll be doing will be creating a will be creating a workflow just a user interface workflow okay if someone is adding access over there how exactly it should work so over here let's so it has rating description I will keep it a string ratings it's decimal file level it should be choice okay equipments um should also be choice body part again Choice I'm just playing around the data type of course choice and I will keep other thing title should be there description is fine okay done so and I will just go on continue and what name we should give so let's give it oh foreign because I want to okay uh exercise and I will make this table extensible and also order number so exe is fine and I will just go and continue uh rolls it's completely fine I will keep it as is for now and we'll just go through it so it will take some time why because that data set is huge it has thousands of records and thousands of we we can train our body I it's it was pretty fascinating for me also okay that how we can sorry how we can train our body in a better way right so we wait till that particular point of time ideally it should not take a lot of time done so nine Fields got created done and let's look into the preview hopefully the data should be there so yeah you can see there's a title partner playing bad row okay then strand type of strand body part abdominal parent equipment required is bad level ratings for some some of them ratings are zero or it's not defined and writing description okay perform and total records are 2000 items and eighteen so this will act like a h entry point for for logic perfect now with Van queue previously whenever we want to create a process automation designer we have to go outside of the app engine studio and then you have to create it out but with value we have that particular capability over here so where you can find it out so in logic and automation will go and we'll do add and here you can see flow and email were already there but we have no pad also is it process automation designer so let's click on it let's go with begin it's pretty easy you can consider it as a workflow of lonely okay but in an easy way okay in a low code iconic so what name I should give I will give sir I will care any body drink okay okay potty training I will give I I you can add description also application margin okay then it the way it works I already told you right that it's just like a flow of workflow so you talk also ask for the trigger what should we trigger for it so I will like I will be like whenever record get Creator updated I'll keep which particular table so it's exercise one okay and what should be the right condition I will keep it as this for now okay and then my trigger for each unique change I will just do and if you check this particular checkbox right run this trigger on extended table so what happened whatever table Excel is importable this particular process automation designer or I will call it as pad will get attached to it okay so what I understand um there's a task table and task tables get extended by incident problem change okay if you check this but if you are creating a pan on task table and if you check this checkbox then it will be applied applicable to LCM problem or change also so I will just keep it as for now and we'll go continue so it's creating the pad for us okay so loading process automation designer and that's it we are into the process automation designer interface okay so this is how it looks and this is the one through which we can create a Playbook experience okay so whatever Playbook experience you see on the workspace and on it get created from you so first of all let's add what you have to do uh you can segregate it out into multiple containers okay and each container is called as the or if you want to consider uh with respect to flow so the stages on the flow is equivalent to the lane or the processor automation design okay so let's create a lean so uh for if a new Excel is getting added to the database okay what are links I want so I want first draft okay that okay the record got created and you can also have trigger trigger when immediately after previously and all so of course this this is the first list so it should be immediate only so I already click on Saved but I'll try to click on it draft let's add one more Lane what should the name of this particular Lane so I will give is as review then we'll give it a employment demandation okay and then the last one should be the feedback okay Miss what how exactly it's performing I will change this plot but for our tutorial this is only what is coming to my mind okay so the first is draft okay whenever a user is clear it just says created the excise okay so what exactly you want to do over there so what we do as the way we have flow activities we have activities over here and you can also create your custom activities just like related with the flow um so first and foremost thing I want to just throw an instruction to the person who is creating it out okay so I'll just click on instruction did I think I guess so I've clicked on instruction okay and this is how it okay I'll just delete this particular activity oh what or let's remove this instruction activity over here also you can do this also I'm moving it on come on okay now let's try so I will add the instruction over you can add instruction so if you go oh yeah and what kind of instruction you want to add so I will just please be sure you are playing with someone 's body right this is the first thing it should always have right and there's nothing on automation side I will just keep it as just an instruction so this is the first instruction which you want to add okay now let's add one more instruction only okay so in instruction what okay uh I hope you have tried it on your own that this is also this also makes sense right so see then what will what we'll do we'll add an email okay now let's let's give them authority to its trigger event automated send email okay so in image also there are two things automated ones and the one which you you intentionally send okay so automatically one and you can add to home so I will consider myself as the owner of this entire platform for now so you won't so I will be the upper role for other things so it should be two system administrator and it would be like a new cell access size is added to the Theta base okay to the database mistake okay done and I will add the same to the body also okay so this is the first step out okay the that we have drafted it out and it will send the email the second thing for instance um let's see let's add it to the next layer and let's add the checklist over there so in we have the checklist task and over here you can you can give the description as check list for trainer and there's automation over here to get some information so I already have one template or the same I have created so let's wait for it to get loaded this is a team checklist so let's check this out so it has some checklist activities about the Excel which they have added okay I will not show SLA I will can skip you can you can enable or disability okay but I don't want them to skip it out so I'll just keep it as a as is and I will save this out then The Next Step should be in the review only we want if if someone wants to change this information right about and of rating we have said for certain access the ratings or not if they want to change these ratings out so let's give them the project for that also so we will select the user form for the same all yeah user for and over here uh we can give what we'll go to the automation and it asks for select table server okay it's pretty slow access okay this particular and which particular record we want to see over here so I will go the trigger record only access record and here you can Define what all Fields you want to see over there so I just want title comma rating so you can give comma separated Fields whatever you want to see over there so I will save this out the user form is done and let's see how exactly it looks till now this this till this particular point of time so you can simply go to the test you can select any record so I'll just select this one and you can Zoot run test and you can see this playable preview so it will load the preview for the same so as you can see the first step is draft this is the Playbook experience circuit draft and it has three tasks so the first one is the instruction one okay please make sure you are not playing with someone's body yes my complete okay then as soon as it completes so it will show that one activity got completed you can simply pay attention over here over here so you can see it got changed right and it move to the next section which is the second one and you can see the remaining is one for this particular three and the third one is automatically sends an email so it has sent the email because it's it was an automated one so nothing to be done from our side the second is the checklist which we have added right is it useful yes it is useful that's why I have added it out will it hurt someone no so it's just like checklist you can add anything out okay that you have to complete this thing out you have to complete the checks out do we need expensive tools so I've completed all the checklists for the same and now it will move to the next which was a user form so we have selected over two things title and ratings so for this the rating is not there right so I will I will just add I will update the title also size and I will I will give the rating as 5 for this particular access and now you can see it's one remaining right now this particular thing out now it will get completed as soon as we complete this particular so first we will update it out so what it will do it will update the particular record at the back end and then you can simply mark it complete so once it gets updated it got updated now with this particular information it has pulled this information from the back end okay and now you can I can mark it as complete pretty simple right so this is how it's working so let's add few more steps to the same is that yeah over here so if you have already completed review the third one is the implementation plan so in implementation plan what we can do what we can do um we can we can simply provide two-step instruction okay over here so there's also one thing oh yeah you can provide initial message once the message one once it's get completed what message it should show okay and if it skipped what message to show so this is also one thing so HMS is like thank you now if you are ready to implement this Excel size are you ready to join this access I am asking the question so if they click on completed okay so thanks for adding it to the list and if it's skipped okay so sorry was keeping it up so this this is how it works two-step instructions so for employment space uh space I will just keep this one only and the last we'll use the other email activity where a trainer wants to send the feedback huh okay so you can simply search for email so in email there are two things right automated send one which we have already added and the second one is sentiment so yeah whom they will send the email one thing I really liked about this is like we can add CCO from here okay which I really pissed off with okay where I'm creating notifications so this is really guys I will again send the notification to myself system administrator and I can give some predefined subject okay now like I wanna share my free packs upon implementation of exercise and why I'm screwing up with the excess spelling to the I don't know okay access and in the body we can simply give play sort of please provide yeah I'll feedback here you can also play around the database the way you used to do the Flow Design but I just want feedback here let's do four task or task and we can give the task number so first number record and I will okay simple and we will save it out so we have completed our entire process automation for this we can activate it out from here but before that we'll test it out so let's select some other record I will select six run test and let's see how exactly isn't it amazing I really liked it auto cameras so now we have four steps as you can see over here the draft has three reverse to another two has one one so let's let's go through the first instruction yeah yeah complete complete the second instruction and this will get triggered once the data once the data get inserted or updated okay this was that was the trigger condition for us so okay let's mark it complete okay now the email will get sent we don't have to do anything so it got completed now it will route us to the checklist so let's complete the checklist out okay done done once this is done we have to go to the user form I will just provide the real things for the same I will give it a 7. I'll just update it out and I'll mark it complete then it's implementation so now you are ready to implement this step you can either mark complete or skip so let me Mark it complete yeah I'm ready so once it's completed it will it will route you if you go over here if you click oh yeah thanks for adding it to the this is the secondary message okay and then it's feedback so this is what you can see right and you can see that the title which I have added over here so I can simply send the email from here either skip it out so I'll send the email and this particular email will go to the system administrator Perfect Right the task got completed everything got completed and you can see from over check check check check check one thing one thing I missed is uh you you can add optional activities also how you can add option activities so there is a toggle over here right so you can see show optional activities over here and you can add the option active from you so for example I want to add an instruction one more instruction from here and that particular instruction will be like uh optional activity so this optional activity is like you you can make it work of for one particular flow or you can you can make it work for one particular flow or you can add it throughout all the all the all the particular lengths okay so if you want to add to all the lists you can keep it over here if you want to particularly you can add over here so I'll just go to optional activity and Let's test it out and see how we can add it out so I will just click on ND record two more it's taking so much of time first select the obstacle activity I will just select this one record and how you can add the option activity let's see so I'll just go to view and from here from the view now you will not see that particular activity over here so what you can do you can click over your three dots add activity and then you can see the option to add activity so if I click add it will show the list of all option actually I can add it over there and done in the similar way I can do it over here also add option activity I will add it after this and done and now whenever this option active will also be there so this is all for today's Twitter this is how we can use the plus automation design our designer and this is how we can play around it without writing any single line of code I hope you like this video out okay if you like it out please subscribe to my channel and press the Bell icon so that you will get notified on my upcoming videos till then stay safe stay happy and have a nice day thank you

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