logo

NJP

Master ServiceNow Flow Diagramming : Revolutionize Flow with ServiceNow's Flow Diagramming Feature

Import · Feb 08, 2024 · video

[Music] Hello and welcome to the team. I am 
Aati, and you can see on my screen,   which is my personal development, which is 
currently on the Washington release. Okay,   whether you are a developer, admin, or 
passionate about streamlining processes,   you are in the right place. Today, we are 
diving into the most important and most   requested feature ever, which is flow 
diagramming. This is a tool that is a   game-changer for visual thinkers and those who 
love mapping out the flow graphically. ServiceNow   flow diagramming feature is a powerful visual 
tool designed to help users create, visualize,   and manage flows within the ServiceNow platform. 
So, for today's tutorial, we'll be working on   one of the catalog items. So, let's look into 
that catalog item. So, I will go to my item. Sorry. Remember item, and let's work on a catalog 
item, a simple catalog item. Let's work on   the wireless keyboard and mouse, and I 
will show you how exactly it looks. So,   if we open this out and if we do the try it, 
so currently, there's no flow associated with   it. So, we'll be creating a flow from 
scratch, right? And if we do try it,   just to see what all variables are, so there are 
two. It's pretty simple. It has requested for,   okay, and business justification. So, let's get 
started, and we'll create a flow for this. So,   we'll go, um, keyboard shortcuts, we'll 
go with the menu, and I will go flow. Designer. So, it will take some time 
to load. Perfect, perfect. Okay,   and now we'll create a new flow from here, and we'll give the name as, uh, Wireless 
Mouse Flow. Okay, you can give a description. I   will just give any random, and you can do build 
flow. So, till this, everything is similar,   right? But it changes when you create the 
flow. So, as soon as you create a flow,   you can see this toggle at the top, this 
one. So, this is like to toggle the view. So,   we have this traditional view, and then we have 
flow diagramming view. So, for today's tutorial,   we'll be using flow diagramming view only to 
create the entire flow. So, I will just simply   click on this particular view, and it will open 
the flow diagramming view for the flow designer.   And for me, I think this is pretty simpler, okay, 
than the traditional one because it's pretty like   drag. It's kind of flow, how we build a flow 
on the diagram. I or something like that. So,   we can see the same properties, add a trigger. 
So, as soon as you click on add a trigger,   it shows the same input. We select the service 
catalog, and as soon as you click over here,   you can see this flow over here and the properties 
for that particular action on the right side. So,   what is annotation? First, we'll look into 
annotation. It's like for an action if you want   to provide additional information, what exactly 
it's doing, right? So, you can add annotations.   It's optional, but it's always good to have 
it. So, I can give like trigger of the wireless mouse flow, and we will keep the trigger as service catalog only. Okay, and where to 
run and all those things are pretty common. So,   I will just mark it as done, and you can see 
this, this gets represented this way. Now, the   way we draft it out on the flow designer site, the 
similar way we will be doing over here also. So,   first and foremost thing, we have created a 
trigger which gets triggered from the service   catalog. So, we have to configure it out on the 
service catalog. Then, as part of the next step,   what we want to do, we want to pull the variables 
for that particular catalog item. So, for that,   we'll go to flow action, and we will type 
variables. So, get catalog variables,   and it will open up the property catalog 
variables from which, so it's linked,   and we can request an item, and we can get 
the variables. You can give anything, okay,   just the main mode of annotation like it. It 
should make it easier to understand, okay,   and then which particular catalog item. So, we'll 
give wireless keyboard and mouse. So, it will   pull all the catalog variables for that particular 
catalog item, and we can simply select all of them   because it will be required, and you can simply 
add it over here. Done. The main purpose of this   tutorial is not to understand this use case; it's 
more on understanding how the flow design, how   flow diagramming works, and how it differs from 
the traditional flow designer. So, we have added,   we got the catalog variables, then the next step, 
what we can do is like approvals. So, for that,   we can go again to actions, and what action 
we can do, so we can go for ask for approval,   and approval to record. So, we want to go with 
the trigger record only and request item. Okay,   so it will prefill all the values out, and 
what we want to add, our approve, and what if   anyone approves or rejects, and here, we want to 
define it based on the requested for manager. So,   we can go over here, and I, yeah, we got the 
manager, perfect, and it's done. So, we have   asked for approval. You will see how exactly it 
differs and how exactly it, it, it makes things   easy to understand, okay, in the next step. So, 
and we will add annotation for this also, approval requested. Sorry, and done. So, we'll get the 
annotation for this. Now, we want to check if   the approval is done or not. So, again, we'll 
go to now, this time, we will not go to actions;   we will go to flow logic, and we'll check 
for if, and over here, we'll give check if approved. Okay, this is, and I will give 
the same as the condition label also. Sorry, we can give it as approval check, and here, you 
can see the condition. You can edit the condition   out, and what we want to do, we want to check for 
this ask for approval step, what is the approval   state. Okay, so we have to check if it's approved. 
Done, and now this beautifies things. Okay,   now you can see all the condition out there. 
From this particular coming out of this block,   it's true when it's approved. This will 
be the stream when it's not approved,   then this will be the stream. Perfect, right? 
And you can add respective blocks over here. So,   it makes it easy to understand how exactly it 
works. So, what we want to do if it's approved,   we want to add a catalog item. So, we'll go 
over here, action, and then will be a catalog task, create catalog task. 
I'll not go in depth, okay,   so we want to go for this request item 
only. I will give a short description.   I will just add it as a justification for 
now. You can add multiple fields out there.   You can also define the variables needed, 
so I will just pull out all the variables , okay, done, and create a task. Perfect, will 
be done. So, it's pretty easy, and you can see,   you can, as soon as you click on it, now 
the properties action will come like this,   and you can adjust it out also. So, 
if you click on this particular arrow,   it will move left or right, so you can manage 
the spacing also. If you're not able to see all   the information correctly for the property, 
you can expand it out using this arrow. Now,   this is done, and if not, if the catalog 
task is done, then what we want to do, uh,   we want to wait. So, we will wait 
for the closure, right? So, we'll wait, wait for condition. What should be 
the wait for condition? Wait for catalog   task closure, and and we'll select again the same record. No, not this one. We want it to happen 
on the catalog T. Okay, and what should the condition be? So, the condition 
should be if the state is, state is one of, and I will go close complete 
or close incomplete. I will not go in depth, okay,   as we discussed, we just want to understand how 
the flow diagramming works. So, done. So, wait for   condition is done, and if it's completed, then 
what we want to do, action, and we can go with the update record and close complete. 
Our team, we'll select the R team. Okay, and here we can add update to close complete. Perfect, and 
if there are no approvals itself, right,   if there are no approvals, then we'll go with 
this false, right? And over here, we can do action again, update record, and 
this time, mark RITM close in complete. Okay, and we will go 
with the same record, add friends,   create a state, and it will be 
close incomplete. Perfect. So,   this is done on the flow side, so we can 
activate it out on show me this message. Activate, same. Perfect. Now, a couple 
of things, what you can do, so here,   you can see a small panel using which you can zoom 
in, zoom out the flow. Okay, so this is the first   thing. This is one of the features. Then, 
you have details view. So, you can see we   have toggled to disable details and annotation. 
So, if I disable details, so you can see here,   it is giving in simple English language that what 
exactly this activity is doing. If you untoggle   it out, it will remove it out, and we have 
annotations given. So, if you untoggle it out,   it will hide the annotations also, but I will keep 
it enabled. So, this is one of the features. This,   the most important, and the feature which I 
like the most is like this particular download   button. So, if I click on this, so what it 
does, it allows you to download the flow,   okay, and you can simply see it from the, I 
will show, I'll be showing in the last, okay,   how exactly it looks. So, this is two features, 
okay, and it will, and as soon as when you are   creating a flow from flow diagramming, okay, it 
will automatically create it on a traditional   view also. So, if I toggle it over here, you 
can see the entire flow got generated. Okay,   but this looks simpler than this, right? This is 
pretty simpler. So, we have configured the D flow,   and now this, it's time to test it out. 
So, let's go back. One more thing, okay,   one, okay, I will come to it. Let us do that. 
So, let's do one thing. I will just refresh it out. All, let's go to history. Wireless, 
or let's go with the SP only. I don't know why it came up, so 
I will go with the service portal, get open. It will take some time to load. 
Till then, I can show you how exactly   it looks. Okay, it's there. Perfect. 
So, now we will go to request something out, and there's a wireless keyboard 
and mouse. So, we'll go over here and we'll select it for Abraham Lincoln,   for instance, and we will get this is 
for testing, okay, and I will order it out, and it created a flow, and 
you can add stages also. Okay,   so you can see the stages right on the record. 
So, you can customize these stages also. How,   I will be showing after this. Okay, so the request 
got created. Let's see this request out. So,   I will just go. I'm just using some shortcuts, see 
called request, and I will just give this number out. So, the one which just got created, this one, yeah. So, there is a request. 
Under request, we have RITM, and it [Music] should help to and approve. World why save record check I very wait a come this back that what can be the reason? Let's figure it out. So,   we'll go over here. It's ask 
for approval, request item, manager. This seems to good. Ped for Mar, right. So, I go to walk to the studio and reject. Let's check once again. I will, oh, oh,   my bad, my bad. The reason why it didn't 
get updated is we have not configured out   the flow for the same, right? We'll go 
very quickly, and I will add Wireless okay, my bad, Wireless Mouse Flow. We'll save 
it out. We again go to S Portal, and we add   the same user, Abraham Lincoln, and this is 
business justification. We'll do order. Now,   request got created. We can click on it, open the 
request item quickly, and now we are able to see   the approval. Okay, it goes to the approver. 
Perfect. We approve it out. It should create a   catalog task. So, if it's approved, if I go to the 
catalog task and refresh it, it created a catalog   task. Perfect. So, this, everything is going good. 
If I close this task out and if I refresh it out,   right, this, the request also got closed complete. 
Perfect, right? This is what we were expecting.   We just missed to configure it out on the, now 
coming to the stage, how to configure stages,   right? That was the one thing which we missed. So, 
it's pretty easy to configure stages out also. So,   for that, what you can do, you can simply go 
to this, we don't want this particular, okay,   so you can click on this three dots, and we have 
flow stage. So, basically, flow stages are used to   showcase the progress on the service portal. So, 
you can use the template, the existing template.   We have a request item template, or you can add 
new stages also. And if I do add stages, I get   all the stages out there, okay, with the duration, 
how much time it takes. So, you can simply then   configure, like, um, ask for approval. So, I can 
go to stages and select this particular request for approval. You can add duration, how much 
time it requires, okay, if you want, um,   then catalog task, create catalog task. 
It will be a part of fulfillment. So,   we can select fulfillment over here. We can 
put waiting for approval and so on. Okay,   so this is how you can, uh, you 
can put the stages also. So,   this is how we can use flow diagramming. Okay, 
I think this is pretty easy, uh, with respect to   the traditional flow. I want to show you that 
also, how exactly it extracted. Okay, so if I go, my bad, if I go, and here, it will, it 
must have downloaded. So, if I open this out,   this particular flow, it looks this way. Okay, 
so this is pretty nice, right, to share with or   should document it out. So, this is all for 
today's tutorial. I hope you like it out,   and if you like it out, please subscribe 
to my channel. Okay, so that you will get   notified of my upcoming video. Till then, stay 
safe, stay happy, and have a nice day. Thank you.

View original source

https://www.youtube.com/watch?v=s8paoJdthR0