Master ServiceNow Flow Diagramming : Revolutionize Flow with ServiceNow's Flow Diagramming Feature
[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.
https://www.youtube.com/watch?v=s8paoJdthR0