Add an activity to a catalog workflow

About this task

To define workflow activities:

Procedure

  1. In the Activities pane, expand Approvals and drag the activity Approval - User onto the arrow between Begin and End.
    This activity generates an approval from the manager of the person requesting the laptop.
  2. Fill in the form.
    OptionDescription
    Name Manager's Approval
    Stage Waiting for Approval
    User Click the lock icon (The lock icon) and then click the variable picker icon (). Select Requested > Requested For > Manager
    Service catalog workflow form new activity
  3. Click Submit.
  4. Expand Utilities in the Activities pane and drag the activity Set Values to the space below the approval.
  5. Drag from the yellow box beside Rejected on the Approval - User activity to the new Set Values activity.
  6. Drag again from the yellow box beside Always on the Set Values activity to End.
    This activity marks the request as rejected if the manager rejects the request and then ends the workflow
  7. Fill in the form.
    OptionDescription
    Name Rejected
    Stage Completed
    Set These Values Approval and Rejected
    Service catalog workflow form values
  8. Drag the activity Set Values onto the arrow between Approval - User and End, and then fill in the form.
    OptionDescription
    Name Approved
    Stage Fulfillment
    Set These Values Approval and Approved
    This activity marks the request as approved if a manager approves it.
  9. Drag the activity Create Task onto the arrow between Approval - User and End, and then fill in the form.
    OptionDescription
    Name Laptop Procurement
    Stage Fulfillment
    Task Type Catalog Task [sc_task]
    Priority 3 - Moderate
    Fulfillment group Procurement
    Short Description Procure a Laptop
    Service catalog workflow form create task
    This task tells Procurement to procure a laptop for the user.
  10. Drag the activity Notification onto the arrow between Laptop Procurement and End, and then fill in the form.
    OptionDescription
    Name Procurement
    Stage Fulfillment
    To Click the lock icon (The lock icon) and then click the variable picker icon (The variable picker icon). Select Request > Requested For
    Subject Your laptop has been procured.
    Service catalog workflow form activity notification
    This activity marks the request as approved if a manager approves it.
  11. Drag the activity Create Task onto the arrow between Procurement and End, and then fill in the form.
    OptionDescription
    Name Set Up Laptop
    Stage Fulfillment
    Task Type Catalog Task
    Priority 3 - Moderate
    Fulfillment Group Hardware
    Short Description Set up laptop.
    This task tells Hardware to configure the laptop and prepare it for use.
  12. Drag the activity Create Task onto the arrow between Set Up Laptop and End, and then fill in the form.
    OptionDescription
    Name Pick Up Laptop
    Stage Delivery
    Task Type Catalog Task
    Priority 3 - Moderate
    Assigned to Leave this field blank. The Advanced script assigns this task to the user who requested the item.
    Short Description Pick up laptop.
    Advanced Select the check box and set the Advanced Script value to: task.assigned_to=current.requested_for;
    This task informs the requester to come pick up the laptop.
  13. Drag the activity Log Message onto the arrow between Pick Up Laptop and End, and then fill in the form.
    OptionDescription
    Name Delivered
    Stage Completed
    Message The laptop delivery workflow is complete.
    This leaves a message in the log to record the successful completion of the workflow.