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Create a flow

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Create a flow

Automate a process to run one or more actions when a trigger condition occurs.

Before you begin

About this task

Flow designers should know the application table structure and be aware of any existing business logic associated with the target tables of a flow or subflow. Be sure to disable any conflicting business rules or workflows before creating a flow or subflow.

Creating a custom application to contain your Flow Designer content allows you to deploy it using the application repository or the ServiceNow Store.

Procedure

  1. Navigate to Flow Designer > Designer.
  2. Click + New > New Flow.
    The Flow properties dialog displays.
  3. Fill in the following properties.
    Field Description
    Name Create a name for your flow. The system computes the internal name of the flow from the name.
    Application Select the application scope to create your flow in. Global is the default.
    Description Add a description of your flow.
    Protection Select whether the flow is read-only. You can only select a value when you create the flow in an application scope you own.
    The system displays the flow designer page.
  4. Add a trigger.
    1. Click Click to add a trigger.
      The system displays the trigger choice list.
    2. Select the type of trigger.
      For more information on trigger types, see Flow trigger types.
      The system displays a set of fields depending on the type of trigger you selected.
    1. Fill in the fields to specify the trigger. For a record-based trigger, for example, fill in the table and conditions.
    2. Click Done.
  5. Add actions, flows, subflows, or flow logic.
    1. Under Actions, click + and select an option.
      Option Description
      Action

      Select the desired action. Flow Designer includes a set of Actions available to flows and subflows. Alternatively, an action designer can create additional actions to add to flows. The IntegrationHub and spoke plugins install additional actions.

      To add draft actions, set Show draft actions to true from the More Actions menu.

      Flow Logic Select an option to specify conditional or repeated operations.
      Subflow Select a published subflow and define input values. In addition to adding a subflow as a flow action, you can enable the Show triggered flows option from the More Actions menu to select an activated flow and define the required inputs. Running a triggered flow ignores its trigger conditions and runs all actions.

      To change the order of an action in a flow, drag-and-drop the handle on the left side of the action.

      The system displays a set of fields depending on the option selected.
    2. Fill in the fields to configure the action, flow, or subflow.
    3. Click Done.
    4. Repeat adding actions until complete.
  6. Click Save.
    Flow Designer saves a draft of the flow, trigger, and actions.

What to do next

Test the flow until it is ready to be activated.
Note: The system only triggers active flows.
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