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Process flow formatter

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Process flow formatter

The process flow formatter provides a graphical summary of the stages in a process. The formatter is typically shown at the top of forms that are part of a process.

Each record on the Flow Formatter [sys_process_flow] table represents a process stage and can have a different condition applied to it. When specified conditions are fulfilled, the formatter highlights the current stage and places a check mark next to all previous stages.

These examples show a workflow in the UI15 and UI16 interfaces.

Figure 1. UI15 process flow for an incident
UI15 process flow for an incident
Figure 2. UI16 process flow for a change request
UI16 process flow for a change request

When any formatter stages are defined for a table, they appear on the form associated with that table in the order specified, assuming the formatter has been added to the form.

Activate the process flow formatter

You can activate the Process Flow Formatter plugin.

Before you begin

Role required: admin

Procedure

  1. Navigate to System Definition > Plugins.

    A banner appears to notify you that you are in the All Applications page, which contains plugins and ServiceNow Store applications.

    Note:
    To redirect to the legacy list view for plugins, click the link.
    Legacy list banner
  2. Find the plugin with the filter criteria and search bar.

    You can search for the plugin by its name or ID.

    If you cannot find a plugin, you may have to request it from ServiceNow personnel. To request a plugin, follow the steps in Request a plugin.
  3. Activate the plugin.

    You can activate the plugin directly from the All Applications page or view more details about the plugin before activating it.

    • If you are certain that you have the correct plugin, click Install, and then click Activate in the dialog box that appears.
      Plugin dialog box
    • To view plugin details before activation:
      1. Click the plugin name.
      2. On the form, click the Activate/Update related link.
      3. On the dialog box that appears, review the dependent plugins.

        If your plugin requires dependent plugins, they are activated automatically when you activate your plugin if they are not active already.

      4. If demo data is available and you want to install it, click Load demo data.

        Some plugins include demo data, which are sample records that illustrate plugin features for common use cases. Load demo data when you first activate the plugin on a development or test instance. You can always load demo data later by clicking Load demo data only on the plugin form.

      5. Click Activate.

Create a process flow formatter

You can create a process flow formatter stage.

Before you begin

Role required: admin

Procedure

  1. Navigate to System UI > Process Flow.
  2. Click New.
  3. Complete the form, as appropriate.
    Field Description
    Table Select a table for this process flow formatter.
    Name Enter a name to identify the formatter.
    Label Enter the name to be displayed in the form configuration slushbucket.
    Active Select the check box to ensure that the formatter stage is active. When the check box is cleared, the formatter stage does not appear in the flow display.
    Order Enter a number to indicate where in the process flow the formatter will be displayed. Formatters are arranged with the lowest number on the left and the highest number on the right.
    Condition Use the condition builder to set the conditions under which the formatter is highlighted as current. Any field available in the condition builder, such as SLA or Impact, can be used to trigger a process flow stage.
    Description Describe the process flow formatter. This description does not appear on the actual formatter.
  4. Repeat as necessary for each stage.
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