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    Home New York Now Platform Capabilities Now Platform capabilities Flow Designer Flows Create a flow Create a flow with a Service Catalog trigger

    Create a flow with a Service Catalog trigger

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    Create a flow with a Service Catalog trigger

    Start a flow when a Service Catalog item is requested to automate the fulfillment process. To activate this feature, activate the Flow Designer support for the Service Catalog plugin (com.glideapp.servicecatalog.flow_designer). This plugin activates related plugins if they are not already active.

    Before you begin

    • Role required: flow_designer or admin
    • Activate the Flow Designer support for the Service Catalog plugin (com.glideapp.servicecatalog.flow_designer).

    About this task

    Unlike a record trigger which runs on all records in a table, the Service Catalog trigger runs on all catalog item requests for a specific item when the catalog item is configured to run a specific flow. For example, you can define a flow that runs every time there is a request for a tablet. The requested item becomes the flow trigger record.

    Procedure

    1. If not already created, create the catalog item to associate with the flow.
      1. Navigate to Service Catalog > Catalog Definition > Maintain Items.
        The Catalog Items [sc_cat_item] table opens.
      2. Click New.
      3. Complete the fields.
        For a detailed description of catalog item fields, see Create or edit a catalog item.
        Note: If you plan to add stages to your flow, verify that there is not an existing workflow associated with the item that also has stages. Clear the values of the Workflow and Execution Plan fields to prevent conflicting stages from reporting to the requested item stage field.
    2. Create the flow to associate with the catalog item. When triggered, this flow processes the catalog item request.
      1. Navigate to Flow Designer > Designer.
      2. Click + New > New Flow.
      3. Define the flow properties.
        For more information, see Create a flow.
      4. In the Trigger section, add a trigger and select Service Catalog.
      5. (Optional) Create flow-specific catalog variables available only to flow actions. See Create flow Service Catalog variables.
      6. Add actions, subflows, and flow logic to the flow.
        Some actions enable you to manage catalog items. For example, the Create Catalog Task action generates a task for the requested item, and the Get Catalog Variables action enables you to access catalog variables as data pills in the flow. See Create Catalog Task action and Get Catalog Variables action.
      7. (Optional) Add stages to the flow to report progress to the requester.
        See Flow Designer stages.
      8. Test the flow. Once behaving as desired, activate the flow.
        For more information, see Test a flow and Activate a flow.
    3. Add the flow to the Flow field of the catalog item you created.
      1. Navigate to the catalog item.
      2. In the Flow field, select the flow you created.
        Note: The Flow field only displays flows with a Service Catalog trigger.
      3. Click Update.

    Result

    When the catalog item is requested, the associated flow triggers and runs the actions.

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      Create a flow with a Service Catalog trigger

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create a flow with a Service Catalog trigger

      Start a flow when a Service Catalog item is requested to automate the fulfillment process. To activate this feature, activate the Flow Designer support for the Service Catalog plugin (com.glideapp.servicecatalog.flow_designer). This plugin activates related plugins if they are not already active.

      Before you begin

      • Role required: flow_designer or admin
      • Activate the Flow Designer support for the Service Catalog plugin (com.glideapp.servicecatalog.flow_designer).

      About this task

      Unlike a record trigger which runs on all records in a table, the Service Catalog trigger runs on all catalog item requests for a specific item when the catalog item is configured to run a specific flow. For example, you can define a flow that runs every time there is a request for a tablet. The requested item becomes the flow trigger record.

      Procedure

      1. If not already created, create the catalog item to associate with the flow.
        1. Navigate to Service Catalog > Catalog Definition > Maintain Items.
          The Catalog Items [sc_cat_item] table opens.
        2. Click New.
        3. Complete the fields.
          For a detailed description of catalog item fields, see Create or edit a catalog item.
          Note: If you plan to add stages to your flow, verify that there is not an existing workflow associated with the item that also has stages. Clear the values of the Workflow and Execution Plan fields to prevent conflicting stages from reporting to the requested item stage field.
      2. Create the flow to associate with the catalog item. When triggered, this flow processes the catalog item request.
        1. Navigate to Flow Designer > Designer.
        2. Click + New > New Flow.
        3. Define the flow properties.
          For more information, see Create a flow.
        4. In the Trigger section, add a trigger and select Service Catalog.
        5. (Optional) Create flow-specific catalog variables available only to flow actions. See Create flow Service Catalog variables.
        6. Add actions, subflows, and flow logic to the flow.
          Some actions enable you to manage catalog items. For example, the Create Catalog Task action generates a task for the requested item, and the Get Catalog Variables action enables you to access catalog variables as data pills in the flow. See Create Catalog Task action and Get Catalog Variables action.
        7. (Optional) Add stages to the flow to report progress to the requester.
          See Flow Designer stages.
        8. Test the flow. Once behaving as desired, activate the flow.
          For more information, see Test a flow and Activate a flow.
      3. Add the flow to the Flow field of the catalog item you created.
        1. Navigate to the catalog item.
        2. In the Flow field, select the flow you created.
          Note: The Flow field only displays flows with a Service Catalog trigger.
        3. Click Update.

      Result

      When the catalog item is requested, the associated flow triggers and runs the actions.

      Tags:

      Feedback

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