Flows
  • 25 Oct 2024
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Flows

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Article summary

The Itential Automation Services Application includes Itential-built Flows. They define the data that is needed by the Itential Actions and are triggered by Itential Automations within ServiceNow processes.

Prebuilt Flows

Itential-built Flows contain predefined business logic on when they are expected to run and what ServiceNow processes they should integrate with. As such, the Flows provided by Itential should be considered as examples. Our expectation is that the example Flows built into the Itential Automation Services Application can be used to help you create new Flows that include your business logic and define when you want to trigger Itential Automations in your process.

The example Itential Flows also determine whether a MID Server has been defined for connectivity to Itential. If a MID Server has been provided, the Flow will use the Actions for using a MID Server. If a MID Server has not been provided, the Flow will utilize the Action without the MID Server.

Flow Designer

To use Itential Flows, login to the ServiceNow platform and navigate to Flow Designer.

  1. Click the All tab (top-left corner), search for Flow Designer, and then select the Flow Designer option in the results.
  2. To see the example Flows that are available, select Flows and then use the Search field to locate the application name starting with “Itential.”
  3. To see the Subflows that are available, click Subflows and then use the Search field to locate the application name starting with “Itential.”
    1. Itential has created an example Subflow to handle the different ways to authenticate. This example is reusable across all Flows.

Figure 1: Search ServiceNow
ServiceNow Dashboard
 

Figure 2: Flow Designer
01-IAP-SNOW-FlowDesigner

Create New Flow

To create a new Flow that includes your business logic and can pull the necessary data from records within your process:

  1. Click New in the Flow Designer and select Flow.
  2. Define your Flow properties. A flow name is required.
  3. Click Submit.

Figure 3: Flow Properties Form
02-IAP-SNOW-FlowProperties

Add Triggers

To define when your Flow will run, add a trigger. There are many ways to run a Flow within ServiceNow. The example depicted in Figure 3 shows a trigger that is set it up to run when a Change Request Record is "Updated" and the State is "Implement", and the Short Description field starts with "Itential".

Figure 4: Trigger Form
03-IAP-SNOW-TestFlow

Add Flow Variables

Itential Actions require certain input values from Flows. These are defined and set as Flow Variables.

Flow Variables need to be added to the flow before you can set them. Click the menu icon (top-right) and select Flow Variables. Add your Flow Variables using the “+” button. Provide the label, name, and type. Click Submit.

Figure 5: Flow Variables
04-IAP-SNOW-FlowVariables
 

Figure 6: Flow Variable Inputs
05-IAP-SNOW-VariableInput

Set Flow Variables

To set the added Flow Variables, go to the Actions section of the Trigger, click the “+” button, click Flow Logic and then select Set Flow Variables.

Add the Flow Variables that you want to set. You can set some statically to values, and you can also set them to data from the Record that is running the Flow. Click Done to set the variables.

Figure 7: Flow Logic
06-IAP-SNOW-FlowLogic
 

Figure 8: Set Flow Variables
07-IAP-SNOW-SetFlowVariables
 

In this new Flow, you also have the ability to add ServiceNow Actions, which are explained in this section → Using Actions


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