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Flow Designer - Writeup

The document describes creating a custom activity for Process Automation Designer. The activity will create a task record from flow data. It defines an action to create the task, a subflow to encapsulate the logic, and the steps within the subflow to create flow data, lookup the record, and create the task record.

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Amitabh Biswas
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77 views5 pages

Flow Designer - Writeup

The document describes creating a custom activity for Process Automation Designer. The activity will create a task record from flow data. It defines an action to create the task, a subflow to encapsulate the logic, and the steps within the subflow to create flow data, lookup the record, and create the task record.

Uploaded by

Amitabh Biswas
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Goal: Custom activity for Process Automation Designer

What needs to be done:

1. Action
2. Subflow
3. Activity Definition

Step 1 - Action: Create an action “Create CSM Task From Flow Data”
1. Create Input
Label Name Type Mandatory
a. Flow Data flow_data Reference.Flow Data Yes
2. Create Script “Create Task from Flow Data”
i. Required Runtime: Instance
ii. Input Variables:

Name Value
a. flow_data_sys_id Inputs>Flow Data>Sys ID

iii. Script:

(function execute(inputs, outputs) {

var flow_data = new GlideRecord('sys_flow_data');

flow_data.get(inputs.flow_data_sys_id);

var table, fields = "";

if((flow_data.vars.table + "")!='')

table = flow_data.vars.table;

if((flow_data.vars.assigned_to + "")!='')

fields += "assigned_to=" + flow_data.vars.assigned_to;

if((flow_data.vars.short_description + "")!='')

fields += "^short_description=" + flow_data.vars.short_description;

if((flow_data.vars.additional_fields + "")!='')

fields += "^" + flow_data.vars.additional_fields;

if(table && fields){

var gr = new GlideRecord(table);

gr.initialize();

gr.applyEncodedQuery(fields);

if(gr.insert()){

outputs.table = table;

outputs.record = gr;
iv. Output Variables

Label Name Type Mandatory


a. Table table Table Name Yes
b. Record record Document ID.Task(sn_customerservice_task) Yes
c. Status status String Yes
v. If this step fails: Stop the action and go to error evaluation

3. Action Output
Label Name Type Mandatory
a. Table table Table Name No
b. Record record Document ID.Task(sn_customerservice_task) No
c. Status status Choice No

c.Status Choice List Default Value = Success

Name Value Order


-- None -- 0
Missing table or fields missing_data 1
Error error 2
Success success 3

Label Value
a. Table Step > Create Task from Flow Data > Table
b. Record Step > Create Task from Flow Data > record
c. Status Step > Create Task from Flow Data > Status

Step 2 - Subflow: Create a Subflow “Create CSM Task Activity”


*Modify system property “sn_flow_designer.allowed_system_tables” to include table “sys_flow_data”
otherwise you cannot select the table in flow designer.

1. Subflow Inputs & Outputs


i. Inputs

Label Name Type Mandatory Default Value


a. Assignment Group assignment_group Reference.Group No
for this Process Step
b. Assigned to this assigned_to Reference.User No
Process Step
c. Task Table Table Table No sn_customerservi
ce_case
d. Assigned To assigned_to_new_r Reference.User No
ecord
e. Short Description short_description String No
f. Fields fields Template Value No Yes
g. Wait for user input wait Choice No
h. Fields to show after fields_to_show_aft Field List No
creation er_creation
i. Wait for task wait_for_task_com True/False No
completion pletion

f. Dependent on Task Table


g. Name Value Order
 No no 0
 Yes yes 1
h. Dependent on Task Table

ii. Outputs

Label Name Type


a. Automated Automated True/False
b. Table Table Table
c. Record record Reference.Task
sn_customerservice_task
d. Form Fields form_fields String
e. Record Fields record_fields String

2. Actions
i. Action: Create Flow Data
o Action: Create Flow Data
o Definition [Data Definition]: Create Task
o Assigned To [User]: Inputs > Assigned to this Process Step
o Wait for user input: No
o Assignment group [Group]: Inputs > Assignment Group for this Process Step
o State: Pending

ii. Action: Log


o Action: Log
o Level: Info
o Message: Scripted (Expand to edit)
var flow_data = new GlideRecord('sys_flow_data');

flow_data.get(fd_data._1__create_flow_data.record.sys_i
d + "");
flow_data.vars.table = fd_data.subflow_inputs.table;
flow_data.vars.assigned_to =
fd_data.subflow_inputs.assigned_to_new_record;
flow_data.vars.short_description =
fd_data.subflow_inputs.short_description;
flow_data.vars.additional_fields =
fd_data.subflow_inputs.fields;
flow_data.update();
return flow_data.vars.table + " - " +
flow_data.vars.short_description + " - " +
flow_data.vars.assigned_to + " - " +
flow_data.vars.additional_fields;

iii. Flow Logic: Assign Subflow Outputs


o Automated: Scripted

return fd_data.subflow_inputs.wait!='yes';

o Table: Flow Data(sys_flow_data)


o Form Fields: vars
o Record Fields: vars.table,vars.short_description,vars.assigned_to

iv. Flow Logic: If


o Condition:
Input > Wait for user input: No

v. Action: Update Record


o Record: i. Create Flow Data > Record
o Table: Flow Data[sys_flow_data]
o Fields:
State: Complete

vi. Action: Wait For Condition


o Record: i. Create Flow Data > Record
o Table: Flow Data[sys_flow_data]
o Conditions:
State: Complete/Skipped/Error/Cancelled

vii. Action: Look Up Record


o Table: Flow Data[sys_flow_data]
o Condition:
Sys ID: i. Create Flow Data > Record > Sys ID
o If multiple records are found action: Return only the first record
o Don't fail on error: True

viii. Flow Logic: If


o Condition:
vii. Look Up Flow Data Record > Flow Data Record > State: Complete

ix. Action: Create CSM Task from Flow Data


o Flow Data [Flow Data]: vii. Look Up Flow Data Record > Flow Data Record

x. Flow Logic: Assign Subflow Outputs


o Table: return fd_data._7__look_up_record.record.vars.table + ""; (scripted)
o Record: ix. Create CSM Task from Flow Data > Record
o Form Fields:
o Record Fields: Input > Fields to show after creation

xi. Flow Logic: If


o Condition:
Input > Wait for task completion: True

xii. Action: Wait for Condition


o Record: ix. Create CSM Task from Flow Data > Record
o Table: Task[sn_customerservice_task]
o Conditions:
State: Closed

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