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SN > Flow Designer Overview > Flashcards

Flow Designer Overview Flashcards

1
Q

What is the non-technical interface that enables process automation capabilities known as flows?

A

Flow Designer

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2
Q

What are the benefits of Flow Designer?

A
  • Centralized: provides a single environment to build and visualize business processes
  • Robust: provides config and runtime info to create, operate, and troubleshoot flows from a single interface
  • User-friendly: provides natural language descriptions of flow logic
  • Repeatable: promotes process automation by enabling subject matter experts to develop and share reusable actions
  • Scalable: allows extending flow content by subscribing to IntegrationHub or installing spokes
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3
Q

When is it recommended to use Flow Designer?

A
  • To orchestrate business processes across services with little technical user knowledge
  • To reduce scripting to simplify upgrades and deployments
  • To integrate with 3rd party systems
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4
Q

When is it recommended NOT to use Flow Designer?

A
  • There is existing logic already developed using ServiceNow workflow editor
  • ServiceNow instance is running Jakarta or prior version
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5
Q

How to access Flow Designer?

A

All > Process Automation > Flow Designer

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6
Q

Which roles are required to perform certain Flow Designer functions?

A
  • flow_designer
  • flow_operator
  • action_designer
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7
Q

What can we create when pressing the + New button in the Flow Designer Interface?

A
  • Flows
  • Subflows
  • Actions
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8
Q

What does a flow consists of?

A
  • A trigger
  • One or more actions
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9
Q

When does a flow execute the action(s)?

A

When the conditions of the trigger are met

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10
Q

What is a flow action?

A
  • An action is a reusable operation that enables process analysts to automate Now Platform features without having to write code
  • Actions are strung together to make a flow
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11
Q

What are the 3 elements triggers can be based on?

A
  • Record-based
  • Schedule-based
  • Application-based
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12
Q

How does a record-based trigger work?

A

Record-based triggers run a flow after a record has been created; updated; or deleted

  • The triggering record can be used later in the flow as input for actions
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13
Q

How does a schedule-based trigger work?

A
  • Scheduled-based triggers run a flow at a specified date and time: daily; weekly, monthly
  • The execution time can be used as an input for actions in the flow
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14
Q

How does an application-based trigger work?

A

Application-based triggers are added when the associated application spoke is activated.

For example, when an item is requested from the Service Catalog, a flow is triggered

Sometimes, a plugin might need to be activated

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15
Q

What are Flow Actions?

A

Actions are reusable operations executed by Flow Designer

Examples of actions:

  • looking up a record
  • updating a field value
  • requesting an approval
  • logging a value
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16
Q

Where are the actions housed?

A

Actions can be found in the installed spokes

17
Q

What is the best way to get more information about what an action does?

A

Look over the description of an action (the i next to the action name)

18
Q

What are the most commonly used actions in the ServiceNow Core?

A
  • Ask for Approval
  • Create Record
  • Delete Record
  • Look Up Record
  • Look Up Records
  • Wait for Condition
19
Q

When a flow runs, what is the state of the data pill runtime value during the flow?

A

The data pill runtime value remains the same for the duration of the flow

20
Q

What happens regarding data pills when we add actions to a flow?

A

For every action added to a flow, Flow designer adds a data pill to store its output results

21
Q

Which tool was used before Flow Designer?

A

Workflow Editor

22
Q

What is Process Automation Designer?

A

A tool used by process owners to create cross-enterprise workflows within a single unified interface

23
Q

What are Playbooks?

A

Playbooks are processes documented in the Process Automation Designer

24
Q

How is a process in PAD organized?

A

The process is organized into Stages and Activities

25
Q

Where can playbooks be made visible so that an agent can know which steps to take in different scenarios?

A

In an Agent Workspace

26
Q

What are the benefits of using the PAD?

A
  • Connect multiple flows and actions
  • Guide user to complete a process in a task-oriented interface
  • Consolidate separate business processes across the organization
  • Passing data between activities and stages of business proceses
27
Q

Where to navigate to use the PAD?

A

All > System Definition > Plugins

Search for and install Process Automation Designer plugin

Or take the Intro to PAD course

SN (21 decks)

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