Configure flows for Legal Conflict of Interest

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Review the flows installed with the Legal Conflict of Interest application and configure them to align with your business needs.

    Before you begin

    Ensure that the Legal Conflict of Interest application scope is selected.

    Role required: sn_lg_coi.coi_admin and admin

    About this task

    Legal Conflict of Interest uses the following flows:
    • COI Approval flow: Triggers multi-level approvals when an employee submits a conflict of interest request
    • Scheduled Flow to Deactivate COI: Triggers to validate and deactivate any existing conflict of interest disclosure record that has the end date before the current date. The flow triggers at a scheduled time.

    The flows are built using ServiceNow Flow Designer, so make sure you’re familiar with the Flow Designer basics.

    Procedure

    1. Navigate to All > Process Automation > Flow Designer.
    2. Find the COI Approval flow and click the name of the flow to open.
    3. Modify the trigger to set the conditions for the flow to trigger, and actions to add or update the approval levels.

      For information on how to create or modify flows, see Create a flow.

    4. Click Save.
    5. Test the flow by clicking Test.

      For more information, see Test a flow.

    6. If not already active, click Activate to enable the flow.