Workflow stages
Summarize
Summary of Workflow Stages
Workflow stages are essential for tracking the progress of workflows in ServiceNow. They update designated fields, such as the Incident state field or the Service Catalog's Stage field, to reflect the workflow's current state. The interface automatically updates the selected Stage field in workflow properties based on the workflow's activities.
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Key Features
- Dynamic Stage Updates: Workflow stages can be assigned to activities, enabling real-time updates to the associated records.
- Stage Value Sources: Stage values can be derived from choice lists, default stages, workflow-specific stages, and existing record values.
- Automatic Stage Assignment: For workflows using the Requested Item table, the stage field is automatically set and reflects the activity states.
- Stage Sets: Workflow stage sets allow users to group and reuse stages across multiple workflows, enhancing organization and efficiency.
Key Outcomes
By effectively managing workflow stages, ServiceNow customers can enhance visibility into process status and improve workflow management. Users can add, modify, and translate stages to align with specific business processes, ensuring that workflows communicate progress clearly. This structured approach leads to better resource allocation and timely completion of tasks.
Workflows can indicate workflow progress by updating any field designated as a stage field.
For example, the Incident [incident] table has an Incident state field that indicates progress, but the service catalog uses the Stage field.
To indicate the workflow's progress through the possible stage values, the interface updates the Stage field selected in the workflow properties. Available fields depend on the table used by the workflow. If the field provides a choice list, then the choices are available as stage values for the workflow. If the field is a workflow field, it displays an icon to indicate the workflow's progress, as with the Service Catalog's Stage field.
After stages are added to the workflow, they can be assigned to each workflow activity. If an activity with an assigned stage is encountered when the workflow runs, the workflow engine assigns the stage to the record associated with the workflow context.
- If an activity is active, then the stage is shown with the state of In progress.
- If an activity is in the Pending or Completed state, the stage reflects this state.
- If an activity is canceled, Request Cancelled appears in the Stage field. The "Cancelled" label set in the wf_stage table is a reserved word, and does not display in the Stage field.
How stage values are derived
Stage values are derived from various sources in the interface.
- Choices for Stage column: Choices defined for the column selected as the Stage column for the workflow.
- Default stages for table: Stages defined in the Stage Default [wf_stage_default] table for the table selected.
- Workflow-specific stages: Applied only to the workflow for which they were defined in the Workflow Stage [wf_stage] table.
- Stage values in existing records: Values from the designated Stage column in the table assigned to the workflow are inherited from existing records.
If the stage field for a workflow is the table column named Stage, then the progress of the workflow appears in any list view containing the Stage column.
Stage values shown in the list views are accompanied by the state, based on the workflow activities being executed. If an activity has a stage specified for it, and the activity is currently active in the workflow, then the stage is shown with a state of In progress. Similarly, if the activity is in the Pending or Completed state, the stage reflects this state.
Example
- Waiting for Approval
- Fulfillment
- Delivery
- Request Cancelled
- Completed
- Waiting for Approval
- Fulfillment
- Delivery
- Request Cancelled
- Completed