--- sourceDocument: Yokohama Build or modify applications sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/application-development Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Build or modify applications ft:clusterId : - cadev bundleId : - cadev workflow : - Development, Data, and Analytics --- # Building flows to read or update the ERP system # Building flows to read or update the ERP system {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Building flows to read or update the ERP system This content explains how ServiceNow customers can build flows in Workflow Studio to interact with their ERP (Enterprise Resource Planning) systems using ERP Canvas. After configuring an operation in ERP Canvas, customers can create flows that query or update ERP data, such as filtering orders by Order ID. The key action enabling this integration is theUse ERP Dataaction, which becomes available upon installing ERP Canvas. Show full answer Show less ## Key Features * **Use ERP Data Action:** This action allows customers to use ERP data outside of ERP Canvas, enabling processes such as creating tasks or incidents based on ERP data. * **Testing the Action:** Customers can test the Use ERP Data action by specifying the ERP model, fields to read or update, and the ERP system, with testing results shown in the Response output. * **Parameter Filtering:** Flows can specify Mandatory and Optional Fields defined in the model as input parameters. Customers can enter values to filter data requests; for example, filtering stock movements by fiscal year. * **Response Data Handling:** The ERP data returned from the Use ERP Data action is accessible as a Response data pill in Workflow Studio, which can be parsed and used in subsequent flow steps. * **ERP Canvas Naming:** In Workflow Studio, ERP Canvas integration appears as "ERP Integration." ## Process for Building Flows * Configure and manage your ERP model in ERP Canvas. * In Workflow Studio, test the Use ERP Data action by selecting the ERP model and specifying input fields to validate data retrieval or updates. * Review the action execution details and the Response data containing the returned ERP information. * Build the flow using the Use ERP Data action, leveraging the Response output pill to parse and utilize ERP data within your ServiceNow workflows. ## Practical Value for ServiceNow Customers By following this process, ServiceNow customers can seamlessly integrate ERP data into their workflows, enabling automation and data-driven processes based on live ERP system information. This capability enhances operational efficiency by allowing data retrieval and updates directly within ServiceNow without switching platforms. After you configure an operation in ERP Canvas, you can build a flow in Workflow Studio to specify details for querying the ERP (Enterprise Resource Planning) system. For example, build a flow that filters by Order ID. ## Actions in Workflow Studio for calling the ERP system {#erp-canvas-build-flow-operation__section_cty_2lp_1bc} A Use ERP Data action is automatically available in Workflow Studio after installing ERP Canvas. The Use ERP Data action enables you to use ERP data outside of ERP Canvas for other processes. For example, you could create a task or an incident based on ERP data using the Use ERP Data action. After you're done creating and managing your model in ERP Canvas, go to Workflow Studio and use the Use ERP Data action to test your model's inputs and outputs. When you test the action, you must specify the model you're using, which fields to read or update, and the ERP system. For more information on the action, see [ERP Canvas Use ERP Data action details for flows](https://servicenow-prod.fluidtopics.net/i3O0Uk~23WmkR9~RnLCkPw "After you're done creating and managing your model in ERP Canvas, go to Workflow Studio and use the Use ERP Data action to test your model's inputs and outputs. You can then build a flow with the action to incorporate ERP (Enterprise Resource Planning) data into the ServiceNow AI Platform."). ## Using parameters to filter data requests {#erp-canvas-build-flow-operation__section_sxp_zxp_1bc} After you successfully test the Use ERP Data action, build a flow that uses that action to retrieve or update the specified data in the ERP system. When you add the Use ERP Data action to a flow, you can specify any Mandatory Field(s) and Optional Field(s) defined as inputs when you managed the model. Required and optional fields must already be configured as required and optional input parameters. If you select a field that was defined as a parameter for the system query, you can then enter a value to filter on. For example, if you build a flow that uses the Use ERP Data action and specify the SAP Stock Movement model, you can select iseg_fiscal_year as a required field, and then enter a year to filter the data returned, for example 2023. ## Process for building flows to retrieve ERP data {#erp-canvas-build-flow-operation__section_q5b_45p_1bc} If you want to use ERP data for processes or tasks outside of ERP Canvas, use the following workflow: 1. In Workflow Studio, test the Use ERP Data action by selecting the model in the System field of the Test Action modal and then specifying the inputs. * For more information on testing actions, see [Test an action](https://www.servicenow.com/docs/access?context=test-action&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US). * For more details on inputs for the action, see [ERP Canvas Use ERP Data action details for flows](https://servicenow-prod.fluidtopics.net/i3O0Uk~23WmkR9~RnLCkPw "After you're done creating and managing your model in ERP Canvas, go to Workflow Studio and use the Use ERP Data action to test your model's inputs and outputs. You can then build a flow with the action to incorporate ERP (Enterprise Resource Planning) data into the ServiceNow AI Platform."). {#erp-canvas-build-flow-operation__ul_aym_q5p_1bc} 2. After the test runs, view the action execution details. For more information, see [Flow execution details](https://www.servicenow.com/docs/access?context=flow-execution-details&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US). 3. The returned data from testing the action appears in the Response field of the output data. * For more information on outputs for the action, see [ERP Canvas Use ERP Data action details for flows](https://servicenow-prod.fluidtopics.net/i3O0Uk~23WmkR9~RnLCkPw "After you're done creating and managing your model in ERP Canvas, go to Workflow Studio and use the Use ERP Data action to test your model's inputs and outputs. You can then build a flow with the action to incorporate ERP (Enterprise Resource Planning) data into the ServiceNow AI Platform."). * For details on incorporating returned ERP data, see [Specifying where the ERP system data is saved](https://servicenow-prod.fluidtopics.net/y6yHgqQUD1byLYl5FFdRzA "Data that ERP Canvas retrieves from ERP (Enterprise Resource Planning) systems can be used in remote tables, extraction tables, and added to flows as data pills in Workflow Studio."). {#erp-canvas-build-flow-operation__ul_ogt_qvx_1bc} 4. Build a flow that runs the Use ERP Data action. The Use ERP Data action returns ERP data in an output data pill called Response. The Response pill is available when you build a flow in Workflow Studio with the Use ERP Data action. The Response data pill is available in the following places of the action: * The Outputs tab * The Output section in the Data pane {#erp-canvas-build-flow-operation__ul_epb_5p2_bbc}You can then add the Response data pill or any of the child record data pills to a flow to parse the returned JSON. For more information, see [Building flows](https://www.servicenow.com/docs/access?context=flows&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US). {#erp-canvas-build-flow-operation__ol_ory_gpp_1bc} Note: ERP Canvas appears as ERP Integration when you work with it in Workflow Studio.