Define a service fulfillment step

task australia Updated Sep 10, 2026 4 min read create-sf-step.md
Raw file servicenow.com

Define how a catalog item request should be fulfilled by creating simple service fulfillment steps.

Before you begin

Role required: catalog_builder_editor or catalog_admin or admin

About this task

To configure fulfillment steps while creating a catalog item, associate it with a Workflow Studio flow that supports service fulfillment steps.

Fulfillment process can contain multiple steps. These steps can run sequentially or can be grouped to run in parallel.

The following video demonstrates how business owners can define the fulfillment process of catalog items using service fulfillment steps.

[Omitted video] Description: Demonstrates how business owners can define the fulfillment process of catalog items using service fulfillment steps.

Procedure

  1. In the Fulfillment step of creating a catalog item, for the Selected flow field, select a flow that supports service fulfillment steps.

  2. In the Steps region, perform one of the following:

    1. To create a task, click Add task.

      1. On the form, fill in the fields.

Field

Description

Task

Short description

Brief description of the task. It appears in the Steps region.

Description

Detailed description of the task.

Assignment group

User group that the task should be assigned to.

Assigned to

User for which the task is assigned.

Priority

Priority of the task.

When to run

Sequence

Sequence of this step relative to the previous step. Possible options are:

  • With previous step: This step is grouped with the previous step or group. All grouped steps run simultaneously.
  • After previous step: This step is placed after the previous step Note: This field is not editable if it is the first step.

Condition

Condition that defines whether the step must run. The options on which a condition can be applied are the questions that are available on the catalog item for which you’re creating the service fulfillment steps. For information on questions, see the Create a catalog item using a template topic.

2. Click **Add**. 2. To create a custom approval and define who can approve the step, perform the following:
    1.  From the list beside **Add task**, click **Custom approval**.
    2.  On the form, fill in the fields.

Field

Description

Custom approval

Users

Users that can approve this step.

Groups

User groups that can approve this step.

Approval type

Type of the required approval.- All approve: The step is approved only when all assigned users and user groups approve.

  • Anyone approves: The step is approved when any of the assigned users or any user from the assigned user groups approve.

When to run

Sequence

Sequence of this step relative to the previous step. Possible options are:

  • With previous step: This step is grouped with the previous step or group. All grouped steps run simultaneously.
  • After previous step: This step is placed after the previous step Note: This field is not editable if it is the first step.

Condition

Condition that defines whether the step must run. The options on which a condition can be applied are the questions that are available on the catalog item for which you’re creating the service fulfillment steps. For information on questions, see the Create a catalog item using a template topic.

3. Click **Add**. 3. To create a manager approval and define who can approve this step, perform the following:
    1.  From the list beside **Add task**, click **Manager approval**.
    2.  On the form, fill in the fields.

Field

Description

When to run

Sequence

Sequence of this step relative to the previous step. Possible options are:

  • With previous step: This step is grouped with the previous step or group. All grouped steps run simultaneously.
  • After previous step: This step is placed after the previous step Note: This field is not editable if it is the first step.

Condition

Condition that defines whether the step must run. The options on which a condition can be applied are the questions that are available on the catalog item for which you’re creating the service fulfillment steps. For information on questions, see the Create a catalog item using a template topic.

3. Click **Add**. \[Omitted image "sfs-steps.png"\] Alt text: Service fulfillment steps.
  1. In the Estimated time to deliver region, for the Days field, specify the time by which the RITM should be fulfilled.

    The due date is calculated based on when the service fulfillment flow is triggered.

  2. To edit a step, click the edit icon ([Omitted image "edit-quest-builder.png"] Alt text: Edit icon.).

  3. To delete a step, click the delete icon ([Omitted image "deactivate-quest.png"] Alt text: Delete icon.).

  4. To rearrange steps, drag the steps.

  5. To group steps together, perform one of the following tasks.

    • Drag a step and drop it on another step or group of steps.
    • To group this step with the previous step or group, click the merge icon ([Omitted image "merge.png"] Alt text: Merge icon.). [Omitted image "merge-steps.png"] Alt text: Merged service fulfillment steps.
  6. To separate a step from a group of steps, perform one of the following tasks.

    • Click the separate icon ([Omitted image "separate.png"] Alt text: Separate icon.). The step is placed after the group.
    • Drag a step out of the group and drop it at a location of your choice. Note:

    When setting up fulfillment steps for catalog items, you can organize them into dynamic stages, each containing one or more steps. This structure supports drag-and-drop, merge, and separation features while enabling efficient grouping.

    To add a stage, simply select the Add stage button that appears between steps.

Parent Topic:Create a catalog item using a template

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