Create a remote task using Workflow Studio in Service Exchange for Providers

As a provider, proactively create remote tasks for your customers by using Workflow Studio.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Flow Designer.

2. On the Flow Designer landing page's main header, select New > Flow.

3. In the Flow properties window, fill in the following fields.

   Field	Action
   Flow name	Enter the name of your flow
   Description	Description of your flow
   Application	Global
   Domain	Global
   Protection	None
   Run As	System User

4. Under the TRIGGER section, select Add a trigger.

5. In the Trigger section, fill in the following fields and click Done.

   Field	Value
   Trigger	Created or Updated.
   Table	Table name that you want to create for your consumer. For example, a Case [sn_customerservice_case].
   Condition	Details of the filter. For example, Account is consumer-name.
   Run Trigger	For every update

   Note: For Advanced Option fields, don't change any values.

6. Under the ACTIONS section, select Add an Action, Flow Logic, or Subflow.

7. Click Action > Service Exchange for Providers > Create remote task for Consumer.

8. Fill in the following fields.

   Field	Value
   Action	Create remote task for Consumer
   Task record [Task]	Trigger - Record Created or Updated - Record
   Remote task def record	Select the remote task definition from the list.

9. Select Done and click Save.

Result

A remote task is created on your (provider) ServiceNow instance and it gets synchronized on the consumer's ServiceNow instance.