Create a remote task using Flow Designer as a provider in Service Exchange for Providers (legacy)

As a provider, proactively create remote tasks for your customers by using Flow Designer.

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.

   Table 1. Flow properties 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.

   Table 2. Trigger section fields

   Field	Value
   Trigger	Created or Updated
   Table	Table name that you want to create for your customer. For example, a Case [sn_customerservice_case].
   Condition	Details of the filter. For example, Account is customer-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 > ServiceNow Core > Create Record.
8. Fill in the following fields.

   Table 3. New record fields

   Field	Value
   Table	Remote Task [sn_nowebonding_remote_task]
   Fields	Add the following field values: Account > Trigger- Record Created or Updated > Case Record > Account Remote Task Definition Parent > Trigger- Record Created or Updated > Case Record
   Run Trigger	For every update

9. Select Done and click Save.

Result

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