Remote tasks to fulfill customer requests (legacy)

Learn how you, as a provider, can resolve and fulfill multiple customer tasks, such as incidents, cases, and service requests, by using remote tasks. Also as a customer, you can assign the incidents to multiple providers for its resolution.

Overview

Remote tasks enable you to assign and synchronize the task's data on separate instances so that you can quickly fulfill the service requests from your customer. Some examples of the customer requests are as follows:

1. Request help for issues that your customers are having with your services.​
2. Request for service changes to the services that your customers have purchased.
3. Request to assign the existing tasks to you so that you can support your customer's issues​.

How a remote task works

As a provider, you have to first create and publish the remote task definitions that your customers can use for creating a remote task. You entitle these definitions to your customers who can adjust the mappings and field data rules or simply activate the definition. Your customers can apply a trigger on the definition or manually create a remote task for you, the provider, based on an active definition.

For more information, see Create remote task definitions in Service Exchange for Providers (legacy).

The remote task feature includes a Remote Task table, which is an extension of the Tasks table in the ServiceNow AI Platform. With remote tasks, you can enable bidirectional linking of workflows between multiple ServiceNow instances.

For example, an incident on a customer instance must be assigned to a provider's instance as a case. The Remote Task record in each instance facilitates the bidirectional flow of the task's data between the case and the incident.