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

task brazil Updated Sep 10, 2026 1 min read service-bridge-v2-create-remote-task-flow-desig.md
Raw file servicenow.com

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.

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