Setup Integrated Facilities Management Integration Framework
Summarize
Summary of Setup Integrated Facilities Management Integration Framework
The Integrated Facilities Management (IFM) Integration Framework enables ServiceNow customers to seamlessly connect Workplace Cases and Tasks with external facilities management (FM) provider systems. This integration automates the creation, updating, and cancellation of work orders in external FM systems directly from ServiceNow, providing bidirectional communication and unified visibility across both platforms. By implementing this framework, customers eliminate manual work order management and improve end-to-end synchronization and tracking.
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Key Features
- Automated Work Order Creation: Work orders are automatically generated in external FM systems when workplace cases are created in ServiceNow.
- Provider Routing Rules: Configure rules to route workplace cases or task requests to the appropriate FM provider based on criteria such as service type, location, or building.
- Real-time Synchronization Tracking: Monitor synchronization status via FM Provider and FM Work Order ID fields on workplace cases.
- Bidirectional Comments and Status Updates: Comments added to ServiceNow cases or tasks automatically appear in external work orders, and inbound updates from FM systems update ServiceNow records.
- Automated Cancellation: Cancelling a workplace case in ServiceNow triggers cancellation of the corresponding external work order.
- Lifecycle and Ownership Management: Once synchronized, the FM provider owns the external work order, with restricted editing in ServiceNow to avoid conflicts.
Important Considerations
- Only workplace cases with a Fulfillment type of Manual are eligible for synchronization.
- Certain task types (e.g., Automated Task Assign, Neighborhood Space, Space Request) are excluded from synchronization.
- The provider routing engine applies only at creation time and sets the FM provider ownership permanently for that record.
Prerequisites and Requirements
The following ServiceNow plugins must be installed to enable the IFM Integration Framework:
- Workplace Core (snwsdcore)
- Workplace Case Management (snwsdcase)
- Integration Hub (com.glide.hub.integrations.professional)
Set up the Integrated Facilities Management (IFM) Integration Framework to connect Workplace Cases and Tasks in ServiceNow with external facilities management provider systems, enabling automated work order synchronization and end‑to‑end visibility across platforms.
The Integrated Facilities Management (IFM) Framework automates the creation and management of work orders with third-party facilities management providers when workplace cases are created in ServiceNow. This framework facilitates bidirectional communication, allowing ServiceNow to create, add comments to work order, and cancel work order in external FM systems while receiving status updates and comments back from FM providers.
This integration framework eliminates manual work order creation and tracking, automates case-to-work-order lifecycle management, and provides unified visibility across both platforms.
Benefits of Integrated Facilities Management Framework
- Create work orders automatically in external FM systems directly from ServiceNow workplace cases.
- Configure provider routing rules to automatically assign workplace cases or tasks requests to appropriate FM providers based on service type, location, building, or custom criteria.
- Track work order synchronization status in real-time using the FM Provider and FM Work Order ID fields on workplace cases.
- Add comments to workplace case or task, and any updates will automatically appear in external work order.
- Cancel workplace case and automatically trigger cancellation of corresponding work orders in FM provider systems.
- Receive inbound updates from FM systems that automatically update ServiceNow cases or tasks.
Case Lifecycle and Provider Ownership
- When a workplace case or task is created in ServiceNow, the provider routing engine evaluates the configured routing rules to determine the appropriate FM provider. Based on the matching rule, the selected provider is stamped on the workplace case or task record. The provider routing engine is triggered only at the time of record creation, and after the provider is stamped, it cannot be changed.
- Once the provider is stamped, the workplace case or task is automatically synchronized with the external FM provider system, where a corresponding work order is created.
- After synchronization is complete, the FM provider becomes the primary owner of the work order. Users can add comments or cancel the workplace case or task in ServiceNow, while all other edit operations are restricted to prevent data conflicts with the external FM provider system.
Included Case Types
Only workplace cases with a Fulfillment type of Manual are eligible for synchronization with external FM provider systems.
Excluded Task Types
- Automated Task
- Assign Neighborhood Space
- Consolidated Report
- Select Space Option
- Space Request
Prerequisites and Requirements
- Workplace Core (sn_wsd_core)
- Workplace Case Management (sn_wsd_case)
- Integration Hub (com.glide.hub.integrations.professional)