Recommended Actions available with account onboarding

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 3 min. de leitura

    • Use the predefined recommended actions that are available with the base system during the account onboarding process.

    Recommended actions are available for the following account onboarding tasks:
    • Install Service Exchange for Consumer.
    • Service Exchange Consumer Registration & Configuration.
    • Data import recommended actions.

    Install Service Exchange for Consumer

    The following recommendations are available:
    • This recommendation guides you through the Service Exchange installation process. To view the instructions:
      • Open the record for this task.
      • Click the Related Knowledge tab and click on the link to view the Knowledge Base article.
    • Troubleshoot Service Exchange Failed Setup: This is a Guided Decision Tree that can assist you in troubleshooting issues that have occurred while setting up Service Exchange. Answer the queries and click Next to continue with the troubleshooting process.
      • Select Yes to indicate that you are facing issues onboarding a consumer.
      • Select the error message that appears from the drop down list.
      • Specify whether your Service Exchange version is 1.0.4 or later. If you select No, the troubleshooting process ends and you must contact customer support for assistance. If you select Yes, you will see further information on how to troubleshoot the issue.
    • Assigned to Field Recommendation: Click Assign to assign the recommended user and auto populate the Assigned to field in the Service Exchange installation task.
    • Contact Recommendation: Click Assign to assign the recommended contact and auto populate the Contact field in the Service Exchange installation task.
    Depending on your selection, you will see instructions on how to resolve the issue. Click on the Knowledge Base article to view additional information about the error. After the error has been resolved, click End Troubleshooting.

    Service Exchange Consumer Registration & Configuration

    The following recommendations are available:
    • Register a Consumer: This recommendation provides instructions on how a consumer can register with a Service Exchange provider during the account onboarding process.
      • Click Start Registration.
      • Specify the Account Name (the consumer) being registered, and the customer contact.
      • Enter the URL for the consumer's ServiceNow instance.
      • Click Register. The consumer record is created in the registration table and the registration process is initiated. The registration process is seamless without any interruption to the account onboarding process.
    • Troubleshoot Service Exchange Failed Setup: This is a Guided Decision Tree that can assist you in troubleshooting issues that have occurred while setting up Service Exchange. Answer the queries and click Next to continue with the troubleshooting process.
      • Select Yes to indicate that you are facing issues onboarding a consumer.
      • Select the error message that appears from the drop down list.
      • Specify whether your Service Exchange version is 1.0.4 or later. If you select No, the troubleshooting process ends and you must contact customer support for assistance. If you select Yes, you will see further information on how to troubleshoot the issue.

      The following image shows the recommended actions and troubleshooting tips for the Service Exchange Consumer Registration & Configuration task. To initiate the registration process, click Start Registration and follow the guided flow to register the consumer.

      Account onboarding recommended action

    • Assigned to Field Recommendation: Click Assign to assign the recommended user and auto populate the Assigned to field in the Service Exchange Consumer Registration & Configuration task.
    Depending on your selection, you will see instructions on how to resolve the issue. Click on the Knowledge Base article to view additional information about the error. After the error has been resolved, click End Troubleshooting.

    Data import recommended actions

    The following recommended actions are available for the data import task:
    • Data Import Task Guide: Provides step by step instructions on how to import and validate data.
    • Assigned to Field Recommendation: Click Assign to assign the recommended user and auto populate the Assigned to field in the Data Import task.
    • Troubleshoot Data Import Failure: This is a Guided Decision Tree that can assist you in troubleshooting the data import process. Answer the queries and click Next to continue with the troubleshooting process.
      • Select Yes to indicate that you are facing issues while importing data.
      • Select the issue from the drop down list.
    Depending on your selection, you will see instructions on how to resolve the issue. After the error has been resolved, click End Troubleshooting.