Components installed with Service Exchange for Providers (legacy)

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 7 minutes to read
  • Several types of components are installed when you activate the Service Exchange for Providers (sn_nowebonding_pro) application, including tables, user roles, and business rules.

    The Application Files [sys_metadata] table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    When you install the Service Exchange for Providers application, the Service Exchange application is also automatically installed. To view the additional components that are installed, see Components installed with Service Exchange (legacy).

    Note:
    Activate the Instance Data Replication (IDR) plugin through a request to ServiceNow personnel. For more information, see Request an Instance Data Replication (IDR) subscription.

    Demo data is available for this feature.

    Roles installed

    The following roles are installed with the Service Exchange for Providers application.

    Table 1. Roles installed with the Service Exchange for Providers application
    Role title [name] Description Contains roles
    Service Bridge requester [sn_nowebonding.requestor]
    • Enables members of the customer IT staff to request and monitor services from the provider from their service catalog.
      Note:
      Any member of the customer's staff who needs access to the provider's remote record producers requires this role.
    • Provides access to the remote record producers and provider requests.
    itil
    Service Bridge read [sn_nowebonding.read]
    • Enables the provider's customer service agents to read the contents of the provider request record.
    • Provides read-only access to the Service Exchange application.
    N/A
    Service Bridge admin [sn_nowebonding.admin]
    • Provides read access to all Service Exchange tables
    • Typically assigned to an administrator for the Service Exchange application on both the customer and the provider side.
    • idr_read
    • flow_designer
    • sn_customerservice.case_viewer
    • sn_customerservice.customer_data_viewer
    • catalog

    Business rules installed

    The following business rules are installed with the Service Exchange for Providers application.

    Table 2. Business rules installed with the Service Exchange for Providers application
    Business rule Table Description
    Validate application

    sn_nowebonding_pro_application

    Validates that the custom application can't be changed once it’s associated to a Service Exchange application record.

    Set state and protection policy

    sn_nowebonding_remote_record_producer

    On Insert, sets the state to Draft.

    Populate customer details on provider

    sn_nowebonding_remote_request

    Populates customer details such as the company, opened_by, and provider fields on the provider ServiceNow instance.

    Provider request customer approval

    sysapproval_approver

    Updates the provider request with the appropriate state when an approval is added for a Service Exchange task.

    Set customer ID and provider ID

    sn_nowebonding_pro_customer_connection

    Sets the customer_id, provider_id, and customer instance URL values.

    Delete Service Bridge Entitlement

    sn_install_base_sold_product

    Deletes an entitlement record for the customer.

    Update reg case work note for consumer status

    idr_subscription

    Updates the registration case work note when the IDR subscription state changes to active.

    Update reg case work note for approval

    idr_subscription

    Updates the registration case work note when the IDR subscription state changes to approval_pending.

    Create Service Exchange entitlement

    sn_install_base_sold_product

    Creates Service Exchange entitlements for the customer when the customer purchases a product that has applicable Service Exchange record producers.

    Validate name and only one provider

    sn_nowebonding_pro_provider

    Validates the provider name and makes sure that only one provider record exists.

    Put vendor details on scratchpad

    sn_nowebonding_pro_application

    Sets vendor details on the scratchpad. This information is used in the Create Application UI action.

    Set scratchpad for existing provider

    sn_nowebonding_pro_provider

    Sets the Service Exchange provider app ID on the scratchpad. This information is used in the Create Replication Set UI action.

    Reject approval record

    sn_nowebonding_remote_request

    If the customer rejects the change, it updates the sysapproval_approver record to Rejected.

    Display scope mismatch warning

    item_option_new

    Displays the Scope mismatch warning for Remote Record Producer Variables.

    Approve approval record

    sn_nowebonding_remote_request

    Updates the sysapproval_approver record to Approved when the customer approves the change.

    Perform update on Service Exchange state

    idr_subscription

    Creates Discrete Mapping values for the consumer on the IDR approval request.

    Create user criteria

    sn_nowebonding_remote_record_producer

    Creates user criteria with the sn_nowebonding.requestor role for the remote record producer. This user criteria is used on the customer instance to control the record producer access.

    Update registration case comment

    idr_subscription

    Updates the Service Exchange registration case comment when an admin approves the customer IDR subscription.

    Create case for OnBoarding

    sn_nowebonding_pro_customer_connection

    Creates a case for the Service Exchange registration request.

    Put state on scratchpad

    item_option_new

    Sets the remote record producer state, sys_id, and class name values on the scratchpad.

    Delete attachment

    sn_nowebonding_pro_remote_attachment

    Deletes the remote request attachment from the provider.

    Check Edits for UI Policy for Published. catalog_ui_policy Aborts edits on Provider owned UI Policy.
    Check Edits for Action for Published. catalog_ui_policy_action Aborts edits on Provider owned UI Policy action.
    Check Edits for Question for Published. question_choice Aborts edits on Provider owned question choice.
    Check Edits for Variable for Published. item_option_new Aborts edits on Provider owned variables.
    Show warning when missing variables. sn_nowebonding_remote_record_producer Show warning message if variables are missing on Publish action.
    Show warning message sn_nowebonding_remote_record_producer Show warning message if customer criteria is missing on publish action.

    Tables installed

    The following roles are installed with the Service Exchange for Providers application.

    Table 3. Tables installed with the Service Exchange for Providers application
    Table Description
    Remote Record Producers [sn_nowebonding_remote_record_producer]

    Enables the provider to define the services for the products they sell. Each service can be tied to one or more products.

    This table also references the remote record producer and a subflow. (The remote record producer is how the service can be enabled and requested from the customer ServiceNow instance.)
    • The subflow includes the logic to create the corresponding fulfillment task on the provider ServiceNow instance.
    • When invoked on the customer ServiceNow instance, it could result in the creation of a case. Extends the Application File [sys_metadata] table.
    Service Bridge application [sn_nowebonding_pro] Contains the reference to the remote catalog and provider records. Extends the Application File [sys_metadata] table.
    Provider [sn_nowebonding_pro_provider] Enables the provider to create a unique ID to identify themselves:
    • Creates a one-to-many relationship between the provider and Service Exchange applications.
    • Contains the association with the provider IDR producer replication set, based on whether provider data synchronization is established to their customer instance.
    • Extends the Application File [sys_metadata] table.
    Connections [sn_nowebonding_pro_customer_replication]

    Represents the different customer connections for a provider. Associates the IDR consumer subscription so the data is replicated between the provider ServiceNow instance and the customer ServiceNow instance.

    Customer [sn_nowebonding_pro_customer_connection]

    Tracks all customers that a provider is on Service Exchange with their ServiceNow instance. It contains the following information.

    • Unique provider ID
    • Unique customer ID
    • Connections table reference [sn_nowebonding_pro_customer_replication] through which the data synchronization is established
    • Customer account
    • Primary contact reference.
    Remote Attachment [sn_nowebonding_pro_remote_attachment] References the provider request attachment and handles the update or deletion of an attachment.

    Flows installed

    The following flows are installed with the Service Exchange for Providers application.

    Table 4. Flows installed with the Service Exchange for Providers application
    Flow Description

    Service Exchange Provider Request to Change Request Update

    Synchronizes the Service Exchange provider request updates to the change request.

    Service Exchange Provider Request to Case Update

    Synchronizes the Service Exchange provider request updates to the case.

    Create Proactive Provider Request from Case Creates a proactive provider request from a case.

    Create case for OnBoarding

    Creates a case for a Service Exchange registration request.

    Process Incoming Provider Request

    Validates and processes the incoming provider request. If the request is invalid, it creates a case or incident to track the failure. If the request is valid, it creates a fulfillment task.

    Handling invalid provider request

    Creates a case from an invalid provider request for tracking purposes.

    TEMPLATE: Service definition subflow

    Flow template that calls the service definition subflow.

    Delete Attachment

    Deletes all attachments.

    Create Incident from provider request

    Creates an incident as a fulfillment task from an incoming provider request.

    Create case from provider request

    Creates a case as a fulfillment task from an incoming provider request.

    Create change from provider request

    Creates a change as a fulfillment task from an incoming provider request.

    Process Entitlements

    Runs every day to refresh the Service Exchange entitlements for all customers (a scheduled job).

    Create Entitlement For Consumer

    Creates Service Exchange entitlements for the customer when customers activate their consumer replication set.

    Attachment Sync Task to Provider Request

    Synchronizes the Service Exchange change/case/incident attachment to the related provider request.

    Attachment synchronize Provider Request to Task

    Synchronizes the provider request attachment to the related task.

    Service Exchange Incident to Provider Request Update

    Synchronizes the Service Exchange incident updates to the provider request.

    Service Exchange Change Request to Provider Request Update

    Synchronizes the Service Exchange change request updates to the provider request.

    Service Exchange Case to Provider Request Update

    Synchronizes the Service Exchange case updates to the provider request.

    Check and Create Proactive Provider Request from Case

    Checks and creates a proactive provider request from a case.

    Service Exchange Provider Request to Incident Update

    Synchronizes the Service Exchange provider request updates to the incident.