Create a record producer for B2B2C in Healthcare and Life Sciences Service Management Core

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a record producer for use with B2B2C.

    Before you begin

    Create a table for use with B2B2C. For more information, see Create a table for B2B2C in Healthcare and Life Sciences Service Management Core.

    Role required: admin

    Procedure

    1. Navigate to All > Service Catalog > Catalog Definition > Record Producers.
    2. Click New.
    3. On the form, fill in the fields.
      Note:
      For details on the fields, refer to Create a record producer.
    4. Click Save, then re-open the record.
    5. In the related links, do the following:
      1. Navigate to Variables and click New.
        Note:
        For details on variables, refer to Variables to collect data for record producer fields.
      2. Add the following variables in Type Specifications:
        Table 1. Variables
        Variable Type Reference

        Account

        Reference

        		 customer_account

        Contact

        Reference

        		 customer_contact

        Consumer

        Reference

        		 csm_consumer

        Short Description

        Single Line Text

        		 N/A
      3. In the Question related list for each variable, enter the following:
        1. In Question, specify a question that explains the options available to the end user.

          For example, for the Account variable, enter Select the account.

        2. In Name, enter the variable being referenced.

          For example, for the Account variable, enter account as the name.

      4. Click Submit and repeat for all variables as needed.
    6. Navigate back to the record producer you created.
      1. Navigate to Available for and add SNC External and Users with sn_customerservice.customer.
      2. Navigate to Not available for and remove any values.
    7. Click Save.

    Result

    The record producer is created.

    What to do next

    Add your record producer to the CSM portal. For more information, see Add a record producer to CSM portal for B2B2C in Healthcare and Life Sciences Service Management Core.