Service Exchange consumer pre-flows

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

    • As a consumer, you can control when data should be synced between the provider tasks on the consumer and provider instances.

    Antes de Iniciar

    • Role required: admin
    • A subflow with the sync condition should have been created

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    You can attach a subflow with a Service Exchange remote record producer and run processes such as approvals, before syncing a task with the provider. When a new provider task is created, the attached subflow is executed before the data is synced between the consumer and provider instances. The subflow must set a field called Sync on the Provider task to true for the record to sync to the provider. If the remote record producer doesn’t have an attached subflow, provider tasks are immediately synced to the provider instance.

    Procedimento

    1. Navigate to All > Service Exchange Provider > Provider Connections.
    2. Select a remote record producer for which you want to attach a subflow.
    3. In the Flow field, select the subflow that is to be applied to the provider task.
      Data is synced to the provider instance only if the attached subflow sets the Sync flag to true on the provider task.
    4. Select Update.
      Depending on the conditions defined in the subflow, the provider task is synced to the provider instance.