Create remote choice definitions in Service Exchange for Providers

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • As a provider, define remote choice fields that allow consumers to retrieve choice data from their instances in real time.

    Before you begin

    • Role required for creating a Remote Choice Definition: security_admin
    • Role required for creating Remote Choice fields: admin

    Procedure

    1. Elevate your role to security_admin.
    2. Navigate to All > Service Exchange Provider > Administration > Remote Choice Definitions.
    3. Click New.
    4. On the form, fill in the fields.
      Table 1. Remote Choice Definitions form
      Field Description
      Table Name of the table that's available to your consumers to query for while they are selecting a catalog item on their service portal.
      Name Auto-assigned name that can be changed by an user with the security_admin role.
      GlideRecordSecure When this option is selected, all queries for this table follow the access control list (ACL) restrictions. When this option isn’t selected:
      • Queries for this table ignore all ACL restrictions.
      • Reference qualifier conditions must be specified for each remote choice variable to limit data access.
      AccountSecure When this option is selected, all queries for this table limit the results that are based on the querying service account's Company field and the table's Company or Account field.
      Note:
      This flag is available only on the tables with references to the company or account where the field is named account, u_account, company, or u_company.
      Short description Additional information about the table.
      Filter Filter conditions that define the base conditions on the table.
    5. Click Save.
    6. Navigate to Service Exchange Providers > Administration > Remote Catalog Items.
    7. Select a remote record producer and click Edit.
    8. In the Variables related list, click New.
    9. On the form, fill in the fields.
      Table 2. Remote Choice Variable form
      Field Description
      Record producer table Auto-selected table that appears when you select the field. This table can be selected manually if it isn't mapped to a field.
      Type Reference type.
      Remote choice enabled Option that you can select for a remote choice.
      Catalog item Name of the remote record producer.
      Question Questions that appear in a catalog record on your consumer's service portal.
      Type Specifications
      • Remote choice reference that includes the remote choice definition that you use for consumer queries for this variable.
      • Remote choice display field that includes the primary data value that appears to your consumers in their querying results.
      • Remote choice additional info field that includes the secondary data value that appears to your consumers in their querying results.
      • Remote choice dependent on field is a variable that this remote choice variable depends on.
      • Reference qualifier condition that includes the filter options that you define to limit the data that is returned by the definition.
    10. Click Submit.

    Result

    A remote choice variable is created.