Create variables for remote record producers in Service Exchange for Providers (legacy)

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

    • Create the variables for a remote record producer in Service Exchange for Providers application.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Service Bridge > Provider > Remote Record Producers.
    2. Click a record producer that you want to create variables for.
    3. Click New next to Variables.
    4. On the form, fill in the fields.
      Table 1. Variable New Record form
      Field Description
      Map to field Variable that is mapped to a specific field on the table for the record producer.
      Type Supported variable types are as follows:
      • Break
      • CheckBox
      • Container End
      • Container Split
      • Container Start
      • Date
      • Date/Time
      • Duration
      • Email
      • HTML
      • IP Address
      • Label
      • Masked
      • Multi line text
      • Multiple Choice
      • Numeric Scale
      • Requested For
      • Rich Text Label
      • Select Box
      • Single Line Text
      • URL
      • Wide Single LineText
      • Yes/No.
      Note:
      The Attachment variable type is not supported.

      If you use unsupported variables, Service Exchange might not integrate the data in the right format.
      Catalog item Catalog item that uses the variable.
      Application Field that indicates which applications can use this variable.
      Mandatory Option for making the variable mandatory as part of the ordering process.
      Note:
      This behavior is applicable only on a page load. You can change it by using client APIs.
      Active Option to make the record producer active.
      Order Placement order of the variable on the catalog item page. You organize the variables from top to bottom, and from the least to the greatest order value.

      For example, a variable with an order value of 1 is placed ahead of other variables with higher-order values.
      Question Question that you can ask users who are ordering the catalog item to obtain related information.
      Name Name to identify the question.
      Note:
      If this field is empty, its value is auto-populated based on the Question field for all variable types except Break, Container Split, and Container End.
      Tooltip Tooltip text to display when users point to the variable. Enter a brief note to describe the purpose of the question.
      Example Text Question field hint that appears before a user enters a value.
      You can use a hint for the following variables:
      • IP Address
      • Email
      • URL
      • Single Line Text
      • Wide Single Line Text
      • Multi Line Text
      • Date
      • Date/Time
      Type Specification Values specific to the type of variables.
      You can provide the values to the following variable types:
      • Remote choice dependent on-

        The list of options available in the drop-down is directly dependent on the defined variables in the remote record producer with the status 'Active'.

        Some of the options are:

        • None
        • Select category
        • Select company
        • Select subcategory
      • Remote choice dependent field- As per the selection in the Remote choice dependent on field, you will provide the value here.
      Note:
      When you enable the remote choice dependency fields, it helps your customer to quickly select the catalog request with more accurate details while filling the product request form.
    5. Click Submit
      Repeat the above steps to create additional variables for the same remote record producer.