Create remote choice definitions in Service Exchange for Providers (legacy)

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

    • As a provider, define the remote choice fields that can make the choice list for a catalog reference field available to your customers on their Service Portal.

    Before you begin

    Ensure that you've generated a service account. To learn more, see Create a provider record in the customer's instance (legacy).

    Role required for creating Remote Choice Definitions: security_admin

    Role required for creating Remote Choice fields: admin

    Role required: admin

    Procedure

    1. Elevate your role to security_admin.
    2. Navigate to Service Bridge > Provider > 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 customers to query for while they are selecting a catalog item on their service portal.
      Name Auto-assigned name that can be changed when the customer selects the table.
      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, and the reference qualifier conditions are required on each remote choice variable against this table to limit the 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. 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.
      Note:
      Developers must use this filter while they are creating remote choice fields.
    5. Click Save.
    6. Navigate to Service Bridge > Remote Record Producers.
    7. Select a remote record producer and click Edit.
    8. In the Remote Choice Variables related list, click New.
    9. On the form, fill in the fields.
      Table 2. Remote Choice Variable form
      Field Description
      Map to field Option that you can keep selected to show the value of the field.
      Field Reference field. For example, the table Configuration item field.
      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 customer's service portal.
      Type Specifications
      • Remote choice reference that includes the remote choice definition that you use for customer queries for this variable.
      • Remote choice display field that includes the primary data value that appears to your customers in their querying results.
      • Remote choice additional info field that includes the secondary data value that appears to your customers in their querying results.
      • 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 definition with the configured variables gets created.