Create a consumer criteria

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Using consumer criteria associated with record producers and other configurations, Service Exchange automatically generates the entitlement records that are replicated to eligible consumer instances.

    Before you begin

    Role required: admin

    Procedure

    1. In the Consumer Criteria related table, select New.
    2. In the Condition field, select the Lookup using list icon, and then either select an existing condition or create a new conditionLookup using list icon.
      OptionAction
      Select existing condition From the list, select an existing condition.
      Create a new condition
      1. In the Entity Criteria popup, select New.
      2. On the Consumer criteria new record form, fill in the fields.

        For a description of the field values, see Consumer criteria new record form.

      3. Select Submit.
      4. From the criteria list, select your criteria.