Create variables for remote record producers in Service Exchange for Providers

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute 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 Exchange Provider > Administration > Remote Catalog Items.
    2. Click a record producer that you want to create variables for.
    3. Click the Variables tab in the Related List and then click New.
    4. On the form, fill in the fields.
      Table 1. Variable New Record form
      Field Description
      Type Supported variable types are as follows:
      • Attachment
      • Break
      • CheckBox
      • Container End
      • Container Split
      • Container Start
      • Date
      • Date/Time
      • Duration
      • Email
      • HTML
      • IP Address
      • Label
      • List Collector
      • Lookup Multiple Choice
      • Lookup Select Box
      • Masked
      • Multi line text
      • Multiple Choice
      • Numeric Scale
      • Reference
      • Requested For
      • Rich Text Label
      • Select Box
      • Single Line Text
      • URL
      • Wide Single LineText
      • Yes/No

      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 This is a read only field and is set by default based on the application scope.
      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 This is a read only field and is enabled based on the Publish, Retire, or Edit actions.
      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.
    5. Click Submit.
      Repeat the above steps to create additional variables for the same remote record producer.