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Create remote catalogs › Configure for providers › Service Exchange for Providers › Service Exchange
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create remote record producers for Providers

Create remote record producers as part of creating a Remote Catalog in Service Exchange for Providers.

Before you begin

  • Ensure that the catalog scope is set to Global.
  • Role required: admin, sn_sb.admin

Note: Users without the admin role must be granted a catalog admin role to modify and publish remote record producers.

Procedure

  1. Navigate to All > Service Exchange Provider > Administration > Remote Catalog Items.

  2. Click New.

  3. On the form, fill in the fields.

FieldDescription
NameName of the remote record producer.
ApplicationThis is a read only field and is set by default based on the application scope.
StateShows the status of the remote record producer. When you create a remote record producer, this field is set to the Draft state. Note: This field is automatically updated when you Publish, Archive, or Retire a remote record producer.
Table nameTable name is Provider Task. This is a read only field.
FlowChoose one of the default Service Exchange flows provided or create your own flow if required.
ActiveThis is a read only field and is enabled based on the Publish, Retire, Archive, or Delete actions.
PersonaCatalog personas that you want to assign to this record producer.
CompatibilityThis field is populated by default. It shows the Service Exchange version that is being used by the provider. If the consumer is using a compatible Service Exchange version, data can be synced between the provider and consumer instances. But if the consumer is not using a compatible version, any new entitlements cannot be activated until the corresponding Service Exchange version is upgraded.
Short DescriptionShort description for the record producer.
DescriptionDetailed description for the record producer.

  1. Click the link next to the Icon field to attach a picture.

  2. Click the link next to the Picture field to attach a picture.

    Note: You can also delete the picture if it is no longer required.

  3. Click Submit.

  4. Add at least one variable.

    See Create variables for remote record producers for Providers.

  5. Add a consumer criteria.

  6. Click Publish to publish the remote record producer and make it available in the provider and consumer instances.

What to do next

You can create multiple configuration revisions of this published remote record producer. For details on how to create a configuration revision, see Create configuration revisions. You can also perform the following operations: