Create a record producer for B2B2C in Healthcare and Life Sciences Service Management Core

task australia Updated Sep 10, 2026 1 min read hcls-b2b2c-create-record-producer.md
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Create a record producer for use with B2B2C.

Before you begin

Create a table for use with B2B2C. For more information, see Create a table for B2B2C in Healthcare and Life Sciences Service Management Core.

Role required: admin

Procedure

  1. Navigate to All > Service Catalog > Catalog Definition > Record Producers.

  2. Click New.

  3. On the form, fill in the fields.

    Note: For details on the fields, refer to .

  4. Click Save, then re-open the record.

  5. In the related links, do the following:

    1. Navigate to Variables and click New.

      Note: For details on variables, refer to .

    2. Add the following variables in Type Specifications:

Variable

Type

Reference

Account

Reference

customer_account

Contact

Reference

customer_contact

Consumer

Reference

csm_consumer

Short Description

Single Line Text

N/A

3. In the Question related list for each variable, enter the following:
    1.  In **Question**, specify a question that explains the options available to the end user.

        For example, for the Account variable, enter `Select the account`.

    2.  In **Name**, enter the variable being referenced.

        For example, for the Account variable, enter `account` as the name.

4.  Click **Submit** and repeat for all variables as needed.
  1. Navigate back to the record producer you created.

    1. Navigate to Available for and add SNC External and Users with sn_customerservice.customer.

    2. Navigate to Not available for and remove any values.

  2. Click Save.

Result

The record producer is created.

What to do next

Add your record producer to the CSM portal. For more information, see Add a record producer to CSM portal for B2B2C in Healthcare and Life Sciences Service Management Core.

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