Consumer criteria new record form

reference australia Updated Sep 10, 2026 1 min read service-bridge-v2-consumer-criteria-new-record-form.md
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Field descriptions for the consumer criteria new record form contains information on consumer criteria new record form field values.

Field

Description

Name

Name of the consumer condition.

Active

Select this check box to enable the consumer condition.

Condition for

Allows you to specify the Company or Account can be used to match the records on the table being queried. Select the corresponding option based on which field (Company or Account) is available on the table being queried. For example, this field can be used on the Sold Product table as the Account field is used to query the table.

Condition on

Field indicates which table is to be queried to find matching records.Note: Tables where Customer Field cannot be selected should not be used.

Customer field

Select the field on the table being queried that matches the Company or Account defined on the Service Exchange connection. If the consumer connected through Service Exchange is an Account, you can use either a Company or Account field to match against it. If the consumer connected is only a Company, you will be restricted to Company.

Condition

Details of the filter. For example, Active is True.

## Useful references

Create a consumer criteria.

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