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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure a Record producer

Make a Workplace service available to employees as a self-service option. Configure a record producer to display the service as a catalog item in the Workplace Services catalog.

Before you begin

Role required: sn_wsd_case.admin or sn_wsd_case.manager

Procedure

  1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Record producers

  2. Select New.

  3. On the form, fill in the fields.

FieldDescription
NameName of the record producer.
Table nameWorkplace Case (sn_wsd_case_workplace_case) table that the record producer is associated with. Note: Make sure that the workplace case table for the record producer matches that of the associated workplace service.
ModelProduct model table if relevant for the record producer.
ApplicationThis field is already set to `Workplace Case Management`.
ActiveOption to activate the record producer for use.
Preview linkLink to preview how the record producer appears to users in the Workplace Service Delivery catalog
Expand help for all questionsSelect this option to enable users to expand help for all questions.
  1. Fill the following related lists fields appropriately:

    • What it will contain
    • Accessibility
    • Generated Record Data
    • Portal Settings
    • In the What it will contain related list, provide the following script:
    new sn_wsd_case.WSDServiceUtils(current, gs).createCaseFromProducer(producer, cat_item.sys_id);
    
  2. In the Variables related list, configure the variables for the Workplace Services catalog item as appropriate.

    Variables collect information from the user, and are used to ask questions and map answers to fields. You can add as many variables as you need to the Workplace Services catalog item. Commonly used variables types include:

    • Checkbox
    • Multiple Choice
    • Reference
    • Select Box
    • Single Line Text To learn more about the different types of variables and how to configure them, see Types of service catalog variables Types of service catalog variables.
  3. Select Submit.

Result

The record producer is created.

What to do next

Link the record producer to the workplace service, see Create a Workplace service.

Parent Topic:Configuring Workplace Case Management

Related topics

Install Workplace Case Management

Create a Workplace case template

Create a Workplace task template

Smart Assessment for Workplace Case and Task

Automating seat assignment for new hires

Configure Approval options

Configuring a record producer for request edit

Configuring a record producer for reservation

Create an SLA Definition

Create a Workplace service

Add a workplace service item to a workplace service

Create a workplace template configuration

Create a workplace field mapping

Configure an escalation rule

Add Fulfillment instructions

Group similar workplace cases under a parent case