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
Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Record producers
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the record producer. |
| Table name | Workplace 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. |
| Model | Product model table if relevant for the record producer. |
| Application | This field is already set to `Workplace Case Management`. |
| Active | Option to activate the record producer for use. |
| Preview link | Link to preview how the record producer appears to users in the Workplace Service Delivery catalog |
| Expand help for all questions | Select this option to enable users to expand help for all questions. |
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);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.
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
Configuring a record producer for request edit
Configuring a record producer for reservation
Add a workplace service item to a workplace service
Create a workplace template configuration