Configure an appointment booking record producer

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure an appointment booking record producer and enable the appointment booking variable set to display the correct fields in that record producer.

    Before you begin

    Enable the appointment booking variable set to display the appointment selection widget on the record producer.

    Role required: appointment_booking_admin, admin

    About this task

    Appointment booking supports both work order and task extended tables. You can use record producers to create the required task records before creating any appointment record.

    Procedure

    1. Navigate to All > Service Catalog > Catalog Definitions > Record Producers.
    2. Click the desired record producer.
    3. In the Variable Sets related list, click Edit.
    4. Select sn_appointment_variable_set and move it to the Variable Sets list.
    5. Click Save.