Create or modify a record producer for legal services through Classic environment

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 4 Minuten Lesedauer
  • Create or modify a record producer to define an intake form for a legal request. Employees can use these intake forms on the Legal Service Portal to submit legal requests.

    Vorbereitungen

    Ensure that you have the Legal Request Management application scope selected.

    Role required: sn_lg_ops.legal_catalog_admin

    Prozedur

    1. Navigate to All > Legal Administration > Legal Catalog > Record Producers.
    2. Create or modify a record producer.
    3. On the form, fill in the fields.
    4. Save the record producer.
    5. In the Variables related list, add or modify variables.
      Variables in a record producer appear as fields on the legal intake form to collect information from employees when they're submitting a legal request.
      Wichtig:
      If you are configuring the record producer for a practice area table, you must map the variable with a column name of the selected table. On the Variable form, select the Map to field check box and the column name of the selected practice area table in the Field. Only the mapped variables are copied to the columns of the selected table.

      For more information on creating variables, see Create a service catalog variable.

    6. In the Assigned topics related list, assign the catalog item to a topic in a taxonomy so that the catalog item is added to the Employee Center portal.
      For more information on assigned topics and taxonomy, see Unified Taxonomy for Employee Center.
    7. In the Applicable For and Not Applicable For related lists, apply the user criteria to control access of the record producer.
      User criteria define conditions for user records that enable you to grant or deny access to the record producer for users matching those conditions. For more information on creating a user criteria, see Set up the user criteria.
    8. If you have enabled the option to save attached documents for a legal request in an external storage, you can add the script to validate the documents attached to a legal request while submitting.
      1. In the Catalog Client Scripts related list, click New.
      2. On the Catalog Client Scripts form, fill in the fields.
        For more information, see Create a Service Catalog client script.
      3. In the Script field, copy the following client script which runs on the catalog item to determine if:
        var status = true;
                var uniqueNames = [];
                var duplicateNames = [];
                var largeFileNames = [];
                var attachments = this.angular.element("#sc_cat_item").scope().attachments;
                attachments.forEach(function(attachment) {
                    var name = attachment['file_name'];
                    var size = getSizeInBytes(attachment['size']);
                    if (uniqueNames.indexOf(name) != -1) {
                        duplicateNames.push(name);
                    } else if (size > 4000000) {
                        largeFileNames.push(name);
                    }
                    uniqueNames.push(name);
                });
                if (largeFileNames.length > 0) {
                    g_form.addErrorMessage("Size of file should be less than or equal to 4Mb");
                    largeFileNames.forEach(function(name) {
                        g_form.addErrorMessage(name + " is more than 4Mb");
                    });
                    status = false;
                }
                if (duplicateNames.length > 0) {
                    g_form.addErrorMessage("File names should be unique");
                    duplicateNames.forEach(function(name) {
                        g_form.addErrorMessage(name + " found with a duplicate name");
                    });
                    status = false;
                }
                return status;
            }
        }
        function getSizeInBytes(size) {
            var unit = size.split(" ")[1];
            var value = parseFloat(size.split(" ")[0]);
            switch (unit) {
                case "MB":
                    value = value * 1000000;
                    break;
                case "KB":
                    value = value * 1000;
                    break;
            }
            return value;
        }