Configure a Record producer

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

    If you're creating a record producer for requests that can be modified by users, follow the guidelines in this KB article: [placeholder link].

    Role required: sn_wsd_case.admin or sn_wsd_case.manager

    Prozedur

    1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Record producers
    2. Select New.
    3. On the form, fill in the fields.
      Tabelle : 1. Workplace case management - record producer form
      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.
      Hinweis:
      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.
    4. Fill the following related lists fields appropriately:
      • What it will contain
      • Accessibility
      • Generated Record Data
      • Portal Settings
    5. 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);
    6. 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.

    7. Select Submit.

    Ergebnisse

    The record producer is created.

    Nächste Maßnahme

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