Record Producer - best way to allow multiple selections from a long list
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09-08-2017 04:14 PM
Hello,
I am looking for the best practice approach on Service Management Request. I'm not sure if the best way is to use a Service Catalog or if there is another way.
Procurement: Requesters should be able to fill out a Record Producer to put in a request. In that RP, they need to be able to fill out a matrix of data for random items (not in a catalog). Each item on the list should create an Item record that is associated with the Procurement Request (links to Items in Related List). What is the best way to accomplish this?
Suggestions would be greatly appreciated. Good ones get Liked and marked as Correct. 🙂
Thank you,
Robert
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Customer Service Management

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09-10-2017 09:16 PM
You should to be able to map checkbox values from a Record Producer to corresponding checkboxes on the target form.
Then you can create True/False fields on the form which are the same as checkboxes.

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09-10-2017 09:22 PM
You can also have a list collector variable on the form as it permits you multiple selection.
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09-10-2017 09:43 PM
Hi all,
Thank you for your responses. I can see that I need to clarify a bit as both of these solutions require that I pre-define the items. The items that will be requested are not pre-defined...and there is ancillary data that would need to be collected in the RP in relation to these items so that it would look like a matrix like this:
Model | Item Description | Unit Price | Quantity |
---|---|---|---|
Random item 1 | widget does this | 42 | 3 |
Random Item 2 | widget does that | 12 | 14 |
Random Item 3 | widget looks pretty | 1547 | 1 |
Offhand, I'm thinking I'll just have to lay out enough fields to capture the data and have it create a record for each one that is not empty....which brings me to the real question, if I'm already having the RP create a Request, how to do I get these field responses to actually create an Item record as child to the Request?
Thank you,
Robert
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09-10-2017 09:56 PM
Can you clarify if you are taking about record producers or catalog items?