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‎08-03-2016 01:53 PM
My task is to create a Catalog Task form, which is modified from the original out of the box catalog task form, from a Catalog Item, which will allow an employee of the company to submit a request to unlock their account or submit a password reset request to the Help Desk. I have tried working in my Developer environment to test this, but am not having much luck with it thus far.
The fields on the form so far are as follows:
Left Column | Right Column |
---|---|
Number | Approval |
Requester Name | Priority |
Requester E-mail | Priority |
Requester Phone Number | Status |
Assignment Group | Request Item |
Assigned To | Opened By |
Due Date | |
Short Description | |
Description |
I have renamed the State field to Status and Requested for to Requester Name.
I have created a Catalog Item called Account unlock/Password reset for this and am thinking I need to do this via Workflow. But need some assistance with this. If anyone can provide some help, it would be most appreciated. If you need further details, please let me know. We are attempting to create a portal where users can submit requests via a more automated approach.
Thank you,
Kevin
Solved! Go to Solution.

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‎08-08-2016 11:43 AM
Thank you, Kevin, for the update.
The customization of the catalog task form can be done with combination of view rule and ACL.
View Management - ServiceNow Wiki
Using Access Control Rules - ServiceNow Wiki
But if the form has to be exposed to ESS users then I think record producer or catalog item will be best.
http://wiki.servicenow.com/index.php?title=Record_Producer#gsc.tab=0
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‎08-15-2016 11:51 AM
Hello pradeepksharma,
I forgot to ask, if I am using the Catalog Item form, can it submit an Incident or Catalog Task, Request, Request Item, etc? I do not see why it could not be done. I would think to grant the Catalog Item access to submit Incidents, Requests, Request Items, and Catalog Tasks. If I am incorrect in this, please let me know.
Thank you,
Kevin Eldridge

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‎08-15-2016 11:57 AM
Hi Kevin,
Catalog item will create record in request table. For task based records you need to use Record producers.
Please let me know if you have any questions.
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‎08-15-2016 12:04 PM
Thank you pradeepksharma,
I completely misunderstood what you were telling me. I thought that a Catalog Item will create a Request Item, not a Request. Crud, I told people that I was going to be creating Request Items, not Catalog Items. I completely misunderstood what I was being told then.
I was being requested to generate Catalog Tasks directly and bypass using the Request > Request Item. I should have worked on the Record Producers to create a Catalog Task then, if that is the case. Time to explain things properly to people so I am not digging myself into a deep deep hole.
Thank you,
Kevin Eldridge
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‎08-15-2016 01:26 PM
Hello pradeepksharma,
Can Catalog Tasks be created separately on their own using Record Producers, separately from Requests and Requested Items? I simply need a bit of clarification for my own notes before I go telling someone else the incorrect information, which I feel I already did.
Thank you,
Kevin Eldridge

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‎08-15-2016 01:49 PM
Hi Kevin,
Yes, you can create a record in catalog task through record producers without creating request or requested items. Mapping of variables can be done but I am not sure if those variables of record producers can be shown on catalog task form or not.
Please let me know if you have any questions.