How to locate an existing form to copy?....

[rjp]

Hi folks,

I'd like to create a new form, however we have several forms that already exist in our service catalog.

I think it may be better to copy an existing form, study it, modify it for my own purposes.

Let me know if you think this is the best way to go about creating a new form and how to locate the forms (by name) that are included in the

service catalog.

Thank you.

[andymcdonald]

well yes, it's a basic form, and it's called a record producer.   You associate it to a table and define variables that are associated to fields in the table.   When the user answers the questions, your logic will create a record in the table, hence the term "Record Producer".   Also of course, a workflow will be triggered to gather the necessary approvals to allow the request to be fulfilled.

-Andy

[andrewpilachows]

Ordering a server would most likely be a Catalog Item if it needs to go through a fulfillment process.   You can set a value and attach a workflow to the item that way.

If it's more like a virtual machine, you might define your process as needing a record producer to create a change request, with variables on your RP that are used to collect the requirements.

[Pradeep Sharma]

To add, A record producer is a specific type of catalog item that allows end users to create task-based records (such as incident records) from the service catalog. Record producers provide a simplified alternative to the regular form interface for creating records. Please refer below link for more info.

Record Producer - ServiceNow Wiki

Please, let us know if you have any additional questions.

[andrewpilachows]

The screenshot there is likely a Service Catalog Category.   The Self-Service > Service Catalog opens a page (Homepage Admin > Pages) which displays Catalog Categories.

You can access that from Service Catalog > Maintain Categories.

From there, it's associated with Catalog Items (Service Catalog > Maintain Items).

If you can find the category, you can duplicate it by using Insert and Stay from the burger menu but it will not maintain the related data, only copies the parent record.

[rjp]

Thank you all for sharing this information!   I'm sure its quite basic if you've been working with Servicenow for a little while, but it really helps me out.   I'll try to create my first record producer this evening.

All the best,

Rob