Is it possible to save a record as draft in a record producer?

C_dric Chen
Tera Contributor

Good morning, everyone.

 

So, one of my colleagues, who's a business analyst, forwarded to me a potential business requirement from the business owners: They want to implement a "Save as draft" function on a record producer, and they want a record that's saved as a draft to be loaded into the record producer when they wish to complete and submit this draft.

 

Is this possible at all in Service Now?

 

Thank you in advance!

1 ACCEPTED SOLUTION

John Dahl
Tera Guru

No, you cannot save the "record producer" record as a draft. This is because a record producer does not have its own record type or table to save. The record producer's only purpose is to help create records on the target table. What you can do is provide an option so that the record on the target table is created in a draft state, but then you need to make sure the user is able to open and edit that target record before the "final" submission.

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4 REPLIES 4

Omkar Kumbhar
Mega Sage
Mega Sage

Hello @C_dric Chen ,

Please find the below links

https://www.dylanlindgren.com/2021/09/24/save-as-draft-record-producers-in-service-portal/

https://www.youtube.com/watch?v=WUjJsSOmWtU\

Thanks,

Omkar

If I was able to help you with your case, please click the Thumb Icon and mark as Correct.

John Dahl
Tera Guru

No, you cannot save the "record producer" record as a draft. This is because a record producer does not have its own record type or table to save. The record producer's only purpose is to help create records on the target table. What you can do is provide an option so that the record on the target table is created in a draft state, but then you need to make sure the user is able to open and edit that target record before the "final" submission.

Danny81
Tera Contributor

Actually this is fully possible using the Wish List functionality.  It's fully supported out of the box for saving catalog items and record producers in the service portal.  To update the wording from Wish List to Draft List, simply update and add all the necessary UI Message records to override the defaults.  I've created an update set for just this situation.  You can get it from the developer share site.

NewToSnowNow
Tera Contributor

Did this change? Is it possible now in the latest version to save records in draft in record producer