Customizing the request table

jaubert
Tera Guru

I am starting my journey with the request table.  So far, I have built out a catalog item/record producer for the end users to use.  When submitting the request via catalog it creates a record but when I view the record it has none of the new fields that I have created.  Attached is a screenshot of the record.  Before I make any changes that I cannot come back from I just wanted to know if it would be against best practice to change the record fields.  Some back story to my request, HR wanted a way for users to submit a request for a new temp employee.  Managers will submit this request via service portal and use this form to submit the request. Once it's approved it will then move to IT for them to complete and close request.  As you can see from the screen shot this is the request table.  I wasn't sure if this request or item.  Please, if possible, send documentation to support so I can view, I would like to fully understand.

1 ACCEPTED SOLUTION

Danish Bhairag2
Tera Sage
Tera Sage

Hi @jaubert ,

 

For the above requirement of yours you should be using a Catalog Item where u can create multiple variables which are displayed on the form & based upon its submission it will create a REQ & RITM. You can also create a workflow & attach it to that item which will execute & take approvals, Create task for team etc. Sharing video link for referral purpose how we can create a form  using catalog Item

 

https://www.youtube.com/watch?v=b5S6xWPKB5M

 

Thanks,

Danish

 

View solution in original post

See our ServiceNow services here: https://www.beyond20.com/servicenow-consultation See our Cherwell services here: https://www.beyond20.com/cherwell-consulting Digital Transformation Blog: https://www.beyond20.com/blog/ beyond20.com
5 REPLIES 5

Eswar Chappa
Mega Sage
Mega Sage

Hi @jaubert ,

 

Please go through the below playlist to start with Catalog basics.

 

https://youtu.be/9tHz8TXiHyw?feature=shared

 

Thanks & Regards,

Eswar Chappa

Mark my answer correct and Helpful if this helps you 😀

This is the follow-up video of my video series of ServiceNow Service Catalog Training. This video will cover: - Terms - Roles in Service Catalog HI Guys, This is my new series of Service Catalog Training. This is for all the ServiceNow Admins and Developers who want to learn Service Catalog ...

Danish Bhairag2
Tera Sage
Tera Sage

Hi @jaubert ,

 

For the above requirement of yours you should be using a Catalog Item where u can create multiple variables which are displayed on the form & based upon its submission it will create a REQ & RITM. You can also create a workflow & attach it to that item which will execute & take approvals, Create task for team etc. Sharing video link for referral purpose how we can create a form  using catalog Item

 

https://www.youtube.com/watch?v=b5S6xWPKB5M

 

Thanks,

Danish

 

See our ServiceNow services here: https://www.beyond20.com/servicenow-consultation See our Cherwell services here: https://www.beyond20.com/cherwell-consulting Digital Transformation Blog: https://www.beyond20.com/blog/ beyond20.com

The form I created has the following error message.  It was created on the request table but there are no items associated with this request so I didn't do anything with the request item table.  When should I use the request table vs. the request item table? 

 

jaubert_0-1702486519513.png

 

Hi @jaubert ,

 

If u want to create a form where people can fill data n post submission Req n RITM tickets should get generated also certain task should be created n assigned to certain group then Catalog item is the one which u need to go with n not the record producer.

 

Record producer u cannot link to Request table.Please create a catalog item instead. U can refer the YouTube videos shared on how to create a catalog item

 

Thanks,

Danish