- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-13-2023 06:01 AM
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.
Solved! Go to Solution.
- Labels:
-
Request Management
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-13-2023 06:59 AM
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
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-13-2023 06:42 AM
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 😀
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-13-2023 06:59 AM
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
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-13-2023 08:55 AM
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?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-13-2023 11:06 AM
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