Customizing the request table

jaubert · ‎12-13-2023

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.

Danish Bhairag2 · ‎12-13-2023

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

Dr Atul G- LNG · ‎12-13-2023

Hi @jaubert

I am a SN trainer and covered this concept in detail as below

https://youtu.be/m5cIQeGwCWU

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