How do I set Roles for a Record Producer?

[thegreatandmigh]

I'm trying to select Roles that can access a Record Producer I want to have in the Service Catalog. I created the record producer from the the documentation  http://wiki.servicenow.com/index.php?title=Record_Producer#gsc.tab=0 and it seems like it went just fine. The next step is to allow only folks with a particular role to access the form I just created.

The issue I have is that the slushbucket/collector widget doesn't allow me to move roles from the Available to the Selected. After I get frustrated and click the X in the top right corner, the Edit User Roles icon is missing on the form.

Has anyone else had this problem? We are on Helsinki Patch 3 HotFix 7

[Natsufab3]

Hi David, One way of doing it is by using Available for related list.

under related list look for available for and select new and here you can restrict access to your record producer with either roles or groups or users.

Thank you

Please mark correct/helpfull if applicable

[Chuck Tomasi · Accepted solution]

Hi David,

Yes, you can do this. Beginning with Fuji (I believe it was) we introduced User Criteria to allow you more flexible way to identify users who have access (or not) to a catalog item or category.

http://wiki.servicenow.com/index.php?title=User_Criteria

Define the user criteria under Service Catalog> Catalog Definitions> User Criteria.

Here's an example of users with hr_case_writer role, but you can use any of the fields to make a combination. Use "Match All" to "AND" the fields together, otherwise they are logically "OR"ed together. (This role OR this location for example.)

Then apply them in the record producer using Available For or Not Available For related lists.

[thegreatandmigh]

Chuck,

Thank you! That's perfect ... or so I thought.

Now "they" are telling me I need to allow access for folks with or without a role (to a different version of the form). I have a user criteria entry for Any User, but it doesn't seem to work. Users see a "not authorized" type message.

Any User is probably OOTB. It has no users, roles, groups, companies, locations, nor departments selected. It seems wide open to me.

Any insight into what I'm doing wrong?

[Chuck Tomasi]

If you want it available for any user, don't apply a user criteria.