Create a business rule to automatically generate appointment records from catalog item variables

Automatically generate appointment records from catalog item variables using a business rule. Creating this automation ensures the appointment details provided by users through the Service Catalog appear on the appointment calendar.

Before you begin

Role required: admin

Ensure you have already created appropriate catalog item variables, such as appointment location or user contact.

About this task

By creating a business rule, you can:

• Automatically creates appointments as soon as users submit a service request.
• Ensure user-provided appointment details (like location and contact) are immediately visible in the calendar.

Procedure

1. Navigate to All > System Definition > Business Rules.
2. Click New.
3. In the Name field, enter your business rule name.
4. Select your service table from the Table list.
5. Select Advanced.
6. On the When to run tab, in the When condition select before and select the insert check box.

   This ensures your rule runs before new records are inserted into the table.

7. On the Advanced tab, add your condition in the Condition field.
   For example, add current.variables.sn_appointment in the Condition field.
8. Enter the script in the Script field that you want to run when the defined condition is true.
   For example, add the below script to creates appointment record.

   (sn_apptmnt_booking.AppointmentBooking_Factory().getWrapperType(sn_apptmnt_booking.AppointmentBookingConstants.APPOINTMENT_BOOKING_IMPL);
       var sn_appointmentJSON = JSON.parse(sn_appointment);
       // creating an appointment <br>
       var appointmentId = helper.submitAppointmentFromPortal(sn_appointment, current, sn_appointmentJSON.config.opened_for, sn_appointmentJSON.config.location, current.short_description);
   )

9. Click Submit.

Result

The business rule is created.Whenever a customer submits a service request with an appointment variable, an appointment record automatically generates and appears in the appointment calendar.