Create a record producer to add additional details

Configure a record producer with additional details and add it to the reservable module. The fields configured for additional details will be displayed to the employee when they make a reservation.

Before you begin

Before you configure the record producer, refer to Additional details record producer - Mapping Variable types and limitations.

Note:

The record producer is only used to retrieve data related to the additional fields.

If you want to add details that aren’t included in the Workplace Reservation (sn_wsd_rsv_reservation) table, you must perform the following:

Important:

In the Workplace Reservation (sn_wsd_rsv_reservation) table, Columns related list, when you add fields (columns) that aren’t included, note the following:

• On the Dictionary Entry form, the Mandatory, Read only and Display fields are not applicable.
• The columns in the table are created to only store the data.
• The Max length field is considered to save the data with Max length.

1. Navigate to All > System Definition > Tables.
2. Open the Workplace Reservation (sn_wsd_rsv_reservation) table.
3. On Table form, scroll down to the Columns related list.
4. Select New.
5. On the Dictionary Entry form, fill in the fields.

   For more information on columns and fields, refer to Field administration.

6. Select Submit.

   The table column is added.

7. Update the Workplace Reservation (sn_wsd_rsv_reservation) table

Note:

When you configure the record producer, note the following:

• You can add Catalog UI Policies to the record producer.
• Only the following Catalog Client Scripts types are supported:
  • OnChange
  • OnLoad
• Code added in the Script isn’t supported.
• The following record producer related lists aren’t supported:
  • Variable Sets
  • Not Available For
  • Categories
  • Catalogs
  • Catalog Data Lookup Definitions
  • Related Articles
  • Related Catalog Items
  • Assigned Topics

Role required: sn_wsd_rsv.admin

About this task

Create a record producer with additional details and link it with the reservable module on which you want the details to be displayed to an employee. For example, if you add a record producer - Related Information and link it with the Meeting rooms reservable module, then the reservation form in the Reservation Portal displays an additional section - Related Information as follows:

Record producer form of 'Related Information':

Reservation portal - Reservation form with the 'Related Information' section:

Procedure

1. Navigate to All > Service Catalog > Catalog Definitions > Record producers.
2. Select New.
3. Enter the Name of the record producer.
4. In the Table name select Workplace Reservation (sn_wsd_rsv_reservation) table.
5. Select Active to activate the record producer.
   For further form field descriptions, refer to Record Producer form.
6. Select and hold (or right-click) on the form header and select Save.
   The record producer is created. After creation, a list of record producers created in the application is displayed.
7. From the list, open the record producer that you created.
8. In the Variables related list, add the additional details that you want to configure.
   Variables collect information from the user, and are used to ask questions and map answers to fields. You can add as many variables as you need to the reservation form. Commonly used variable types include:

   • Checkbox
   • Multiple Choice
   • Reference
   • Select Box
   • Single Line Text

   To learn more about the different types of variables and how to configure them, see Types of service catalog variables Types of service catalog variables.

   1. Select New.
   2. On the Variable form, select Map to field.
   3. In the Order field, specify in what order should the field appear.
   4. In the Field field, select the field that you want to add.
      You can select from a list of fields available with the Workplace Reservation (sn_wsd_rsv_reservation) table.
   5. Select Active to activate the field.
   6. Optional: To set the field as required, select Mandatory.
   7. Optional: To set the field as read only, select Read only.
   8. Optional: To hide the field, select Hidden.
   9. In the Question related list, enter the name of the field in the Question field.
      The name specified in the Question field is displayed on the form.
   10. Select and hold (or right-click) on the header and select Save.
       The field is added. Repeat the above steps if you want to add more fields.
   Important:

   The Permission and Availability related lists aren’t supported for the variable.
9. Navigate back to the Record producer form.
   The added fields are displayed in the Variables related list.
10. Optional: You can add Catalog UI Policies.
    Refer to Service catalog UI policy
11. Optional: You can add Catalog Client Scripts.
    Refer to Create a Service Catalog client script.

    Note:

    Only the following Client Scripts types are supported:

    • OnChange
    • OnLoad (Note: The script part must be wrapped in setTimeout)
12. Select Update.

Result

The record producer is created with the additional details.

What to do next

Create a record producer to add additional details