Configure a record producer

Configure the record producer so that it contains the necessary questions for employee travel requests.

始める前に

Role required: admin or catalog_admin

このタスクについて

The second phase in building the user experience for the employee travel request application is to configure the record producer. We configure the record producer so that it contains the necessary questions for employee travel requests, such as travel dates, location, and estimated airfare.

Phase 1		Add a record producer
Phase 2		Configure a record producer

This procedure covers the second part of the task demonstrated in the tutorial video. The first part of the procedure is outlined in the previous topic Add a record producer.

Follow along to configure the record producer for the employee travel request application.

表 : 1. Video sections

Timestamp	Section
0:21	Specify a destination table.
0:32	Choose the location.
0:42	Create question containers.
1:01	Insert questions.
3:49	Preview the record producer.
3:58	Configure settings.
4:05	Select user access.
4:10	Review and submit the record producer.

手順

1. Ensure that the travel request record producer is open.
   • To open a record producer from your instance home page, navigate to All > App Engine > App Engine Studio. Then select your application and select the record producer that you want to configure.
   • To open a record producer that you have created, select Edit record producer.
   When your record producer is open, it appears in the canvas space.

   

2. オプション: Edit or add details about the record producer in the Item name or Short description fields.
3. Select Continue to Destination to specify the table in which the record producer creates records.
4. Enter Travel request in the Record submission table field, then select the employee travel request table from the list.
   By setting the travel request table as the destination table, travel requests submitted through the record producer become records in the employee travel request table.
5. Select Continue to location to specify the location of your record producer.
   注:

   Location determines where users can find the record producer. You can locate your record producer in a catalog, such as the Service Catalog, which is a set of business and technical products, services, and offerings that users can order. You can also locate your record producer with a topic, such as a knowledge base article. For more information about locations for record producers, see Creating or editing catalog item template.
   In our tutorial, we locate our record producer in the Service Catalog, so that employees can access the employee travel request form easily.
6. In the Catalogs card, select Browse.
7. From the Available options list, select Service Catalog and use the move icon () to add it to the Selected catalogs list.
8. Select Save selections.
9. Select Continue to questions to start building the form questions.
10. Create containers, or sections, for the form questions.
    1. Select the arrow icon () in the Insert new question button to expand the menu of available question types.
    2. Select Single column container from the list.
    3. In the Title field, enter General Information.
    4. Select Submit.
    5. Repeat the procedure in steps a-d to create as many containers as needed.
    In our tutorial, we create another container for our form questions with the following specifications:

    Container type	Title
    Two column container	Travel Details

11. Add a question to the form.
    注:

    You can build different types of questions for your record producer. To see the full list of available question types in Catalog Builder, see Create a question for a catalog item in Catalog Builder.
    In our tutorial, we create several questions to collect details about employees' travel requests.
    1. In the correct question container, hover over the plus icon (), then select + Insert.
       In our tutorial, we insert this question in the General Information container.
    2. Select New question.
    3. Select and enter the following values for the new question.

       Question type	Question subtype	Map to specific field on table	Table field	Question label	Name	Mandatory
       Choice	Dropdown (fixed values)	Yes	Reason for travel	What is the reason for travel?	reason_for_travel	Yes

    4. Select Continue to Choices to complete additional configurations for the question.
    5. In the Available choices section, hover over the plus icon (), then select + Insert.
    6. In the Display name field, enter Customer meeting.
    7. Repeat the process in steps e and f to add additional choices.
       In our tutorial, we add two additional choices. The following list includes the names for each additional choice that we add:

       • Internal meeting
       • Training
    8. Select Insert question.
12. Repeat the procedure outlined in step 11 to create as many questions as needed.
    In our tutorial, we add the following additional questions to our form in the Travel Details container:

    1. We add a question to determine the employee's departure date.

       Question type	Question subtype	Map to specific field on table	Table field	Question label	Name	Mandatory	Additional configurations
       Date / Time	Date	Yes	Departure date	When are you leaving?	departure_date	Yes	None, select Insert question.

    2. We add a question to determine the employee's return date.

       Question type	Question subtype	Map to specific field on table	Table field	Question label	Name	Mandatory	Additional configurations
       Date / Time	Date	Yes	Return date	When are you returning?	return_date	Yes	None, select Insert question.

    3. We add a question to determine where the employee is traveling from.

       Question type	Question subtype	Map to specific field on table	Table field	Question label	Name	Mandatory	Additional configurations
       Choice	Record reference	Yes	Travel from	Where are you traveling from?	travel_from	Yes	Select Source table > Airport.

    4. We add a question to determine where the employee is traveling to.

       Question type	Question subtype	Map to specific field on table	Table field	Question label	Name	Mandatory	Additional configurations
       Choice	Record reference	Yes	Travel to	Where are you traveling to?	travel_to	Yes	Select Source table > Airport.

    5. We add a question to determine the estimated cost of the travel.

       Question type	Question subtype	Map to specific field on table	Table field	Question label	Name	Mandatory	Additional configurations
       Text	Single line	Yes	Estimated airfare	What is your estimated airfare?	estimated_airfare	Yes	Select Text validation > Number.

13. オプション: Preview your form by selecting Preview.
14. When you’re ready to finalize your form, select either Continue to settings or the Settings tab in the side panel.
15. Select the check box next to any of the following portal settings.
    In our tutorial, we select the check box next to Hide 'Add to wishlist' button and Hide attachment button. You can select or deselect these settings in your record producer.
    • To prevent users from saving your record producer item to their wish list, select the check box next to Hide 'Add to wishlist' button.
    • To hide the component that enables users to provide attachments in the record producer form, select the check box next to Hide attachment button.
    • To require users to provide attachments, such as receipts or screenshots for service requests, select the check box next to Make attachment mandatory.
16. Select Continue to access.
17. オプション: Choose from the following options to define which users or groups have access to the form.
    重要:

    If you don’t select any users or groups to grant or deny access, your form is available to everyone.
    In our tutorial, we don’t grant or deny access to any users or groups.
    • To make the form available to specific users or groups, select Browse in the Available for card, then search for the users or groups that you want to grant access to. Move the users or groups from the Available options list to the User criteria granted access list using the move icon ().
    • To make the form unavailable for certain users or groups, select Browse in the Unavailable for card, then search for the users or groups that you want to deny access to. Move the users or groups from the Available options list to the User criteria denied access list using the move icon ().
18. Select Continue to review and submit to review and finalize your form.
19. Select Submit.

タスクの結果

Your record producer is configured and ready for testing.

次のタスク

Continue building the employee travel request application by proceeding to the next step: Adding logic and automation.