Configuring a record producer for reservation

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Configure a record producer to integrate it with Workplace Reservation Management.

    Integrating a record producer with Workplace Reservation Management provides administrators with flexible choices to handle service requests. If a record producer is mapped to the Record producer for reservation field in a workplace service, it’s displayed to users during the reservation process. If no record producer is mapped, the system displays a custom widget for service item requests.

    The dual approach with a record producer and a custom widget provides a streamlined and unified experience:

    • Using a record producer automatically populates and hides fields with known data from the reservation context like requested for, date and time, space details. It makes sure that users only provide the necessary information, simplifying the process and improving data accuracy.
    • Using the custom widget maintains backward compatibility for workplace services that don't have a record producer.

    Enabling a record producer for editing

    You must first create a record producer on the Workplace Case or Workplace Case Extension tables and configure it for editing. For more information, see Configuring a record producer for request edit.

    For more information about creating a record producer, see Configure a Record producer.

    While creating the record producer, make sure that you follow these steps.

    Importante:
    If you don't follow these steps, the record producer doesn't load correctly on the reservation portal.
    • You must use the Workplace Service widget Variable set in your record producer to ensure that space selection and service item selection widgets are included and function correctly.

      The variable set includes the following widgets:

      • WSD Multilevel Space Picker: The widget used to select building, floor, and space information.
      • WSD Workplace Service: The widget used to select specific service items.
    • You must adhere to specific names for the variables so the system can automatically pass data from the reservation to your record producer. These variables are populated with known data from the reservation and are typically hidden on the form.

      Make sure that you use the specified names for the following variables:

      • Requested for: requested_for
      • Date and time requested by: delivery_time
      • Urgency: urgency
      • Impact: impact
      Nota:
      Ensure that you include a record producer variable with the field name reservation. Otherwise, the reservation case isn't linked to the child case generated.

    • Sections like request details and space selection are hidden on the request form as they’re derived from the reservation data. For more information, refer to any record producers installed with Workplace Case Management, like Catering.

    Mapping the record producer to the reservation page

    To map the record producer to the reservation page, you must first add it to the Record producer field of the workplace service. You must then add it to the Record producer for reservation field of the same workplace service.

    For more information about the fields of a workplace service, see Workplace Service form.