Add a record producer

A record producer enables users to create task-based records, such as an incident record, in apps you create in App Engine Studio (AES) without creating a request. It enables a better end-user experience by standardizing requests using a simplified form.

Before you begin

Create a data table that the record producer will add a new record to when a user fills out the form. For more information, Create a data model for your application.

Role required: sn_app_eng_studio.user or delegated_developer. For more information, see Delegate developers using AES.

About this task

A record producer is a simplified type of catalog item that displays a form for users to fill out. The completed and submitted form inserts a new data record in a selected custom target table that you set up. This type of catalog item enables users to create task-based records, such as an incident record (without any of the more complex functionality that comes with using a standard catalog item (e.g., creating requests). Use a record producer when you want the service catalog form to create a simplified type of record that isn't a request (e.g., a task record such as an incident, change, or enhancement, etc.). When you add a record producer, you create a basic version of the record producer. You must then continue editing it in Catalog Builder before it's ready to deploy.

Note:

If you created an application using a template, a record producer may already be added to your application.

Procedure

1. Navigate to All > App Engine > App Engine Studio.
2. From the My Apps page, open your application.
3. In your application, next to Experience, select Add.
4. Select Record Producer and select Begin.
5. On the form, fill in the fields.

   Table 1. Record Producer form

   Field	Description
   Name	Name for the record producer.
   Short description	Brief overview of the record producer.

6. Select Edit record producer.
7. In Catalog Builder, specify the required information.
   After completing each step, select Save.

   Table 2. Catalog Builder steps

   Step	Description
   Details	Basic info: Record producer name and short description. Item details: Description of the record producer. Note: You can attach files such as graphics, images, videos, or a link to an external source of information.
   Destination	Table in which the record producer creates records.
   Location	Catalogs: Name of the catalog the record producer belongs to. Categories: Available categories that can be linked with the record producer. Topics: Available topics that can be connected to the standard catalog item. Find out more about topics in Associate a catalog item with a taxonomy topic in Employee Center.
   Questions	Questions for the record producer. From the Insert new question list, you can include additional question sets, questions, deactivated questions, single-column container, two-column container, and line break. For information on creating a question and supported question types, see Create a question for a catalog item in Catalog Builder. You can also add dynamic form behavior for a question. For information on adding dynamic form behavior, see Edit a question in Catalog Builder. Note: The questions within a question set can't be edited. The question sets can be reordered by dragging and dropping them. Question sets specified in the template can't be removed, while the ones added by the user can be removed. Removal of question sets simply removes the association with the item and doesn't delete the question set. A single-column question set can be added to a single-column or a two-column container. A two-column question set can't be added to a container.
   Settings	Options to customize the record producer behavior. Hide 'Add to wishlist' button: Option to hide the Add to wishlist button for the record producer. Hide attachment button: Option to hide the Attachment button for the record producer Make attachment mandatory: Option to make the Attachment field required for the record producer.
   Access	Group or individual users for whom the record producer is available or not available.
   Review and Submit	Review and submit the record producer.

8. To preview a catalog item in Portal or Now Mobile, select Preview.
   Note:

   When you preview an item, you can interact with it but not submit it.
   1. To preview the item in the portal, select Portal for the View within field.
      Note:

      Portal preview is based on the portal URL configured for the Catalog Builder.
   2. To view an item representation in Now Mobile, select Now Mobile for the View within field.
   3. To open the preview in a new tab, select Open preview in a new tab.
      Note:

      When you change the item and save it, the preview is dynamically refreshed in the opened tab.
9. Select Submit.

What to do next

For the record producer you want to edit, select the menu icon () and select Edit.

• Sample record producer
  A record producer experience that you create in App Engine Studio (AES) is a service catalog form that generates a task record, such as an incident, instead of a request.