---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/employee-service-management
Release :
- yokohama
ft:locale :
- en-US
ft:publication_title :
- Yokohama Employee Service Management
ft:clusterId :
- emplsm
bundleId :
- emplsm
workflow :
- Employee
---
# Configuring a record producer for request edit
# Configuring a record producer for request edit {#ariaid-title1}
* Release version: Yokohama
*
* Updated September 4, 2025
*
*  3 minutes to read
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## Summary of Configuring a record producer for request edit
This guide explains how to configure a record producer in ServiceNow's Workplace Service Delivery (WSD) to enable users to edit their submitted workplace service requests.
The edit functionality allows users to keep their case records, created via record producers on Workplace Case tables, current and accurate by modifying request details after submission.
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## Configuring Record Producers for Editing
* **Create a Record Producer:** Start by creating a record producer on either the Workplace Case or Workplace Case Extension table, then map it to the Record Producer field of a Workplace Service.
* **Enable Edit Functionality:** Activate request editing by selecting "Case" or "Case and Reservation" in the Available for field on the workplace service, and enable the "Allow request modifications" option. This adds an "Edit request" action for users on their request summary pages.
* **User Experience on Edit:** When users click "Edit request," they are redirected to the WSD Case Editor page, which mimics the record producer interface to ensure familiarity. After editing, saving updates the case record and may create new service item requests if needed.
## Handling Key Technical Considerations
* **Variables with Default Values:** To avoid data inconsistencies on the edit page (e.g., defaulting fields to the logged-in user instead of the original requester), ensure default values apply only on new submissions. Use the request's `id` parameter in client scripts to distinguish between new and edit pages.
* **On Submit Event Trigger:** Include the `wsd.serviceEditor.onSubmit.success` event with `success: true` in the onSubmit catalog client script (set to UI type "All") to validate scripts and update case records properly during edits.
* **Using Custom Widgets:** Custom widgets must support pre-filling data from the submitted request. Use the `sysid` parameter from the URL to load existing case data into widgets on the edit page. Utilize variable sets like the Workplace Service widget variable set or the Multilevel space picker widget variable set for item and space selection.
## Practical Benefits for ServiceNow Customers
By configuring record producers with editable requests, ServiceNow customers enable end users to keep workplace service requests accurate and up to date, reducing manual corrections and improving service fulfillment efficiency. The familiar editing interface and extensive configuration options ensure a seamless and consistent user experience, while technical best practices prevent data inconsistencies.
## Related Configuration and Next Steps
To fully leverage this functionality, consider also configuring related components such as Workplace Case Management installation, workplace case and task templates, approval options, SLA definitions, and escalation rules. For reservation-related scenarios, refer to configuring record producers specifically for reservation management.
Configure a record producer for editable workplace service requests.
The request edit feature in Workplace Service Delivery lets users modify the details of their submitted requests. Cases that are created with record producers on the Workplace Case or Workplace Case Extension tables can be edited,
keeping records current and accurate.
To configure the edit functionality of a record producer, follow the steps in the following sections.
## Creating a record producer {#config-case-edit-rp__section_xs5_yb5_ngc}
You must first create a record producer on the Workplace Case or Workplace Case Extension tables, then map it to the Record Producer field of a Workplace Service. For more information about creating a record
producer, see [Configure a Record producer](https://www.servicenow.com/docs/3HqBAJrldw3zdTyJGGMv8Q "Make a Workplace service available to employees as a self-service option. Configure a record producer to display the service as a catalog item in the Workplace Services catalog.").
If you want to integrate the record producer with Workplace Reservation Management, see [Configuring a record producer for reservation](https://www.servicenow.com/docs/4mAmmRElAS~vQ26cSfMdoQ "Configure a record producer to integrate it with Workplace Reservation Management.").
## Enabling the edit functionality {#config-case-edit-rp__section_ecr_sc5_ngc}
You can enable the button by selecting Case or Case and Reservation in the Available for field, then selecting the Allow request modifications
field of the workplace service.
When the Allow request modifications option is enabled on a workplace service, users see the Edit request action in the request summary page for all the record producers associated with
that service.
For more information about the fields of a workplace service, see [Workplace Service form](https://www.servicenow.com/docs/_CBIcuRZXc6y5mOqwOMAjw "Use the Workplace Service form to specify details such as the case table, default template, and record producers.").
## Redirecting to the Case Editor page {#config-case-edit-rp__section_vw1_11x_ngc}
When users select the edit request option for their request, they're redirected to the WSD Case Editor page, which looks like the record producer to provide a familiar interface for users.
After making their changes, users can save the updated case, which makes the following changes:
* The Workplace Case record is updated with the new values provided by the user.
* New service item requests are created based on the updated case information, if necessary.
{#config-case-edit-rp__ul_gkv_gcx_ngc}
## Configuring the record producer for editing {#config-case-edit-rp__section_uq3_qdx_ngc}
Handling variables with default values on load
: ConditionVariables that have default values on load can cause data inconsistency on the edit page. The edit page must fill variables based on the submitted request.
For example, the system tries to populate the logged-in
user in the Requested for field instead of picking the data from the submitted request.
: RemedyWhile setting the default value for any variable, ensure that it only applies to the new request submission. You can use the id parameter from the page URL in the client scripts to determine whether
it's a request submission page or an edit page.
For more information, refer to any record producers installed with Workplace Case Management, like Catering.
Triggering an event on submission
: For the edit page, you must trigger the wsd.serviceEditor.onSubmit.success event in the onSubmit catalog client script (last executable script) of the record producer with the
parameter success: true. Ensure that the last executable client script has the UI type field set to All.
Triggering the event makes sure that all the onSubmit client scripts are validated and that the updated variable data can be used to update the case record.
For more information, refer to any record producers installed with Workplace Case Management, like Catering.
Using custom widgets in the record producer
: ConditionTo use custom widgets in the record producer, ensure that the widget can pre-fill data based on the submitted request. The reference for the widget can be taken from the Workplace Service widget.
: RemedyEnsure that if you are on the edit page, you can use the sys_id parameter from the URL to get the sys_id of the submitted request. Use the sys_id to retrieve the case data and populate the existing
data on the widget during the first load.
Alternatively, you can use the following variable sets that are installed with Workplace Case Management:
* For both item and space selection in the request, use the Workplace Service widget Variable set.
* For only space selection, use the Multilevel space picker widget variable set.
{#config-case-edit-rp__ul_obr_fnz_ngc}
**Related concepts**
* [Configuring a record producer for reservation](https://www.servicenow.com/docs/4mAmmRElAS~vQ26cSfMdoQ "Configure a record producer to integrate it with Workplace Reservation Management.")
**Related tasks**
* [Install Workplace Case Management](https://www.servicenow.com/docs/Qw3wEWVB6Rqg~E~PCnEUtA "Install the Workplace Case Management application from ServiceNow Store applications. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.")
* [Create a Workplace case template](https://www.servicenow.com/docs/lA45wHRuMxSyUnRIYzK7kw "Create a Workplace case template for use when creating workplace services.")
* [Create a Workplace task template](https://www.servicenow.com/docs/USn0YwR1C358MqDcvacocQ "A Task template simplifies the process of creating tasks in Workplace Case Management by populating fields automatically.")
* [Configure Approval options](https://www.servicenow.com/docs/I34YmyYon2I_dYJlKRIlsQ "Add approvers to approve cases created through Workplace services.")
* [Configure a Record producer](https://www.servicenow.com/docs/3HqBAJrldw3zdTyJGGMv8Q "Make a Workplace service available to employees as a self-service option. Configure a record producer to display the service as a catalog item in the Workplace Services catalog.")
* [Create an SLA Definition](https://www.servicenow.com/docs/5UjAHcjVTZD0RLJNExDl9w "Configure SLAs to ensure that cases are resolved according to the expectations of customers. SLAs set up performance parameters, such as specifying minimum uptime or the amount of time that a task needs in order to reach a certain condition.
")
* [Create a Workplace service](https://www.servicenow.com/docs/I7PtzUtGxJRFjXUtuFi3kw "Create a workplace service with pre-defined steps of fulfillment. Select the fulfillment type required based on the workplace service. Create workplace services like catering, office supply request, parking, or any service to support employees needs.")
* [Add a workplace service item to a workplace service](https://www.servicenow.com/docs/gzLf0XjP4UCpX9xRBmRlbw "Configure a workplace item that an employee can order along with a workplace service request or as part of the reservation. For example, while making a reservation, an employee can order a workplace service item such as catering, an additional chair, whiteboard, marker, and more.")
* [Create a workplace template configuration](https://www.servicenow.com/docs/dxxWWQ8pIHfjieR9S0FPwA "Define a template that must be applied to fulfill a workplace case. Set conditions based on common employee responses for requests. The template will be applied to those workplace cases that match the conditions specified.")
* [Create a workplace field mapping](https://www.servicenow.com/docs/PXHj_gcJeQo8VkhLW~X0ow "Create a field mapping record to copy the field information of a parent case to the child workplace service activities or to workplace item-related tasks. Skip the process of re-entering the same details of a parent case to a child case by using field mapping records.")
* [Configure an escalation rule](https://www.servicenow.com/docs/S3yZifIYmeFmaXBKXSon~Q "Escalate a workplace case to the relevant assignment group by using an escalation rule.")
* [Add Fulfillment instructions](https://www.servicenow.com/docs/EMYfcArCbjF2rI8~L1FfCg "Provide instructions to workplace agents on how to fulfill a workplace case. Add instructions for new workplace agents and for complicated workplace cases.")
* [Group similar workplace cases under a parent case](https://www.servicenow.com/docs/fCOHlWne0axUgh~3qemT7A "Categorize cases that have similar issues and that require the same resolution under a single parent case. Reduce the time spent on resolving multiple workplace cases.")