Configuring a record producer for reservation
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Summary of Configuring a record producer for reservation
This guide explains how to configure a record producer to integrate with Workplace Reservation Management in ServiceNow Yokohama release. Integrating a record producer offers administrators flexible options for handling service requests during the reservation process, enhancing user experience and data accuracy.
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Key Features
- Record Producer Integration: When mapped to the Record producer for reservation field in a workplace service, the record producer appears to users during reservation, automatically populating fields with known reservation data (e.g., requested for, date/time, space details) and hiding unnecessary fields to simplify input.
- Custom Widget Fallback: If no record producer is mapped, a custom widget is shown, maintaining backward compatibility for workplace services without a record producer.
- Record Producer Creation and Configuration: Must be created on Workplace Case or Workplace Case Extension tables and configured specifically for editing, following guidelines to ensure correct loading on the reservation portal.
- Variable Set Requirement: Use the Workplace Service widget Variable set in the record producer to include essential widgets like WSD Multilevel Space Picker (for building, floor, space selection) and WSD Workplace Service (for service item selection).
- Variable Naming Conventions: Critical variables must be named exactly as follows to auto-populate and hide fields with reservation data: requestedfor, deliverytime, urgency, and impact. This ensures seamless data transfer from reservation to the record producer form.
- Mapping to Workplace Service: To activate the record producer on the reservation page, it must be assigned to both the Record producer and Record producer for reservation fields of the same workplace service.
Practical Benefits
- Streamlines the reservation request process by reducing redundant data entry.
- Improves data accuracy by auto-filling and hiding fields with known reservation details.
- Maintains compatibility with existing workplace services that do not use record producers through a custom widget fallback.
- Ensures proper space and service item selection through required widget sets and variable naming.
Next Steps for ServiceNow Customers
- Create and configure a record producer following the specified guidelines and variable naming conventions.
- Map the record producer to the appropriate workplace service fields to enable its use on reservation pages.
- Refer to related configurations such as setting up Workplace Case Management, approval options, SLA definitions, and workplace service items to fully leverage reservation management capabilities.
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.
- 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
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Sections like request details and space selection are hidden on the request form as they are 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.