Create a record producer with a template

If a pre-defined template for an incident exists, it can be used with the record producer to fill in standard information for the record producer.

About this task

To define a record producer with a template:

Procedure

  1. Navigate to Service Catalog > Record Producers.
  2. Click New.
  3. Populate the form as follows:
    Table 1. Record producer form
    Field Entry
    Name Bond Trade Access Request.
    Table name Incident [incident].
    Template Bond Trade Access Denied.
    Category Can We Help You?
    Record producer 5
  4. Right click the form and select Save. The related lists Variables and Variable Sets will now appear at the end of the form.
  5. Scroll down to the Variables related list and click New.
  6. Populate the New Variable form as follows:
    Table 2. New variable form
    Field Entry
    Type Multi-Line Text.
    Name Comments.
    Question Comments.
  7. Submit.
    Record producer 6
  8. Click Update.

    The record producer will appear to the end user as such:

    Record producer 7

    Once filled in and submitted, it will create the incident with the information from the template, and with the comments supplied on the record producer form, if any.