Edit the record producer for an HR catalog item to define the required fields and how
the item appears in the HR service catalog to employees.
Role required: sn_hr_core.admin
-
Navigate to .
-
Hover over the HR catalog item and click Edit catalog
item.
-
Fill in the fields on the form, as appropriate.
Table 1. Record Producer form
Field |
Description |
Name |
Name of the record producer. |
Table name |
HR case table that the record producer is associated
with. Note: Make sure that the HR case table for the
record producer matches that of the associated HR
service. |
Model |
|
Application |
This field is automatically set to Human
Resources: Service Portal. |
Active |
Option to activate the record producer for use. |
Preview link |
Link to preview how the HR catalog item appears to users
in the HR service catalog. |
Expand help for all questions |
|
-
In the What it will contain,
Accessibility, and Generated Record
Data related lists, fill in the fields as appropriate. You can
provide a short description and description, configure a script, add images,
define a template, and more.
-
In the Variables related list, configure the variables
for the HR catalog item as appropriate.
Variables collect information from the user, and are used to ask questions
and map answers to fields. You can add as many variables as you need to the
HR catalog item. Commonly used variables types include:
- Checkbox
- Multiple Choice
- Reference
- Select Box
- Single Line Text
To learn more about the different types of variables and how to configure
them, see Types of service
catalog variables.
-
In the Available For and Not Available
For related lists, configure the user criteria to apply to the
HR catalog item as appropriate.
User criteria controls which employees can access and request the HR catalog
item in the HR service catalog. To learn more about user criteria and how they
are used to control access to HR catalog items, see
Set security for items
and categories.
Note: User criteria applied to the HR catalog item is
employee-facing only, and has no relation to the HR criteria that is used to
control what HR services an HR agent can request for an employee from the
Create New Case module. See
Configure an HR service for more
information.
-
Click Update.