[Music] my name's Jason Miller founder best but now solutions and we're about to unlock the power service now like to start off by thanking all twenty four hundred and twenty subscribers in over 80 countries globally if you believe in transferring knowledge to those who need it most please click Subscribe your user data will not be transferred to anyone outside of Aspen now without your consents today what we're going to be discussing is how to create a record producer with just a couple of clicks so a lot of people when they start off creating a record producer they're going to come to record producers so if they were to type in I don't know sometimes I'll just type an RD space PR and then record producers will come up and then they'll come in here and they'll click new and then they'll start building out the variables and they have to map them back to the fields and all that stuff but today what I'm going to show you how to do is something a little bit easier than creating a record producer from scratch so as we know record producer what does it do it's kind of like a link between the back end and the front end it's a way for our users to go out on the portal and submit an incident problem or something for a custom application whatever it is that we want them to submit on the front end and then the data will be pushed to the back end it's a pretty good solution that's set up I have to say ServiceNow they're you know pretty good job with setting the stuff up I made a remark though a couple of videos previous to this one that like they didn't have like an alignment between like fields and variables just remember a variable on the catalog side field that's gonna be what we would call the back end or what we see here as developers or anyone that doesn't interface with solely the front end they're gonna be dealing with them you know the front end people meaning like our customers are gonna be dealing with variables and we're going to be dealing with fields so the first thing we're going to do today and the remark I made was like there was no lightning but we know to however I'm gonna shut part of the solution is actually going to align the to the fields and the variables so we're gonna go to tables and you're gonna have to be an admin to do this stuff and one thing I want to note is that yeah I'm in a domain separate environment so I'm gonna be working on top for all of you that are in a single tenant environment not a problem it's totally cool you can implement the solution also just if you're in a domain separate environment the level of complexity does go up exponentially at least that's what I feel so I'm going to create a table and I don't know I'm gonna call it this when I come all is ask our peers on my record producer now we're gonna say what's the name on this ok auto-populates up for us and I'm gonna extend the task table who don't want some of the fields coming down module we're gonna create over here with many little bits I'm gonna go to controls I'm sure I'll let it be expensable I want to auto number it like that I'm gonna call it AARP now just get it we can't do that because you ask them then looks like we've got our numbering system sorry here we don't have to create access controls we could get like great separate ACLs to say like you know cuz it extends tasks just say alright you know you title or something like that but I'll create the user role we'll just argue in this example that you know one of the requirements is that we need a new user role and we're gonna see here this is going to be accessible from all application scopes grades and also keep in mind I'm in the global scope right now I'm sure we could have a nice little debate about you know ok dude you know can we create it and so custom app or you know can we create a global to me just for demonstration purposes it's not really going to matter so we're gonna hit save and now what we're gonna see is in a matter of almost hopefully we're running at a good pace today alright so right now I've created the table we're gonna add our columns here we'll see everything from task has pretty much been pulled down and I'm gonna create a couple but the way I'm gonna create them is not really by clicking new right here because that's kind of the slow way the fast way is to go to let's go to our form layouts and it's probably gonna default view is probably going to be or will be I should say of this works if not that I'm gonna show for let's try that there we go now it's my now what I'm going to do it looks like that UI a tional isn't working for some reason so now I'm gonna go to configure form layout and that's our new record view and the way I add fields or Craig fields is I'm going to come right here and just crank out a couple even if I don't want them on the forearm I'm still gonna create them here so let's see here the first thing I'm going to create is string fields and I'm just going to call it number and it could be any sort of quantifiable type of number so I'm gonna make it integer great I'm gonna add that there now I want to do string fields or so we think maybe it won't be a string but we'll see here all right so now I'm gonna do a string field I'm probably gonna make this like a medium and our string field is really going to turn into a choice so if you remember there were a couple of videos there where I showed you how to make a reference field you look like a choice fields etc I got the two videos on that so for our spring field here I'm going to I don't know I'm just gonna make something out of here or I'm just gonna call it like request urgency no no you probably there's already an urgency on this table but I'm gonna make one that's unique here and I'm going to show you how to you know change these excuse me change this one right here I'm into a choice field even though it's a string and true or false the priority field on the task table is it a string or a choice I'll let you think about that one you can go look it up for yourself okay so now I have requests urgency now I have a number and now I'm gonna do like a I don't know like a reference field here and let's just say I do reference now it's going to tell me okay which table do all want to reference here what are we gonna do here let's just this is user I'm gonna call this like aspect and then I'm going to so actually I changed them probably the solution number request urgency what else yeah I think that's a good trade we just add three fields and then if I want to I can also define the form on that like let's say I want to get rid of this so I want to do like location maybe I want to know where they're at assigned to we're gonna sign these gonna be assignable maybe I think I may get rid of priority get rid of parents and now what I'm gonna do is I'm gonna grab these three just screw them on up yeah my put requester up here and that'll probably be the location or whatever okay so I think we have a good like working you know whatever it is prototype or whatever you want to call it I'm gonna get rid of this alright short description of work now it's this looks fine anything else honey maybe I want the additional comments and here you new comments and work knows maybe that'll be redundant but whatever all right so I think think we're okay now all right they work those lists I don't know we'll see how this turns out it was a big mess alright so now we're gonna create a phone we created fields also so the fields are there and now all right we can take a look at all this stuff great now what we want to do is just go back to our table right because we got to take care of these fields that we created like Aspen or requestor and stuff like that so see your ass and what I'm gonna do is just sort this by career and make it a little bit easier so these three just line up I'm gonna do bill um right a lot of people I'm gonna tell you don't do that don't open up 19 taps but I'm the type of person I can't live without opening up at least I don't know six tabs on the screen right so here we go we got a request for open here it's pointing assist user maybe I want to put it on a rough wall right reference qualifier condition to say like active is true okay and you could come up with some other ones too and now what I'm gonna do is I'm just gonna hit save and one thing I wanted to show you about like the ref qualifier which is kind of cool like if you ever have to do like an advanced one because I like when you're working with service catalog or the portal stuff you you're probably gonna have to do some sort of advanced ruffball sometime so one trick that I always do is I'll change it to advanced and then boom you see how it creates a right for you right there so if you learn something go ahead and click like but yeah you can kind of toggle that back and forth so that way you don't even have to like if you don't know script that well you can't cut and paste this thing and then put it on the back end or excuse me on the on the front end right so there we go simple alright so now we have some other stuff we're not gonna do any choices just pulling from the sis user table so that's good to go so i'm sokka that's fine now we're gonna go to the number and I'm gonna make this solution number [Music] trouble spelling here so we have solution number it's an integer value I'll just keep it that way that's fine and now if I want to do like choices right remember to drop down with none I may ignore the choice table because we're gonna create some choices in just a second so now I'm just gonna save it real quick then I'm gonna go down here when this thing reloads I'm gonna create some choices now remember all this is on the back end so we're gonna do all our all their stuff on the back end first and then after that we're gonna get to hell with the click of a button and I think it's like three fields you gotta fill out it'll create the record for you sir okay so here we got label value all that stuff so here I'm just going to put in [Music] whatever just hit pick up some random numbers now number one isn't I want this to be first I'm just gonna leave that blank I'm gonna go to five I'm going to put in a value of 100 and here I'm gonna put in a value 200 maybe it's a little bit extreme to sequence these out with such wide gaps but I definitely don't want to do like a 1 and a 2 just in case you know what if I add 6 7 8 9 I don't have to go back I just got off the pain so I want a little bit of space there between the numbers okay so we have that now requests urgency this is a string field now remember I said that we're gonna make use a choice so how do we do that we're going to drop down with none now we're gonna say save and we're gonna go down do a couple other choices so let's do this let's put in here like to me it's either critical where it's not so I make up my own call critical and this is just gonna be standard alright and I think I want to make this one 100 yeah that's done I'm still debating whether I want to keep this number like an actual integer or not but I'm gonna give them the values to pick and that's one of the keys I think to creating really great record producers is to not have a bunch of short description fields why do I say that it's because later on when someone in your organization says hey can you run a report on like you know why these people did X Y or Z you know like imagine if this request urgency was like tell us why we should expedite this thing and then write like a narrative well there's no real way to report on that decently because you'll probably have to use a bunch of different search terms like important or critical or whatever just be a mess so that's why I always say like you have to prove this thing like you're going to a restaurant or you or you're the owner of a rush line you're presenting a menu and you're saying okay you can pick from one of these things and yeah can you give a little bit of a description when you're telling the waiter your order sure you can do that all right so all that's done we can even take a look at the form now see how this stuff changed let's go to show form an LLC here solution number boom we have our choices there we can take a look here and just make sure this thing is populated okay we got some people in there great and let's see here our urgency standard critical wonderful so our form on the back end has already been taken care of so at this point this is where we're gonna go back to the table now we're gonna get to the main event so I'm gonna scroll down here and just add the service catalog I'm gonna click on that and what I'm going to do is I'm gonna pull up that form again at another window here on the right next to there I'll show you why cuz when I click on add to Service Catalog alright so do I have to do now design a form again but this is way better than having to create it once and then create a second time on the back end so now I'm just gonna call this Aspen let's see here Aspen requests short description am I gonna put one end and then category I'm gonna put it the solution is that matter okay all right so now I'm gonna put out or put in here a requester what else do we want we want to do location now you'll see here this little plus sign then if we want to dot walk but I just want to make a point here that there's no dot walking on the front end so let's give it a try let's see what happens and see if we can get this little bull through but you don't think it's gonna happen now let's go back to our fields here we want to know what what's their version CIOs request room you see okay we got that going now this one up here a little bit and I think we're good to go now so at this point I'm gonna do save and open [Music] and it's thinking should just be creative while we're doing that maybe just go take a look at our table again look here now I can answer that question of like you know is what's the priority field right we all know that now now it looks like I created so let's let's go back to here we go where our record producer so now what we can do is is it in a catalog it is it's an aspen now because i place that category solutions that matter it's in there greats all right look at this we have our variables here and you're probably like okay you are right the location I think country was the field that we try to add my dot walked it didn't pull it over so that's one thing to know so if you want that that dot walkability what you're gonna have to do is you're gonna have to create a field here and then push a probably up to create one on the back end to push it that way you know it's just something's gonna have to happen if you want them to put in that information right all right so now let's see if we have our choice choices for it too so let's go to these two and I feel like you know we have to provide evidence your evidence that this works right so look at that it created our choices also so with a click of a button it did all that work that would take us forever to do it mapped it to the field we have our choices down here this looks fantastic great we have standard protocol perfect all right so now you know I can even take a look at if I wanted to just to see if the requester came out right does it have the right table reference take a look all right so we have asked for a request right here go to Milano [Music] all right so we'll notice here what our rep wall didn't come through that's fine whatever we can add that very easily activist true let it save so now we just create the record producer and now what we're gonna want to do is all right so here's our record producer now maybe we want to preview it it might be a good idea see how this thing renders so it looks like we have four fields right here but maybe we want to see this thing like on the front end you know always check your fields do I feel like this is like go live prep 101 all right let's just make sure that when you push this thing in the prod that everything is displaying there's nothing worse than when you push this thing out especially if this stuff's mandatory right which you know maybe we want to do a catalog UI policy now just to put a couple of mandatory fields so let's do that too right let's do a catalog UI policy oh wow it looks like the new button it's not showing so let's bring it over here so if you didn't catch that that's pretty much it's almost like my go-to move your two finger click or right click open this in a new window and then right here I have my new button alright has upon the item which is fine and I'm just going to put in mandatory fields right more variables all right so let's see here so now we have our catalog policy actions again doesn't look like it's rendering right so nothing deal I'm gonna flip down to this window all right so what do we want to make mandatory like so this is one where I might have to pop up the global Abby doesn't that big deal we can skip this and I'll come back I just want to show something that resembles like real life because that's probably the reason why you come here we wash this stuff is that you know when you deal with customers all day and they want stuff done you got to figure out you know if you're a good developer you really want to figure out here we go great the new button showed up if you're a good developer you want to figure out the best way and also the most efficient way to get stuff done all right just doesn't like it doesn't want to open it I'm gonna try one more time it doesn't open the no big deal we'll move on all right I'll come back to that later but no big deal it's probably something my instance that's hosed up with a UI action but I don't have time to fix it right now because I'm teaching you so anyway the ever feels out there but like let's say I don't because like when I do this try it here's the thing like that's not cool like that the way this thing looks they're not not cool at all so what I'm gonna do is when I go out to service portal I want to put it right out there so let's go - you don't want to configuration really want to go home but I guess I gotta take it to where I want to go so I'm just gonna go to Aspen now here let's bring this thing up here and I'll show you why I'm grabbing this this ID in just a second so let's go find a record producer already here's our record producer wait for this stuff to load alright so now let's do copy Society and let's go find our portal okay yeah he's our Aspen solution request great but this isn't this isn't linked to the one that I want to link to so what I'm going to do as you can see it's not coming to the one that I just created so let's see I'm gonna hold down I want a Mac so I'm gonna hold that control then I'm gonna do page and designer wow this is taking this time so I'm gonna get rid of this room page [Music] there we go so now what I want to do is take the society hopefully this works category is the same just other one you want to do save alright so now what I'm going to do is I'm going to kick this thing out yet another window and yeah I don't know how many times I got going in here but this isn't even close to sight in the record by the way all right bill okay so now it's rendering fine cool we got I like this view a little bit better you know doesn't work on the colouring and all that the branding of it if you will all that stuff is important especially to your your higher level non-technical types you know I've got to have a nice shade of blue white on that says you can see here maybe I want to give her that asked in a request a little bit later but I think you know this is kind of you know it meets the initial you know prototype if you will maybe I can write here so I'll need to take this [Music] I think that's actually gonna take out the entire use I will say yeah I took out that purse I think I'm gonna go to refugees so is it correct that all right so I'm not gonna worry about that murder right now but basically we have the bare bones if we need to do like a quick demo on it or whatever you go ahead to the right place oh there we go now it's got mini place so we have we have this right now in place so I think right a good good point now if we want to test it out you say we go find me I'll see if Miami is in here yes I want solution number one and the urgency is gonna be standard I'm gonna click Submit all right there's a little thing here we could do click here to view if we want to you know probably I'm gonna clean this stuff up to at some point but hey whatever then if I want to see if it I should create it on the table then we're gonna go to back to our table and scroll down here we can do show lists all right and there you go and what you know one thing we forgot to do when we create this table is like the number one thing that people always forget to do okay we got a we have to have our display value right so let's say I want to have okay so we are urgent see here I think I want do just a number let's go to column label okay there's number so I want this to be the display by oh great it did it for us excellent sometimes you know you're gonna have a different display value to just be aware of that so it looks like our number is gonna be the display value in the past I remember that when I created one I think the display value is like the created date or something like that so it's kind of weird but yeah just make sure you check that all right so that's good yeah now what about only that's right I almost forgot we want to check our table right so to get to our table we can do this we can we can hit copy and then this that also you do dot list and as you can see here the record was created now if we drill into it look number boom looks like our value here is good standard came through location and asked for a requester right alright so looks like you know not exactly a polished gem but we do have like a working prototype that we can build on so if you learn something today feel free to click like go ahead and share this on social media my name is Jason Miller founder of Aspen now solutions that we just unlocked the power of service now [Music]