Create a user criteria record

User criteria records define conditions that are evaluated against user records.

About this task

You can apply several user criteria records to a single catalog item or category. In this situation, users need to match only one of these criteria records to have access.

Note: When a change is made to the end user profile such as their location so that it affects their ability to view items, then those changes will not take effect till the end user has relaunched their session.

Procedure

  1. Navigate to Service Catalog > Catalog Definition > User Criteria and create a record.
    Service Catalog User Criteria record
  2. Fill in the fields on the form, as appropriate.
    Table 1. Service Catalog User Criteria
    Field Description
    Name The name of the criteria record.
    Users The individual user records to match.
    Groups The group records to match.
    Roles The roles to match.
    Advanced A check box to display or hide the Script field.
    Script A script to define any additional criteria, and return true or false. This field is available only if Advanced is selected.
    Note: Because scripts are evaluated dynamically, including scripts in user criteria records can decrease performance.
    Check box For check boxes, describe the selected condition. For example: "Check box for enabling the feature" or "Select the check box to enable the feature." Describe the cleared condition only when it is not obvious.
    Active A check box to activate or deactivate this criteria record.
    Companies The companies to match.
    Locations The locations to match.
    Departments The departments to match.
    Match All A check box to determine whether all elements from each populated criteria field must match. If selected, only users who match all criteria are given access. If cleared, the user must meet one or more of the set criteria to be given access.

    By default, this check box is cleared so that any condition met provides a match.

    For example, consider a user criteria record for the following:
    • Locations A or B
    • Company C or D
    With Match All selected, only users meeting all of these conditions are matched. For example, a user with a location A and a company C.
    With Match All cleared, users meeting any of these conditions are matched. For example, a user with a location B.
    Note: If you select Match All, ensure that you do not create contradictory conditions which can never be met. For example, if all users in location A work for company G, then the conditions in this example can never be met.