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Request a catalog item from Service Portal

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Request a catalog item from Service Portal

Use the SC Catalog Item widget in Service Portal to request a catalog item.

Before you begin

Role required: requester

Select the Allow Cloning instance option on the Order Status page to display the Additional Actions section after placing the request.

Procedure

  1. Navigate to Service Portal > Service Portal Home.
    The Service Portal homepage is displayed.
  2. Select a catalog item or record producer from Service Catalog.
  3. Enter the required information in the catalog item form.
  4. Enter the number of items in the Quantity field.
  5. If required, perform any of these actions.
    OptionDescription
    Add attachments To add attachments to the catalog item, click the Add attachments icon (Icon to add attachment).
    Add to Cart To add the catalog item to the shopping cart, click the Add to Cart icon (Icon to add to the cart).
    Add to Wish List To add the catalog item to the wish list, click the Add to Wish List icon (Icon to add to the wishlist).
  6. Click Order Now.
    The Order Confirmation window is displayed.
  7. From the Request for choice list, select the user for whom the catalog item is requested.
    Note:
    • By default, the user who is logged in is selected in this choice list.
    • The search in this choice list is performed for the User [sys_user] table columns specified in the Service Catalog property, Additional columns for the “request for” Service Catalog widget. Choose fields in the sys_user table. Must be semicolon separated (glide.sc.request_for.columns).
    • You can provide additional widget options to control the Request for default value. For example:
      "requested_for_id": { 
      "value": "62826bf03710200044e0bfc8bcbe5df1" 
      }, 
      "requested_for_display": { 
      "value": "Abel Tutor" 
      }
  8. If required, specify the Delivery Information and Special instructions.
  9. Click Checkout.
    The corresponding request is displayed in the Order Status page with the request number, estimated delivery date for the order, price, and the order status.
    Note:
    • Use the instance options on the Order Status page to display the pre-defined columns.
    • You can display either the RITM number or the name of the catalog item. By default, the name of the catalog item is displayed.
    • When a service catalog item is ordered from an existing record, a link is added between the order item request and the parent record.
  10. (Optional) To clone a request for other users, perform the following steps.
    1. In the Additional Actions section, from the Also request for list, select the required users and click Submit.
    2. In the Cloning Requests window, click Ok.
      Note:
      • The logged in user should be specified in the List of roles (comma-separated) that can use bulk ordering functionality. Blank means all users (glide.sc.allow.clone.roles)) property.
      • You can clone the request for multiple users.
      • A separate request is created for each specified user and that user is displayed in the Requested For field of the request.
      • The Opened By field of the cloned requests is updated with the logged in user.
      • A user can view the cloned request created for the user from the Requests menu option or the My Requests widget on the catalog homepage.
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