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Create or edit a catalog item

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Create or edit a catalog item

Define individual catalog items using Service Catalog. You can create, edit, and copy catalog items.

Before you begin

Role required: admin

Procedure

  1. Navigate to Service Catalog > Catalog Definition > Maintain Items.
  2. Click New.
  3. Enter the catalog item details.
    Field Description
    Name Name to appear in the catalog.
    Catalogs Catalogs this item appears in.
    Category Category for the item. Categories can only be selected after the Catalogs field is populated. Catalog searches find only items that are assigned to a category.
    Model Product model to which the item is linked. This field is visible by default only for items created by publishing models.

    Click the reference icon to view the product model.

    Active Check box to make the item active (available to be ordered).
    Note: Inactive catalog items added to order guides do not appear in the order guide. Use Visible On Guide, Visible elsewhere to hide the item and show only in the order guide.
    Preview Link Click Preview Item to preview in a new window how the current item definition would look in the catalog.
    Ordered Item Link Link to preview, as shown on the ordered item screen.
    Hide on Service Portal If selected, the catalog item is not available on Service Portal.
    Availability Devices to display the item: Desktop and Mobile, Desktop Only, or Mobile Only.
    Note: Unsupported catalog item types are not displayed on mobile devices, even if Availability is set to show an item of this type.
    Item Details
    Short Description Text that appears on the service catalog homepage, search results, and the title bar of the order form.
    Description Full description of the item. This description appears in the catalog when a user selects the item or clicks the associated Preview link.

    You can embed videos, images, links to internal knowledge base (KB) articles, and links to external sources of information and instruction documentation.

    Meta Comma-separated list of tags used to search for the catalog item. Use commas between keywords for better results when searching. The Zing search engine removes common words from search queries that do not produce meaningful results.

    See Configure keyword search for catalog items.

    Process Engine
    Workflow or Execution Plan Workflow or execution plan (formerly named delivery plan) to define how the item request is fulfilled. If you select a workflow, the Execution Plan field is hidden. Clear the Workflow field to select an execution plan.
    Picture
    Icon Image to appear as an icon beside the item name in the catalog. Upload a 27x27 pixel image. If no image is uploaded, the default icon appears beside this item. To use your own default icon, upload an image. The uploaded image overwrites the default image stored in images/service_catalog/generic_small.gif.
    Picture Image of the item.
    Mobile
    Mobile Picture Type Type of picture to display for the item on mobile devices. Set to Desktop to use the standard desktop picture, Mobile to use a specific image for the mobile device using the Mobile picture field, or None to not use a picture.
    Mobile Picture Image file for the mobile picture. The field appears if Mobile picture type is set to Mobile.
    Hide Price (mobile listings) Check box to hide the item price on mobile devices. Clear the check box to display the price.
    Pricing
    Price Price for the item. Select the currency from the choice list.
    Recurring Price Price that occurs repeatedly at a regular interval. For example, a printer maintenance service could have a $100.00 monthly recurring price.
    Recurring Price Frequency Time frame for recurrence, such as Monthly or Annually, only if the Recurring Price field has an entry.
    Omit Price in Cart Check box to hide the item price in the cart and the catalog listing.
    Portal Settings
    Use these settings to configure the catalog item behavior in Service Portal.
    Request method Setting that controls the label displayed for the Order Now button and the order submission experience.
    • Order:
      • Button label: Order Now
      • Confirmation dialog box: Displayed
      • Delivery information: Editable
      Note: This is the default setting.
    • Request:
      • Button label: Request
      • Confirmation dialog box: Displayed
      • Delivery information: Not displayed.

      This setting can be used in scenarios such as a code access request where the delivery information is pre-determined.

    • Submit:
      • Button label: Submit
      • Confirmation dialog box: Not displayed
      • Delivery information: Not displayed

      This setting can be used in scenarios such as reset password request where no further request information is required.

    Hide 'Add to Cart' If selected, the Add to Cart button is not displayed for the item. If the Show Add to Cart instance option of the widget is set to false, then this setting is ignored.

    This setting is selected by default if the Request method is Request or Submit.

    For upgrade scenarios, if the No cart field is selected in Platform, run the CatalogPortalSettingsMigration script include to update this setting to the Hide 'Add to Cart' field in the Portal Settings tab.

    Note: Applicable for a catalog item and order guide.
    Hide Quantity If selected, the Quantity list is not displayed for the catalog item.

    This is selected by default if the Request method is Request or Submit.

    For upgrade customers, if the No quantity field is selected in Platform, run the CatalogPortalSettingsMigration migration script to update this setting to the Hide Quantity field in the Portal Settings tab.

    Note:
    • Applicable for a catalog item.
    • An order guide inherits this setting from the included catalog item.
    Hide Delivery time If selected, the Delivery Time field is not displayed for the catalog item.

    This is selected by default if the Request method is Submit.

    Note:
    • Applicable for a catalog item.
    • An order guide inherits this setting from the included catalog item.
    Hide 'Add to Wish List' If selected, the Add to wish list button is not displayed for the catalog item. If the wish list is disabled for the catalog item or the portal widget instance option is set to false, then this setting is overridden for the item.
    Note: Applicable for a catalog item and record producer.
    Hide Attachment If selected, the Add attachments button is not displayed for the catalog item.
    Note:
    • Applicable for a catalog item and record producer.
    • An order guide inherits this setting from the included catalog item.
    Mandatory Attachment If selected, adding an attachment is mandatory for the catalog item.
    Note: Applicable for a catalog item and record producer.
    Fields that can be added by configuring the form
    Expand help for all questions Check box to expand and display help information for all questions on loading the page.
    Note:
    • This field is also applicable in Service Portal.
    • If the Expand help for all questions check box is selected at the catalog item level, then the Always Expanded field setting at the variable level is overridden.
    • If the Expand help for all questions check box is deselected at the catalog item level, then the Always Expanded field setting at the variable level is applicable.
    Template Template to populate the generated record with predefined values. The field is available for Record Producer items only.
    No Quantity Check box to hide the quantity selector for the item.
    No Cart Check box to hide the shopping cart for the item.
    No search Check box to prevent this item from being listed in search results and also in the Service Catalog widget on the Service Portal.
    If this is selected:
    • In Service Portal, you can neither browse nor search for the item.
    • In Platform, you can browse to find the item.
    Order Controls the ordering of items in category lists.
    Related Links
    Item Diagnostic Generates a diagnostic report and score to identify possible issues within the Service Catalog data and configuration.
    Related Lists
    Variables Variables for the item to provide options for ordering the item.
    Variable Sets Variable Set linked to the item.

    Link an existing variable set to the item to provide multiple options for ordering the item.

    Approved By Group Groups that must approve requests for this item.
    Approved By Users who must approve requests for this item.
    Categories Additional categories associated with this item.
    Catalogs Additional catalogs associated with this item.
    Catalog UI Policies Catalog UI policies associated with this item.
    Catalog Client Scripts Catalog client scripts associated with this item.
  4. Click Submit.

What to do next

  • Assign the item to additional catalogs and categories, if required.
  • Define variables for the item, if applicable.
  • To add attachments such as information and instruction documentation to the catalog item, see Add an attachment .

Edit a catalog item

Catalog administrators can edit an item from the service catalog listing. Catalog managers and catalog editors can also edit an item if they are assigned to the item.

About this task

To edit a catalog item from the service catalog listing:

Procedure

Right-click the header and select one of the following options:
  • Configure Variables: Add or remove variables from an item.
  • New Variable: Create a new variable for the item.
  • Configure Item: Edit the item definition.
  • Configure Client Scripts: Edit the catalog client scripts for the item.
  • Configure UI Policies: Edit the catalog UI policies for the item.

Copy a catalog item

Copy an item to create a full duplicate of the item, including the item details, attachments, variables, client scripts, and approvals.

About this task

Copying can be more useful than using the Insert function because the function only copies the item details.

Procedure

  1. Open a catalog item form.
  2. Use the Copy button to create a new copy of a catalog item, named Copy of [item name].
    Note:
    • If you copy an active catalog item, the copy is also active. Consider deactivating the copy by clearing the Active check box until your changes are complete.
    • When you specify a table in the Relationship tables which should be part of the Copy Item Action. Table names should be comma separated property in the Service Catalog > Catalog Administration > Properties page, the table records that have a reference to a catalog item are also copied. It is applicable only when you copy the catalog item using the Copy UI action. Table names should be comma-separated without any spaces.
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