Add a standard catalog item to your application in App Engine Studio (AES) so users can submit requests for services and offerings.

Before you begin

Role required: App Engine Studio user role and delegated developer permissions. For more information, see Delegate developers using AES.

About this task

A standard catalog item displays a form that users can fill in to create requests, such as a form to request an item or service. Standard catalog items make use of the Request table and produce a request record. In addition, generated request items are linked with a workflow, a catalog task, and any related approvals. Using standard catalog items, users can add multiple items to a cart and generate a request for each requested item. Use a catalog item when you want the service catalog form to generate a request, complete with a workflow, approvals, tasks, etc. When you add a standard catalog item, you're creating a standard version of the catalog item, which you must then continue editing in Catalog Builder before it's ready to deploy.

Note: If you created an application using a template, a standard catalog item may already be added to your application.

Procedure

  1. Navigate to All > App Engine > App Engine Studio.
  2. From the My Apps page, open your application.
  3. In your application, next to Experience, select Add.
  4. Select Standard catalog item and select Begin.
  5. On the form, fill in the fields.
    Table 1. ADD EXPERIENCE form
    Field Description
    Name Name for the standard catalog item.
    Short description Brief overview of the standard catalog item.
  6. Select Edit catalog item.
  7. Specify the required information.

    After completing each step, select Save.

    Table 2. Catalog Builder steps
    StepDescription
    Details
    • Basic info: Standard catalog item name and short description.
    • Item details: Description of the standard catalog item.
      Note: You can attach files such as graphics, images, videos, or a link to an external source of information.
    Location
    • Catalogs: Name of the catalog the standard catalog item belongs in.
    • Categories: Available categories that can be linked with the standard catalog item.
    Questions Questions for the standard catalog item.

    From the Insert new question list, you can include additional question sets, questions, deactivated questions, single-column container, two-column container, and line break. For information on creating a question and supported question types, see Create a question for a catalog item in Catalog Builder.

    You can also add dynamic form behavior for a question. For information on adding dynamic form behavior, see Edit a question in Catalog Builder.

    Note:
    • The questions within a question set can't be edited. The question sets can be reordered by dragging and dropping them.
    • Question sets specified in the template can't be removed, while the ones added by the user can be removed.
    • Removal of question sets simply removes the association with the item and doesn't delete the question set.
    • A single-column question set can be added to a single-column or a two-column container. A two-column question set can't be added to a container.
    Settings Configure the standard catalog item based on the request method.
    Request method:
    • Order: Use this method in scenarios, such as a corporate laptop request.
    • Request: Use this method in scenarios, such as a code access request.
    • Submit: Use this method in scenarios, such as a reset password request.
    Other options:
    • Hide 'Add to cart' button: Option to hide the Add to Cart button for the standard catalog item. This option is automatically selected if the Request method is Request or Submit.
    • Hide 'Add to wishlist' button: Option to hide the Add to wishlist button on standard catalog items.
    • Hide quantity selector: Option to hide the Quantity list on standard catalog items.
    • Hide delivery time: Option to hide the Delivery time field on the standard catalog items. This option is automatically selected if you set the Request method to Submit.
    • Hide attachment button: Option to hide the Attachments button on standard catalog items.
    • Make attachment mandatory: Option to make the Attachment field mandatory on standard catalog items.
    Access Specify the group or individual users for whom the standard catalog item is available or not available.
    Fulfillment Flow with which you can associate the standard catalog item. The flow defines the fulfillment process for the standard catalog item. For more information on flows, see Flows.
    Review and Submit Review and submit the standard catalog item.
  8. To preview a catalog item in Portal or Now Mobile, select Preview.
    Note: When you preview an item, you can interact with it but not submit it.
    1. To preview the item in the portal, select Portal for the View within field.
      Note: Portal preview is based on the portal URL configured for the Catalog Builder.
    2. To view an item representation in Now Mobile, select Now Mobile for the View within field.
    3. To open the preview in a new tab, select Open preview in a new tab.
      Note: When you change the item and save it, the preview is dynamically refreshed in the opened tab.
  9. Select Submit.

What to do next

For the standard catalog item you want to edit, select the menu icon (Menu icon) and select Edit.