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Service Catalog & Request Management, Create / Add Variable with…
Service Catalog & Request Management
Create Catalog Item
Create Order Guide
Create a Dynamic flow
Fulfillment with Catalog Builder
Service Catalog Access
Create / Add Variable with Catalog Builder
Scope:
Global
Nav to:
Service Catalog > Catalog Definitions > Maintain Catalogs
Select the target Catalog
Select
Catalog Items related list tab
click on the
Edit In The Catalog Builder
Button
will open a new window
Various Steps:
fill out with your Cat Item data
Notice:
Here u can build your Cat Item quickly
Notice when editing in the builder tool:
the state's record is in "Checkout State" (JS)
it dupplicates another record (one active and the other disactive)
the builder tool is only for setup Cat item / Vars
it is not a flow building tool > Flow Designer
the
UI trees
built in:
Component > Container > Vars ????
details
location
question
access
fulfillment
review & submit
Catalog tool to build / setup the Catalog Item
Add a Catalog to the Catalog Homepage
1 -
Add The Catalog target
Nav to:
Service catalog > Catalogs
Add content by
clicking the Plus Icon
Catalogs > [Handheld Holographics Catalog to add] > All Details
Add Here
btn
Close the dialog window
by clicking the X Icon
2 -
Display Categories on Catalog Homepage
Nav to:
Service Catalog > Catalogs
Click the [Handheld Holographic Catalog created]
Note: the catalog is blank for now
Click the
Add Content
icon
Catalog Categories > Sales And Marketing > Category Items
Add Here
btn
Close the Add content
dialog window
Repeat the process & Add all categories, category items
in the order to fill the catalog
2 -
Retrieve Catalog Variables
Find the
+
icon to:
Add an Action, Flow logic or Subflow
click
Action
btn
select
ServiceNow Core > Service Catalog > Get Catalog Variables
drag
Requested Item record
data pill to
Submitted Request
field
select
[Order Haptic Device] (cat item)
from the
Template Catalog Item
field
move each
Variables to the selected slush bucket
click
Done
Retrieve Cat. Vars to use it after
Configure Employee Center Taxonomy
scope:
Employee Experience Taxonomy
Nav to:
Content Taxonomy > Taxonomies
Open
Employee Taxonomy Record
Child Topics
, related list tab
Click New
Populate the form
(Name, Order, Icon, Desc...)
Click Save
Sub Childs Topics
...
New
1 more item...
Create a Service Catalog
scope:
Global
Nav to:
Service Catalog > Catalog Definitions > Maintain Catalogs
New
Populate the form
(title, manager, wish list, desc, img...)
Save
From
Categories related list tab
Create Categories
Open category record
From
Categories related list tab
1 more item...
Service & Service Offerings
Relate a Catalog Item to a Service Offering
Nav to:
Service Portfolio Management > Service Offerings
Find & open the target
service offering record
Scroll to
Catalog Item related list tab
then
Edit
Find & Add the catalog item created on that prupose
Save
A catalog Item may only be related to a single Service Offering
Create an SLA Definition
Nav to:
Service Portfolio Management > Service Level Management > SLA Definitions
Click New button
Populate the form
(Name, Type, Table, Flow, Duration, Schedule)
Save
on Start condition
i.e
Item | is | Order Haptic Device
on Stop Condition
Save
i.e
Item | is | Order Haptic Device AND State | is one of | Closed Complete, Closed Skipped, Closed Incomplete
Create & Relate SLA Commitment for a Service Offering
Nav to:
Service Portfolio Management > Service Offerings
Find & Open the target
service offering record
Scroll to:
Service Commitments related list tab
Click
New btn
Populate the form
(Name, type, SLA Def, SLA percentage...)
Click Submit
Relate SLA Commitment for a Service Offering
Nav to:
Service Portfolio Management > Service Offerings
Find & Open the target
service offering record
Scroll to:
Service Commitments related list tab
& click
Edit
Add the Service Commitment created
Save
1 more item...
Needs to add the previous Service commitment Created to all Service Offering concerned by
Create Variable Sets
Variables
: can be used on a
single
Catalog Item
Variable Sets
: can be reused on
multiple
Catalog Items
Ordering
variables or options using numeric value
Scope:
Global
Nav to:
Service Catalog > Catalog Variables > Variable Sets
New
Click
Single-row Variable Sets
Populate Variable Set
Title, Internal Name, Order...
2 more items...
Multiple-row variable sets
??????
For Two colums layout???
Personalize Catalog Item Form
Scope:
Global
Filter Navigator (All button):
sc_cat_item.do
From Aditional Actions menu:
Right Click Header Configure > form Design
Drag/Drop & Configure the form
as wanted
Save
Close the
Form designer
Scope:
Global
Nav to:
Service Catalog > Catalog Definitions > Maintain Catalogs
Open the target / current Catalog
From the
Catalog Items related list tab
New
Populate the form
(Name, Cat, Availability, cart options, desc...)
Save
Try It btn
Add a Catalog to the Service Portal
Nav to:
Service Portal > Portals
Open the Service Portal target
record
From
Catalogs related list tab
click
Edit
Move the [Handheld Holographic target catalog]
to Catalogs list slush bucket
Save
Associate Catalog categories to Employee Center Taxonomy
Scope:
Employee experience taxonomy
Nav to:
Content Taxonomy > Taxonomies
Open the Employee record
Open the [Handheld Holographics] Topics record
created
Open
Services topic rec from Child Topics related list tab
click
Add content from a catalog category
Move all categories needed to selected list slush bucket
click
OK
click
Update
1 more item...
It will display a notif that your content is added
Nav to:
Content Taxonomy > Topics
if curious
1 more item...
1 -
Copying an Existing Catalog Item Flow
Nav to:
Process Automation > Flow Designer
Find & Open:
Service catalog item request flow
More Actions
Menu (
...
) > select
Copy Flow
Name your Flow
, here HHD Catalog Item Request
Scope: Global
Copy
btn
3 -
Update the Create Catalog Task Action
Note
: the
Get Catalog Vars needs to be placed before the target Catalog Task Action
in order to get back all necessary variable & potentially use them
Expand the
Create Catalog task
As examples:
Update the Short Description Field
as wanted
AND Get Data Pill...
Trigger - Service Catalog > Requested item > Short Description
And : Or
Update the Description Field
as wanted
AND Get Data Pill...
1 more item...
Apply Flow to the Catalog Item
Back to:
ServiceNow platform
Nav to:
Service Catalog > Catalog Definitions > Maintain Items
reOpen thte Catalog Item target
record, [Order Haptic Device]
Open the
Process Engine related list tab
Select
your custom flow
just created on the
Flow Field
Note: a catalog item can
only have One Flow, or Workflow, or Execution Plan (default)
Save