Use > Service Catalogs > Service Catalog management > Service Catalog items and bundles > Add user selections in a Service Catalog item or bundle

Add user selections in a Service Catalog item or bundle

Applies to User Roles:

Service Catalog Manager

You can add user selections for a Service Catalog item or bundle so that users can provide additional information in their requests. For example, after you add a new Service Catalog item or bundle that has a Currency value, you can add user selection options to it for cost adjustment purposes.

To add user selections, follow these steps:

  1. Click Service Catalog > Administration > Manage Items.
  2. Type or select search criteria for the item or bundle you want to modify and click Search.
    Click the item or bundle in the search list to select it, if necessary. The catalog item or bundle definition record (for example, Access 2000) opens.
  3. On the User Selections tab, click Definition, and then click Add User Selection.

    The Dynamic Field Description form opens.

  4. Complete the following fields:

    • If desired, in the Form Instructions text box, type instructional text of how to use the user selections you will create. The text will be displayed on the user selection subform being created.
    • In the Name field, type a field name for the user selection. For example, City.

      Note The field name must be alphanumeric, contain no spaces and start with a character.

    • In the Label field, type a display name for the user selection. For example, City.
    • In the Display Type field, select a display type. For example, select Pick List.

      Note

      • If you select Text for Display Type and then select Date/Time for Type on the next wizard screen, you can only enter a static date/time value, for example: 07/31/2008 00:00:00. The value you entered will be parsed according to the Date Format defined in your operator record.
      • If you select Text for Display Type and then select String for Type on the next wizard screen, do not select the field in array type when you define the field validation rule as the field in array type is not supported in user options.

      Caution Dynamic date/time values (for example, tod()+'10 00:00:00') are not supported.

  5. Click Next.
  6. Complete the following fields:
    • Value: the actual value of the field selection. For example: California, and New York.
    • Label: the display value of the field selection. For example: CA, and NY.
    • Cost Adjustment: the cost adjustment value (numeric). For example: 10, and 20.

      Note Do not include the currency symbol (for example, $) in the Cost Adjustment value; otherwise the cost calculation of the bundle or item will be incorrect.

  7. Select Drop-Down List or Radio Buttons to display the user selection options.
  8. Click Next.

    The Dynamic Field Validations form opens.

  9. In the Mandatory Condition and Visible Condition fields, enter a RAD expression that specifies under which condition the user selection is mandatory or visible.

    Tip Be sure to use the correct syntax for RAD expressions. The following is an example: affected.item in $L.file>"222323". To learn the syntax of RAD expressions, see the System language section in the Service Manager Programming Guide.

    For example, enter the following conditions:

    • Mandatory condition: false (which indicates the user selection is not mandatory when users order the item or bundle)
    • Visible condition: true (which indicates that the user selection is always visible in SRC and in Service Manager)

      Note The behavior of the Visible condition has the following limitations:

      • If the Visible condition depends on a MultiText type field, the DVD selection statement in dynamic forms is not triggered in time to apply the condition.

        For example, you have a MultiText field "test1" and a Text field "test2" that has the Visible Condition set to [test1]=”ok”. When you enter ok into the "test1" field and then shift the focus, the "test2" field is not displayed until you save the form.

      • The DVD select statement in dynamic forms cannot interact with fields outside the dynamic form. Therefore if a field outside the dynamic form (such as the status of an interaction) is changed, the change is not recognised by the widget inside the dynamic form. Additionally, any changes to the dynamic form do not trigger the DVD outside the dynamic form.
  10. Click Next. The user selection is added.
  11. Click Save to save the item or bundle.
  12. If desired, repeat the steps above to add more user selections.

    All the user selections you added are now displayed on the User Selections > Definition tab of the bundle or item.

  13. You can change how your list will be displayed to users, if desired.
    • Select one or more items in the list and click Remove User Selection to remove them from the list.
    • Select one or more items in the list and click Move Up or Move Down to move them up or down on the list.
  14. Click the Preview tab to see a preview of the updated user selection subform.

    Note This subform will appear on the order form when a user orders this bundle or item from the Service Catalog. If the user selects one or more options on the subform, Service Manager automatically adjusts the total cost of the order.

  15. Click Save to update the catalog record.