Add a Service Catalog bundle

Applies to User Roles:

Service Catalog Manager

  1. Click Service Catalog > Administration > Manage Items.
  2. Click Add New Bundle.
  3. Complete the following fields:

    Field Description
    Bundle Name The unique name of the bundle. This must be unique for each bundle, as it is the unique identifier of the bundle in the catalog.
    Display Name The display name of the bundle.
    Description A short description of the bundle.
    Detailed Description

    A detailed description of the bundle. This may include instructions on how to request the bundle.

    Note You can format the text in the Detailed Description field. Refer to the HTML Editor help for more information.

    Restrict request to single bundle check box If desired, select this option to limit the quantity of this bundle that a user can order to one. If you select this option, the quantity field on the order form will display "1" and will not be editable.
  4. Click Next.
  5. Choose a parent category for the bundle to belong to from the drop-down list, and then click Next.
  6. Choose whether it is a New Item or an Existing Item.
    • If you select New Item, the New Service Item Wizard opens. You must complete the steps in the New Service Item Wizard before you can finish adding a new bundle.
    • If you select Existing Item, continue to follow the steps in this topic.
  7. Specify the information for the existing item or bundle that you want to add to the new bundle.

    Note You cannot add items tagged Information-only to a bundle.

    • Choose an item or a bundle to add from the drop-down list. The drop-down list will not include information-only items.
    • Select the quantity of the item or bundle to add.
    • Select whether the item or bundle is Mandatory, Default, or Optional.
  8. Click Next.
  9. Select the number of items that should be included in the bundle, and then click Next.
  10. Continue to add additional items and bundles to this new bundle until you are satisfied with its contents.
  11. When the bundle is complete, select No if you do not want to add additional items to this bundle now.
  12. Click Next.
  13. Optionally, perform the following actions to add a Create New Request connector for the bundle:

    1. On the Connector Details tab, click Change Connector to open the Service Catalog Connector page.

      Note You can update the connector by clicking the Add/Edit Information button or remove the connector by clicking the Clear Connector button on this tab after you add a new connector successfully.

    2. Select Create New Request from the Connector drop-down list.
    3. Click Next.
    4. Select a Request Category, Request SubCategory, and Request Model for the bundle.
    5. Click Next.
    6. Configure the Urgency, Impact, and Assignment fields.
    7. Click Finish.
    • If a bundle has a connector specified, an interaction is created when it is ordered. Once the interaction is approved, a request (for example, RF10002) is created and related to the interaction. The request contains all the items in the bundle.
    • If a bundle has no connector specified, an interaction is created when it is ordered. Once the interaction is approved, a related record is created for each item in the bundle based on the item’s connector setting on its Connector Details tab.
  14. Click OK to confirm the new bundle.

Related topics

Service Catalogs
Service Catalog items and bundles
Adding Agreements to a catalog item or bundle
Adding delivery objectives for a catalog item or bundle
Subscriptions
Defining a catalog item that results in the creation of a subscription
Using the HTML Editor

Related topics

Add an item
Add user selections in a Service Catalog item or bundle
Add a delivery objective to a catalog item or bundle
Remove a delivery objective from a catalog item or bundle
Add a Service SLA to a catalog item or bundle
Edit a Service SLA for a catalog item or bundle
Remove a Service SLA from a catalog item or bundle
Define which catalog items are available for subscription
Define which services are available for a subscription

Related topics

HTML Editor controls
HTML Editor keyboard shortcuts