Add multiple selections for Service Catalog item user options

Applies to User Roles: Service Catalog Manager

You can add multiple selections for Service Catalog item user options so that users can select multiple values in an Item Option field when ordering a catalog item.

In addition, you can save the existing User Selections in a catalog item as a template, and then apply the template to another or multiple catalog items.

Add multiple user selections

To add multiple user selections for a Service Catalog item, follow these steps:

1. Click Service Catalog > Administration > Manage Items.

2. Type or select search criteria for the item you want to modify, and then click Search.

   Click the item in the search list to select it, if necessary. The catalog item definition record opens.

   Note You must select an item of the "item" type. You cannot select a bundle or category.

3. On the Definition tab in the User Selections page, click Add User Selection to open the Dynamic Filed Description form.

4. Populate the fields in the form as follows:

   • 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 drop-down list, select Text.

5. Click Next.

6. Populate the fields in the form as follows:

   • In the Type drop-down list, select String.

   • Specify the Mandatory Condition and Visible Condition fields based on your business need.

7. Click Next.
8. In the Validation Rule option box, select Record in Table.

9. Complete the following fields:

   • In the Table Name field, type or select the name of a lookup table.

   • In the Field Name field, type or select a field of the lookup table as a lookup field.

     Note Do not select the field in array type as it is not supported in user options.

   • In the Multiple Selections field, type an integer equal to or greater than 2 to allow users to select multiple values that match the selected table and fields.

     Note The value specified here defines the minimum number of rows that are displayed on the section of item options in the fulfillment record.

     If the actual number of the selected items is less than the value specified here, the remaining rows still appear as blank. For example, if you set the value to “5” and the user selects two items from user options, you can see two rows with items plus three empty rows on the Options tab in the fulfillment record.

     If the actual number of the selected items is more than or equal to the value specified here, the rows increase automatically to show all the selected items with an additional empty row. For example, if you set the value to “5” and the user selects six items from user options, you can see six rows with items plus one empty row on the Options tab in the fulfillment record.

   • Complete the other fields as needed.

10. Click Next.

Now you have successfully created multiple user selections for one service catalog item.

To edit the User Selection, double-click it. The User Selection modification wizard opens. You can click Next to modify the User Selection, and click Finish to save it.

Define a User Selection template

To define a User Selection template, follow these steps:

1. On the Definition tab in the User Selections page, select the desired user selection, and then click Save As Template to open the User Selection Templates Information wizard.

2. Populate the fields in the form as follows:

   • In the Template Name field, type a name for your template.
   • In the Template Description field, type description of your template.

3. Click Finish.

Apply a User Selection template

You can apply the created template to one single catalog item, or apply it to multiple catalog items.

To apply the template to a single catalog item, follow these steps:

1. Click Service Catalog >Administration > Manage Items, and then open the catalog item by performing a search.
2. On the Definition tab in the User Selections page, click Apply template. A list of templates is displayed.

3. Select the template from the list to apply. The User Selections from the template are automatically added to the catalog item.

To apply the template to multiple catalog items, follow these steps:

1. Click Service Catalog >Administration > Manage Items.

2. Perform a search by using appropriate search criteria to display a list of desired catalog items.

3. Select all items or some of the items, and then click Mass Apply User Selection Template from the list toolbar.

4. Select the template from the list. The User Selections from the template are automatically added to the selected catalog items.

Related topics

Service Catalogs
Service Catalog items and bundles
Adding Agreements to a catalog item or bundle
Add a Service Catalog bundle
Add user selections in a Service Catalog item or bundle