Catalog Item Form

Concepts

A catalog contains published catalog items for consumer fulfillment in the Service Portal.

The Form view can be used by the Organization Administrator to manage the fields and selections that are required when ordering the catalog item in the Service Portal.

Tasks

The following tasks can be performed in the Form view:

• View Catalog Item Form
• Edit Catalog Item Form
• Publish Catalog Item - Template items or published items to new catalogs
• Remove Catalog Item - Template items only
• Unpublish Catalog Item - Published items only

View Catalog Item Form

1. From the Launchpad, click the Catalog Items application. The Catalog Items view is displayed.
2. In the Catalog Items view, click the catalog item you want to view. The Details view is displayed.
3. In the Details view, click Form.

The required fields and selections for ordering the catalog item are displayed.

Edit Catalog Item Form

This task assumes you are in the Form view. (See View Catalog Item Form for instructions.) To edit the form for a catalog item:

1. In the Form view, click Edit. All fields and selections that can be specified for ordering the catalog item are displayed.
2. Specify all fields and selections that are required when ordering the catalog item, and then click Save to finish and save your changes.

The new required fields and selections for ordering the catalog item are displayed.

Publish Catalog Item

This task assumes you are in the Form view. (See View Catalog Item Form for instructions.) To publish a catalog item in the Form view:

1. Select the Template tab (top) to view the template item.
2. Click Publish.
3. In the Publish item to catalog dialog, select the new catalog. (Only catalogs to which the catalog item has not been published are listed.)
4. To finish and save your changes, click Publish.

The catalog item is published in the specified catalog and available for fulfillment in the Service Portal.

Remove Catalog Item

This task assumes you are in the Form view. (See View Catalog Item Form for instructions.) To remove a catalog item in the Form view:

1. Select the Template tab (top) to view the template item.
2. Click Remove.
3. Confirm removing the catalog item.

The catalog item—template item and any published items—is removed and no longer visible.

Unpublish Catalog Item

This task assumes you are in the Form view. (See View Catalog Item Form for instructions.) To unpublish a catalog item in the Form view:

1. Select the tab (top) for the catalog from which to unpublish the catalog item.
2. Click Unpublish.
3. Confirm unpublishing the catalog item.

The catalog item is unpublished from the Service Portal catalog and no longer available for fulfillment in the Service Portal.

 

Related Topics

• Catalog Item Overview – View and specify the properties for a catalog item.
• Catalog Item Parameter Aliases – View and manage the parameter aliases for a catalog item.
• Catalog Item Pricing – View and set the pricing for the catalog item, including the initial price and the recurring price.
• Catalog Item Gallery – View and specify an image for the catalog item that provides the user with a visual representation.
• Catalog Item Attachments – View and specify attachments for the catalog item, such as service level agreements, terms, and conditions.
• Catalog Item Access Control – View and control who has access to the catalog item.
• Catalog Item Approval Policy – View and control who must approve order requests for the catalog item.
• Catalog Item Service – View and manage the related support and service catalog items.
• Catalog Item Bundle Items – View and manage bundled catalog items.