Add a section to an existing configuration

To complete any of the Service Manager tailoring tasks, start with these basic steps.

  1. Start a Service Manager Windows client session. Make sure the Service Manager Windows client connects to a Service Manager 9.61 server. The client can be an earlier version, but the server must be a 9.61 server.
  2. Expand the left Navigation pane.
  3. Click Tailoring > SRC Tailoring > Checkout Panel. Service Manager displays an SRC Configuration wizard. The first page of the wizard lists existing configurations. There can be a maximum of three configurations that add new sections with custom fields to the Support catalog, Services catalog, or Support checkout panel.

To add a new section to a custom configuration, follow these steps

  1. From the Service Request Catalog Configuration Wizard home page, double-click an existing configuration.

    Example: If you added a section to the Support Catalog checkout panel, double-click the Support Catalog configuration.

  2. To create a new section in that configuration, click Add a Section.
  3. You can Select a Label from labels that you already created or you can click Add a Label to create a new section heading.

    Example: Type More Information as the new section heading.

  4. Click Next.
  5. Repeat step 10 through step 19 in Add a configuration to add one or more custom fields to the new section.
  6. When the new section is complete, click Finish.