Edit an existing configuration

You can edit an existing configuration for checkout panel, including the default out-of-box checkout panels. You can use the following steps to modify the default checkout panels to do any of the following:

  • Enable or disable attachments.
  • Change the name of the configuration as it appears in Service Manager.
  • Change the name of the checkout panel as it appears in the Service Request Catalog user interface.
  • Change the company for which the checkout panel applies.

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.

Then, to edit the configuration, follow these steps:

  1. Click Edit Configuration.

  2. Edit the field you wish to change.
  3. Click Next.

Localize a configuration

To localize a configuration, follow these steps:

  1. Log on to the Service Manager client as a system administrator.
  2. Type db in the command box, type svcSrcConfig in the Table field, and then click Search.
  3. Double-click svcSrcConfig in the search list, and then click Search.
  4. Select the checkout panel configuration you want to localize.
  5. In the details panel, find the Label Id under Options fields that you want to localize.
  6. Type message in the command box, type srcconfig in the class field, 23 in the Message Number field, and then click Search.
  7. Modify the text and language code that you want to localize. For example for the fr language code, enter the appropriate text in French, and then click Add.