Use case 2: Automatically enter an interaction title and its description

In an out-of-box deployment, when you submit a service request in Service Request Catalog, the Title and Description fields are empty. You need to enter the content manually.

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 variables as a default value to the Title and Description fields, follow these steps:

  1. On the Service Request Catalog Configuration Wizard home page, click Service Checkout.
  2. Select the label ID for the Delivery Information section.

  3. Click the Title label to modify the default value for the title field, and then click Next.

  4. Select the Default Value option to specify a default value.

  5. Select the Is Expression option.

  6. In the input box, type the following expression as the default value. This expression retrieves the

    item name and uses it as the title.

    $src.cart.item.name

  7. Click Next. The Delivery Information section opens again, as shown in step 5.
  8. Click the Description label to modify the default value of the title field, and then click Next.
  9. Select the Default Value option to specify a default value.

  10. Select the Is Expression option.

  11. In the input box, type the following expression as the default value. This expression retrieves the item name and use it as the description.

    $src.cart.item.list

  12. Click Next. When the Delivery Information section opens again, as shown in step 5, and then click Finish.

The following table displays the effect of setting different variables in the Title and Description fields.

Variables Only one item Only one bundle Multiple items
$src.cart.item.name (for Title) Item name Bundle name Multiple cart items request
$src.cart.item.name.list (for Description) Item name Bundle name A name list for all items
jscall ("srcLib.getDescText",$src.cart.size,$src.cart.item.name.list) (for Description) No content No content A name list for all items

After the tailoring takes effect in Service Request Catalog, the Title and Description fields are automatically filled when you create a service request.