Customizing SM Project Proposal Catalog Item Fields

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Perform the following steps to customize SM Project Proposal Catalog Item fields:

Log on to Service Manager as a System Administrator.

Go to Service Catalog > Manage Catalog. The Search Catalog Item Definitions form opens.

Type Project Proposal in the Name field, and click Search. The Project Proposal Catalog Item Definition tab window displays. Click the User Selections tab.

In this page, you can click menu items in the right side of the window to edit fields of the Project Proposal Catalog Item, or simply double-click the entry you want to edit.

For example, if you need to add a Region field, perform the following steps:

Click Add User Selection, and provide values as required.
Click Next.
In the value list table, provide optional values for the Region field. The values added will be available in the Project Proposal Catalog Item drop-down list for users to select.
Note The value provided in the Value column must be the same as that in the PPM field on the web page.
Click Next, and select a type from the Type drop-down list. You may also select the Mandatory check box as necessary.
Click Next to finish the wizard.
Click Save. Now the Please enter the Region field is added in the Project Proposal Catalog Item.

After the custom fields are added to the Project Proposal Catalog Item, configure the fields mapping in the SMIS framework. To do so, go to Tailoring > Integration Manager.

Double-click the SMCatalog_PPMProjectProposal entry.

Click Next.

Click Next again. The Integration Instance Fields page displays.

In the SM Fields tab, add the created fields (for example, Region) to the Project Proposal Catalog Item.

Click the Endpoint Fields tab, and add PPM fields that map to the fields added to the Project Proposal Catalog Item. For example, REQ.P.KNTA_REGION is a field in PPM mapping to Region of the Service Manager Project Proposal Catalog Item.