Adding Filters to the Service Catalog

role administrator minimum version 2024 2 you can enhance the searches available from the service catalog by adding filters filters allow users to refine their searches and to narrow the list of items that they see on the page the service catalog in the self service mobile portal lists service requests, such as requests for software, computers, or email, similar to what a user would see in a default filter category is available to filter searches when using the self service mobile portal users can combine filters to create their own searches this section describes how to use the different types of searches and how to create filters searching in the service catalog search field use the search field to locate a request offering you can perform a free text search by entering part of the request name, such as audio , conferencing , or services if enabled, you can also perform an exact match search by enclosing the full request offering name in quotes, for example "audio conferencing services" set the enablequotedfulltextsearch global constant docid\ dgb4v84edr0axvy7mlnnf to true to perform the exact match search with quotes setting the global constant to false will perform an exact match search without quotes this will also disable the ability to search for multiple terms in one search query saved searches select a predefined filter from the saved searches dropdown each saved search applies filters to display matching request offerings category filter use the browse by category panel to filter request offerings by one or more categories creating a new filter search the service catalog provides a selection of default filter searches, but you can also create your own filters for a filter search to appear in the service catalog, it must be based on the servicereq template there are two parts to creating a new filter search for the self service mobile portal service catalog creating filters and setting filter criteria docid\ pl4x5m1m 68jwe4pkgmqo describes how to create the filters and set the filter criteria enabling the filter search in the self service mobile portal docid\ pl4x5m1m 68jwe4pkgmqo describes how to enable the filter search criteria in the self service mobile portal creating filters and setting filter criteria administrators must set up the filters from the configuration console in you should have a clear idea of the types of filters you want to create it is helpful to name both the condition (or category) and the filters so that they are easily identifiable by your users setting up a cost filter is used as an example in the following steps selecting or adding the servicereqtemplate business object docid\ pl4x5m1m 68jwe4pkgmqoadding a filter condition to the servicereqtemplate business object docid\ pl4x5m1m 68jwe4pkgmqoadding a filter criteria to the filter condition docid\ pl4x5m1m 68jwe4pkgmqo selecting or adding the servicereqtemplate business object log in to as an open the configuration console > build > search tools > filter searches to display the filter searches workspace do one of the following if the servicereqtemplate business object is already available, click it to open the edit business object filter servicereqtemplate# workspace add the servicereqtemplate business object by doing the following a click add b from the business object drop down list, select servicereqtemplate c click save click back to return to the the filter searches workspace click servicereqtemplate to add or edit its filters adding a filter condition to the servicereqtemplate business object from the edit business object filter servicereqtemplate# workspace, do the following click add filter the application displays the condition filter dialog box condition filter dialog box enter a condition name the name should describe what the condition does the application displays this condition name as a category in the self service mobile portal enter text in the condition help field this text becomes a tool tip click save the application displays the new filter condition in the servicereqtemplate list servicereqtemplate list a add filter to add a filter condition b toggle to turn the filter condition on or off c delete to delete the filter condition d criteria labels e criteria controls f add another filter criteria to add a filter criteria to the condition click save adding a filter criteria to the filter condition do the following from the filter condition list click add filter criteria the application displays the filter criteria dialog box enter a label the label is a name that describes what the criteria does be as specific as possible so that users understand the intent of this search filter from the control drop down menu, choose checkbox this control selection specifies how the filter is displayed in the self service mobile portal using a checkbox control allows users to check or clear the filter, especially when enabling the self service mobile portal for mobile devices the type of control that you choose also affects the available expression choices other choices available are none , calendar , pick list , and textbox but they are not appropriate for the self service mobile portal complete the expression by choosing items from drop down lists also refer to about expressions docid\ pf6ggqn8 79wx1mpbid the cost filter example seen below is constrained to find service requests that cost less than $200 you can add additional and or or expressions as required cost filter example a and or to add additional and or expressions to a filter criteria click save the new filter criteria appears under the filter condition when you are done adding filter criteria, click save the new filter search appears under everything else in the filter search list new filter search a user defined searches appear here b search condition c business object to create another filter condition, do so under the servicereqtemplate business object do not click the add icon above the filter searches list the resulting searches would use a different business object that does not work in the self service mobile portal or self service roles enabling the filter search in the self service mobile portal viewing and implementing the filter switch docid\ pl4x5m1m 68jwe4pkgmqosetting up the new filter search docid\ pl4x5m1m 68jwe4pkgmqo viewing and implementing the filter switch log in to self service mobile portal change your role to click the customize application icon click service catalog to open the service catalog setting up the new filter search click the enable filters drop down list enable filters drop down list look for the items whose names match the filter condition that you created in adding a filter condition to the servicereqtemplate business object docid\ pl4x5m1m 68jwe4pkgmqo check item to enable it in the example above, cost is the new item if you created multiple items, you can check them all or check only the ones to enable the new filter search appears below the category part click save to save your changes you can also enable or disable all parts in the service catalog or drag them to a new location refer to working with template blocks in the self service mobile portal docid\ jwy2klwgmhuoctzvnoeug creating a search with default and customized filters there are two ways to create a search combining criteria from different conditions when you create a search by combining criteria from different conditions, the application assigns an and operator for a service request to appear in the workspace, it must meet the criteria from both conditions combining criteria from the same condition when you create a search by combining multiple criteria from the same condition, the application assigns an or operator for a service request to appear in the workspace, it must meet just one of the criteria follow these steps to create a new search log in to self service mobile portal change your role to click the customize application icon click service catalog click the add icon to add a new default search to the searches field in the search name field, enter a name for the new search the name should relate to what the search looks for check any boxes under category or any other condition parts that you created click save the application adds the new saved search to the search list services that do not meet the search criteria disappear from the workspace service catalog a saved searches drop down list b text search field c default filter search criteria d user created search condition e user created search criteria