Creating a Request Offering

log in to the console open the request offering workspace click new > request offering if the service name appears as guid, the service has been deleted or is marked non published enter information into the fields field description service the service for which the form applies this list is populated from the services workspace name a unique name for the service description a description of how the form is used category the category determines where the request offering can be found in the service catalog for example, choosing the it services > data services category places the offering within this group offerings can have multiple categories click add category to choose a category for this form repeat to add multiple categories click edit categories to make changes to a category starting in release 2016 2, you can manually arrange and sort the categories select a category and drag it to a new location in the list for example, to move the category called hr services to be between the categories of application administration and communication services, click on the hr services category and drag it to the new location click save order now whenever anyone creates a request offering and views the list of categories, the hr services category is listed between application administration and communication services instead of in alphabetical order see creating an external offering docid 0mv2qv2shtsgdv4sqqsho for information on creating or modifying categories anonymous submit allows anonymous users to submit a request hide price information hides price information from users in the self service portal hide delivery time information hides delivery time information from users in the self service portal enable request cancellation enables the request offering to be canceled enable request editing enables the request offering to be modified use price list enables pricing from a global price list see working with price lists docid\ q7arbys ix4w9sc9rkgx0 for information on how to use this feature enabling this option also checks enable financial transaction do not select this option if you do not use regional pricing and do not want financial reporting enable financial transaction tracks financial transactions for this item the system automatically maintains a consumption history of all end users requesting this service, including pricing data this information can be used for charge back or consumption reporting delivery item(s) the name of the delivery item if use price list is checked, the value is automatically set to from price list deliver by when to deliver by enter a number, then select the unit minutes, hours, days, weeks price a price for the request item use this only if you are not using the price list recurring the recurring price unit per price unit use this only if you are not using the price list click next design request form click change image to edit the default image see default icons for request offerings docid\ ao7l0876snfyfszkre2iv the image size cannot be larger than 50 kb we recommend using square images the image size can be as large as you like, but is scaled down to 48 by 48 pixels click layout configuration to define into how many columns the fields are to be arranged on the form layout configuration field description align rows in columns aligns your rows into columns only useful to forms with multiple columns items are placed on the page from left to right into columns, then down the page items of different sizes can cause the layout to look jagged this option aligns the columns of each row show column number in a row shows the column placement when you place an item on the form, an icon appears showing which column it inhabits this is most useful when using a two or three column display click ok the system closes the layout configuration window drag items from the form designer tools pane on the right onto the request form area click the edit button next to the control to define its parameters in the configuration editor control description check box creates a simple checkbox used to answer simple yes or no questions or options such as "for personal use?" text, number, or mask field from the type drop down menu, you can select from the pre configured choices to define this field to accept specific input format, such as money, phone number, mac address, or url or select custom to define a custom "mask" example to create a postal code, such as w11 2bq, enter a00 0aa) text area to enter answers requiring multi line responses, such as a description field category heading to create headings for various sections of your form for example, you could have an address section, containing common address fields such as city, state, and zip then an equipment section, containing fields such as equipment list, problem description click edit to show a dividing line or create a new page row aligner aligns a set of form items when using multiple columns do not check align rows in columns from the layout configuration , as this overrides this feature drop down selection to select an item from a drop down list you can create a custom list or use a validation list you can also define a limit of minimum characters that suggest the drop down options date field to select a date from a calendar time field to enter a time from a drop down list date / time field combines the date and time fields into one line allows users to enter a date from a calendar and a time from a drop down list image to show an image on the form that can be triggered from another field for example, when a user chooses an option from a list, an image appears, providing feedback upload attachments to upload files to the request offering the option now supports drag and drop additions of supported file types click the edit icon to open the indent field dialog box the allow drag'ndrop must be selected to enable drag and drop functionality the allow drag'n'drop is checked by default this allows users to drag and drop attachments into the request offering the supported extensions are a subset of the allowed extensions configured in system settings read only text a label or description list to select an item from a scrollable list you can create a custom list or use a validation list see configuring the list control docid\ set 9sdjnqvnvhygjlj4i for how to configure this control you can also configure the controls with expression to define the condition on the particular control for example, making the email address field as `true` to enable the login id field with expression you can define readonly, visible, and required conditions enter a name for the controls for example, if you have used the date/time field , you could name the control appointment example enter a description for the control choose a template from the templates tab attach images to be used from the attachments tab files should be uploaded before adding the control see adding images to the list control docid 2zkxi4uwdtsrwvnhiuae click preview to see how your form appears to users click direct link to this offering to get the active link for the offering click next plan request fulfillment you cannot edit the workflow if the production metadata is in read only mode when this happens, the system displays a message for more information about setting the production metadata to read only, see the configuration database guide for select a fulfillment option from the fullfill as drop down list field description no fulfillment no fulfillment action occurs for this request offering email an email form appears enter the information as required see setting up email docid 03u6rgd0f3xvhd wd0 gl workflow creates a workflow in the workflow designer see using workflows docid\ p4kb1hcf81wnxmoqhbcjs you can define a multi step fulfillment workflow with the workflow designer the designer supports the inclusion of all required approvals and fulfillment tasks if financial approval is required, include an approval block dedicated for financial approval note all service request submissions with associated workflows are queued as a high priority once queued, the workflow uses the priority defined in the request offering copying a workflow between request offerings administrators can reuse existing workflows to create new workflows or update workflows for request offerings the system clones the selected workflow in the backend, creating an independent copy for the target request offering this approach allows administrators to use an existing workflow as a template and modify it to meet the requirements of the new or updated request offering, eliminating the need to build workflows from scratch copying a workflow for an existing request offering to copy a workflow to an existing request offering, perform the following log in to as an click more > request offering the list of available request offerings is displayed select the request offering for which you want to replace the workflow open the plan request fulfillment tab locate and click use existing workflow the use existing workflow dialog box opens select the service and request offering that contains the workflow you want to reuse click replace workflow click save the selected workflow replaces the existing workflow and is saved to the database copying a workflow for a new request offering to copy a workflow while creating a new request offering, perform the following log in to as an click more > request offering click new offering in the define request offering tab, complete the required details across all tabs open the plan request fulfillment tab click use existing workflow the use existing workflow dialog box opens select the service and request offering that contains the workflow you want to reuse click replace workflow open the public action access tab and select publish click save verifying the copied workflow in a service request after creating the request offering, verify that the workflow is available by performing the following navigate to service request click new and enter the required request details open the parameters tab and locate the workflow copied from the request offering click save confirm that the workflow executes as expected click next publish action access select an option from the status drop down list field description in design saves the form without publishing it to users you can modify this form later published saves the form and makes the request offering available under request offerings, but not under the service catalog when setting this status, by default the organizational unit of the creator/owner is added with all permissions checked this offering is available in the service catalog for this organizational unit unless modified click add field description org unit selects an organizational unit from the list you can only publish request offerings to organizational units to which you have access for example, if you do not have access to the entire organization, your published offering will only be available to users in the organizational unit that you have selected and below location only publishes to specific locations you can designate multiple locations submit to submit the request offering from the service catalog by the designated organizational unit edit to modify the request offering (not the resulting service request) cancel to cancel the request offering delete to delete the request offering (not the resulting service request) copy to duplicate the request offering (not the resulting service request) click the remove icon to remove the organizational unit from the list the request offering owner/creator has edit permissions by default you can only publish to an organizational unit to which you belong, and its parent and child units click save , save & exit , or cancel