To Create a Request Offering
5 min
role administrator use this procedure to create a request offering in the self service portal v3 a request offering is a predefined form that allows users to submit service requests through the service catalog you can define the service, configure form fields, specify fulfillment actions, and control visibility and access based on organizational units log in to the console open the request offering workspace click new > request offering enter information into the fields 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 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 in the design request form tab, all form elements including text fields, check boxes, date and time fields, and other controls added from the controls tab supports html tags and allows you to format content securely for more information to add fields, see request form examples docid 0vguqrr2hopplm1ijfb for example, to display the text in bold, enter test in a text field, it will display test in bold 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 read only, visible, and required conditions to provide additional guidance to users, select the help hint checkbox when adding required fields to the form then enter the relevant information in the field help field the system displays this information as a contextual tip with an information icon next to the field in the self service portal, helping users complete the form more easily and accurately 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\ oh0gjohq3vdkjg8atbpej 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 configuring multiple selection for a dropdown from neurons for itsm 2026 3 release, you can configure a dropdown control to support multiple selections when enabled, the dropdown displays options as check box, allowing users to select one, multiple or all values this reduces the requirement to create multiple fields for related inputs and simplifies the form design to configure multiple selection for a request offering select the required request offering in design request form , configure a dropdown control to use an existing dropdown, select it on the form to add new dropdown, go to form designer tools > controls , and drag the dropdown selection onto the form click edit icon for the dropdown the item configuration editor window is displayed in field options, select the dropdown arrow, and select the following allow multi select select this checkbox to enable max selections text box show select all select this checkbox to allow user to select all the available options in dropdown when this option is enabled, the max selections option is grayed out max selections this option is available only when allow multi select is selected the default value is 0 you can enter the value up to 200 this option is unavailable when show select all is selected currently while configuring multi select option, the load more records functionality is not supported click ok select publish action access tab, select published from status dropdown and then click save you can view the multiple selection option in self service v3 for the configured request offering plan request fulfillment select a fulfillment option from the fulfill as dropdown 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 when you overriding an approval in a service request workflow, it may cause the workflow to complete instead of creating additional approval steps this occurs because the workflow does not receive the value required to determine whether further approvals are required to ensure the approval process continues, configure the field used in the approval condition with a default or appropriate value in the service request template click next publish action access select an option from the status drop down list click add click the remove icon to remove the organizational unit from the list click save , save & exit , or cancel enabling a cancellation option for request offerings to enable the cancellation option for request offerings, follow these steps log in to as open the request offerings workspace search for the specific request offering you want to enable the cancellation option for double click the request offering record under the define request offering tab, select the enable request cancellation checkbox view of the enable request cancellation checkbox click save once this is done, when a self service user logs into the service catalog workspace and clicks view my request , the cancel button will be displayed for this request offering the user can select yes to cancel the request offering, and a confirmation message will appear, indicating that the request has been canceled with the current date the hide price information and hide delivery time information are supported along with enable request cancellation , currently the following options are not supported in self service portal v3 enable request editing use price list and anonymous submit configuring multiple selection for a dropdown from neurons for itsm 2026 3 release, you can configure a dropdown control to support multiple selections when enabled, the dropdown displays options as check box, allowing users to select one, multiple or all values this reduces the requirement to create multiple fields for related inputs and simplifies the form design to configure multiple selection for a request offering select the required request offering in design request form , configure a dropdown control to use an existing dropdown, select it on the form to add new dropdown, go to form designer tools > controls , and drag the dropdown selection onto the form click edit icon for the dropdown the item configuration editor window is displayed in field options, select the dropdown arrow, and select the following allow multi select select this checkbox to enable max selections text box show select all select this checkbox to allow user to select all the available options in dropdown when this option is enabled, the max selections option is grayed out max selections this option is available only when allow multi select is selected the default value is 0 you can enter the value up to 200 this option is unavailable when show select all is selected click ok select publish action access tab, select published from status dropdown and then click save you can view the multiple selection option in self service v3 for the configured request offering
