List Collector

[DeIvory Gordon]

Hello, On the 'Environment" field on the Access Request below I want users to be able to select all three choices on the list "Production (PROD), Quality Assurance (QA), and Development (DEV)".  I know that I need to select "List Collector" under "Type" on the catalog item and the sys_choice table because I need to add the above choices.  However I am not sure what to do after this.  Can you explain it simply?  Thanks!

[sreeram_nair · Accepted solution]

Hey DeIvory Gordon, Here’s a step-by-step explanation of how to set up the Environment field as a List Collector so users can select from all three choices:

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1. Add the Choices to the sys_choice Table

• Navigate to System Definition > Choice Lists.
• In the Table field, search for and select the table associated with your catalog item (e.g., sc_item_option for catalog item options).
• Locate or create the field entry for Environment.
• Add the three choices (Production (PROD), Quality Assurance (QA), and Development (DEV)) as separate rows with the same Field Name (e.g., Environment).

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2. Set the Field Type to List Collector

• Open your catalog item by navigating to Service Catalog > Catalog Definitions > Maintain Items.
• Under the Variables tab, create or edit the variable for Environment.
  • Type: Select List Collector.
  • Question: Enter the label for the field (e.g., "Environment").
  • Name: This will auto-populate based on the question.
  • Order: Specify where the field should appear on the form.
  • Lookup Table: If needed, specify the table where the field will pull data (e.g., sys_choice).

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3. Configure the List Collector

• After creating the variable, configure the List Collector settings:
  • Default Values: Set any default options you want to pre-select.
  • Available Choices Query: Use a filter to restrict or modify the values displayed (optional). For example, you can restrict choices to those with a specific table and field name.

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4. Test the Catalog Item

• Navigate to the catalog item on the Service Portal or Service Catalog interface.
• Submit a test request to verify that the Environment field appears as a list collector and that users can select multiple options from Production (PROD), Quality Assurance (QA), and Development (DEV).

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Optional: Limit Selections or Validate Choices

If you want to limit the number of selections or validate the user's choices:

• Add a Catalog Client Script or a UI Policy on the catalog item to enforce specific conditions

[jcmings · Accepted solution]

List collector variables point to reference tables. You can think of a list collector like a multi-select reference field. So if you change that field to a list collector, you'll have to specify the List table in the Type specifications tab of the variable record. If you don't have a Environment table already set up, you may want to consider using the checkbox variable type and creating a variable for each environment.

Here's an image of what the checkboxes look like:

[sreeram_nair · Accepted solution]

Hey DeIvory Gordon, Here’s a step-by-step explanation of how to set up the Environment field as a List Collector so users can select from all three choices:

---

1. Add the Choices to the sys_choice Table

• Navigate to System Definition > Choice Lists.
• In the Table field, search for and select the table associated with your catalog item (e.g., sc_item_option for catalog item options).
• Locate or create the field entry for Environment.
• Add the three choices (Production (PROD), Quality Assurance (QA), and Development (DEV)) as separate rows with the same Field Name (e.g., Environment).

---

2. Set the Field Type to List Collector

• Open your catalog item by navigating to Service Catalog > Catalog Definitions > Maintain Items.
• Under the Variables tab, create or edit the variable for Environment.
  • Type: Select List Collector.
  • Question: Enter the label for the field (e.g., "Environment").
  • Name: This will auto-populate based on the question.
  • Order: Specify where the field should appear on the form.
  • Lookup Table: If needed, specify the table where the field will pull data (e.g., sys_choice).

---

3. Configure the List Collector

• After creating the variable, configure the List Collector settings:
  • Default Values: Set any default options you want to pre-select.
  • Available Choices Query: Use a filter to restrict or modify the values displayed (optional). For example, you can restrict choices to those with a specific table and field name.

---

4. Test the Catalog Item

• Navigate to the catalog item on the Service Portal or Service Catalog interface.
• Submit a test request to verify that the Environment field appears as a list collector and that users can select multiple options from Production (PROD), Quality Assurance (QA), and Development (DEV).

---

Optional: Limit Selections or Validate Choices

If you want to limit the number of selections or validate the user's choices:

• Add a Catalog Client Script or a UI Policy on the catalog item to enforce specific conditions

[DeIvory Gordon]

Thank you for such a detailed response!!!

[jcmings · Accepted solution]

List collector variables point to reference tables. You can think of a list collector like a multi-select reference field. So if you change that field to a list collector, you'll have to specify the List table in the Type specifications tab of the variable record. If you don't have a Environment table already set up, you may want to consider using the checkbox variable type and creating a variable for each environment.

Here's an image of what the checkboxes look like:

[Ankur Bawiskar · Accepted solution]

@DeIvory Gordon 

I could see in the screenshot it's a reference variable and it has those options

why not use list collector on same reference table?

If my response helped please mark it correct and close the thread so that it benefits future readers.