Missing 'Offerings' tab when in a service record

[lisawalbrid]

I am working on the CSA Capstone project Task 5, where I need to create a service and an offering.  The instructions say to select the 'Offerings' tab after saving the service.

I created and saved the service, but there is no offering tab. I checked many other service records and there is no 'Offerings' tab to be found.

What can I do to get that 'Offerings' tab to show up? Is there another way to create the offering and link it to the service?

Screenshots attached for context.

[lisawalbrid]

I found another thread asking a similar question and was able to figure it out from a solution offered there. In the record, I selected the burger icon, then Configure > Related Lists. Then I found the Offerings Parent list and added it. I am now able to see the Offerings on service records.

[MaxMixali · Accepted solution]

ServiceNow – Missing 'Offerings' Tab in Service Record (CSA Capstone Task 5)

Issue:
While performing CSA Capstone Project Task 5, the user created and saved a Service record in the Service Portfolio Management (SPM) application. The instructions state that after saving, the 'Offerings' tab should appear — however, the tab is missing, and cannot be found on other Service records either.

Root Cause:
This typically happens because of one or more of the following:
1. The 'Service Offerings' related list has not been configured or added to the Service form layout.
2. The user does not have the correct roles (e.g., `sn_sm_admin` or `itil_admin`) to view or modify offerings.
3. The form view is not showing the “default” related lists, or it was modified in the instance.
4. The instance might be using the “SPM (Service Portfolio Management)” plugin instead of “ITSM” without the related list layout preconfigured.

---

Steps to Fix / Create Offerings

### Option 1: Add the ‘Service Offerings’ Related List Manually
1. Navigate to the Service form (Service Portfolio > Services).
2. Right-click on the form header → **Configure → Related Lists**.
3. From the *Available* lists, find **Service Offerings [service_offering]**.
4. Move it to the *Selected* side and click **Save**.
5. The ‘Offerings’ tab will now appear on the Service form.
6. Click **New** under that related list to create your Service Offering and link it automatically.

---

### Option 2: Create the Service Offering Manually via Module
If you cannot modify form layouts (due to permissions or training restrictions):
1. Navigate to **Service Portfolio > Service Offerings**.
2. Click **New**.
3. In the *Service* field, choose the service you created earlier.
4. Fill in the required fields (e.g., Name, Active, Availability, etc.) and save.

This manually links the Service Offering to the Service even if the related list is missing from the Service form.

---

### Option 3: Verify Role Permissions
Ensure that your user has the proper roles to view and manage service offerings:
- `itil_admin` (or `admin`)
- `sn_sm_admin` (Service Management Admin)
Without one of these roles, related lists such as “Service Offerings” might not display on the Service form.

If you are completing the Capstone project in a PDI (Personal Developer Instance):
- Activate the **Service Portfolio Management [com.snc.service_portfolio_management]** plugin if not already installed.
- Assign yourself the `sn_sm_admin` role.

---

### Option 4: Check Form View or UI Version
If you are in UI16 or Next Experience, make sure you are in the **Default View** for the Service form.
- Use the *eye* icon (form view selector) → choose “Default View.”
- Related lists may be missing in custom or alternate views.

---

### Option 5: Reset Form Layout (last resort)
If all else fails:
1. Go to the Service form → Form Designer.
2. Click on the Related Lists tab.
3. Drag “Service Offerings” into the layout area and Save.

This resets your form layout to include the standard related list.

---

Summary of Fixes
| Problem | Resolution |
|----------|-------------|
| Missing 'Offerings' tab | Add “Service Offerings” related list via Configure → Related Lists |
| No permissions | Add role `sn_sm_admin` or `itil_admin` |
| Training instance missing plugin | Activate Service Portfolio Management plugin |
| Related lists missing in view | Switch to Default View |
| Need alternate way to create | Create a Service Offering directly and link via the 'Service' field |

---

✅ **Final Tip**
In CSA Capstone Task 5, once your offering is created and linked, you should see it under the Service’s ‘Offerings’ tab or related list. The relationship is stored in the table **service_offering** with a reference to the **service** field.

By manually adding the related list or creating the record via the “Service Offerings” module, you can complete the assignment successfully.