Add a step, section, or question to a catalog item wizard so catalog item editors can enter custom details while creating catalog items.

Before you begin

Role required: catalog_admin

About this task

This video shows you how to add a step, section, or question to a catalog item wizard.

Procedure

  1. Navigate to All > Service Catalog Wizards > Maintain Wizards.
  2. Indicate the wizard you want to modify by selecting either Create catalog item or Create record producer.
  3. Add steps, sections, or questions to the Catalog Builder wizard.
    OptionProcedure
    Create a step
    1. Select New from the Catalog Wizards Steps related list.
    2. On the Catalog Wizard Step form, fill in the fields.

      For a description of the field values, see Fields in Service Catalog Wizard forms.

    3. Select Submit.
    Create a section
    1. Select the step for which you want to add a section from the Catalog Wizards Steps related list.
    2. Create a section by selecting New from the Catalog Wizard Section related list.
    3. On the Catalog Wizard Section form, fill in the fields.

      For a description of the field values, see Fields in Service Catalog Wizard forms.

    4. Select Submit.
    Create a variable or question
    1. Select the Open associated producer related link on the Catalog Wizard form.
    2. Create a question or variable by selecting New on the Variables related tab.
    3. On the Variable form, fill in the fields.

      For a description of the field values, see Fields in Service Catalog Wizard forms.

    4. Enter details in the Annotations, Type specifications, and Default Value tabs. For more information, see Create a service catalog variable.
    5. Select Submit.
    6. Navigate to the section where you want to add the question.
    7. Add the question to the section by selecting New from the Catalog Wizard Question related list.
    8. On the Catalog Wizard Question form, fill in the fields.

      For a description of the field values, see Fields in Service Catalog Wizard forms.

    9. Select Submit.

    For more information about the fields and their descriptions of the Catalog Wizard form, see Catalog Wizard form.