Request a catalog item from Service Portal

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read

    • Use the SC Catalog Item widget in Service Portal to request a catalog item.

    Before you begin

    Role required: requester

    Select the Allow Cloning instance option on the Order Status page to display the Additional Actions section after placing the request.

    For information about the SC Catalog Item widget, see SC Catalog Item widget

    Procedure

    1. Navigate to All > Service Portal > Service Portal Home.
      The Service Portal homepage is displayed.
    2. Select a catalog item or record producer from Service Catalog.
    3. Enter the required information in the catalog item form.
    4. Enter the number of items in the Quantity field.
    5. If required, perform any of these actions.
      OptionDescription
      Add attachments To add attachments to the catalog item, click the add attachments icon (Icon to add attachment).

      You can browse and choose the files, drag the files, or copy and paste them in the Add attachments window.
      Add to Cart To add the catalog item to the shopping cart, click the Add to Cart icon (Icon to add to the cart).
      Add to Wish List To add the catalog item to the wish list, click the Add to Wish List icon (Icon to add to the wishlist).
    6. Click Order Now.
      The Order Confirmation window is displayed.
      Note:
      For a record producer, you can edit the label of the Submit button by using the widget instance options.
      For example, if you want to change the label to Request, press Ctrl+click on the catalog item widget, select Instance in Page Editor, and specify the following parameters in the Additional options, JSON format field.
      "record_producer_label":{
			"value" : "Request"
		}
    7. From the Request for list, select the user for whom you are requesting.
      Note:
      • By default, the user who is logged in is selected in this list.
      • The User [sys_user] table columns specified in the Additional columns for the “request for” Service Catalog widget. Choose fields in the sys_user table. Must be semicolon separated (glide.sc.request_for.columns) Service Catalog property are displayed in the Request for list and you can search for a user by the specified columns.
      • You can provide additional widget options to control the Request for default value. For example:
        "requested_for_id": { 
"value": "62826bf03710200044e0bfc8bcbe5df1" 
}, 
"requested_for_display": { 
"value": "Abel Tuter" 
}
    8. If required, specify the Delivery Information and Special instructions.
    9. Click Checkout.
      The corresponding request is displayed in the Order Status page with the request number, estimated delivery date for the order, price, and the order status.
      Note:
      • Use the instance options on the Order Status page to display the pre-defined columns.
      • You can display either the RITM number or the name of the catalog item. By default, the name of the catalog item is displayed.
      • When a service catalog item is ordered from an existing record, a link is added between the order item request and the parent record.
    10. Optional: To clone a request for other users, perform the following steps.
      1. In the Additional Actions section, from the Also request for list, select the required users and click Submit.
      2. In the Cloning Requests window, click Ok.
        Note:
        • The logged in user should be specified in the List of roles (comma-separated) that can use bulk ordering functionality. Blank means all users (glide.sc.allow.clone.roles)) property.
        • You can clone the request for multiple users.
        • When you clone a request that contains a multi-row variable set, the information that is specified in the multi-row variable set is available in all cloned requests. All UI policies and client scripts on the multi-row variable set are also cloned.
        • A separate request is created for each specified user and that user is displayed in the Requested For field of the request.
        • The Opened By field of the cloned requests is updated with the logged in user.
        • Select the Requests menu option or the My Requests widget on the catalog homepage to view the cloned request created for the user.