Edit a question in Catalog Builder
Edit an existing question if you want to improve it by adding dynamic form behavior.
Before you begin
Role required: catalog_builder_editor, catalog_admin, or admin
About this task
Set values for the fields and condition-based field messages. Make the question mandatory, visible, or read-only based on your requirements. You can also deactivate the question.
You can’t edit the questions that belong to single-row and multi-row variable sets.
- If the question is used in a published catalog item, you can’t delete it but you can mark it as inactive. You can include such questions again in the catalog item by using the Insert De-activated questions option.
- Removing a new question that has never been published deletes the question.
- You can’t remove questions of types that aren't allowed in the template or supported in the Catalog Builder.
Procedure
- Navigate to All > Service Catalog > Catalog Builder.
- Select the Catalog items tab.
- Select a catalog item and navigate to the Questions tab.
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Deactivate a question.
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Point to the question and select the deactivate icon (
).
- In the dialog box, select Deactivate.
-
Point to the question and select the deactivate icon (
-
Edit a question.
-
Point to the question and select the edit icon (
).
- Make the required changes and select Save.
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Point to the question and select the edit icon (
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Add dynamic form behavior to a question.
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Point to the question and select the UI policies icon (
) for defining dynamic behavior.
- In the Dynamic behavior dialog box, select Define new behavior.
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On the Actions tab, fill in the required information.
Table 1. Actions tab Field Description Outcome Specify the behavior of this question when the trigger conditions are met Make the question mandatory Specifies how the dynamic behavior setting affects the mandatory state of the field. Available options:
- No action
- Yes
- No
Make the question visible Specifies how the dynamic behavior setting affects the visible state of the field. Available options:
- No action
- Yes
- No
Make the question read-only Specifies how the dynamic behavior setting affects the read-only state of the field. Available options: - No action
- Yes
- No
Value Specify the value that should be set for this question when the condition is met. Do this action Select any of the actions that you want to set for this question.- No action.
- Clear value: Option to clear the question value.
- Set value: Option to set a value for the question.
Set this value to the question Option to set a value for the question. For example, if you have a question related to storage with the question type Choice, and you set the available choices of storage as 1 TB, 256 GB, and 512 GB, then this field shows these values. You can select any one of these values for the question.
This field appears only when you select Set value from the Do this action list.
Field message Specify the type and message that should be shown under this question when the condition is met. Set this field message type Select any of these field message types.
- Info
- Warning
- Error
Note:If you don’t want a message, select None.Set this message under the field Option to set a message that you want to show when the condition is met. - On the Conditions tab, add conditions that trigger the action on this question.
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On the Settings tab, fill in the required information.
Table 2. Settings tab Field Description Applicability Scenarios where this dynamic behavior applies Applies when the item is being requested Option to specify if the dynamic behavior applies when the item is being requested. Applies while viewing the catalog tasks after the request is submitted Option to specify if the dynamic behavior applies while viewing the catalog tasks after the request is submitted. Applies while viewing the requested item record after the request is submitted Option to specify if the dynamic behavior applies while viewing the submitted record. - Select Add behavior.
Note:When dynamic behavior is added, a catalog UI policy and action is created and a short description is automatically generated. -
Point to the question and select the UI policies icon (