Creating a Service Catalog Wizard

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 7분

    • Service Catalog wizards help you to create wizard like, multi-step experiences.

    시작하기 전에

    Service Catalog wizards are especially useful when the input required is huge and complex since the wizard offers a step-by-step experience for the requester and also provides a side panel to provide contextual help. A visa application is a good example where Service Catalog wizards could be used as the data needs to be presented in steps such as Personal details, Education details, and so on.

    Pre-requisites for creating Service Catalog wizards:
    • Ensure that you have either a composite record producer, or a record producer set up. For more information, see Create a record producer.
    • The Save options field must have the value Save in destination in the composite record producer or record producer to enable the wizard to create records.
    • The Allow edit option should be selected on the composite record producer or record producer form so that records are editable in the wizard.

    Role required: wizard_admin, or admin

    이 태스크 정보

    The Service Catalog Wizard is available as a component in UI Builder (UIB). You can use it to create guided experiences backed by composite record producers or record producers. You can create multi-step wizard experiences using Service Catalog Wizard.

    Service Catalog Wizards are used in these modes:

    • Normal mode: To create records in the table configured in the record producer, or the composite record producer associated with the wizard.
    • Template mode: To create a template where admins can predefine some data and provide guardrails to fine-tune and personalize the creation of records.

    프로시저

    1. Navigate to Service Catalog Wizards > Maintain Wizards, and click New to create a new wizard.
    2. On the form, fill in the fields.
      표 1. Service Catalog Wizard form
      Field Description
      Name Name of the wizard.
      Type The wizard uses a composite record producer, or record producer.
      Producer Reference of the composite record producer, or record producer.
      Has feedback panel Option to specify if the wizard has a feedback panel.
      Layout[Stacked/Tabbed] The rendering of wizard steps can be either stacked or tabbed layout mode.
      Title Title of the wizard.
      주:
      The title can also dynamically refer to the composite record producer, or record producer variables using ${variable} syntax.
      Enable Save Auto-save the wizard on each step change.
      Show review step The Review and submit step is displayed to summarize the wizard steps, and field values.
      Show Submit on last step If true, the Submit button is displayed in the last step.
      Review step label Label of the Review and submit step.
      For more information on fields, steps, sections, or questions on Service Catalog wizard, see the following: Catalog Wizard form.

      After you set up the field values, the resulting wizard with the steps, layout, labels, and other elements appear as follows:

      그림 1. Elements of a Service Catalog Wizard
    3. Set up the Catalog Wizard component properties using the UI Builder (UIB) components, for more information see Customize UI Builder pages using components.
      Service Catalog Wizard component configuration in UI Builder
      1. Select Wizard: Select the wizard that you're creating the experience for (you can choose the wizard you created in the previous step).
      2. Wizard mode: Select the mode for this experience.
      3. Field space: Specify the spacing that should appear between fields in the wizard. The possible values are Small, Medium, Large, and Extra Large.
      4. Sys_id of the record: In Normal mode, the sys_id of the record being edited or created by the wizard. In Template mode, the sys_id of the template that is being edited.
      5. Select template: Select the template that must be applied to the wizard. The Select Template option is applicable only in Normal mode.
      6. Make template mandatory: If true, providing a template is mandatory for creating records, and is applicable only in Normal mode.
      7. Home button icon: Select an icon that appears in place of the Home button icon.
      8. Hide home button: If true, the Home button is hidden in the wizard.
      9. Hide step navigator Back button: If true, hides the Back button in the footer of the wizard.
      10. Hide step navigator Forward button: If true, hides the Forward or Continue button in the footer of the wizard.
      11. Step navigator forward button type: Specify the button type for the Forward button in the wizard footer. The possible values are Primary or Secondary.
      For more information, see Next Experience Components in the developer documentation site.