Configure a catalog item or record producer to create a universal request

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

    • Create a universal request along with a requested item or task-based record to provide unified ticketing experience.

    Before you begin

    Role required: admin

    About this task

    Only when the Universal Request plugin (com.snc.universal_request) is activated, the Universal Request Config section is added to a catalog item or record producer form.
    A universal request is not created for the following scenarios:
    • Cart with multiple catalog items is checked out
    • Order guide is submitted

    For information on creating a catalog item, see Create or edit a catalog item.

    For information on creating a record producer, see Create a record producer.

    Procedure

    1. Navigate to All > Service Catalog > Catalog Definitions > Maintain Items.
    2. Select the required catalog item or record producer.
    3. In the Catalog Item or Record Producer form, configure these fields in the Universal Request Config section.
      Table 1. Universal Request Config section fields
      Field Description
      UR certified/enabled item Option to specify that a universal request should also be created along with a requested item or task-based record.

      In the universal request, a reference is created to the associated requested item or task-based record, which becomes the primary task of the universal request.
      Requires Additional Review Option to automatically select the Needs resolution review check box on the corresponding universal request. For information about the universal request fields, see Universal Request form.

      The Requires Additional Review field appears only when the UR certified/enabled item check box is selected.
    4. Click Update.