Operational Technology Catalog Item form
Summarize
Summary of Operational Technology Catalog Item form
The Operational Technology Catalog Item form allows ServiceNow customers to create new catalog items specifically for the Operational Technology (OT) Service Catalog. This form captures essential details about the item, ensuring it is correctly categorized and accessible to users within your organization.
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Key Features
- Basic Info: Include the item name, a short and full description, and an image. Rich descriptions can incorporate multimedia and links for enhanced information.
- Location: Define where the item appears by selecting catalogs, categories, and topics to facilitate user searches.
- Questions: Specify affected sites relevant to the catalog item.
- Settings: Customize user interaction with options such as submit button labels, visibility of buttons (e.g., 'Add to cart', 'Save as draft'), and attachment requirements.
- Access: Control item access through user criteria settings, allowing specific users to access or be restricted from the catalog item.
- Fulfillment: Determine the fulfillment method and define the process flow or workflow for item requests.
Key Outcomes
By effectively utilizing the OT Catalog Item form, ServiceNow customers can ensure that catalog items are well-defined, easily discoverable, and tailored to the needs of specific users. This leads to improved service delivery and user satisfaction, as well as streamlined request fulfillment processes.
When creating a new catalog item for the Operational Technology (OT) Service Catalog, fill out the following form fields.
The following tables describe the fields available in each section of the OT Catalog Item form.
| Field | Description |
|---|---|
| Basic Info | |
| Item name | Name to appear in the catalog. |
| Short description | Text that appears on the service catalog homepage, search results, and the title bar of the order form. |
| Item details | |
| Image | Image of the item. |
| Description |
Full description of the item. This description appears in the catalog when a user selects the item or clicks the associated Preview link. You can embed videos, images, links to internal knowledge base (KB) articles, and links to external sources of information and instruction documentation. |
| Field | Description |
|---|---|
| Catalogs | |
| Selected catalogs | Catalogs this item appears in. |
| Categories | |
| Selected categories |
Category for the item. Categories can only be selected after the Catalogs field is populated. Catalog searches find only items assigned to a category in the Service Portal. |
| Topics | |
| Selected topics | Topics for the item. Requesters can use the topics you added to find and access the catalog item once the catalog item is published. |
| Field | Description |
|---|---|
| OT Catalog Item Variable Set | |
| Site | Site that’s affected by the catalog item. |
| Field | Description |
|---|---|
| Portal settings | |
| Submit button label | Label for the submit button after the requester finishes filling out the catalog item form. |
| Hide 'Add to cart' button | If selected, the Add to Cart button is not displayed for the item. If the Show Add to Cart instance option of the widget is set to false, then this setting is ignored.
This setting is selected by default if the Request method is Request or Submit. For upgrade scenarios, if the No cart
field is selected in Platform, run the CatalogPortalSettingsMigration script include to update this setting to the Hide 'Add to Cart' field in the Portal
Settings tab.Note: Applicable for a catalog item and order guide. |
| Hide ‘Save as draft’ button | If selected, the Save as draft button is not displayed for the item. |
| Hide quantity selector | If selected, the Quantity list is not displayed for the catalog item. This is selected by default if the Request method is Request or Submit. For upgrade customers, if the No quantity field is selected in Platform, run the CatalogPortalSettingsMigration migration script to update
this setting to theHide Quantity field in the Portal Settings tab. Note:
Applicable for a catalog item. An order guide inherits this setting from the included catalog item. |
| Hide delivery time |
If selected, the Delivery Time field is not displayed for the catalog item. This is selected by default if the Request method is Submit. Note:
Applicable for a catalog item. An order guide inherits this setting from the included catalog item. |
| Hide attachment button |
If selected, the Add attachments button is not displayed for the catalog item.
Note: Applicable for a catalog item and record producer. An order guide inherits this setting from the included catalog item. |
| Make attachment mandatory |
If selected, adding an attachment is mandatory for the catalog item.
Note: Applicable for a catalog item and record producer. |
| Field | Description |
|---|---|
| Available for | |
| User criteria granted access | Select the user criteria that can access the catalog item. |
| Not available for | |
| User criteria denied access | Select the user criteria that cannot access the catalog item. |
| Field | Description |
|---|---|
| Fulfillment method | |
| Process engine | Sequence for item request fulfillment. |
| Selected flow | Flow that defines how the item request is fulfilled. Note: This field is only visible if you select Flow Designer Flow in the Process engine field. |
| Selected workflow |
Workflow that defines how the item request is fulfilled.
Note: This field is only visible if you select Workflow in the Process engine field. |