---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a needs template and set the catalog relationship

# Create a needs template and set the catalog relationship {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Define a needs template for a decision tree and associate the template with the product catalog to which it belongs.

## Before you begin

Role required: sn_prd_pm.product_catalog_manager, sn_prd_pm.product_catalog_admin

## Procedure

1. In the CRM Workspace, select the List view.
2. Navigate to NeedsNeeds Template and select New.  
   On the form, fill in the fields.{#create-publish-needs-template__table_vtf_v4k_c1c__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique system-assigned number that identifies the needs template. |
   | Name | Name of the needs template, for example Home Tech Product Selection Guide. |
   | Decision tree | Name of the decision tree that has the questionnaire to determine customer product needs. |
   | Description | Brief description of the needs template. |
   | Start date | Date and time that the needs template becomes effective and is listed in the product selection catalog. |
   | End date | Date and time that the needs template is no longer effective and not listed in the product selection catalog. |
   | State | Stage of the needs template: * Draft: Initial state of the needs template. The template hasn't been published yet. * Published: Template has been published. After a template is published, you can update or delete it. {#create-publish-needs-template__ul_fbn_qrw_1tb} |
   [Table 1. Create New Needs Template]

   {#create-publish-needs-template__table_vtf_v4k_c1c}
3. Select Save.  
   The Needs Template Relationship tab opens. The needs template is also listed in the Needs Template list.
4. In the Needs Template Relationship tab, set the catalog relationship.
   1. Select New, which opens the Create New Needs Template Relationship form.
   2. In the Catalog field, select the published Product Offering Catalog to which this needs template belongs.
   3. Select Save.  
      The selected catalog name is listed under the Catalog field in the Needs Template Relationships section.
   {#create-publish-needs-template__substeps_r3p_3dl_c1c}
5. Select Publish to make the specified catalog available in the product selection guide.
**Related concepts**   

* [Using product catalogs](https://www.servicenow.com/docs/vpoMlw~0PugJdRxBuRLFfQ "The product catalog provides a visual display of the available product offerings that can be added to a Sales Customer Relationship Management transaction, such as an opportunity, quote, or order. Use the catalog interface to add simple products and complex products that can be further customized.")
* [Product Catalog Management](https://www.servicenow.com/docs/8K~Vac4h7JQ7tgD76_21Iw "Product Catalog Management enables your organization to manage your product offerings by grouping them into catalogs and categories, which streamlines the ordering process and helps manage leads, opportunities, quotes, and orders in Sales Customer Relationship Management.")

*[\>]: and then