Operational Technology Catalog Item form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
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    Summary of Operational Technology Catalog Item form

    The Operational Technology (OT) Catalog Item form in ServiceNow enables you to create and configure catalog items specifically for the OT Service Catalog. This form guides you through specifying essential details, categorization, access controls, user interface settings, and fulfillment processes to tailor catalog items effectively for OT requests.

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    Key Features

    • Details Section: Define the item name, short description, images, and rich content descriptions, including multimedia and links to knowledge base articles, to make items informative and user-friendly.
    • Location Section: Assign the catalog item to specific catalogs, categories, and topics. These classifications improve discoverability in the Service Portal and ensure items appear in relevant contexts.
    • Questions Section: Include variable sets such as the “Site” affected by the catalog item, enabling targeted requests based on location.
    • Settings Section: Customize user interactions with the catalog item form by adjusting labels, and visibility of buttons like “Add to Cart,” “Save as draft,” quantity selectors, delivery time, and attachment options. Some settings default based on the request method and can be updated via migration scripts for upgrade scenarios.
    • Access Section: Control who can request the item through user criteria that either grant or deny access, ensuring proper governance and security.
    • Fulfillment Section: Define how requests are processed by selecting the process engine (Flow Designer or Workflow) and specifying the corresponding fulfillment flow or workflow to automate and manage request fulfillment.

    Key Outcomes

    • ServiceNow customers can create well-structured OT catalog items that are easy to find and understand by end users.
    • Customized portal settings improve user experience and streamline the ordering process by tailoring form interactions to specific business needs.
    • Access controls ensure only authorized users can request certain OT items, supporting compliance and operational security.
    • Integrated fulfillment options enable automated and efficient processing of OT item requests, reducing manual efforts and accelerating service delivery.

    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.

    Table 1. Details
    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.
    Table 2. Location
    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.
    Table 3. Questions
    Field Description
    OT Catalog Item Variable Set
    Site Site that’s affected by the catalog item.
    Table 4. Settings
    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.
    Table 5. Access
    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.
    Table 6. Fulfillment
    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.