Set default values for a cloud catalog form fields

You can set default values for all users or you can populate fields with default values based on conditions. This example shows you how to set a default schedule profile and business service.

Before you begin

Role required: sn_cmp.cloud_service_designer

Before you can follow this example, you should be familiar with creating blueprints and blueprint rules. See these resources:

• Cloud Provisioning Blueprints
• Build a Cloud Provisioning blueprint
• Configure a blueprint rule

About this task

The goal of this example is to display a default value for both the schedule profile and the business service field. Each field derives its values differently:

• The schedule profile derives its values from a pool filter that returns a text value. Therefore, you must set the default value by applying the correct, matching text for one of the schedule profile options that appear to the user in a list.
• The business service derives its values from a reference to the Service [cmdb_ci_service] table. Therefore, you must set the value by specifying the Sys ID of the record that you want to display.

The example in this topic sets the values in different ways:

• The schedule profile default value is set directly on the Schedule Profile property and applies to all users without any conditions. You might want to do this to limit the use of virtual resources to specific schedule, such as during business hours only, for all users.
• The business service default value is set using an action on a blueprint rule. You might want to use a rule to set a default value when you want the value to be the default only when certain conditions are met. For example, if the user belongs to a user group that deals with only one business service, set the value for the user so they do not have to sort through a long list of all the business services in your organization.

Procedure

1. Create a blueprint with a virtual server.

   For this example, a blueprint with a virtual server on an AWS datacenter is used.

   

2. On the blueprint form, click the Catalog tab, and then click the tile that represents the Provision operation.

   

3. Click the General Info variable set in the Variable Sets related list.
4. Click the ScheduleProfile variable.

   Notice that the Pool field on the Type Specifications tab specifies the pool from which the values for the schedule profile are derived: ScheduleProfilePool.

   The ScheduleProfilePool pool specifies the All filter, which returns the values in the Name field from the Schedule Profile [sn_cmp_schedule_profile] table. These values are static text values, which means that you can specify the exact text value for the name of the schedule profile that you want to make the default.

5. On the Default Value tab of the ScheduleProfile property form, enter the text that matches the value in the Name field from the Schedule Profile [sn_cmp_schedule_profile] table.

   In this example, that value is 8-5 weekdays.

   

6. Click Update.
7. Click the BusinessService variable.

   Notice that the Reference field on the Type Specifications tab specifies the Service [cmdb_ci_service] table, from which the values for the business service are derived.

   

   By default, to refer to a specific record in a table, you must know the Sys ID of the record.

8. To obtain the Sys ID of a business service:
   1. In the main interface for the instance (not the Cloud Admin Portal interface), enter cmdb_ci_service.list in the application filter.
   2. Find the business service that you want to make the default.
   3. Right-click the record, and then select Copy sys_id.

      This example uses Workday Enterprise Services.

      

9. On the BusinessService variable form, create a rule, action, and condition with these values:
   1. In the Rule related list, click New.
   2. Provide a name and a description.
   3. Right-click the form header and select Save.
   4. In the Action related list for the rule, click New.
   5. Provide a name, and then configure these fields as specified:

      Field	Value
      Action Type	SetValue This option tells the system to change the field to the value you specify. Selecting this option is the same as entering a default value on the property form.
      Target Field	BusinessService
      Value	The Sys ID of the business service that you copied.

      In this example, the business service is set to Workday Enterprise Services by default, which is represented in the system with the Sys ID that you already copied.

      

   6. Click Submit.

Result

What to do next

You can create a condition or multiple conditions that must be met before the system sets the default value for the business service. For example, you might want to change the default value of business service to Workday Enterprise Services only when the group that the user belongs to is the Workday Admins group.