 Categories within the Portal allow for organisations to strucutre their Portal Catalogs into logical clusterings, and apply visibility rules and details to drive user experience.  Categories act as the Parent to Catalog Items , creating a taxonomy for self-service that becomes visible to end users when navigating the appropriate portal.

Catalog Categories

 Catalog Items are the individual forms created to provide a structured means of information gathering within the Portal .  Within Servicely, Catalog Items can create any type of Record, making them a powerful means to drive consistent information gathering and workflow for funcitonal purposes.

Catalog Items

 Portal Questions are used within Catalog Items to gather the necessary information required to have all of the information necessary to fufil the catalog item's workflow - this could be mandatory data, Approvers, or other information used by automation or service agents to resolve the request.  The following Datatypes and configurations are available for Questions Acknowledgement fields allow for agreement or attestation to a specific condition.

Questions

 A reference filter is a reusable configuration that filters the available records shown on a Service catalog reference or multi reference type Question (for more information on Service catalog and Questions, please refer to Catalog item).  As an example, if you need to restrict the available options on a service catalog question referencing the location table to only locations in a certain country, you will need to configure a reference filter for the Location table that has that restriction and then have the relevant catalog question(s) have it populated.

Reference Filter

HR Permissions & Roles

Catalog

Out of the Box - Available without modifications from a fresh install of Servicely

OOTB

CMDB

Servicely Docs

Servicely product documentation including out-of-box configuration

What is IT Service Management?

Ticket management

ITSM Request management

Incident management

Problem management

Change Management

ITSM Processes

ITSM Read Only User Permissions

ITSM Roles

IT Service Management

Business Applications Overview

What is Enterprise Interactions?

Interaction fields and their behaviour

Additional security and restrictions

Interaction specific roles

Enterprise Interactions

HR Case Fields and their behaviour

HR Case Management - Workflow

Other fields hidden from form and un-used

HR Case automation and functionality

Human Resources

Business Applications

SOFI - Service Agent Assistant

AI Prompt - Single shot LLM Classification/Prompting

Intelligent Routing

Intelligent Automation

Kanban

Announcements

Knowledge base fields and their behaviour

Knowledge fields and their behaviour

Approval within Knowledge

Knowledge Table Schema

Knowledge specific roles

Knowledge Management

Reports

Dashboards

Scheduled reports

Template Reports

Reports and Dashboards

Survey

Templates

Servicely Capability

Application Properties

What is an Application?

Miscellaneous Application Properties

Application Administration

Change Sets

Data Import & Transformation

Conversation Application (Beta)

Email processing and management

Messaging & Notifications

IP Filtering

Reverse Proxy

Networking

Authentication & Authorization

Permissions & Security

Reference Qualifiers

Aggregation API

DateTime API

Job API

Journal API

Dialog API

Logger API

Money API (BigDecimal)

Provisioning Scripts

Script Libraries

Table API (Client)

Table API (Server)

Trigger

UI Event

User Object (Client and Server)

Running Server Scripts

Workflow API

Other API / Javascript Scripts

TableChecks

Scripting

System fields and their behaviour

System Event Definition

Timezone Management

User Impersonation

Two Factor Authentication (2FA)

Single Sign-on - SAML 2.0

User and Group Provisioning

User access and provisioning

Servicely Administration

Aspects & Views

Branding

Checklist Templates

Choices & Choice Lists

Classifications

Custom Related Lists

Form Layouts

Full Text Search

List Layouts

Localisation

Platform Password reset

Query Functions

Record Generation

Reclassification Field Map

Reminder Generation

System Table Cleanup

Schedule

Service Level Management (SLM)

Workflow

Servicely Configuration

Microsoft Teams Group Chat Setup

Microsoft Teams Notification Setup

Microsoft Teams

Adding a new CMDB Class/Table

CMDB Permissions & Roles

Configuration Management Database - CMDB

Inbound Authentication for Integrations

GET Request - Retrieving records

DELETE request - Deleting records

PATCH Request - Updating existing records

POST Request - Creating new records

PUT Request - Replacing content of existing records

JSON REST API

Microsoft Intune CMDB Integration

Node-RED Authentication

Node-RED

Managed - OAuth2

Managed - HMAC Body (Servicely compatible)

Managed - Bearer token

Managed - Basic Authentication

Outbound Authentication for Integrations

Outbound HTTP Requests (Scripted)

System Controllers

Webhooks

Foundation Data & Integrations

Creating a new Catalog Item

Upgrade FAQs & Best Practice

Guides

Version 1.10.0

Version 1.7.0

Version 1.8.0

Version 1.9.0

Release Notes

Catalog

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