 The Bundles capability provides a way for someone to fill in and submit more than one catalog item forms, as part of a collection, in one go.  Example processes/use cases New starter/User onboarding As part of an onboarding of a new starter, they may need a laptop, a mobile phone and access to various applications relevant to their role in the organization.

Bundles

 Catalog questions can be re-used by one or more catalog items/bundles through the use of Question sets.  This speeds up catalog development when you have one or more questions that multiple catalog items need to use for the same or similar outcome.

Question sets

 Categories within the 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 , 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 .  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 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

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Version 1.10.0

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