Servicely Capability
Catalog
Catalog Items
2 min
catalog items are the individual forms created to provide a structured means of information gathering within the portal docid\ q195kmiam 00ehin1 drc 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 are designed to be highly configurable and easy to maintain, allowing them to grow alongside your functional processes catalog items live within catalog categories docid\ yfanvbo dgmdsqhojcqbq , and contain one or many questions docid 7ttmhrryc5jospwhbxd4q to gather the necessary information to populate the configured record for a detailed guide on creating catalog items, see creating a new catalog item docid\ y3i0t1l17sg7bhf5nva92 catalog configuration field label field type purpose name string the end user visible name of the catalog item used for search matching category reference (category) where within the portal taxonomy the catalog item should be visible see catalog categories docid\ yfanvbo dgmdsqhojcqbq for more details key string unique string used for advanced scripting active boolean toggle the availability of the catalog item inactive catalog items are not accessible via the portal order number the numerical order the catalog item should appear in when rendered in the category view advanced boolean toggle to enable advanced scripting fields for catalog items, including post processing scripts, generation scripts, and entitlement scripts highlight boolean some highlighted items may be presented on the parent category in the portal summary text summary text of the item this will be used as part of the item display in the portal image attachment image for item this will be used as part of the item display in the portal icon attachment icon to display in the portal categories expected question percentage percentage used to help provide better progress indicator 100% means that it is anticipated that all configured questions will be asked, and 80% would mean that in the average case, approximately 80% of questions will be asked (as some are conditional) note this is only an approximation to help with better progress indication description text detailed description for display in the item two columns boolean whether to display the questions in two columns roles reference (roles) only users with these roles will have this item available if no roles specified, item is available for all groups reference (groups) only users who are members of these groups will have this item available if no groups specified, item is available for all clear answers if hidden boolean clear answers to questions if the question is hidden direct to link boolean when selected, open link for this item instead of using catalog questions table reference (table) the table of the record that will be generated by the item name field reference (table field) the field on the generated record where, by default, the name of this item will be copied for instance, "short description" on request records note this may be overridden with a more specific description in the questions configuration workflow reference (workflow) for specific workflow and approval processes, a specific workflow can be configured button text string depending on the nature of the item, the completion button may be submit, order, complete, request, etc set fields data picker allows for static population of record fields upon creation, for example, always sending catalog item requests directly to a specific team, or categorisation post processing script script script that can used to modify questions and answers before they are sent to the ui, such as readonly or mandatory variables are questions, answers, firstquestions, questionid generation script script complex record generation may be scripted the current object of the configured table is available in the script use the 'questions' variable to access answers to questions entitlement script script complex entitlement rules may be scripted the script should result in a boolean true/false, or set the the answer variable questions related list (questions) the questions available to end users on this specific catalog item