--- title: Catalog Items slug: catalog-items icon: {"faIcon":"fa-solid fa-sitemap"} createdAt: 2025-06-10T04:10:55.094Z --- 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. ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/uJnRvMiF317qvPgSsGfoc_cleanshot-2025-06-30-at-084925-2x.png) 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. :::hint{type="info"} 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. |