Catalog
Bundles
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.
Question sets
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.
Catalog Categories
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 Items
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.
Questions
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. A validation can be configured to restrict a question's value to be within a certain rule.
Reference Filter
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.