Create a needs template and set the catalog relationship

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Define a needs template for a decision tree and associate the template with the product catalog to which it belongs.

    Before you begin

    Role required: sn_prd_pm.product-catalog_manager, sn_prd_pm.product-catalog_admin

    Procedure

    1. Navigate to All > Product Catalog Management > Needs > Needs template.
    2. Select New.
      On the form, fill in the fields.
      Table 1. Needs Template
      Field Description
      Number Unique system-assigned number that identifies the needs template.
      Name Name of the needs template, for example Home Tech Product Selection Guide.
      Decision tree Name of the decision tree that has the questionnaire to determine customer product needs.
      Description Brief description of the needs template.
      Start date Date and time that the needs template becomes effective and is listed in the product selection catalog.
      End date Date and time that the needs template is no longer effective and not listed in the product selection catalog.
      State Stage of the needs template:
      • Draft: Initial state of the needs template. The template hasn’t been published yet.
      • Published: Template has been published. After a template is published, you can update or delete it.
    3. Select Submit.
      The needs template is displayed in the Needs Template list.
    4. In the Needs Templates list, select the needs template record to set the catalog relationship.
      The Needs Template Relationships section opens.
      1. Select New, which opens the Needs Template Relationship form.
      2. In the Catalog field, select the published Product Offering Catalog to which this needs template belongs.
      3. Select Submit.
        The selected catalog name is listed under the Catalog field in the Needs Template Relationships section.
    5. In the Needs Template record, select Publish to make it available in the product selection guide.