---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a needs template and set the catalog relationship

# Create a needs template and set the catalog relationship {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 AllProduct Catalog ManagementNeedsNeeds template.
2. Select New.  
   On the form, fill in the fields.{#create-publish-needs-template__table_vtf_v4k_c1c__entry__2}

   | 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. {#create-publish-needs-template__ul_fbn_qrw_1tb} |
   [Table 1. Needs Template]

   {#create-publish-needs-template__table_vtf_v4k_c1c}
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.
   {#create-publish-needs-template__substeps_r3p_3dl_c1c}
5. In the Needs Template record, select Publish to make it available in the product selection guide.

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