Operational Technology Catalog Item form
Summarize
Summary of Operational Technology Catalog Item form
The Operational Technology (OT) Catalog Item form in ServiceNow Yokohama enables customers to create and configure catalog items specific to OT service requests. By filling out this form, customers define essential item details, categorize and locate the item within catalogs, control user access, and specify fulfillment processes. This tailored setup helps streamline OT service delivery and improves the user experience in the Service Portal.
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Key Features
- Basic Info: Define the item name, a short description for homepage and search visibility, and a detailed description that supports rich content like videos and links. An image can also be added to visually represent the item.
- Location: Assign the item to specific catalogs and categories, which are necessary for search and organization within the Service Portal. Topics can be added to facilitate easier discovery by requesters.
- Questions: Include variable sets such as 'Site' to specify the affected location relevant to the catalog item.
- Settings: Customize portal behavior such as submit button label, visibility of the Add to Cart, Save as Draft, quantity selector, delivery time, and attachment buttons. Options exist to make attachments mandatory and control these settings to align with request methods or upgrade scenarios.
- Access: Control which user groups (via user criteria) can or cannot access the catalog item, ensuring appropriate visibility and security.
- Fulfillment: Define how the item request is fulfilled by selecting a process engine—either Flow Designer or Workflow—and specifying the corresponding flow or workflow to automate fulfillment steps.
Key Outcomes
By accurately completing the OT Catalog Item form, ServiceNow customers can:
- Create well-organized and searchable OT catalog items that appear correctly in the Service Portal.
- Provide detailed and multimedia-rich descriptions to aid users in understanding and selecting the right item.
- Configure user interface elements and submission behaviors to suit different request methods and business requirements.
- Control access to catalog items to ensure only authorized users can view or order them.
- Automate and streamline request fulfillment by linking catalog items to defined flows or workflows.
When creating a new catalog item for the Operational Technology (OT) Service Catalog, fill out the following form fields.
The following tables describe the fields available in each section of the OT Catalog Item form.
| Field | Description |
|---|---|
| Basic Info | |
| Item name | Name to appear in the catalog. |
| Short description | Text that appears on the service catalog homepage, search results, and the title bar of the order form. |
| Item details | |
| Image | Image of the item. |
| Description |
Full description of the item. This description appears in the catalog when a user selects the item or clicks the associated Preview link. You can embed videos, images, links to internal knowledge base (KB) articles, and links to external sources of information and instruction documentation. |
| Field | Description |
|---|---|
| Catalogs | |
| Selected catalogs | Catalogs this item appears in. |
| Categories | |
| Selected categories |
Category for the item. Categories can only be selected after the Catalogs field is populated. Catalog searches find only items assigned to a category in the Service Portal. |
| Topics | |
| Selected topics | Topics for the item. Requesters can use the topics you added to find and access the catalog item once the catalog item is published. |
| Field | Description |
|---|---|
| OT Catalog Item Variable Set | |
| Site | Site that’s affected by the catalog item. |
| Field | Description |
|---|---|
| Portal settings | |
| Submit button label | Label for the submit button after the requester finishes filling out the catalog item form. |
| Hide 'Add to cart' button | If selected, the Add to Cart button is not displayed for the item. If the Show Add to Cart instance option of the widget is set to false, then this setting is ignored.
This setting is selected by default if the Request method is Request or Submit. For upgrade scenarios, if the No cart
field is selected in Platform, run the CatalogPortalSettingsMigration script include to update this setting to the Hide 'Add to Cart' field in the Portal
Settings tab.Note: Applicable for a catalog item and order guide. |
| Hide ‘Save as draft’ button | If selected, the Save as draft button is not displayed for the item. |
| Hide quantity selector | If selected, the Quantity list is not displayed for the catalog item. This is selected by default if the Request method is Request or Submit. For upgrade customers, if the No quantity field is selected in Platform, run the CatalogPortalSettingsMigration migration script to update
this setting to theHide Quantity field in the Portal Settings tab. Note:
Applicable for a catalog item. An order guide inherits this setting from the included catalog item. |
| Hide delivery time |
If selected, the Delivery Time field is not displayed for the catalog item. This is selected by default if the Request method is Submit. Note:
Applicable for a catalog item. An order guide inherits this setting from the included catalog item. |
| Hide attachment button |
If selected, the Add attachments button is not displayed for the catalog item.
Note: Applicable for a catalog item and record producer. An order guide inherits this setting from the included catalog item. |
| Make attachment mandatory |
If selected, adding an attachment is mandatory for the catalog item.
Note: Applicable for a catalog item and record producer. |
| Field | Description |
|---|---|
| Available for | |
| User criteria granted access | Select the user criteria that can access the catalog item. |
| Not available for | |
| User criteria denied access | Select the user criteria that cannot access the catalog item. |
| Field | Description |
|---|---|
| Fulfillment method | |
| Process engine | Sequence for item request fulfillment. |
| Selected flow | Flow that defines how the item request is fulfilled. Note: This field is only visible if you select Flow Designer Flow in the Process engine field. |
| Selected workflow |
Workflow that defines how the item request is fulfilled.
Note: This field is only visible if you select Workflow in the Process engine field. |