Specifics Form (Portal View) and Service Request

The ITAM Specifics Form is associated with the Purchasing subcategories.

The Select Product and Quantity One-Step™ Action provides catalog items from the Product Catalog based on the subcategory selected.

Use the Form Editor (accessed from within a Blueprint in CSM Administrator to access the One-Step Action.

From the Current view drop-down list, select Portal Default.
Under Show object types, select the Supporting option.
In the Business Object tree, select Specifics - ITAL.
Under Appearance, select the Edit form link.
From the Form drop-down list, select Specifics ITAL.
Right-click the Add a Product link to open the Choose Action window.
Select the Ellipses to open the Action Manager.

A Service Request (which is opened for the Purchase Request) can be initiated from the CSM Portal or directly by a user in CSM.

The Specific Form - ITAM is used both in the CSM Portal and the CSM Desktop Client to allow viewing and selection of products from the Product Catalog for the request.

Use the Service drop-down list to choose a Service category.
Use the Category and Subcategory drop-down lists to choose options (based on the Service category chosen).
Select Add a Product to initiate a search of the Product Catalog to add products to the request.
Select Create Purchase Request to create a new Purchase Request record to order any of the Items for Purchase.