Service Manager powered by HEAT

Working with Form Offerings

•Creating a Form Offering

•Modifying a Request Offering Form

Creating a Form Offering

Service owners have the ability to create new or modify templates from any business object configured for My Items, and not depend on the administrator to provide new templates.

The request offering template enables service owners to create incident, change, request, and approval templates for requesters in the Self-Service Portal. Like other request offerings, these templates can be made available to all organizational units that exist on the tenant or only to specific organizational units. By default, the new offering templates are published to the entire organization.

Any business object that is part of the MyItem configuration (by default, incident, service request, and approval) can be made available through a form offering. You can add relationships to other business objects (for example, change) to MyItem, then use the corresponding templates. See Using Relationships.

1.Log in to the application as a service owner.

2.Open the Request Offering workspace.

3.Click New > Form Offering from the toolbar. The Define Form Offering page appears.

4.Enter information into the fields.

Field	Description
Service	The service for which the form applies. Select from the drop-down list. This list is populated from the Services workspace.
Name	A unique name for the service.
Description	Optional. Describes how the form is used.
Anonymous Submit	Allows anonymous users to submit a request.
Categories	Click Add a Category to select a category for this form. Repeat to add more categories.

5.Click Next. The Select Form Layout page appears.

6.Enter information into the fields.

Field	Description
Change Image	A default image for the service appears. To change the image, click Change Image and navigate to an image, then click Open. The image size cannot be larger than 50 KB. We recommend square images. The image size can be as large as you like, but it is scaled down to 48 by 48 pixels. See Default Icons for Request Offerings, Form Offerings, and External Offerings.
Business Object	A business object. Select from the drop-down list.
Object layout	The object layout. Select from the drop-down list. The available layouts are related to the chosen business object. Additional fields appear on the page. See Using Layouts.
Apply template	Optional. A template that automatically populates certain fields. Select from the drop-down list.

7.Enter information into the remaining fields. These fields vary according to the chosen business object and object layout.

8. Click Next. The Publish Action page appears.

9.Enter a status:

•In Design: Saves the form offering without publishing it to users. You can modify this form offering later.

•Published: Saves the form offering and makes it available under request offerings, but not under the Service Catalog. When setting this status, by default the organizational unit of the owner is added with all permissions checked. This form offering is available in the Service Catalog for this organizational unit unless modified.

10.Click the add icon to add an organizational unit. A new unit is added with the default name of Any.

11.Optional Click Any to select the action to perform when saving this form offering:

Action	Description
Org Unit	Selects an organizational unit from the list. You can only publish request offerings to organizational units to which you have access. For example, if you do not have access to the entire organization, your published offering will only be available to users in the organizational unit that you have selected and below. You can only publish to an organizational unit to which you belong, and its parent and child units.
Location	Only publishes to specific locations. You can designate multiple locations.
Permissions
Submit	Allows this request to be submitted from the Service Catalog by the designated organizational unit.
Edit	Enables users within the organizational unit to modify the request offering (not the resulting service request). The request offering owner/creator has edit permissions by default.
Delete	Enables users within the organizational unit to delete the request offering (not the resulting service request).
Copy	Enables users within the organizational unit to duplicate the request offering (not the resulting service request).

12.Optional. Click Delete to remove the organizational unit from the list.

13.To finish, do one of the following:

•Click Save to save the file and publish.

•Click Save and Exit to save the file without publishing. You can make changes to the request offering or delay its publication.

•Click Cancel to dismiss the page and delete all your selections.

Modifying a Request Offering Form

There are several things you can do to get your request offering form looking its best.

•Aligning Rows in Columns

•About the Row Aligner

Aligning Rows in Columns

This feature aligns the tops of the fields across the columns by rows. Do not use this option with the row aligner.

While in a Design Request Form page, click Layout Configuration, then check Align Rows in Columns.

The Fields in Each Row are Aligned Top

With the Option Not Checked, Rows are Not Aligned

About the Row Aligner

This feature aligns the tops of the fields by section. Only the first row of fields placed on the form after the row aligner are aligned top.

While in a Design Request Form page, drag Row Aligner from the Form Designer Tools pane onto the page where you want the fields to align.

The results of this formatting do not appear correctly in preview mode. You must:

1. Save and publish the request offering.

2.Open the Request Offering in the Service Catalog workspace.

The Row Aligner is Applied Before Checkbox 1

The Form Using the Row Aligner