Service Manager

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 Service Manager as a Service Owner.

2.Open the Request Offering workspace.

3.Click New > Form Offering from the toolbar. The Define form offering page opens.

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	Describes how the form is used.
Anonymous Submit	Allows anonymous users to submit a request.

5.Click Next. The Select form layout page opens.

6.Click Change Image to edit the default image. See Default Icons for Request Offerings.

•The image size cannot be larger than 50 KB.

•We recommend square images.

•The image dimensions can be as large as you like, but is scaled down to 48 by 48 pixels.

7.Enter information into the fields.

Field	Description
Business Object	Business object in Service Manager.
Object Layout	The available object layouts that are related to the chosen business object. Additional fields appear on the page. See Using Layouts.
Apply Template	Template that automatically populates certain fields.

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

9. Click Next. The Publish Action page opens.

10.Select an option from the Status drop-down list.

Field	Description
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.

11.Click Add.

Field	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.
Location	Only publishes to specific locations. You can designate multiple locations.
Submit	To submit the request offering from the Service Catalog by the designated organizational unit.
Edit	To modify the request offering (not the resulting service request).
Cancel	To cancel the request offering.
Delete	To delete the request offering (not the resulting service request).
Copy	To duplicate the request offering (not the resulting service request).

12. Click Save, Save & Exit, or Cancel.

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