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Adding catalog profile details to a service


An BMC Digital Workplace Catalog administrator must add catalog profile details to a service to make the service available for publishing.


Before you begin

Before adding details to a service, ensure that you have the necessary service category. For more information about creating categories, see Adding-and-updating-service-categories.

To add catalog profile details to a service

  1. In BMC Digital Workplace Catalog, go to Services > Services, and search for a service that you want to update.
  2. Select Actions > Open.
    The Service Options pane is displayed.
  3. Click Edit next to the Catalog Profile.
  4. Complete the required details described in the following table:

    Field

    Required?

    Guideline for use

    Service Logo

    Required (for all templates, except built-in IT Request)

    Upload a square image (512 x 512 pixels is recommended). Several image file formats are supported (refer to the application tool tip). The image will be converted to a PNG file for use in the catalog preview.

    Service Excerpt

    Enter up to 105 characters to be displayed on the service tile. Longer excerpts will be shortened to include the last complete word before the 105th character mark.

    Service Description

    There is always one description field in every service template.

    Rich text supported

    NoteMany service type template fields support a rich text editor that enables basic character formatting, bullet and numbered lists, and links to web URLs. While the text fields may support pasting text copied from a web page, the results might not be desirable.
     

    Upload Media

    Optional (fields vary depending on the specific template used)

    Attach media to be displayed in the preview carousel.

    Upload up to five images (892 x 280 pixels or scaled proportionately) in any of the file formats specified in the application tool tip. The image will be converted to .png format for storage and viewing in the catalog profile preview.

    Include up to two YouTube video URLs in the format: https://youtube.com/watch?v={video_id}

    Short links that begin with youtu.be are not supported.

    Categories

    Assign Categories and Subcategories up to three levels deep. The categories shown may be a short list of visible categories selected in the template.

    Tags

    Enter free-form Tags that will help the user find the service using the search filters.

    Best practice: Use a consistent tagging scheme for your organization.

    File resources and links

    Attach any files or add URLs that can help the user work with the service.

    Fulfillment

    Select Internal Workflow (default) or External Method. The external method directs the user to a specific website URL where users will complete the fulfillment outside of the system. The external method is designed for use with third-party systems like airline and hotel reservations, event registration, and legacy information systems.

    Services fulfilled via External Method do not appear in BMC Digital Workplace Catalog reports. However, the click-through to the external URL is tracked.

  5. Click Save.

Note

BMC Digital Workplace Catalog enables you to add service profile details in multiple languages. You can publish service profile details and the translations for the end users in different locales. For more information, see Localizing-catalog-items.


The following illustration shows a completed form with service catalog profile details.

info.png

Where to go from here

Workflows-for-service-fulfillment

 

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