This documentation supports the 3.5 version of BMC Digital Workplace. To view the latest version, select the version from the Product version menu.

Adding service templates

BMC Digital Workplace Catalog enables service catalog administrators to create and apply service type templates to standardize the appearance of how different services appear in BMC Digital Workplace. The number and type of fields available in the catalog profile depend on the service template used for the service.

The following illustration shows Service Templates screen.


Service template use cases

Service catalog administrators can create new service type templates to:

  • Standardize the appearance of related service catalog profiles.
  • Restrict the number of available categories to assign to services built from a template.
  • Provide descriptive context to other administrators who create catalog profiles.

The following service type templates are included as examples of the information you can store in a catalog profile. You can edit these templates and create additional templates to customize the catalog profiles for your services.

Service typeTemplate details
SaaSSoftware-as-a-service or cloud-hosted application. Includes the most common fields for creating a rich catalog profile that includes an image and video carousel header above the service information, and a resources section.
DesktopDesktop application that requires installation. You can specify an operating system platform when creating the service.
IT RequestA simplified template with minimal information and without an image and video carousel.

You are not limited to these three service type templates. Here are some typical applications for creating different templates:

Provide downloadable forms for all HR services

Many HR services require a user to download and complete one or more forms to return to the HR agent. The service catalog administrator can create a template for HR services that includes a file resources component. When the administrator creates a new service using this template, the catalog profile shows an empty file resources section. The administrator can then add an entry to upload each file the user must download. The administrator can also provide website links for the user to visit.

Restrict categories on similar templates

When you create and modify service type templates, all the categories in the system are shown. However, only the categories that you enable in a template will be available when you create services based on this template. Services do not automatically inherit the categories you enable on a template. To attach categories to services, you must attach them to the service catalog profiles directly.

For instance, see how the category restrictions could apply by using the following templates:

TemplateCategories that can be selected
Facilities servicesOffice equipment, Maintenance
Computer systemsComputer hardware, Computer peripherals and accessories, Networking
Application software
Computer software, Mobile applications, (plus all subcategories of these categories)
HR servicesHuman resources (plus all subcategories)

Tip

If you plan to use categories, create several templates with the same underlying structure, and limit the category selection for each template. You can then ensure that all services based on a specific template will be grouped within only a select number of categories.

For more information, see Examples of limiting categories.

Creating custom service type templates

When you create or edit a service type template, you are not altering a service directly. You are changing the underlying structure of the catalog profile only.

To create a custom template

  1. Go to Services > Templates.
  2. Click New Template.
  3. Enter a unique template name.
    You will be able to change this name later.
  4. Click Catalog Profile.
    The Template Editor displays the components for the information that will be entered when you create services based on this template.
  5. Save the default template catalog profile, or continue customizing the template.

To add additional template components

  1. While editing the catalog profile of a service template, scroll down in the Template Editor until you reach Add Component.
  2. Click Add Component.
  3. Select one of the following component types for entering information into the service catalog definition:

    ComponentDescription
    Dropdown listSelection of predefined options to show when creating a service catalog profile.
    Text FieldSingle line text input.
    Text AreaMultiple line text input.
    Rich Text AreaWYSIWYG content editor.
    File ResourcesFiles list and web links.
  4. Enter the label to display above this component.
  5. (Optional) To guide administrators as they create services based on this template, add tool tip text.
  6. (Optional) Drag the fields into the preferred order.
  7. (Optional) Specify whether or not a field is required. Required fields are indicated by a *.

Tip

When you update a service type template that has already been applied to service catalog profiles, the services are updated in the background to include the changes.

Understanding the template editor

Use the Template Editor to build the catalog profile structure for all services based on this template. The components in the template become form fields where you enter information about the service.

You can also restrict how services are categorized by enabling only a select list of categories in a template.

Default components of new templates

Tip

Provide values for the following required components, when you create a service using this template.

ComponentDescription
Service LogoSaves an image file that appears on the service tile.
Service ExcerptShort description that appears on the service tile of the catalog.
Upload MediaImage and video management area that is presented as a rich media carousel in service catalog profile previews.
Service DescriptionRich text area where you provide more information to help users to make informed decisions when they request your services.

Rich text input fields

Many 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 may not be desirable.

Examples of limiting categories

You can create new templates even if you intend for all service catalog profiles to look virtually the same. You can create different templates that use the same components, but limit the category selection on each template.

In the following example template, all categories have been enabled. When you create services based on this template, you can choose from a larger number of categories.

In this contrasting example template, only a few categories have been enabled. When you create services based on this template, you can choose from a shorter list of categories.

Subcategories are not available automatically

If you intend for an administrator to be able to attach subcategories to the catalog profile, then you need to expand the subcategory list when you create a template. By expanding the top-level category, you enable the subcategories unless you clear the check boxes.

If you enableThe administrator can attach the following categories to services

Top level categories only

Expand one top level category

 

Enable some top level categories and some subcategories

Note

If a user cannot see the categories, the user might be assigned to conflicting permissions groups in BMC Digital Workplace Catalog. For information about user permission groups, see Creating BMC Digital Workplace Catalog user accounts.


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