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 type||Template details|
|SaaS||Software-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.|
|Desktop||Desktop application that requires installation. You can specify an operating system platform when creating the service.|
|IT Request||A 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:
|Template||Categories that can be selected|
|Facilities services||Office equipment, Maintenance|
|Computer systems||Computer hardware, Computer peripherals and accessories, Networking|
|Application software||Computer software, Mobile applications, (plus all subcategories of these categories)|
|HR services||Human resources (plus all subcategories)|
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
- Go to Services > Templates.
- Click New Template.
- Enter a unique template name.
You will be able to change this name later.
- Click Catalog Profile.
The Template Editor displays the components for the information that will be entered when you create services based on this template.
- Save the default template catalog profile, or continue customizing the template.
To add additional template components
- While editing the catalog profile of a service template, scroll down in the Template Editor until you reach Add Component.
- Click Add Component.
Select one of the following component types for entering information into the service catalog definition:
Component Description Dropdown list Selection of predefined options to show when creating a service catalog profile. Text Field Single line text input. Text Area Multiple line text input. Rich Text Area WYSIWYG content editor. File Resources Files list and web links.
- Enter the label to display above this component.
- (Optional) To guide administrators as they create services based on this template, add tool tip text.
- (Optional) Drag the fields into the preferred order.
- (Optional) Specify whether or not a field is required. Required fields are indicated by a *.
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
Provide values for the following required components, when you create a service using this template.
|Service Logo||Saves an image file that appears on the service tile.|
|Service Excerpt||Short description that appears on the service tile of the catalog.|
|Upload Media||Image and video management area that is presented as a rich media carousel in service catalog profile previews.|
|Service Description||Rich 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 enable||The 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
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.