This documentation supports the 22.1 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License-types-and-features.

Adding catalog profile details to a service

A BMC Helix Digital Workplace Catalog administrator must add catalog profile details to a service to make the service available for publishing. Catalog profile details include information about the service that is visible to the end user.

Before you begin

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

Required license

DWP Advanced icon.png BMC Helix Digital Workplace Advanced

Related topics

Enhanced-service-catalog-process-overview

Adding-and-updating-services

Localizing-catalog-items

To add catalog profile details to a service

  1. In BMC Helix 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. 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.

    Best practice
    We recommend that the image be 512 x 512 pixels.

    Service Excerpt

    Specify 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, including spaces.

    Service Description

    There is always one description field in every service template.

    Rich text supported

    ImportantMany 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 (1146 x 338 pixels or scaled proportionately) in any of the file formats specified in the application tool tip. The image is 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 Link. 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 an External URL do not appear in BMC Helix Digital Workplace Catalog reports. However, the click-through to the external URL is tracked.

  5. Click Save.

Important

BMC Helix 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.


Where to go from here

Workflows-for-service-fulfillment