Step 1
| Create New
Service Item Group and Service Item, in
. For detailed
procedure or creating group and service item, see
Creating a Service Item Group
and
Creating Service Items.
- After the
new service item is created and as it appears in the Service Item panel on the
left under the Group, click
Add
on the bottom of the page to add the attributes to
the Laptops Service Item, as shown below. Each attribute, or row, is a service
item instance. The Display Name for each instance will become a column header
for the grid.
- Click
Save after adding all attributes
|
Step 2
| Create New
Dictionary Group and Grid Dictionary in the
Dictionaries component of the Service Designer module. For
detailed procedure, see
Creating a Dictionary Group
and
Creating a Dictionary.
- While
creating new dictionary, in the Service Item field of the Add New Internal
Dictionary section, enter Laptops to search for the Laptops service item you
created, then click Laptops from the popup window that appears, as shown below.
- In the
resultant Dictionary window, enter
Laptops for the Dictionary Name and Default Caption fields.
The Default Caption will display as the title for the grid. Choose the
dictionary group you just created from the Group Name drop-down menu. In the
Use and “Show in Grid” columns, check only the five instances of the Laptops
service item you created. By checking Use and “Show in Grid”, the instances
will appear as columns in the grid. The Name field is already checked by
default and cannot be changed.
- Click
Save
Dictionary.
|
Step 3
| Create New Form
Group and Form.
- Click the
Active
Forms Components
component of the Service Designer module, and choose
. The new form group appears in the Active Form
Components tree to the left.
- Choose
> and enter the required details for the
new form and save form.
|
Step 4
| Add Grid
Dictionary to Form and Edit Display Properties.
- Click
Add
Dictionaries and in the Search field, enter
Laptops to search for the Laptops dictionary you created.
For the resultant Laptop dictionary, check the Name and “Display as Grid”
columns. Checking “Display as Grid” makes the fields of the Laptops dictionary
that were checked to “Show in Grid” display as columns in the grid.
- Click
Add to
add the Laptops dictionary to the form. The Form Content tab of the Laptop
Selection form appears with the Laptops dictionary checked for “Display as
Grid”. Note that it is dimmed here and cannot be changed. The only way to
change it would be to remove it, and then add it again without checking
“Display as Grid”.
- Click the
Display
Properties tab for the Laptop Selection form.
- Check
Enable
automatic retrieval of service item instance data, as shown below. This
option is disabled by default. This option enables the ability to automatically
retrieve and pre fill data about an existing service item instance. For this
example, leave the Grid Options to their default selections and values. In
particular, you want the user to have Edit access control to be able to add
grid rows.
- Below the
Laptops dictionary in the left pane, click the
Name
field to see its HTML Representation window. In the Input Type field, choose
“select
(single)” from the drop-down menu. An Input Type of “Select Single” renders
the Name field as a drop-down menu from which the user can choose only a single
value. Also, change the Columns value to
32 to
make the Name column width smaller.
|
Step 5
| Create New Data
Retrieval Rule. Click the
Active Form
Rules
tab for the Laptop Selection form.
-
Choose
- In the
wizard, do the following:
-
- Set the Rule Type set to
Distributing Rule and leave the Query Type set to
Database Table Lookup.
- Check
Form Load as the triggering event, as shown below.
- Choose
Service Items from the Datasource drop-down menu, and
Laptops from the Table Name drop-down menu.
- To create a Lookup Condition
where data instances of “HP” in the Brand_Name field are excluded from
selection, choose
Brand_Name from the Table Column Name drop-down menu and
“is not equal to” in the Operator drop-down menu, and
enter HP in the
Literal Value field (enabling its radio button), as shown below. Click
OK.
- Map the Name column of the
Laptops service item to the Name field of the Laptops dictionary, choose them
from the three drop-down menus and then click
OK.
Note
| The “*”
next to Laptops indicates that Laptops is a grid dictionary.
|
|
Step 6
| Create New Service Group. Use the
Custom component of the Integrations module.
- Click
New Custom Integration. Enter a Name and Description for
the service group and click Add.
The new group appears in the Services tree to the left in the
Services component of Service Designer module.
|
Step 7
| Create New
Service. Use the
Services
component of the Service Designer module.
- Choose
. In the Name field of the resultant New
Service window, enter
Laptop
Upgrade for this example. Enter
“Upgrade
one or more laptops.” for the description. Choose the service group you
just created,
Dave
Service Group, from the Service Group drop-down menu.
- Click
Add This
Service. The General Tab of the Laptop Upgrade service appears.
|
Step 8
| Add Form to
Service and View Service in My Services.
- Click the
Form
tab of the Laptop Upgrade service that appeared after adding service in step 6
d.
- Click
Add
Forms in the bottom left of the window. The Add Form popup window appears.
- In the
Search field, enter
Laptop
Selection to search for the Laptop Selection form you previously created.
- Check the
Laptop Selection form and then click
Add.
- The Laptop
Selection form is added to the Laptop Upgrade service.
- Choose the
My
Services module of Service Catalog.
- Enter
Laptop
Upgrade in the “Search for Services containing:” field and then click
Search. The Laptop Upgrade service appears.
- Click
Order
to see the grid you created.
The grid
appears with the header of “Laptops” taken from the Default Name of the
dictionary. The column header names are taken from the HTML Representation
Label field of the dictionary fields.
The Name
field appears as a drop-down menu from which you can only choose a single value
because you chose “select (single)” as the Input Type for the Name field. Click
in the first row of the Name column and choose a name from the drop-down
menu—the rest of the fields are automatically filled in. This happens because
you checked “Enable automatic retrieval of service item instance data” for the
form dictionary and mapped the Name column of the Laptops service item to the
Name field of the Laptops dictionary.
|