After you have finished planning out your vendor request process, you can download the ServiceCatalog.Request.Template.zip
file, extract the files, and load the template. Then, you can begin creating your vendor request process.
Table: Process for creating a request process
Step |
Action |
Description |
---|---|---|
Step 1 |
Download and install the template. |
Download and install the Step 1: To download and install the Service Catalog Request template |
Step 2 |
Change the name of the process. |
Change the name of the template to match the name of your process: VendorRequest and load the template. |
Step 3 |
Configure the template deploy option. |
Change the process prefix to VR - for Vendor Request. |
Step 4 |
Configure the request form. |
Start configuring the New Request Form. |
Step 5 |
Create a single request ORM data type. |
Instead of building each required field individually, you can create an ORM data type to house all of the fields. The ORM data type lets the process pass a single request variable that includes all the fields of the request. |
Step 6 |
Configure the request form. |
Finish configuring the New Request Form. |
Step 7 |
Configure the request confirmation form. |
Configure the Request Confirmation page so the user can see all of the details that they entered in the New Request Form before they submit it. |
Table: Creating a Workflow using the Service Catalog Request template
Video |
Length |
---|---|
Create a Workflow using the Service Catalog Request Template - Part 2 at http://www.symantec.com/connect/videos/create-workflow-using-service-catalog-request-template-part-2 |
26:29 |
Step 1: To download and install the Service Catalog Request template
Download the ServiceCatalog.Request.Template.zip
file that is attached to the following video:
Create a Workflow using the Service Catalog Request Template - Part 1 at
http://www.symantec.com/connect/videos/create-workflow-using-service-catalog-request-template
Extract the file and save the ServiceCatalog.Request.Template.package
file in the following location on the Workflow Designer computer:
Program Files > Symantec > Workflow > Designer > Templates
Step 2: To rename and load the template
In Workflow Manager, click File > New Project.
In the New Project dialog box, on the Template Projects tab, in the Name text box, type the name of your process.
For example, type VendorRequest.
Click OK.
Step 3: To configure the template deploy option
In Workflow Designer, in the Project pane, click the top level of the project tree: (VendorRequest).
On the Reporting tab, in the Process Prefix text box, change the prefix to VR- for Vendor Request
Step 4: To start configuring the New Request Form
In the Project pane, in the project tree, click Model: RequestForm.
In the project workspace, double-click the Create New Request Form component.
In the Web Form Editor dialog box, to configure the template header theme, double-click the Service Catalog Request field.
In the Template Editor dialog box, double-click the Service Catalog Request field.
In the Edit Component dialog box, on the Appearance tab, in the Text box, replace Service Catalog Request with Vendor Request. Then click OK.
In the Template Editor dialog box, click OK.
The new template theme title now appears on all of the process pages.
In the Web Form Editor dialog box, delete the Request Title field.
This field is not needed for this process.
Double-click the Who is this request for? field.
In the Edit Component dialog box, on the Appearance tab, in the Text box, replace Who is this request for? with Primary Internal Contact:. Then click OK.
In the Web Form Editor dialog box, double-click the Request Information field.
In the Edit Component dialog box, on the Appearance tab, in the Text box, replace Request Information: with Additional Details:. Then click OK.
In the Web Form Editor dialog box, to return to the project workspace, click OK.
Step 5: To create a single request ORM Data Type
In Workflow Designer, in the Toolbox pane, click New Integration Library.
In the New Library dialog box, in the Name box, for the name of the library, type VendorRequestLib, and then click OK.
In the Create Generator dialog box, in the Name box, for the name of the generator, type VendorRequest.
In the Generator types section, under Authoring, select User Defined Type with DB Mapping, and then click OK.
This step creates a table in the Process Manager database to house all of the data that this process collects. This table lets you see the data in the Process View pages, as well as stores it for long-term reporting.
In the VendorRequest create generator wizard, on the Type Designer page, click Add > Add Class.
In the Add Type dialog box, in the Name box, for the name of the class, type VendorRequest, and then click Add.
In the wizard, select the VendorRequest class that you created, and then click Add Property.
In the Add Property dialog box, perform the following actions:
Add the fields for the data that the process is to collect and assign each field its corresponding type as follows:
Note: |
The documents field is to be added later. |
In the wizard, click Next until you reach the Components page.
On the Components page, check VendorRequest, and then click Finish.
In the Generators Management dialog box, click OK.
In the Integration Library dialog box, double-click Compile and close.
Close the VendorRequestLib - Help Editor, and in the VendorRequestLib dialog box, to save the file click Yes.
In the Configure Relational Types dialog box, to save the data to the Process Manager database, check Generated.VendorRequestLib.VendorRequest. Then, click OK.
In the Project pane, in the project tree, click Model: RequestForm.
In the project workspace, double-click the Initialize Data component.
In the Initialize Data Variable dialog box, on the Configuration tab, to create a container variable, click Add.
In the Edit Object dialog box, next to the Data Type box, click the … symbol.
In the Select Data Type dialog box, expand VendorRequestLib, click VendorRequest, and then click OK.
In the Edit Object dialog box, in Variable Name box, for the name of the variable, type Request, and then click OK.
In the Initialize Data Editor dialog box, click OK.
Step 6: To finish configuring the New Request Form
In the Project pane, in the project tree, click Model: RequestForm.
In the project workspace, double-click the Create New Request Form component.
In the Web Form Editor dialog box, in the left pane under Variables, expand Request.
Check the following data fields, drag them to the center pane, and then complete the steps in the Build Wizard as follows:
In the form, organize the vendor request fields.
Add labels for the ContractStartDate and ContractEndDate variables.
For example, in the form, copy an existing label and change the text as follows:
Right-click the CompanyAddress field and click Copy.
Right-click a blank area of the form, and click Paste.
Double-click the CompanyAddress field.
In the Edit Component dialog box, on the Appearance tab, in the Text box, replace CompanyAddress with ContractStartDate: or with ContractEndDate.
Click OK.
Position the label next to the appropriate variable.
Edit the labels of the variables to include spaces and colons as follows:
The users see the labels when they fill out the form.
Edit the text style of the labels of the variables as follows:
Add additional labels (headings) as follows:
You can use labels to create headings for the different components. In this case, you can add Vendor Details and Contract Details headings.
In the Toolbox pane, on the Components tab, in the search field, type label.
Drag the Label component and position it on the form.
Repeat this action for each label that you want to create.
Double-click the label.
In the Edit Component dialog box, on the Appearance tab, in the Text box, replace - label - with Vendor Details: or with Contract Details:.
In the Theme Style drop-down list, select a style.
For example, click .Subtitle big.
Click OK.
Add the document component as follows:
Create a label for the document component as follows:
In the Toolbox pane, on the Components tab, in the search field, type label.
Drag the Label component and position it on the form.
Double-click the label.
In the Edit Component dialog box, on the Appearance tab, in the Text box, replace - label - with Contract Document:.
In the Theme Style drop-down list, select a style.
To duplicate the text style of the Primary Internal Contact label, click .Field Label Required.
Click OK.
In the Web Form Editor dialog box, click OK.
Step 7: To Configure the Request Confirmation Form
In the Project pane, in the project tree, click Model: RequestForm.
In the project workspace, double-click the Request Confirmation Form component.
In the Web Form Editor dialog box, right-click the Request Title field and click Delete.
Right-click the [!RequestTitle!] field and click Delete.
In the left pane, under Variables, expand Request.
Check the following data fields, drag them to the center pane, and then complete the steps in the Build Wizard as follows:
In the form, organize the vendor request fields.
Edit the labels of the variables to include spaces and colons as follows:
The users see the labels when they fill out the form.
Edit the text style of the labels of the variables as follows:
In the Web Form Editor dialog box, click OK.
See About the Service Catalog Request Template
See Part 3: Setting up the process and creating the approval and the implementation tasks
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