[Music] please subscribe to my channel and click on the bell icon to get the regular updates of my channel and do not forget to like comment and share hello everyone welcome to sas with servicenow servicenow came up with a great feature of catalog builder which is basically developed specifically for business owners to create request forms with the visual guided experience in this tutorial i will show you what is catalog builder and how can you build catalog items in catalog builder easily what is catalog builder catalog builder is a design portal which is used to create or edit catalog items using a visual and guided experience along with some restrictions it enables you to delegate the creation and maintenance of the catalog in servicenow platform who can use catalog builder in servicenow catalog builder is developed specifically for business owners who actually provide the requirements to catalog admins or admins to create the catalog items however business owners can create and maintain their catalog items with smooth user experience in catalog builder this is the main screen of catalog builder which you can see in service now if you have qback version then you will see catalog builder module under service catalog application which will open the same home screen of builder let me show you this application and the same home screen of catalog builder in my personal developer instance this is my personal developer instance now you can type service catalog in application navigator and under service catalog application you will find this catalog builder module and if i will click on this module it will basically open the home page of catalog builder in new tab so here is the catalog builder where you can see different components now at the top you can see we have this logo and we have this name as catalog builder and if i show you over here like you have three different sections now in first section we have dashboard in which you can see this welcome message and some buttons to create catalog item and catalog item template in the right hand side you can see all catalog items which you have access to so it says recently updated items and if you want to see all catalog items then you can just click on this view all button now it will go to the second section which we have this one catalog items now this shows you all the catalog items in your instance but however this will show you the items which you have access to the items which you don't have access you will not be able to see those records in this particular list and i will also show you by impersonating different rules as well and the third section we have is catalog item templates where you can create new templates and you can also see the existing templates as of now this is out of the box instance so i don't have any template created and if i go to previous section as well even from this screen you can create new catalog items as well with this new button and even even you can apply filters as well to filter out some of the data in this particular screen for catalog items features of catalog builder you can create and edit catalog items in the builder and you can also create catalog item templates in catalog builder when you create templates then you can specify values or restrictions for the catalog items which will be created using the same templates if i give you example like you can specify what catalog and what categories user can select or can specify in the catalog items created wire templates you can also select what type of variables should be selected or may be pre-selected in the catalog item which will be created via templates and you can also uh do some like maybe portal settings maybe like pre portal settings which you can specify in the template as well for catalog items catalog item creation process with this new feature in servicenow you are enabling business users to manage catalog items and when you enable some capabilities in servicenow there should be some governance as well to make sure functionalities are used properly in order to have that governance there is a process defined in servicenow to create catalog items via catalog builder this process starts with creation of a template by catalog admins or servicenow admins to be used by business users then business user gathers the requirement to create the catalog item and then they create catalog items from same templates created by catalog admins and then business user can preview the catalog item so that they can check that how exactly user will see that particular item which you are creating and then catalog item is submitted to be published which will be available to the users so that they can use the same form and request it catalog item states the publishing of catalog item via catalog builder goes via different states draft which is the initial state when new catalog item is created or existing catalog item is being edited next state is publishing which comes when catalog is submitted for publishing and not yet published and the last state is published when catalog item is actually published and available for the users catalog builder setup before you enable the feature of catalog builder in production you can do some initial setup as per your requirement which is basically configuration of some properties in the platform related to catalog builder let me show you that the same configurations in my personal developer instance in order to configure those properties you can go to system properties table so i will go to system properties dot list and if i will do that i can see all the properties system properties available in my instance now first i will look for a property related to i can just maybe sc dot builder i will search with this name sc.builder now you can see overall we have three properties which is related to service catalog builder now so these are two properties main properties for catalog builder so if i click on this one you can see it says it's a string property and we have this sc dot builder dot preview underscore portal underscore id now this property is used to preview a catalog item in a specific portal so if so in in catalog builder you have a feature then in which you can preview a catalog item and you can see how exactly that form looks like that how user will see that particular catalog item so in that case you can select that in what kind of portal you want to see that you want to preview that so in that case you can mention the id of that particular portal page and if i talk about next one so i will just close this one and i will open this one now this property you can see it says sc dot builder dot template underscore access now this property is used to allow users who has access to the catalog item they can edit all items created in that particular template so if i give you example let's say i i create few templates so maybe let's say i will just create one template now if this will be false so even if i am creating the template i will not be able to edit any item created in that template by business users but if this will be true then i can also edit those catalog items created in that particular template create catalog item template now i will show you that how you can create a catalog item template in my personal developer instance but before that you just need to know that who can access to create the templates in servicenow so catalog item templates can be created by users with admin or catalog underscore admin role so let's create in my personal developer instance in order to create a new template you can click on create a catalog item template so i will click on this now this will show you this pop-up where you can select standard or racket producer so you can create templates for standard catalog items and you can also create it for racket producers as well now for this demo i will select standard and i will click on continue now this will open the page where you can provide the input so here is the template where you can provide the inputs to create the template now if i if you can see we have different sections like different type of questions or you can say details which we have to provide for this template so starting with template details so here i can mention let's say i will mention demo for demo for it team it's just an example and here i can select the short description for that template so maybe i can maybe mention the mentioned the same demo for it team and you can see this is mandatory but this is not mandatory now if i go a little bit bottom here it says template available for now here from here you can provide the access that who can see or who can use this template so you will you will have multiple business users into different business units now you cannot you cannot allow all the business users all the business owners to use any template because templates have to be specific to different types of categories maybe for it teams maybe security teams maybe in nit exchange team or any another type of business it depends the kind of different business units you have that that's how you want to segregate so in this case you can just click on browse and here basically we already have a feature in servicenow that's called user criteria so it is reference referencing the same table so you can select the criteria so here when you will select the criteria then that particular user can basically access and use the template in order to create a catalog item so maybe i can select any user that is also you can select or maybe i will not select any any particular criteria for now so that it will be available for everyone so i will just cancel this for now and i'm not selecting any kind of criteria then i will go next and next is details now here basically because this template is for catalog item so what you can do if you really want to specify the what all details uh you want to pre-populate for the user so that he can use it so in that case you can provide the item name as well so let's say i will provide as an item name maybe it it service request and i can mention here short description and that will be all it requests that is the basically short description and if i go little bit bottom now this is something i'm filling for catalog item now here i have item details so now here you want to you want to attach any file like image here you can attach that and you want to describe it uh like just a description for the you end users that is also you can provide here so i'm not providing any kind of discussion for description for now then i will click on location now this is also very important section where you can specify catalogs that for that particular template what all catalog should be selected so maybe i will click on browse and here you will see the list of catalogs so that that particular template can be that particular catalog item can be added to that catalog only so maybe let's let's say you are doing it for it team for it request so i will just select maybe technical catalog and or maybe we will select service catalog not technical catalog and i will just click on save and then i will and you can definitely select multiple catalogs as well and then here i will select the categories so i will click on browse and this will show me multiple categories available in my instance so let's say i will select i want to have maybe services i think that is something i can select maybe i will select software i can select maybe desktop i can also select laptop because these are all it services so that's that's how these are the categories we have created in an instance these are all out of the box and i think that's it for now so maybe i will click on save selection so you can see all those categories are selected and they are showing over here then i will go to next now here we have questions now here is the important section i would say because question is really important and it is basically the variables if i talk about in in native language as a catalog admin or maybe as an admin you always create variables in catalog items but in this case for business users because they don't know what exactly the variables are they're not aware of the variables for them it is just like questions which has to be visible to the users so in that case it will be mentioned as a questions for them now you can select the question sets so i will click here so let's say i want i want to make sure that whenever they select this this template a specific question should be available on that temp on that particular catalog item via this template so here you can see i have the standard employee questions now it is again out of the box these are all out of the box so i will select this this this one for now if i will select it now this particular question will always be available on that particular catalog item created via this template so i will click on save selection now you can see we have this standard employee questions and we have these two questions but if you still want to add further questions for this template you can still do that so as of now we have added these question sets but if you still want to add more questions you can just click on this button and here you can specify the question and you can also mention the type of so you can see we have these some of like common uh comments like it2it so that is that is what you can mention basically you can still select the available one which are available in those question sets so i will just cancel this for now because i don't want to add any question further now these are these are basically variable sets which you really want to specify over here and and for for those catalog items normally you add uh variable sets when you create catalog items you definitely add them so this will make sure that user is is when you a business user will create the catalog item these questions will automatically be added because these questions are important as well like when do you need this or who's this request for so that's it for now and then i will click on settings now here you can select that in its it's kind of a portal setting which you want to enforce again as part of this template that what kind of button so if user will create a catalog items what type of button user will see so if i click on this you can see it will be your order button it will request or submit so i can maybe click on submit and then you can like perform all these settings configurations as well like uh hide add to card vista wishlist all these settings you can also select it's totally up to you or you want to hide attachment as well or make attachment mandatory that is also you can select it from here and then it's kind of just enforcing as as for the template you want you want to create for the user then we will click on access now here it says available for not available for now the item which user will be creating via this template you can enforce the security as well whether that particular catalog item will be available for what kind of user and it is again using the user criteria uh table which you already have so it will use the same feature so as you know if you if you create a catalog item you can specify available for and not available for but this is for we are basically enforcing it but because i am creating the template now this is this will be created by catalog items not business users so so that so that you can enforce that security for that particular business owner that anyhow let's say if they are creating it for it users so they have to they have to basically make those catalog items visible to it users only they can't show it's in that case you can enforce it from here and then we have fulfillment now fulfillment is again another another important element and component of a request form in that case you can select here that which engine you want to use you want them to use to trigger the workflow whether by a flow designer flow or you want to trigger the workflow and you can select the flow designer flow and you can also select the what flow you want to select over here so let's say we have this service catalog item request so i can just select it for now and then we have overrides now here basically whatever items whatever elements you are enforcing with this template you can you can also mention that what what kind of questions the user the business user can edit even you have created it via template so here you can mention it so let's say if i click on browse here and you will see it will show you some some kind of questions so here whatever options whatever configurations you you selected what you want them to edit so that they can also edit so let's say i can select a short description because we mentioned the short description and we can also select the label but i will show you as well that what all things they cannot edit and you will see a security kind of a lock over there so i will click on save selections and then it says questions must be answered before submission so i can select that as well so you have selected uh basically two two records uh and here you can also mention if you really want them to answer so you are aligned allowing them to edit it but at the same time you want you want to make some some features too as a mandatory some questions as mandatory while while creating those catalog items so let's say i will make this short description but not this one so i will click on i think i will maybe i will not make this one i will make this one as mandatory so i will click on save and here i have this restricted selection so if if you are like multi-select questions where uh like but we have not selected any multi multi multi select questions yet then you have this review and submit so now whatever information you have given till here till here from here till here you can review them and then that's it you can just submit it so i can just take a look and now here you you'll see the submit button at the bottom so that this template will be created and the template name is demo for it team so i will just click on this once i will click on this submit button this template will be created you can see here your template has been submitted and i can create another template at the same time i can also return to my dashboard on the same screen so i will click on return to my dashboard this will take me to the home page of this catalog builder and if i click on this particular section now you can see that i have this racket here which was not available because we didn't have single record for for catalog item templates but i can still create a new one and i can see this list so whatever templates will be created in your instance you can see that in this particular section that is catalog item templates so this is how you create templates via catalog builder in service now create catalog item now here comes the most important part of this session creation of catalog item via catalog builder which is specifically for business users not for normal catalog admins or admins because you can still create it from the native ui but this particular ui is specifically for business users before i show you how to create catalog item in my personal developer instance via catalog builder i just want to make you aware that catalog item can be created by the users with admin catalog underscore admin or catalog underscore builder underscore editor role so users who will have admin role they can definitely create catalog items via catalog builder users who have catalog underscore admin role as well now if i talk about the third role now this is the one which will be assigned to the business users business owners so if you want them to create catalog item via catalog builder then you can just assign this role to them not catalog admin not admin just this role which is basically the role specific to catalog builder so once you will assign this catalog builder editor role they will have access to this catalog builder and then they can create the catalog items in catalog builder i will show you this demo by impersonating a user who has that catalog builder editor role so what we will do first before i create this catalog item let me go to the users table and i will create a new user and i will add that role so i will let's say i will create a new user quickly and i will give it a name maybe uh test i'll give demo dot catalog dot builder and i can give the name as catalog builder and i can just save this and i will provide that role so i will click on edit and i will provide the role that is builder and we have this one catalog builder editor and i can just click on save so now this user has this catalog builder editor role that means he can create catalog item so what i will do i will just impersonate this user and we will search with catalog yep we have this catalog builder so now i have impersonated with catalog builder user and i will just look for so yes we can see here so i have access to service catalog and i can see this catalog builder module as well so if i click on this you will see now so now you can see the difference now here is not it is not showing the admin user now it is showing this catalog builder user and you can see it is not giving me the option to create template because template the catalog item template can only be created by admins and catalog admins that's the reason i'm not seeing that option however and in and you can see here i'm not able to see that third section as well however i can still see this right hand side screen where we have these recently updated items and i can also click on this view all which which will show me all the catalog items which are created in the system i think we can still see all all of them but you can't edit edit them so what i will do now i will just create a new catalog item so i will click on this create a new catalog item once you will click on that it will show you the kind of a guided process that how what exactly uh what are the different steps you have to follow when you will create a catalog item this is for business users let's let's let's let's understand let's assume that i am a business user and that business user overall this catalog builder is that business user who is creating the catalog item so he will see this screen just to understand that what will be the process that what kind of details he has to provide in order to create the catalog item so what i will do quickly i will just click on continue when i will do that so here it will ask me to select the template now if you remember this demo for id we didn't put any kind of restriction so that means this template is available for everyone and that's the reason i'm able to see this template as as well so in order to create the catalog item i have to select that particular template any template as of now we just have one template available and which is visible to me as well so i will click on this demo for it team now if i will click on this you will see that it will show you this all those options here and all the details so what why exactly it is showing you those details because you might have you might see multiple catalog items now for a business user you definitely need to know that why we have all these templates why catalog person catalog admin person or administrator has created these different templates so i can click on this that particular template and i can just see the details of of that particular template that what all details it has so that i can select that template accordingly as per the requirement i have and then you will see this button at the bottom we have this use this template so i will click on that that means now you have selected that template now it will show you different information from that template now so it will try to pull all those information which was provided by the editor while creating that template so you can see here we have this item name it service request we have this all i t request that's a short description now one thing i i really want you to basically if you remember i mentioned that because we made this short description editable that means override it and there was an option to override because we made this short description question editable so as a business user i can still edit it and if i go little bottom you can see i cannot edit these details you have this basically locker so i have this logged and i cannot edit this so if i go bottom i have this location now these are also not editable because that's what the configuration i have mentioned in the template so i haven't i have no options i have to follow this then i have questions now here you can see we have these like employee questions which was which is basically pulled from the same template and you also have insert new question but you can see as of now it is graded out so i cannot edit anything it is grayed out so what i can do i can just click here and i can just try to edit this because it was it was kind of mandatory so let's say i have this all it request and i will just edit edit it all i t requests for desktop i'm just giving an example all i t request for desktop so i have edited this and if i will go to questions i think it is still not allowing me to do that but i have edited this i think this one i cannot edit uh maybe this one is mandatory i think let me check if i can do that because this is mandatory so i will make the changes i will go to question yes the reason behind it because we had some mandatory questions as well and i selected i think i selected that submit button label that's the reason so i have just changed it maybe i have made it request for now and then i have i'm going to question so you can see now i add i can add new questions as well here is basically let me close this first and let me show you again if i click on this it will show you that questions set so if if i want to insert question set if i want to see this deactivated question single column container to that is also i can select it from here and if i will select here i can also basically see those options basically these options are called as component so you can select the components so if we have a new question i want to select a question set i want to select like deactivated questions and and you can also provide the structure whether you want to have the single container container two column container or you want to have a line break we will try to use all of them so that you understand that how you create or add different questions so let's say i will start with this new question so i will click on this new question and if i will do that you will see this screen where you will mention the question it says create question and here it's it says type now if i select the types it is asking me what type of question you want to create so the first one is text that's fine here i have a subtype whether it's a single line text it's a multi-line rich task text so i will select the single line and then it says what would you like to ask or inform users so it's just kind of a hint that so that you want to provide that question label uh that question you want to ask so as of now you have selected the type but here you can provide the exact question you want to ask from the user so maybe let's say i will put reason just just an example and here i can select additional details if you want to have any uh text validation so i like what let's say you you are asking for an email so maybe if i select here email and if i select here because i want to make sure that he's only entering email so that's a really great feature that even business user can select that validation so i can select email and then we have annotations so if you want to show some instructions to the user that is your what you can select here as well so maybe i can just mention show instruction uh instruction and then i can mention uh test demo just an example and here we have question preview that how user will see that particular question when he will see the whole form so you can see here and now i can click on insert question so this is the really great feature that business user business owner can see live that whatever changes he is making he can see it live as well so what he is doing he can see it live that what kind of what kind of uh what kind of look what exactly then how exactly user will see that particular particular question so in that case i will just click on insert question now this will insert my question to the catalog item as a next field as a next question over here and then i can add multiple other questions as well so like we have this new question but let's say i will select this time question set if i will select this one now this will ask me that i have to select the question set which is basically created by catalog admins or admins so we already have these these are basically variable sets so i can also select it from here if i want so let's say i select it to yt and i will just mention that and now i have that question as well and if i click on this insert again we have these deactivated questions now if i click on this the inactive questions i think i don't have any right now but that's fine i can just cancel this click here again and now i will mention the structure single column container or two column so i can select that as well now here i will mention maybe okay it is giving me option show business uh maybe i will i will not do that so i will just maybe i think i can just mention test i can click on submit now it will show me the container so here i have this test container and i can add items here as well now if i think i can also drag and drop yes i can do it so you can see i can also do drag and drop so that's a really great feature uh because i i'm able to drag these questions and i'm able to drop them so it is it is kind of a designer uh so i think then i can maybe add further questions and then we have this line break as well so if you want to put any line break you can definitely do that uh maybe let's say if i add this line break and yeah so this will automatically show you the line break so i'm i'm done with my question that's it that's how you basically provide different questions in in this particular view it's a designer and you can add many questions as per the request form you ask for the catalog item a business user wants business user wants to create so now what i will do i will because i'm done with the questions now i know that i don't need to add further questions now the next step is you want to preview it because you want to see that how users will see this particular form so in that case we have this option called preview so if i will click this preview button now it will ask you as well now before it will show you that particular form okay it is already loaded you can see but you can still select here whether you want to see that particular form in portal view or you want to see it in the mobile view as well so this is how it will show you in mobile i think it's still trying to load maybe but that's fine i think we just want to see it in the portal and if i will select the portal it will show you that this is how user will see this particular form and you can see we also have this button request and this is who is this request for and it is also already populating the same user and it says when do you need this i can select it and then who is the primary contact then you can provide the email and here if you remember we mentioned the validation as well so what i can do if i let's say i type test and if i click here now this will give me an alert just it's just a message below that feel that hey it's not a valid email but that's how basically it's really great feature i can say because even business user can put the validation while creating the catalog catalog items which was i would say not available for business users because only catalog admins can do that and even if i talk about the validations like sometimes you definitely need client scripts if i talk about technical point of view you as a developer you need to write client scripts as well but servicenow definitely has these new features around regex validations as well and in this case it is validating for email as well similarly business users can also utilize this functionality use this functionality via catalog builder and this is how you can create any business user can create catalog item in servicenow via catalog builder without thinking that they don't have any prior knowledge it's pretty much easy straightforward and and also has a guided experience that so that it shows you different steps what all steps you need to follow and you can create different catalog items for your business who basically have to use these forms if you want to show this feature to your stakeholders just get the new version the qbec version of servicenow and show this great feature of catalog builder to your stakeholders and make them happy thank you have a great day