Add a New Folder

Services can be contained in a folder structure. Folders can also be organized into a hierarchy of folders.

To add a new folder

  1. Select the Service Builder, Services menu option.
  2. Click Add to add a folder at the root level. To add a folder below another folder, click the plus sign icon on the folder row below which you would like to add a child folder.

    The Service (Folder) Details dialog opens. This dialog handles both services and folders.

    Complete the following information:

    Type

    Select Folder.

    Note: To create a service, see Adding a New Service.

    Name

    Enter the name of the folder you are defining. This field is required and must be unique within a business unit.

    Date Created

    The date the folder was created. This is a display-only field. The date and time shown are based on the time zone on the Service View server.

    Date Available

    The date the folder is available to be subscribed to or requested. This field defaults to the current date. The date and time shown are based on the time zone on the Service View server.

    Date Unavailable

    The date the folder is no longer available to be subscribed to or requested. The date and time shown are based on the time zone on the Service View server.

    Version

    The folder's version number, including minor number, if applicable. Note that the major version number values from 0 to 999 are reserved. The value entered must be of the form "x.y" where x is 1000 or greater and the optional ".y" value can be any number.

    Code

    A user-specified text value to represent the product code, subscription code, SKU # or any other applicable code.

    Display Subfolders

    Specifies whether the first level subfolders under this catalog folder are displayed in the Browse section of the Requests page. Select one of the following options:

    Use System Setting - Use the system or "global" setting to show or hide subfolders specified in the Browse Catalog: Show Subfolders parameter in the Request Management Configuration section of the Service Builder Configuration page. If the value of the Browse Catalog: Show Subfolders parameter changes, all catalog folders that use the system setting are automatically updated accordingly.

    Note: The Browse Catalog: Show Subfolders parameter and other Request Management Configuration settings are described in the Implementation Guide.

    Show Subfolders - Specifies that this catalog folder always displays its subfolders in the Browse section of the Requests page, regardless of the value of the system setting described in the previous option.

    Hide Subfolders - Specifies that this catalog folder never displays its subfolders in the Browse section of the Requests page, regardless of the value of the system setting. Hiding the subfolders of a catalog folder is often helpful when the number of subfolders is so high that users would need to scroll through the Browse Catalog several times to view them all or to see the remaining catalog folders and their subfolders.

    Default: Use System Setting.

    Sort Children By

    Arranges the child folders or services to display by Name, Selection Type, Code, Date Created or Custom - use Sort Number (meaning use the Sort Number field in the child service or folder). The value of None provides no specific sort order.

    Sort Order

    Arrange the child services or folders to display in ascending or descending order.

    Sort Number

    Specifies a value for this folder to indicate how it must be sorted when its parent folder uses a Sort Children By setting of Custom - use Sort Number.

    Description

    Provides the folder description displayed in the catalog for users.

    URL Information

    Links to a website, if applicable.

    Image

    Assigns an image to a folder.

    Click Browse to select the image from the %USM_HOME%\filestore\images\offerings folder.

    Note: The maximum recommended size for a folder image is 48 x 48 pixels.

  3. Click Save to add the folder to the catalog.