Using Service Builder › Service Option Elements › Service Option Element Options Window--Options Tab

Service Option Element Options Window--Options Tab

These fields appear on the Options tab of the Service Option Element Definition window.

Code

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

Category

Specifies the major category of the service option element from a list of categories.

The Category value is significant in determining which rule actions are executed to determine approval and fulfillment business processes for a request using a service including this service option element.

In addition, this value is used to determine the asset type for assigning an asset. If Track as an Asset is selected and CA APM is installed, the CA APM Assign Asset window can be used to associate a request item with a software or other type of asset.

Note: This field can be set only for the first service option element in any given row.

Category Class

Specifies a value from the list to help further categorize this service option element.

Note: This field can be set only for the first service option element in any given row.

Category Subclass

Specifies a value from the list to help further categorize this service option element.

Note: This field can be set only for the first service option element in any given row.

Track as an Asset

Identifies whether the service option element is eligible to be associated with an asset.

• If Track as an Asset is selected and CA APM is installed, the CA APM Assign Asset window can be used to associate a request item with a Software asset or other type of asset.
• If Track as an Asset is selected and CA APM is not installed, this field has no special meaning and can be used for additional categorization.

Important! The following conditions are very important!

Do not select Track as an Asset when the Rich Display Text option is selected on the Service Option Element Definition window Definition tab.

Track as an Asset can be set only for the first service option element in any given row.

Keywords

Specifies a list of comma-separated list of keywords that are referenced during a catalog search.

Note: This field can be set only for the first service option element in any given row.

External ID

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

Note: This field can be set only for the first service option element in any given row.

URL Info

Displays a clickable URL with the service option element to the requesting or subscribing user.

Display Type

Specifies how the service option element appears in the request/subscription and invoice (if CA Service Accounting is installed). This setting allows you to hide the service option element from view in special cases. Select from the following list:

• Include in Request/Subscription and Invoice
• Include in Request/Subscription, Exclude from Invoice
• Exclude from Request/Subscription and Invoice

Change to Take Effect

Depending on the Catalog Configuration setting for Default Effect of Service Option Element Changes additional choices may appear as service option elements are added to or changed for a service option group that is already included in a service.

Select from the following list:

• Beginning of Accounts' Current Billing Period - No Audit Trail - The change takes effect retroactively to the beginning of the current billing period for existing subscribers or requesters.
• Beginning of Accounts' Current Billing Period - The change takes effect retroactively to the beginning of the current billing period for existing subscribers or requesters.
• Beginning of Accounts' Next Billing Period - The change takes effect at to the beginning of the next billing period for existing subscribers or requesters.
• Immediately during Accounts' Billing Period - The change takes effect immediately for existing subscribers or requesters.
• Specify a Future Effective Date - The change takes effect for existing subscribers or requesters on the date specified.