Creating and Updating Services › Creating a Simple Service › Add and Customize the Service Option Groups

Add and Customize the Service Option Groups

In this scenario, you add several service option groups for onboarding Field staff. As you add each group, if applicable, you customize it for the Field staff by including only the deluxe option.

Note: The customizations in these steps affect this service only. You do not modify the service option groups or their service options. Instead, you customize this service to include only the service options that you select from each service option group.

Follow these steps:

1. Click the Edit Offering Selection button on the Definition tab for the New Hire Onboarding for Field Only service.

   The dialog that appears lets you add service option groups to the service.

2. Scroll to the service option group named Business Cards, and perform these actions:
   1. Click the Include checkbox.

      The group expands and lists its service options.

   2. Select Order Business Cards - Embossed, and select the options for Include and Default.

      Note: Leave both options unchecked for the service option named Order Business Cards - Standard.

   This action adds embossed business cards to the service and includes them by default.

3. Scroll to the service option group named Mobile Phone, and perform these actions:
   1. Click the Include checkbox.
   2. Select Mobile Phone- Deluxe, and select the option for Default.

   This action adds a deluxe mobile phone to the service and includes it by default.

4. Scroll to the service option group named Mobile Phone Accessories, and perform these actions:
   1. Click the Include checkbox.
   2. Select all the options for Include and Default.

   This action adds all mobile phone accessories to the service and includes them by default.

5. Scroll to the service option group named New Hire Onboarding for Field Services Only, and perform these actions:
   1. Click the Include checkbox.
   2. Select the options for Include and Default.

   This action adds the form that you created earlier to the service and includes it by default.

6. Scroll to the service option group named Procure Laptop, and perform these actions:
   1. Click the Include checkbox.
   2. Select Laptop - Deluxe, and select the options for Include and Default.

   This action adds a deluxe laptop to the service and includes it by default.

7. Scroll to the bottom of the dialog and click Save.

   The Catalog system adds the service option groups to the service, with your customizations.