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Creating and Updating Services › Creating a Simple Service › Specify Automatically Chosen Selections

Specify Automatically Chosen Selections

In this scenario, you specify the service option groups that you added to the service as automatically selected (default). This technique helps to verify that Field Services personnel can see and request all required equipment quickly and efficiently, especially from mobile devices.

Follow these steps:

  1. Perform the following actions on the Definition tab for the New Hire Onboarding for Field Only service:
    1. Click the Edit icon for the first service option group, Business Cards.

      Note: When you mouse-over this Edit icon, the help text is "Edit Service Option Group." Other Edit icons for the header text and for the service option also appear near this Edit icon, but each one has different help text when you mouse over it.

      The Details tab for the service option group appears.

    2. Specify Automatically Chosen as the Selection Type. Click Save.

      This service option group is automatically included when the service is requested or subscribed to. This service option group contains one service option, embossed business cards. The embossed business cards option is automatically selected for Field Services staff, and is the only option for them.

    3. Click the Back button on the browser to return to the Details tab for the service.
    4. Click the Definition tab for the service.

      You return to the Definition tab for the New Hire Onboarding for Field Only service. The list of service option groups in the service appears.

  2. Perform the following actions:
    1. Click the Edit icon for the next service option group, Mobile Phone.
    2. Specify Automatically Chosen as the Selection Type. Click Save.

      This service option group is automatically included when the service is requested or subscribed to. This service option group contains one service option, the deluxe mobile phone. The deluxe mobile phone option is automatically selected for Field Services staff, and is the only option for them.

    3. Click the Back button on the browser to return to the Details tab for the service.
    4. Click the Definition tab for the service.

      You return to the list of service option groups on the Definition tab.

  3. Use the previous steps as a model to edit the definitions for the following service option groups and to specify Automatically Chosen as the Selection Type:

    These service option groups also contain a single, deluxe service option that is automatically included for Field Services staff.