The service catalog

The Service Catalog lets you publish structured request forms that contacts complete in the portal. Each submission becomes a ticket. Manage it under Admin › Service Catalog; access requires the service catalog permission.

What a service defines

A service has a name, description, icon, optional category and estimated days. It also carries ticket defaults applied when a request comes in — default priority, ticket category, an auto-assign agent, and default type/subtype/item from your taxonomy.

Visibility

Each service has one of three visibility settings that control which portal contacts can see it:

• Public — visible to every portal contact at every company.
• Restricted — visible only to contacts whose type is primary or decision maker.
• Company specific — visible only to contacts at the companies you assign the service to.

Inactive services are hidden from the portal regardless of visibility.

Custom fields

Each service has its own set of fields that build the request form — text, dropdowns, radio lists, multiselect, checkbox lists (with optional quantities and an “other” option), file uploads, section headers and more. Required fields are validated on submission, and the answers are formatted into the resulting ticket's description.

Stats

The catalog list summarises totals by status and by each visibility type so you can see your published mix at a glance.