Why It Matters
Service Catalog Categories act as the “folders” for your helpdesk. Organizing your forms into clear categories—like Hardware, Software, or HR Requests—makes it significantly easier for employees to find exactly what they are looking for.
How to Set It Up
- Access the Settings: Navigate to Setup → Dropdowns → Assistance → Service Catalog Categories. Click on the New Service Catalog Category button to begin.
- Define the Details: Fill in the Name, Description, and Comments. You can also upload an Illustration to give the category a distinct visual icon in the portal.
- Create Hierarchies: If this is a sub-section (like placing “Laptops” under “Hardware”), use the As child of dropdown to nest it under an existing parent category.
- Save and Link: Click Add. You can now return to this category at any time to add further child categories or link specific forms to it.
Next Steps
Go to your Employee Portal and verify that your new category (and its illustration) is visible in the Service Catalog sidebar or main grid.
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