Create a needs template and set the catalog relationship
Define a needs template for a decision tree and associate the template with the product catalog to which it belongs.
Before you begin
Role required: sn_prd_pm.product_catalog_manager, sn_prd_pm.product_catalog_admin
Procedure
- In the CSM Configurable Workspace, select the List
view.
Navigate to Needs > Needs Template and select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | Unique system-assigned number that identifies the needs template. |
| Name | Name of the needs template, for example Home Tech Product Selection Guide. |
| Decision tree | Name of the decision tree that has the questionnaire to determine customer product needs. |
| Description | Brief description of the needs template. |
| Start date | Date and time that the needs template becomes effective and is listed in the product selection catalog. |
| End date | Date and time that the needs template is no longer effective and not listed in the product selection catalog. |
| State | Stage of the needs template:- Draft: Initial state of the needs template. The template hasn’t been published yet. - Published: Template has been published. After a template is published, you can update or delete it. |
Select Save.
The Needs Template Relationship tab opens. The needs template is also listed in the Needs Template list.
In the Needs Template Relationship tab, set the catalog relationship.
Select New, which opens the Create New Needs Template Relationship form.
In the Catalog field, select the published Product Offering Catalog to which this needs template belongs.
Select Save.
The selected catalog name is listed under the Catalog field in the Needs Template Relationships section.
Select Publish to make the specified catalog available in the product selection guide.
Related topics