Create a question for a catalog item in Catalog Builder
Specify a question that the requester should answer before submitting the catalog item.
Before you begin
Role required: catalog_builder_editor, catalog_admin, or admin
About this task
If allowed in the template by the template owner (catalog_admin) while configuring the template, the following question types can be used in the item creation process in the catalog builder. These question types are grouped into types and subtypes:
- Text
- Single-line. Single-line text variable type in ServiceNow AI Platform.
- Multi-line. Multi-line text variable type in ServiceNow AI Platform.
- Rich text. HTML variable type in ServiceNow AI Platform.
- Option
- Check box. Check box variable type in ServiceNow AI Platform.
- Yes/No. Yes/No variable type in ServiceNow AI Platform.
- Choice
- Drop down (fixed values). Select Box variable type in ServiceNow AI Platform.
- Drop down (values from a table). Lookup Select Box variable type in ServiceNow AI Platform.
- Record reference. Reference variable type in ServiceNow AI Platform.
- Radio. Multiple Choice variable type in ServiceNow AI Platform.
- Multi-select. List Collector variable type in ServiceNow AI Platform.
- Requested for
- Date/Time
- Date. Date variable type in ServiceNow AI Platform.
- Date &Time. Date and time variable type in ServiceNow AI Platform.
- Duration
- Display label
- Plain text. Label variable type in ServiceNow AI Platform.
- Rich text. Rich Text Label variable type in ServiceNow AI Platform.
- Attachment
For detailed information about these question types, see Types of service catalog variables.
Procedure
Navigate to Catalog Builder > Create a new catalog item > Question and click Insert new question.
On the Create question form, specify the required details.
Note:
- The fields on the form vary based on the question type and subtype.
- While you configure each question, its preview is available.
- The question preview doesn't show interactions for the following questions types until the question is saved and then edited.
- Record reference
- Multi-select
- Drop down (values from a table)
- The question preview doesn't show annotations.
- Specify the details on the Question tab.
| Field | Description |
|---|---|
| Type | |
| Question type | Group under which the question type is categorized. |
| Question subtype | Subtype of the question.Only the question types allowed in the template are available. |
| Details | |
| Map to field | Maps the question to a specific field on the table for the record producer. |
| Question label | Question for a requester while ordering the catalog item. For the Rich text question subtype, you can specify a formatted label to be displayed on a catalog item form. |
| Name | Internal name to identify the question.The name should not contain spaces or special characters. Only the underscore character is allowed. |
| Mandatory | Option to specify if the question is mandatory. |
| Hidden | Option to specify if the question is hidden. |
| Read-only | Option to specify if the question is read-only. |
| Conversational label | Option to specify the text that you want to ask in the conversation for the question of your catalog item. |
2. Specify the details on the **Annotation** tab.
This tab is available for the following question subtypes:
- Single-line
- Multi-line
- Rich text
- Yes/No
- Drop down \(fixed values\)
- Drop down \(values from a table\)
- Record reference
- Radio
- Date
- Date &Time
- Multi-select
|Field|Description|
|-----|-----------|
|Instructions|
|Show instructions|Option to specify if instructions should be displayed for the question.|
|Instructions label|Instruction for the requester while ordering the catalog item.|
|Instructions|Detailed instruction content.|
3. Specify the details on the **Additional Details** tab.
This tab is available for the following question subtypes:
- Single-line
- Drop down \(values from a table\)
- Record reference
- Multi-select
| Field | Description |
|---|---|
| Validation | |
| Available for the Single-line question type | |
| Text validation | Option to validate the specified text value based on the regular expression validations that have been set up in the system. |
| Source | |
| Available for the Dropdown \(values from a table\), Record reference, and Multi-select question subtypes | |
| Table | Table from which the choices are retrieved. |
| Field | Field that should be displayed as a choice. This field is not available for the Record reference and Multi-select subtypes. |
| Filter conditions | Conditions to filter the choices. |
4. Specify the details on the **Choices** tab.
This tab is available for the following question subtypes:
- Drop down \(fixed values\)
- Drop down \(values from a table\)
- Yes/No
- Radio
| Field | Description |
|---|---|
| Settings | |
| Include none choice | Option to include None as a choice for the question. |
| Choice direction | Direction in which the choices should be displayed. Possible options are Down and Across. This option is available only for the Radio question subtype. |
| Do not select first choice | Option to ignore the first choice. This option is available only for the Radio question subtype. |
| Available Choices | |
| Available for the Drop down \(fixed values\) and Radio question subtypes. You can add a name-value pair for each choice. | |
| Display name | Label for a choice. |
| Value | Value of the choice. |
5. Specify the details in the **Default Value** tab.
The default value specified here is pre-selected as the answer for the question when a requester opens the catalog item form for the item. This tab is available for the following question subtypes:
- Single-line
- Multi-line
- Yes/No
- Radio
- Date
- Date &Time
- Multi-select
6. Specify the question details on the **Auto-populate** tab.
For more information about configuring auto-populate value, see [Configure an auto-populate value for a question in Catalog Builder](config-auto-populate-value-for-question-cat-builder.md).
Click Insert Question to add the question to the item.
Note:
- If there are two consecutive check boxes, then a virtual container is created for a group of check boxes. Only check box variable types can then be added inside that group.
- Even if a check box variable is added immediately after a group of check boxes, it's automatically added to the group.
Configure an auto-populate value for a question in Catalog Builder
Configure the value of a question to populate automatically whenever the value of another question of the reference type changes.
Parent Topic:Creating or editing catalog item template